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Sep 1 at 11:12 AM
$Broadcom(AVGO.US)
My AVGO Earnings Take
⬆️ Voted Up 3% to 8%
Broadcom enters Q3 with high expectations. Revenue guidance is around $29.4B, while AI semiconductor revenue is expected to reach $16B, up 200%+ YoY.
I’m bullish because Broadcom benefits from both custom AI chips (ASICs) and AI networking. It doesn’t need to beat Nvidia as both companies play different roles in the same AI infrastructure boom.
The biggest risk is expectations. A simple earnings beat may not be enough. Forward guidance will decide the reaction. If Broadcom beats expectations and raises its AI outlook, I see room for a solid move higher.
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