Aqa
03-06 23:36
$Broadcom(AVGO)$ earnings beat expectations. Broadcom is a global technology company that designs and supplies semiconductor and infrastructure software solutions that are foundational to modern cloud, enterprise, and telecom networks. Broadcom’s strategic position in AI infrastructure is another major competitive advantage for the company. The company is emerging as a core supplier in the global AI build-out. Its custom AI accelerators and systems are co-developed with leading hyperscalers, while its high speed Ethernet switches, routers, and optical components form the fabric connecting large AI clusters. This gives Broadcom exposure to several structural growth drivers at once: AI compute, high-bandwidth networking, and the migration of AI infrastructure toward Ethernet based fabrics. Thanks @Tiger_Earnings

Sea Rebounds from 16% Plunge! Is it Oversold Post-Earnings?
Sea has hit a turbulent patch, with its stock price plunging over 16% following its latest earnings release. While the tech giant delivered a robust US$6.9 billion in revenue (up 38.4% YoY), it fell short on the bottom line—reporting an EPS of $0.63, missing the consensus estimate of $0.80. "Golden Trio" showed resilience: Shopee saw GMV jump 28.6% to $36.7 billion, Monee surged 54.3%, and Garena's EBITDA grew 25.6%. Can Sea’s diversified ecosystem offset the rising costs of e-commerce warfare? Will the stock find support, or is the path to recovery blocked by the EPS miss?
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