$Broadcom(AVGO)$ Q2 revenue wa

$Broadcom(AVGO)$ Q2 revenue was $22.2B, up 48% YoY, a record.

AI semiconductor revenue came in at $10.8B, up 143% YoY, beating their own outlook.

And the Q3 AI line guidance is $16B, up over 200% YoY.

The market was hoping for a raise in the 2027 AI revenue target of $100B, with talk around it potentially reaching $150B. However, management kept its AI targets at 10GW in 2027 and $100B+ long term, instead of raising guidance like they did in prior quarters. They reported AI demand remains explosive, yet the stock pulled back.

I think this pullback is completely unjustified. It should move back to 500 and beyond.

Read the actual numbers.

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