Record Revenue, Slowing AI: Still Worth Chasing AVGO After Earnings?

Broadcom's revenue for the second fiscal quarter hit a record high, with EPS continuing to grow by over 40%, beating expectations. AI revenue for the quarter rose by 46%, marking a noticeable slowdown from the previous quarter's 77% growth. Broadcom expects its AI chip revenue to increase for a tenth consecutive quarter in Q3, accelerating to $5.1 billion—but still 3.7% below some analysts' higher estimates. AVGO fell 4% in the overnight trading. The stock is still at highs as it set all time high yesterday. ---------- Is it worth chasing at a high level? Or wait for a fair price?

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The stock is still at highs as it set all time high yesterday.\n----------\nIs it worth chasing at a high level?\nOr wait for a fair price?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1748951374420,"userCounts":1,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":cc15b46059984caf8fee503eebf5d2c4}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1749398400000,"rewardEnd":true,"symbols":[],"tweetCounts":58,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Record Revenue, Slowing AI: Still Worth Chasing AVGO After Earnings?","tweetAmount":58,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":443854215627168,"gmtCreate":1749396663122,"gmtModify":1749448838597,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159970598736412","idStr":"4159970598736412"},"themes":[],"title":"Record Revenue, Slowing AI: Still Worth Chasing AVGO After Earnings?","htmlText":"Broadcom (AVGO) reported strong results for its second fiscal quarter, setting a new record for revenue and exceeding earnings expectations. EPS rose over 40%, reflecting continued operational strength. AI-related revenue grew by 46%, which remains solid but marks a notable deceleration from the previous quarter’s 77% increase. Looking ahead, Broadcom expects AI chip revenue to rise again in Q3—to $5.1 billion—which would mark the 10th consecutive quarter of AI chip revenue growth. However, this projection came in about 3.7% below the more optimistic analyst estimates, contributing to a dip in investor sentiment. The stock closed at $246.93 last week, down 5% on the day. Why I’m Staying on the Sidelines Broadcom is a fundamentally sound company, but despite the impressive numbers, I’m not","listText":"Broadcom (AVGO) reported strong results for its second fiscal quarter, setting a new record for revenue and exceeding earnings expectations. EPS rose over 40%, reflecting continued operational strength. AI-related revenue grew by 46%, which remains solid but marks a notable deceleration from the previous quarter’s 77% increase. Looking ahead, Broadcom expects AI chip revenue to rise again in Q3—to $5.1 billion—which would mark the 10th consecutive quarter of AI chip revenue growth. However, this projection came in about 3.7% below the more optimistic analyst estimates, contributing to a dip in investor sentiment. The stock closed at $246.93 last week, down 5% on the day. Why I’m Staying on the Sidelines Broadcom is a fundamentally sound company, but despite the impressive numbers, I’m not","text":"Broadcom (AVGO) reported strong results for its second fiscal quarter, setting a new record for revenue and exceeding earnings expectations. EPS rose over 40%, reflecting continued operational strength. AI-related revenue grew by 46%, which remains solid but marks a notable deceleration from the previous quarter’s 77% increase. Looking ahead, Broadcom expects AI chip revenue to rise again in Q3—to $5.1 billion—which would mark the 10th consecutive quarter of AI chip revenue growth. However, this projection came in about 3.7% below the more optimistic analyst estimates, contributing to a dip in investor sentiment. The stock closed at $246.93 last week, down 5% on the day. Why I’m Staying on the Sidelines Broadcom is a fundamentally sound company, but despite the impressive numbers, I’m not","images":[{"img":"https://community-static.tradeup.com/news/b33e07dc713185f77c7c90ac8ae0415c","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/443854215627168","isVote":1,"tweetType":1,"viewCount":4345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010969","idStr":"10000000000010969"},"content":"Totally get where you're coming from. AVGO's fundamentals are solid, but yeah, that AI growth deceleration is something to watch. Might just wait for a better entry—no FOMO here, just keeping it on the radar 👀📉📈","text":"Totally get where you're coming from. AVGO's fundamentals are solid, but yeah, that AI growth deceleration is something to watch. Might just wait for a better entry—no FOMO here, just keeping it on the radar 👀📉📈","html":"Totally get where you're coming from. AVGO's fundamentals are solid, but yeah, that AI growth deceleration is something to watch. Might just wait for a better entry—no FOMO here, just keeping it on the radar 👀📉📈"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"These big investors brought this stock down to buy more to make more profit. After hour trading, it was 206 and then jumped back up 247.","text":"These big investors brought this stock down to buy more to make more profit. After hour trading, it was 206 and then jumped back up 247.","html":"These big investors brought this stock down to buy more to make more profit. After hour trading, it was 206 and then jumped back up 247."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443672924778720,"gmtCreate":1749343291678,"gmtModify":1749343295675,"author":{"id":"3571305152732730","authorId":"3571305152732730","name":"Atwosome","avatar":"https://static.tigerbbs.com/2085a92415ef32924f70d916d490adce","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571305152732730","idStr":"3571305152732730"},"themes":[],"title":"","htmlText":"6000 will be a strong resistance to cross, but market hitting 6000 is not too much an issue","listText":"6000 will be a strong resistance to cross, but market hitting 6000 is not too much an issue","text":"6000 will be a strong resistance to cross, but market hitting 6000 is not too much an issue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443672924778720","isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443681320698440,"gmtCreate":1749343203471,"gmtModify":1749343206865,"author":{"id":"3571305152732730","authorId":"3571305152732730","name":"Atwosome","avatar":"https://static.tigerbbs.com/2085a92415ef32924f70d916d490adce","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571305152732730","idStr":"3571305152732730"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> riding on AI trend it will be a good candidate to have inside you're profolio&nbsp;","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> riding on AI trend it will be a good candidate to have inside you're profolio&nbsp;","text":"$Broadcom(AVGO)$ riding on AI trend it will be a good candidate to have inside you're profolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443681320698440","isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443673734759016,"gmtCreate":1749341158759,"gmtModify":1749341162312,"author":{"id":"4205804543991992","authorId":"4205804543991992","name":"MAHE","avatar":"https://community-static.tradeup.com/news/b9e7d4ec43822f5afebb7067c8aec695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205804543991992","idStr":"4205804543991992"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> &nbsp; The image is a post about Broadcom (AVGO) and its recent earnings, discussing whether it's still worth investing in despite slowing AI growth. It highlights the company's record revenue and includes a reward of 1000 Tiger Coins. Broadcom Inc. is a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions. The company's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. Broadcom is the product of consolidation, with businesses that are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software. Broadcom's fir","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> &nbsp; The image is a post about Broadcom (AVGO) and its recent earnings, discussing whether it's still worth investing in despite slowing AI growth. It highlights the company's record revenue and includes a reward of 1000 Tiger Coins. Broadcom Inc. is a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions. The company's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. Broadcom is the product of consolidation, with businesses that are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software. Broadcom's fir","text":"$Broadcom(AVGO)$ The image is a post about Broadcom (AVGO) and its recent earnings, discussing whether it's still worth investing in despite slowing AI growth. It highlights the company's record revenue and includes a reward of 1000 Tiger Coins. Broadcom Inc. is a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions. The company's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. Broadcom is the product of consolidation, with businesses that are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software. Broadcom's fir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443673734759016","isVote":1,"tweetType":1,"viewCount":3075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443560905019624,"gmtCreate":1749313736413,"gmtModify":1749313739592,"author":{"id":"3572747581244169","authorId":"3572747581244169","name":"BCYH","avatar":"https://community-static.tradeup.com/news/441ec0af9dcabbda7a54f070b33cc59b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572747581244169","idStr":"3572747581244169"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Is this a better investment compared to $nvda","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Is this a better investment compared to $nvda","text":"$Broadcom(AVGO)$ Is this a better investment compared to $nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443560905019624","isVote":1,"tweetType":1,"viewCount":4201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443289582448744,"gmtCreate":1749271267140,"gmtModify":1749274753457,"author":{"id":"4191905861521582","authorId":"4191905861521582","name":"Jerry Lim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191905861521582","idStr":"4191905861521582"},"themes":[],"title":"","htmlText":"&nbsp;FcTVvgvv g v b v bbq b b b b b Gt &nbsp;TvVbvvvvvvvvvv &nbsp;c","listText":"&nbsp;FcTVvgvv g v b v bbq b b b b b Gt &nbsp;TvVbvvvvvvvvvv &nbsp;c","text":"FcTVvgvv g v b v bbq b b b b b Gt TvVbvvvvvvvvvv c","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443289582448744","isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443359463321896,"gmtCreate":1749264357180,"gmtModify":1749268675993,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels? 📍 Earnings Recap Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier. 📍 What This Means The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VM","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels? 📍 Earnings Recap Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier. 📍 What This Means The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VM","text":"$Broadcom(AVGO)$ Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels? 📍 Earnings Recap Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier. 📍 What This Means The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/443359463321896","isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4185398225303912","idStr":"4185398225303912"},"content":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.","text":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.","html":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443222219899568,"gmtCreate":1749230758798,"gmtModify":1749230761961,"author":{"id":"4210769590898052","authorId":"4210769590898052","name":"BABY SPACEROCK","avatar":"https://community-static.tradeup.com/news/8ea9ad6bab35cbea6c1b3004226bb3f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210769590898052","idStr":"4210769590898052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Not sure but AI is a thing of the future. I think I like NVDA and AVGO only of the lot. Though my parents were arguing over TSM vs NVDA. But whatever it is, good buy.","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Not sure but AI is a thing of the future. I think I like NVDA and AVGO only of the lot. Though my parents were arguing over TSM vs NVDA. But whatever it is, good buy.","text":"$Broadcom(AVGO)$ Not sure but AI is a thing of the future. I think I like NVDA and AVGO only of the lot. Though my parents were arguing over TSM vs NVDA. But whatever it is, good buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/443222219899568","isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443220632679112,"gmtCreate":1749230371419,"gmtModify":1749230374439,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> what do you think of this stock&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> what do you think of this stock&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;","text":"$Broadcom(AVGO)$ what do you think of this stock @BABY SPACEROCK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443220632679112","isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443219897709160,"gmtCreate":1749230358699,"gmtModify":1749230361930,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best AI stock that has a taken great hit and lack recent traction. But when the run happens, it's gonna be quick. So load up for those keen.","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best AI stock that has a taken great hit and lack recent traction. But when the run happens, it's gonna be quick. So load up for those keen.","text":"$Broadcom(AVGO)$ one of the best AI stock that has a taken great hit and lack recent traction. But when the run happens, it's gonna be quick. So load up for those keen.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443219897709160","isVote":1,"tweetType":1,"viewCount":3091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443111092981816,"gmtCreate":1749203811962,"gmtModify":1749203816710,"author":{"id":"4163830509758562","authorId":"4163830509758562","name":"RickPANDA","avatar":"https://community-static.tradeup.com/news/b4bcab9fc9e00799638da1493b8a0e34","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4163830509758562","idStr":"4163830509758562"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; PCT: AVGO Vs TSM v1.0 : PCT = Pandas Coffee Talk. AVGO or TSM? Let's Seeking Alpha explains...","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; PCT: AVGO Vs TSM v1.0 : PCT = Pandas Coffee Talk. AVGO or TSM? Let's Seeking Alpha explains...","text":"$Broadcom(AVGO)$ PCT: AVGO Vs TSM v1.0 : PCT = Pandas Coffee Talk. AVGO or TSM? Let's Seeking Alpha explains...","images":[{"img":"https://community-static.tradeup.com/news/54c165efa96cf988bbc1297e7085e5de","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443111092981816","isVote":1,"tweetType":1,"viewCount":3451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443176327881240,"gmtCreate":1749199651506,"gmtModify":1749199692488,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Elon vs.Trump: When Ego Crashes the Market; AVGO's Imperfect Perfect","htmlText":"Big-Tech’s PerformanceMacro Highlights This Week: Disappointing ADP; A Springtime for Crypto? “Trump vs. Musk” EscalatesThis week’s ADP data showed employment growth slowing to a two-year low, indicating a second consecutive month of cooling labor demand. This has raised concerns about economic momentum and could influence monetary policy. While a cooler labor market might pressure the Fed toward rate cuts, steady wage growth and tariffs may limit the room for such adjustments. Attention should also be paid to the discrepancies between ADP data and BLS non-farm payrolls, as well as the potential impact of subsequent revisions. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> successfully debuted on the U.S. stock market as the \"first stablecoin stock.\" Its IPO price","listText":"Big-Tech’s PerformanceMacro Highlights This Week: Disappointing ADP; A Springtime for Crypto? “Trump vs. Musk” EscalatesThis week’s ADP data showed employment growth slowing to a two-year low, indicating a second consecutive month of cooling labor demand. This has raised concerns about economic momentum and could influence monetary policy. While a cooler labor market might pressure the Fed toward rate cuts, steady wage growth and tariffs may limit the room for such adjustments. Attention should also be paid to the discrepancies between ADP data and BLS non-farm payrolls, as well as the potential impact of subsequent revisions. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> successfully debuted on the U.S. stock market as the \"first stablecoin stock.\" Its IPO price","text":"Big-Tech’s PerformanceMacro Highlights This Week: Disappointing ADP; A Springtime for Crypto? “Trump vs. Musk” EscalatesThis week’s ADP data showed employment growth slowing to a two-year low, indicating a second consecutive month of cooling labor demand. This has raised concerns about economic momentum and could influence monetary policy. While a cooler labor market might pressure the Fed toward rate cuts, steady wage growth and tariffs may limit the room for such adjustments. Attention should also be paid to the discrepancies between ADP data and BLS non-farm payrolls, as well as the potential impact of subsequent revisions. $Circle Internet Corp.(CRCL)$ successfully debuted on the U.S. stock market as the \"first stablecoin stock.\" Its IPO price","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":90,"commentSize":3,"repostSize":8,"link":"https://ttm.financial/post/443176327881240","isVote":1,"tweetType":1,"viewCount":25989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Next week avgo will fly. The safest high tech out there safer than Apple and NVDA","text":"Next week avgo will fly. The safest high tech out there safer than Apple and NVDA","html":"Next week avgo will fly. The safest high tech out there safer than Apple and NVDA"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"The fight between musk and trump already priced in , try to come up with something else lol 319 imminent by Tuesday","text":"The fight between musk and trump already priced in , try to come up with something else lol 319 imminent by Tuesday","html":"The fight between musk and trump already priced in , try to come up with something else lol 319 imminent by Tuesday"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":443145233289392,"gmtCreate":1749192144626,"gmtModify":1749192328820,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"AVGO Erngs Call: AI Revenue Growth, ASIC and Scale-up Trends","htmlText":"1. AI revenue growth exceeded expectations, long-term sustainability is clearData performance: <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Q2 AI-related revenue reached $4.4 billion, Q3 guidance of $5.1 billion (+60% year-on-year), management clear 2025 high growth will continue to 2026.AI revenues may reach $20B in 2025 and exceed $30B in 2026 by analyst projections.Key signals: management's confirmation of 2026 growth trajectory (\"same trajectory\") indicates high order visibility and no downward revision of 2027 targets, reflecting its confidence in the long-term nature of AI demand.Potential risk: visibility is not updated beyond 2026 for the time being, and attention needs to be paid to whether there are subsequent technology iterations or changes in customer demand (e.","listText":"1. AI revenue growth exceeded expectations, long-term sustainability is clearData performance: <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Q2 AI-related revenue reached $4.4 billion, Q3 guidance of $5.1 billion (+60% year-on-year), management clear 2025 high growth will continue to 2026.AI revenues may reach $20B in 2025 and exceed $30B in 2026 by analyst projections.Key signals: management's confirmation of 2026 growth trajectory (\"same trajectory\") indicates high order visibility and no downward revision of 2027 targets, reflecting its confidence in the long-term nature of AI demand.Potential risk: visibility is not updated beyond 2026 for the time being, and attention needs to be paid to whether there are subsequent technology iterations or changes in customer demand (e.","text":"1. AI revenue growth exceeded expectations, long-term sustainability is clearData performance: $Broadcom(AVGO)$ Q2 AI-related revenue reached $4.4 billion, Q3 guidance of $5.1 billion (+60% year-on-year), management clear 2025 high growth will continue to 2026.AI revenues may reach $20B in 2025 and exceed $30B in 2026 by analyst projections.Key signals: management's confirmation of 2026 growth trajectory (\"same trajectory\") indicates high order visibility and no downward revision of 2027 targets, reflecting its confidence in the long-term nature of AI demand.Potential risk: visibility is not updated beyond 2026 for the time being, and attention needs to be paid to whether there are subsequent technology iterations or changes in customer demand (e.","images":[{"img":"https://static.tigerbbs.com/ea0b1b495a5730f87dd27acebd333cc5"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/443145233289392","isVote":1,"tweetType":1,"viewCount":4373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Broadcom is a compelling buy. All the major tech companies like Apple, Google, Meta, Bytedance of Tiktok fame, are investing heavily in AI and the revenue and profit projections are unlike what we've ever seen. The AI revolution has started and Broadcom is in the front and center of it.","text":"Broadcom is a compelling buy. All the major tech companies like Apple, Google, Meta, Bytedance of Tiktok fame, are investing heavily in AI and the revenue and profit projections are unlike what we've ever seen. The AI revolution has started and Broadcom is in the front and center of it.","html":"Broadcom is a compelling buy. All the major tech companies like Apple, Google, Meta, Bytedance of Tiktok fame, are investing heavily in AI and the revenue and profit projections are unlike what we've ever seen. The AI revolution has started and Broadcom is in the front and center of it."},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Anybody sees a chance of Merger between Broadcom and Nvidia ? It will create the most dominant power house in AI/Chips Industry in the world.","text":"Anybody sees a chance of Merger between Broadcom and Nvidia ? It will create the most dominant power house in AI/Chips Industry in the world.","html":"Anybody sees a chance of Merger between Broadcom and Nvidia ? It will create the most dominant power house in AI/Chips Industry in the world."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443055521480744,"gmtCreate":1749180726569,"gmtModify":1749180729760,"author":{"id":"4155128233815572","authorId":"4155128233815572","name":"Laiken","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4155128233815572","idStr":"4155128233815572"},"themes":[],"title":"","htmlText":"thanks for sharing","listText":"thanks for sharing","text":"thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443055521480744","isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442826697355936,"gmtCreate":1749134193614,"gmtModify":1749134196797,"author":{"id":"4206369572749952","authorId":"4206369572749952","name":"Myrttle","avatar":"https://community-static.tradeup.com/news/7ffd74e9a9a54fdf527ac463412460bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206369572749952","idStr":"4206369572749952"},"themes":[],"title":"","htmlText":"The price is already near ATH so results appear to be priced in","listText":"The price is already near ATH so results appear to be priced in","text":"The price is already near ATH so results appear to be priced in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442826697355936","isVote":1,"tweetType":1,"viewCount":2885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442763891527936,"gmtCreate":1749118963697,"gmtModify":1749121605834,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"📈 AVGO Earnings on Deck — Can Broadcom Deliver a 5th Straight Beat? Citi just upgraded $AVGO, raising their target to $276 (from $210) ahead of Thursday's earnings. The bull case? Continued AI-driven demand, strong enterprise chip exposure, and a rock-solid track record — 4 consecutive beats. Personally, I've had a small swing position in AVGO since the $240s. With the stock riding the same tailwinds as NVDA and AMD, I wouldn’t be surprised to see another upside surprise — especially if margins hold strong. 🧠 That said, with expectations now higher and the stock already up ~25% YTD, I'm cautious about post-earnings volatility. Might trim into strength and reload if we dip on profit-taking. 🎯 My play: Hold into earnings with tight stop. Add on dip toward $250 if it sells off without a thesi","listText":"📈 AVGO Earnings on Deck — Can Broadcom Deliver a 5th Straight Beat? Citi just upgraded $AVGO, raising their target to $276 (from $210) ahead of Thursday's earnings. The bull case? Continued AI-driven demand, strong enterprise chip exposure, and a rock-solid track record — 4 consecutive beats. Personally, I've had a small swing position in AVGO since the $240s. With the stock riding the same tailwinds as NVDA and AMD, I wouldn’t be surprised to see another upside surprise — especially if margins hold strong. 🧠 That said, with expectations now higher and the stock already up ~25% YTD, I'm cautious about post-earnings volatility. Might trim into strength and reload if we dip on profit-taking. 🎯 My play: Hold into earnings with tight stop. Add on dip toward $250 if it sells off without a thesi","text":"📈 AVGO Earnings on Deck — Can Broadcom Deliver a 5th Straight Beat? Citi just upgraded $AVGO, raising their target to $276 (from $210) ahead of Thursday's earnings. The bull case? Continued AI-driven demand, strong enterprise chip exposure, and a rock-solid track record — 4 consecutive beats. Personally, I've had a small swing position in AVGO since the $240s. With the stock riding the same tailwinds as NVDA and AMD, I wouldn’t be surprised to see another upside surprise — especially if margins hold strong. 🧠 That said, with expectations now higher and the stock already up ~25% YTD, I'm cautious about post-earnings volatility. Might trim into strength and reload if we dip on profit-taking. 🎯 My play: Hold into earnings with tight stop. Add on dip toward $250 if it sells off without a thesi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/442763891527936","isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442680511164592,"gmtCreate":1749103089930,"gmtModify":1749104537969,"author":{"id":"10000000000010922","authorId":"10000000000010922","name":"OptionsAura","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010922","idStr":"10000000000010922"},"themes":[],"title":"Broadcom's financial report is here, what should I do with options?","htmlText":"Broadcom will release its results for the second fiscal quarter of 2025 after the U.S. stock market closes on June 5, 2025, Eastern Time. According to general institutional forecasts, Broadcom will achieve operating income of US $14.975 billion in the second fiscal quarter of 2025, a year-on-year increase of 19.92%. Earnings per share are US $0.959, a year-on-year increase of 116.9%.Since the beginning of this year, Broadcom's stock price has experienced a roller coaster ride. In April, affected by tariffs and other factors, the stock price once fell to US $138.1, and then started a strong rebound. It has risen by more than 70% in the past two months. Today, it rose by more than 2.5% to break through the previous high and set a record high!Looking forward to this financial report, investor","listText":"Broadcom will release its results for the second fiscal quarter of 2025 after the U.S. stock market closes on June 5, 2025, Eastern Time. According to general institutional forecasts, Broadcom will achieve operating income of US $14.975 billion in the second fiscal quarter of 2025, a year-on-year increase of 19.92%. Earnings per share are US $0.959, a year-on-year increase of 116.9%.Since the beginning of this year, Broadcom's stock price has experienced a roller coaster ride. In April, affected by tariffs and other factors, the stock price once fell to US $138.1, and then started a strong rebound. It has risen by more than 70% in the past two months. Today, it rose by more than 2.5% to break through the previous high and set a record high!Looking forward to this financial report, investor","text":"Broadcom will release its results for the second fiscal quarter of 2025 after the U.S. stock market closes on June 5, 2025, Eastern Time. According to general institutional forecasts, Broadcom will achieve operating income of US $14.975 billion in the second fiscal quarter of 2025, a year-on-year increase of 19.92%. Earnings per share are US $0.959, a year-on-year increase of 116.9%.Since the beginning of this year, Broadcom's stock price has experienced a roller coaster ride. In April, affected by tariffs and other factors, the stock price once fell to US $138.1, and then started a strong rebound. It has risen by more than 70% in the past two months. Today, it rose by more than 2.5% to break through the previous high and set a record high!Looking forward to this financial report, investor","images":[{"img":"https://static.tigerbbs.com/b0e498f9763bbe8fcd1c8048a829237d","width":"1214","height":"328"},{"img":"https://static.tigerbbs.com/682d996e752fba496eb4588e1c2f391d","width":"737","height":"571"},{"img":"https://static.tigerbbs.com/0ff3ddd59f8550e453aef13e0bf22711","width":"735","height":"573"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":37,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/442680511164592","isVote":1,"tweetType":1,"viewCount":4185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":442700598018312,"gmtCreate":1749099074499,"gmtModify":1749099077683,"author":{"id":"4210044097914972","authorId":"4210044097914972","name":"rand ang","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210044097914972","idStr":"4210044097914972"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> kuujhuu","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> kuujhuu","text":"$Broadcom(AVGO)$ kuujhuu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442700598018312","isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442311565300224,"gmtCreate":1749008509949,"gmtModify":1749018739368,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Broadcom’s Earnings Blitz: Can It Crush Expectations Again?","htmlText":"Broadcom Inc. ( <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ) is gearing up for its Q2 2025 earnings report on Thursday, June 5, 2025, and the market is buzzing with anticipation. Citi’s recent upgrade, boosting its price target to $276 from $210 with a reaffirmed Buy rating, underscores the company’s AI-driven momentum. With four consecutive earnings beats under its belt, Broadcom’s poised to potentially deliver another blockbuster. But with a lofty 45x forward P/E and tariff risks looming, can it keep the streak alive? And what’s the smart trading play ahead of the big day? Let’s dive into the catalysts, risks, and strategies to navigate this high-stakes moment. 🔍 Broadcom’s Winning Streak: The Numbers Broadcom’s Q1 2025 results set a high bar, with record revenue of $14.","listText":"Broadcom Inc. ( <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ) is gearing up for its Q2 2025 earnings report on Thursday, June 5, 2025, and the market is buzzing with anticipation. Citi’s recent upgrade, boosting its price target to $276 from $210 with a reaffirmed Buy rating, underscores the company’s AI-driven momentum. With four consecutive earnings beats under its belt, Broadcom’s poised to potentially deliver another blockbuster. But with a lofty 45x forward P/E and tariff risks looming, can it keep the streak alive? And what’s the smart trading play ahead of the big day? Let’s dive into the catalysts, risks, and strategies to navigate this high-stakes moment. 🔍 Broadcom’s Winning Streak: The Numbers Broadcom’s Q1 2025 results set a high bar, with record revenue of $14.","text":"Broadcom Inc. ( $Broadcom(AVGO)$ ) is gearing up for its Q2 2025 earnings report on Thursday, June 5, 2025, and the market is buzzing with anticipation. Citi’s recent upgrade, boosting its price target to $276 from $210 with a reaffirmed Buy rating, underscores the company’s AI-driven momentum. With four consecutive earnings beats under its belt, Broadcom’s poised to potentially deliver another blockbuster. But with a lofty 45x forward P/E and tariff risks looming, can it keep the streak alive? And what’s the smart trading play ahead of the big day? Let’s dive into the catalysts, risks, and strategies to navigate this high-stakes moment. 🔍 Broadcom’s Winning Streak: The Numbers Broadcom’s Q1 2025 results set a high bar, with record revenue of $14.","images":[{"img":"https://community-static.tradeup.com/news/293c4d08f1ea788aaadd51e85bb71201","width":"1152","height":"720"},{"img":"https://community-static.tradeup.com/news/d1243b59c86b15159ace6905692b9c9c","width":"1024","height":"576"},{"img":"https://community-static.tradeup.com/news/537217f17be619c4dc7d1602c8c895d1","width":"1024","height":"576"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":27,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/442311565300224","isVote":1,"tweetType":1,"viewCount":4813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000645","authorId":"9000000000000645","name":"CornellRudolph","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000645","idStr":"9000000000000645"},"content":"Can't wait to see how it performs! [Surprised]","text":"Can't wait to see how it performs! [Surprised]","html":"Can't wait to see how it performs! [Surprised]"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":442299245167304,"gmtCreate":1749005423296,"gmtModify":1749005429285,"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/4172287591330932\">@Hen Solo</a>:Thanks HS! Voted 👍//<a href=\"https://ttm.financial/U/4172287591330932\">@Hen Solo</a>:On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. &lt;","listText":"Replying to <a href=\"https://ttm.financial/U/4172287591330932\">@Hen Solo</a>:Thanks HS! Voted 👍//<a href=\"https://ttm.financial/U/4172287591330932\">@Hen Solo</a>:On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. &lt;","text":"Replying to @Hen Solo:Thanks HS! Voted 👍//@Hen Solo:On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint. <","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442299245167304","isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[]}