To The Moon

Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea

$Broadcom(AVGO)$  today's decline appears to be more about expectations being too high than about the business suddenly deteriorating.Thus, I remain positive about their long term AI position.

$Broadcom(AVGO)$  Quarter to Quarter results do not give a good guidance & indication of future earnings. It is always a short-sightedness view. With AI and technological products advancing rapidly, the related chips companies such as AVGO, are in the frontline to reap a substantial profitabilty. Hence shares price trending north.

$Broadcom(AVGO)$  down

$Broadcom(AVGO)$  why people still trust this company. they have destroyed so many businesses in the past to keep themselves afloat. I hope they go down hard

$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov

$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.

Market sentiment decides the price. Ride on bull run hitting a pause.

$Broadcom(AVGO)$ sank up to 13.8% overnight after reporting earnings post-US market close on Wednesday (3 June). Despite reporting another strong quarter, investor sentiment turned negative as Broadcom’s guidance for AI semiconductor revenue came in below market expectations. As of 11am Singapore time, Broadcom was trading down about 12.5%. Amplifying the move, the $AVGO 3xShortSG280420(9FOW.SI)$ surged close to 38%, with the $AVGO 3xLongSG280420(Z8TW.SI)$ down a similar magnitude. Investors who view the selloff as an overreaction and anticipate a rebound during regular US trading hours may consider the $AVGO 3xLong

$Broadcom(AVGO)$ so fast lose steam already

Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea

$Broadcom(AVGO)$  Quarter to Quarter results do not give a good guidance & indication of future earnings. It is always a short-sightedness view. With AI and technological products advancing rapidly, the related chips companies such as AVGO, are in the frontline to reap a substantial profitabilty. Hence shares price trending north.

$Broadcom(AVGO)$ sank up to 13.8% overnight after reporting earnings post-US market close on Wednesday (3 June). Despite reporting another strong quarter, investor sentiment turned negative as Broadcom’s guidance for AI semiconductor revenue came in below market expectations. As of 11am Singapore time, Broadcom was trading down about 12.5%. Amplifying the move, the $AVGO 3xShortSG280420(9FOW.SI)$ surged close to 38%, with the $AVGO 3xLongSG280420(Z8TW.SI)$ down a similar magnitude. Investors who view the selloff as an overreaction and anticipate a rebound during regular US trading hours may consider the $AVGO 3xLong

$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov

$Broadcom(AVGO)$  today's decline appears to be more about expectations being too high than about the business suddenly deteriorating.Thus, I remain positive about their long term AI position.

$Broadcom(AVGO)$  why people still trust this company. they have destroyed so many businesses in the past to keep themselves afloat. I hope they go down hard

$Broadcom(AVGO)$  down

$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.

Market sentiment decides the price. Ride on bull run hitting a pause.

$Broadcom(AVGO)$ so fast lose steam already