$Broadcom(AVGO)$ I think $NVID

$Broadcom(AVGO)$ I think $NVIDIA Corp(NVDA)$ ’s earnings did not matter as much to the overall market or even the tech sector broadly as much as I thought it did. NVDA still matters to the so called “AI trade” though. In addition I was quite impressed with their earnings and going forward for at least the next year.

As far as AVGO, I definitely want to add more. But, I’m going to wait a little longer and see what kind of September we get. Plus, we are getting PCI/PPI, BLS and a Fed meeting this month.

Broadcom -15%! Would You Bottom at $130?

Broadcom's Q3 AI product-related revenue fell short of expectations, and the Q4 revenue guidance was weaker than anticipated, causing 15% drop in the past 5 days. ----------- Will the stock dip further after earnings? Would you like to buy Broadcom at 130？

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