📈 AVGO Earnings on Deck — Can-To The Moon - Tiger Brokers Online Investing Community - To The Moon

📈 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 thesis break.

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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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.</p>\n<p>🧠 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.</p>\n<p>🎯 My play: Hold into earnings with tight stop. Add on dip toward $250 if it sells off without a thesis break.</p></body></html>","htmlText":"<html><head></head><body><p>📈 AVGO Earnings on Deck — Can Broadcom Deliver a 5th Straight Beat?</p>\n<p>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.</p>\n<p>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.</p>\n<p>🧠 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.</p>\n<p>🎯 My play: Hold into earnings with tight stop. Add on dip toward $250 if it sells off without a thesis break.</p></body></html>","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 thesis break.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/442763891527936","repostId":0,"isVote":1,"tweetType":1,"viewCount":1251,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":675,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/442763891527936"}