HRHRHRHR
02-26 22:57
$Broadcom(AVGO)$  Any idea what happened to this Broadcom today? Why it took such a BIG dump? 
Modified in.02-26 23:02
Broadcom Earnings: Will 3D Stacked Chips Expand Revenue?
Broadcom plans to ship 1 million 3D-stacked chips by 2027, leveraging advanced silicon stacking to boost data transfer speeds. For FY2026 Q1, management guided total revenue at $19.1B (vs. $18.27B consensus), with AI semiconductor revenue projected at $8.2B, marking another triple-digit YoY surge. Analysts expect upside as hyperscaler capex approaches $670B globally, fueling AI infrastructure demand. Is Broadcom emerging as the quiet winner in custom AI silicon? Or will execution risks and capex cyclicality temper the stacked-chip narrative?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment