Broadcom Pitches a $230B 2028 Target — Why Is the Market Only Paying for Next Quarter?

Broadcom fell 2.74% on 2.35x volume, ~28% below its high, despite record revenue of $29.6bn, +86% YoY. Hock Tan set an FY2028 AI revenue target of $230bn, ~4x this year's — selling 2028 while the market pays for next quarter, which guided light. Macquarie upgraded at $490 on Anthropic's ramp; BofA cut its target while raising estimates — higher profits at a lower multiple. Peers held: Marvell +1.14%, Nvidia +1.80%. Bulls anchor on lock-in through 2028; bears on the discount rate: distant revenue is worth less until rates peak. Reprice on the $230bn roadmap, or wait for guidance to catch up?

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Tiger_comments

09-14 15:24

AI Leaders Are Starting to Say “Slow Down” — But Does That Really Mean AI CapEx Will Fall?

AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.

AI Leaders Are Starting to Say “Slow Down” — But Does That Really Mean AI CapEx Will Fall?

Ivan_Gan

09-11

Could Rate Hike Uncertainty Keep Markets Range-Bound? Three Ways to Track the Key Assets

Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: >>> 空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？ Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders

Could Rate Hike Uncertainty Keep Markets Range-Bound? Three Ways to Track the Key Assets

nerdbull1669

09-07

Broadcom's $230B AI Vision vs. Near-Term Market Friction: Valuing Long-Term Dominance and Options Hedging Strategies

$Broadcom(AVGO)$ Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration & Reven

Broadcom's $230B AI Vision vs. Near-Term Market Friction: Valuing Long-Term Dominance and Options Hedging Strategies

Marktomarket

09-03

Broadcom Talked About US$230 Billion. The Market Counted US$200 Million.

One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,

Broadcom Talked About US$230 Billion. The Market Counted US$200 Million.

Shyon

09-02

Broadcom Earnings Tonight: Can AI Momentum and VMware Growth Keep the Rally Alive?

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$ will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$ remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

Broadcom Earnings Tonight: Can AI Momentum and VMware Growth Keep the Rally Alive?

WallStreet_Tiger

09-03

🔥 $SNOW +22%, AVGO -5%. Same Earnings Night, Totally Different Stories 👀

👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. $Snowflake(SNOW)$ surged more than 20%. $Broadcom(AVGO)$ initially sank despite spectacular numbers. $Hewlett Packard Enterprise(HPE)$ delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N

🔥 $SNOW +22%, AVGO -5%. Same Earnings Night, Totally Different Stories 👀

Marktomarket

09-04

Waller Said He Could Wait. The Market Didn't.

$S&P 500(.SPX)$ closed 1.06 per cent higher at 7,747.71 and $Dow Jones(.DJI)$ added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: "We can wait one meeting." In the same remarks he left

Waller Said He Could Wait. The Market Didn't.

Adz5150

09-04

🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”

There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is

🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”

Tiger_comments

09-03

Broadcom Raises Its AI Revenue Target to $115 Billion, Yet Shares Still Fall: The Market Now Pays On

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima

Broadcom Raises Its AI Revenue Target to $115 Billion, Yet Shares Still Fall: The Market Now Pays On

nerdbull1669

09-02

Broadcom's Custom Silicon Surge vs. NVIDIA's GPU Hegemony: Portfolio Allocation in the Next Era of AI Infrastructure

$Broadcom(AVGO)$ Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an "either/or" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,

Broadcom's Custom Silicon Surge vs. NVIDIA's GPU Hegemony: Portfolio Allocation in the Next Era of AI Infrastructure

Marktomarket

09-02

Tomorrow's Money Is Being Marked Down. Dell's Has Already Landed.

$Dow Jones(.DJI)$ fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; $S&P 500(.SPX)$ lost 0.71 per cent to 7,631.47; $Invesco QQQ(QQQ)$ fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds

Tomorrow's Money Is Being Marked Down. Dell's Has Already Landed.

Tigerong

09-06

Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,

TigerOptions

09-04

Why Broadcom’s AI Forecast Can Rise While Its Stock Falls

$Broadcom(AVGO)$ has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period

Why Broadcom’s AI Forecast Can Rise While Its Stock Falls

天天是周末

09-03

Broadcom: Options Playbook

Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill

Broadcom: Options Playbook

SG DLC News

09-02

Nasdaq-100 Falls ~1.3%, 7x Short DLC Gains ~9%; Broadcom Earnings Due 2 Sep

U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the $NASDAQ 100(NDX)$ 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by

Nasdaq-100 Falls ~1.3%, 7x Short DLC Gains ~9%; Broadcom Earnings Due 2 Sep

One and One Green Technologies. INC

09-02

One and One Green Technologies Procures More Than 2,000 Tons of Raw Materials for New Metals Recovery Line

Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 $One and one Green(YDDL)$ , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently

One and One Green Technologies Procures More Than 2,000 Tons of Raw Materials for New Metals Recovery Line

Puts puts puts baby

09-03

Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition & Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.

Lanceljx

09-04

I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question

苏36

09-03

My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u

Lanceljx

09-02

I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply "$16bn AI revenue achieved". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b

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SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","listText":"AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","text":"AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","images":[{"img":"https://community-static.tradeup.com/news/24e996852af152698d1383ff09701204","width":"1145","height":"1374"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":6,"repostSize":4,"link":"https://ttm.financial/post/607691552595992","isVote":1,"tweetType":1,"viewCount":7186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274691172880","authorId":"3479274691172880","name":"DreamBig572","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274691172880","idStr":"3479274691172880"},"content":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs","text":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs","html":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs"},{"author":{"id":"9000000000000568","authorId":"9000000000000568","name":"kookiz","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000568","idStr":"9000000000000568"},"content":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started","text":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started","html":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":606536239624240,"gmtCreate":1789110833944,"gmtModify":1789114108241,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"Could Rate Hike Uncertainty Keep Markets Range-Bound? Three Ways to Track the Key Assets","htmlText":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: &gt;&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875834123583595&quot;,&quot;type&quot;:1}\">空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？</a> Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","listText":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: &gt;&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875834123583595&quot;,&quot;type&quot;:1}\">空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？</a> Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","text":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: >>> 空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？ Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","images":[{"img":"https://community-static.tradeup.com/news/0518f524d3d3e0231a7c56dba6343cd8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/606536239624240","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000427","authorId":"9000000000000427","name":"PenelopeHood","avatar":"https://static.tigerbbs.com/fe619b28a9ab446bf388e9aadd75bb65","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000427","idStr":"9000000000000427"},"content":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly","text":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly","html":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly"},{"author":{"id":"3479274717122482","authorId":"3479274717122482","name":"mizzmo","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274717122482","idStr":"3479274717122482"},"content":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently.","text":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently.","html":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently."}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":605009347543720,"gmtCreate":1788744344096,"gmtModify":1788783235572,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Broadcom's $230B AI Vision vs. Near-Term Market Friction: Valuing Long-Term Dominance and Options Hedging Strategies","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration &amp; Reven","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration &amp; Reven","text":"$Broadcom(AVGO)$ Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration & Reven","images":[{"img":"https://community-static.tradeup.com/news/07b393941b9a0239ec2218b6daeb0295","width":"1173","height":"149"},{"img":"https://community-static.tradeup.com/news/fde810bf67862c931a3b6bd6def737ba","width":"1167","height":"405"},{"img":"https://community-static.tradeup.com/news/d36e5c3def90c6148c14721f21ef1592","width":"1168","height":"438"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1546,"commentSize":6,"repostSize":86,"link":"https://ttm.financial/post/605009347543720","isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000374","authorId":"9000000000000374","name":"puffyxx","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000374","idStr":"9000000000000374"},"content":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish.","text":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish.","html":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":604813122851528,"gmtCreate":1788696438442,"gmtModify":1788696440907,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142551860919612","idStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a> sharing for coin","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$ </a> sharing for coin","text":"$SK hynix(SKHY)$ sharing for coin","images":[{"img":"https://community-static.tradeup.com/news/345fce91c887bf7839b3627cb3d8e404","width":"1032","height":"1749"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/604813122851528","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604801205519376,"gmtCreate":1788693613322,"gmtModify":1788693616769,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20260831 101.0 PUT\">$SOXL 20260831 101.0 PUT$ </a> volatility is my friend. When&nbsp;<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a> drops double digits, I sell put &amp; wait. What goes down must go back up. The reverse is true too","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20260831 101.0 PUT\">$SOXL 20260831 101.0 PUT$ </a> volatility is my friend. When&nbsp;<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a> drops double digits, I sell put &amp; wait. What goes down must go back up. The reverse is true too","text":"$SOXL 20260831 101.0 PUT$ volatility is my friend. When $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ drops double digits, I sell put & wait. What goes down must go back up. The reverse is true too","images":[{"img":"https://community-static.tradeup.com/news/3c391456d77625cc386b3d9ded83ef1b","width":"1032","height":"1696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/604801205519376","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604652271649776,"gmtCreate":1788657170397,"gmtModify":1788691880509,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107397042933530","idStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","listText":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","text":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1208,"commentSize":2,"repostSize":32,"link":"https://ttm.financial/post/604652271649776","isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274715548779","authorId":"3479274715548779","name":"Jim1995","avatar":"https://static.tigerbbs.com/5301b3bd4f234ea34f854f5c2163132e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274715548779","idStr":"3479274715548779"},"content":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion","text":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion","html":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion"},{"author":{"id":"9000000000000434","authorId":"9000000000000434","name":"PageDickens","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000434","idStr":"9000000000000434"},"content":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack","text":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack","html":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604098851308896,"gmtCreate":1788522062372,"gmtModify":1788522726844,"author":{"id":"4156994271125692","authorId":"4156994271125692","name":"VNW Capital","avatar":"https://community-static.tradeup.com/news/025292522a9ccb19daf1aca9484147a1","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4156994271125692","idStr":"4156994271125692"},"themes":[],"title":"","htmlText":"Strong stock with good fundamentals!","listText":"Strong stock with good fundamentals!","text":"Strong stock with good fundamentals!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604098851308896","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604096315367472,"gmtCreate":1788515149311,"gmtModify":1788519595533,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Waller Said He Could Wait. The Market Didn't.","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","text":"$S&P 500(.SPX)$ closed 1.06 per cent higher at 7,747.71 and $Dow Jones(.DJI)$ added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/604096315367472","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","text":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","html":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","text":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","html":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603981385966096,"gmtCreate":1788493473099,"gmtModify":1788493828846,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Broadcom’s AI Forecast Can Rise While Its Stock Falls","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","text":"$Broadcom(AVGO)$ has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","images":[{"img":"https://community-static.tradeup.com/news/995cace7fa4b61709340d131cd6daa2f","width":"1200","height":"514"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/603981385966096","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":603964120690752,"gmtCreate":1788489269261,"gmtModify":1788516969568,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","listText":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","text":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603964120690752","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"content":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again.","text":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again.","html":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603908366631088,"gmtCreate":1788475628670,"gmtModify":1788484255585,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/30Ir0qx\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/30Ir0qx\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603908366631088","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603819568764168,"gmtCreate":1788453877720,"gmtModify":1788510830615,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”","htmlText":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","listText":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","text":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","images":[{"img":"https://community-static.tradeup.com/news/fbad758ba3a2e4f1632c26dd5a326e5d","width":"1199","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":53,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/603819568764168","isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"bubbly9","avatar":"https://static.tigerbbs.com/8d4594b0ee9a777a4ca1bee258aa8f5c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274794883866","idStr":"3479274794883866"},"content":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.","text":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.","html":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603762869011152,"gmtCreate":1788440140275,"gmtModify":1788440145039,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"themes":[],"title":"","htmlText":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","listText":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","text":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/603762869011152","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274803156147","idStr":"3479274803156147"},"content":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks","text":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks","html":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks"},{"author":{"id":"9000000000000342","authorId":"9000000000000342","name":"nimbly","avatar":"https://static.tigerbbs.com/2a5f2c7d7652e6711ec37ca005bc8b25","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000342","idStr":"9000000000000342"},"content":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted.","text":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted.","html":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603771688378496,"gmtCreate":1788435896152,"gmtModify":1788525885043,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000419","idStr":"9000000000000419"},"themes":[],"title":"🔥 $SNOW +22%, AVGO -5%. Same Earnings Night, Totally Different Stories 👀","htmlText":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. <a target=\"_blank\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surged more than 20%. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> initially sank despite spectacular numbers. <a target=\"_blank\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","listText":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. <a target=\"_blank\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surged more than 20%. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> initially sank despite spectacular numbers. <a target=\"_blank\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","text":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. $Snowflake(SNOW)$ surged more than 20%. $Broadcom(AVGO)$ initially sank despite spectacular numbers. $Hewlett Packard Enterprise(HPE)$ delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","images":[{"img":"https://community-static.tradeup.com/news/4368c6f2ca6d8d9edb6b4eff163d711f"},{"img":"https://community-static.tradeup.com/news/2af10f79bcc16cde085f16ac479991bc"},{"img":"https://community-static.tradeup.com/news/39fd6c6c21c20ce4d55962ab2954d322"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/603771688378496","isVote":1,"tweetType":1,"viewCount":6342,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up.","text":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up.","html":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]","text":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]","html":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":603732419035296,"gmtCreate":1788426395277,"gmtModify":1788436508668,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Broadcom Talked About US$230 Billion. The Market Counted US$200 Million.","htmlText":"One batch of results, three different share prices. <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","listText":"One batch of results, three different share prices. <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","text":"One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1164,"commentSize":3,"repostSize":36,"link":"https://ttm.financial/post/603732419035296","isVote":1,"tweetType":1,"viewCount":3737,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report.","text":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report.","html":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report."},{"author":{"id":"3479274818828509","authorId":"3479274818828509","name":"kookz","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274818828509","idStr":"3479274818828509"},"content":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here","text":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here","html":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603663306122304,"gmtCreate":1788415724875,"gmtModify":1788434144658,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558384182204877","idStr":"3558384182204877"},"themes":[],"title":"Broadcom: Options Playbook","htmlText":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","listText":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","text":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","images":[{"img":"https://community-static.tradeup.com/news/05663dfe7ec5b1a83d3c2ecc6f2e056f","width":"1814","height":"985"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603663306122304","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667611426942","authorId":"3527667611426942","name":"Joy34","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667611426942","idStr":"3527667611426942"},"content":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction","text":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction","html":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":603628792107096,"gmtCreate":1788401008240,"gmtModify":1788401036261,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Broadcom Raises Its AI Revenue Target to $115 Billion, Yet Shares Still Fall: The Market Now Pays On","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","text":"$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","images":[{"img":"https://community-static.tradeup.com/news/3f04b112178138533b3c7aeb8f983a83"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":125,"commentSize":5,"repostSize":6,"link":"https://ttm.financial/post/603628792107096","isVote":1,"tweetType":1,"viewCount":8280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]","text":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]","html":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]"},{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"content":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid","text":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid","html":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603582572647656,"gmtCreate":1788396015487,"gmtModify":1788397787697,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/20IpCnv\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/20IpCnv\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603582572647656","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603557851947072,"gmtCreate":1788390082556,"gmtModify":1788397018902,"author":{"id":"3571003049460871","authorId":"3571003049460871","name":"Puts puts puts baby","avatar":"https://community-static.tradeup.com/news/7726615ca2575f591b59de04eda8f882","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571003049460871","idStr":"3571003049460871"},"themes":[],"title":"","htmlText":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition &amp; Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","listText":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition &amp; Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","text":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition & Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603557851947072","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603552680767952,"gmtCreate":1788388792553,"gmtModify":1788388796018,"author":{"id":"4114581714655012","authorId":"4114581714655012","name":"atehpengaday","avatar":"https://community-static.tradeup.com/news/3886e6acd2f6bc1eb253fb49350db4bd","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4114581714655012","idStr":"4114581714655012"},"themes":[],"title":"","htmlText":"While Broadcom's ~143% AI chip revenue growth and $16 billion quarterly run-rate highlight its dominance alongside Google’s TPU ecosystem, entering ahead of earnings carries heightened short-term execution and expectation risk. Concerns surrounding customer concentration, Marvell’s peripheral design expansion, lower initial gross margins on custom ASICs, and multi-billion-dollar debt requirements for AI infrastructure make the near-term setup volatile. At ~18.9x forward earnings down 25% from highs, Broadcom's fundamental thesis remains rock-solid, but waiting for post-earnings clarity on margin conversion and Q4 guidance is the safer risk-adjusted strategy.","listText":"While Broadcom's ~143% AI chip revenue growth and $16 billion quarterly run-rate highlight its dominance alongside Google’s TPU ecosystem, entering ahead of earnings carries heightened short-term execution and expectation risk. Concerns surrounding customer concentration, Marvell’s peripheral design expansion, lower initial gross margins on custom ASICs, and multi-billion-dollar debt requirements for AI infrastructure make the near-term setup volatile. At ~18.9x forward earnings down 25% from highs, Broadcom's fundamental thesis remains rock-solid, but waiting for post-earnings clarity on margin conversion and Q4 guidance is the safer risk-adjusted strategy.","text":"While Broadcom's ~143% AI chip revenue growth and $16 billion quarterly run-rate highlight its dominance alongside Google’s TPU ecosystem, entering ahead of earnings carries heightened short-term execution and expectation risk. Concerns surrounding customer concentration, Marvell’s peripheral design expansion, lower initial gross margins on custom ASICs, and multi-billion-dollar debt requirements for AI infrastructure make the near-term setup volatile. At ~18.9x forward earnings down 25% from highs, Broadcom's fundamental thesis remains rock-solid, but waiting for post-earnings clarity on margin conversion and Q4 guidance is the safer risk-adjusted strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/603552680767952","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274783770040","authorId":"3479274783770040","name":"HunterGame","avatar":"https://static.tigerbbs.com/abf1cf89bc24c5ddf080de8c01c25fb0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274783770040","idStr":"3479274783770040"},"content":"Past the earnings noise, I care more about how much peripheral ASIC design share Marvell can actually take from Broadcom. That routing gap matters more than one quarter.","text":"Past the earnings noise, I care more about how much peripheral ASIC design share Marvell can actually take from Broadcom. That routing gap matters more than one quarter.","html":"Past the earnings noise, I care more about how much peripheral ASIC design share Marvell can actually take from Broadcom. That routing gap matters more than one quarter."},{"author":{"id":"9000000000000679","authorId":"9000000000000679","name":"Christianaa","avatar":"https://static.tigerbbs.com/d8b1a5b94d88ec09f89e9cadf2a22203","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000679","idStr":"9000000000000679"},"content":"Top two customers above 35% of revenue is the part I can't hand-wave. AI demand helps, but that concentration cuts both ways into earnings.","text":"Top two customers above 35% of revenue is the part I can't hand-wave. AI demand helps, but that concentration cuts both ways into earnings.","html":"Top two customers above 35% of revenue is the part I can't hand-wave. AI demand helps, but that concentration cuts both ways into earnings."}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":607691552595992,"gmtCreate":1789370678698,"gmtModify":1789370729885,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"AI Leaders Are Starting to Say “Slow Down” — But Does That Really Mean AI CapEx Will Fall?","htmlText":"AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","listText":"AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","text":"AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.","images":[{"img":"https://community-static.tradeup.com/news/24e996852af152698d1383ff09701204","width":"1145","height":"1374"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":6,"repostSize":4,"link":"https://ttm.financial/post/607691552595992","isVote":1,"tweetType":1,"viewCount":7186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274691172880","authorId":"3479274691172880","name":"DreamBig572","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274691172880","authorIdStr":"3479274691172880"},"content":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs","text":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs","html":"I'd lean ①. If frontier training slows, inference and agents could actually absorb more budget — Copilot and Bedrock are easier to tie to enterprise spend than bigger training runs"},{"author":{"id":"9000000000000568","authorId":"9000000000000568","name":"kookiz","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000568","authorIdStr":"9000000000000568"},"content":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started","text":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started","html":"Market probably overread the word slow down. Safety review on frontier models is not the same as cutting HBM or custom silicon demand — deployment is still just getting started"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":606536239624240,"gmtCreate":1789110833944,"gmtModify":1789114108241,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668727377","authorIdStr":"3527667668727377"},"themes":[],"title":"Could Rate Hike Uncertainty Keep Markets Range-Bound? Three Ways to Track the Key Assets","htmlText":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: &gt;&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875834123583595&quot;,&quot;type&quot;:1}\">空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？</a> Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","listText":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: &gt;&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875834123583595&quot;,&quot;type&quot;:1}\">空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？</a> Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","text":"Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: >>> 空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？ Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders","images":[{"img":"https://community-static.tradeup.com/news/0518f524d3d3e0231a7c56dba6343cd8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/606536239624240","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000427","authorId":"9000000000000427","name":"PenelopeHood","avatar":"https://static.tigerbbs.com/fe619b28a9ab446bf388e9aadd75bb65","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000427","authorIdStr":"9000000000000427"},"content":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly","text":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly","html":"VIX staying elevated already weakens the old moving-average playbook. I’d re-run the parameters by regime first, otherwise those cross-asset signals can drift badly"},{"author":{"id":"3479274717122482","authorId":"3479274717122482","name":"mizzmo","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274717122482","authorIdStr":"3479274717122482"},"content":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently.","text":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently.","html":"The payroll surprise matters less by itself than what it does to real yields and dollar liquidity. I care more about TGA and RRP here because that flow can hit gold and Bitcoin very differently."}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":605009347543720,"gmtCreate":1788744344096,"gmtModify":1788783235572,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Broadcom's $230B AI Vision vs. Near-Term Market Friction: Valuing Long-Term Dominance and Options Hedging Strategies","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration &amp; Reven","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration &amp; Reven","text":"$Broadcom(AVGO)$ Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration & Reven","images":[{"img":"https://community-static.tradeup.com/news/07b393941b9a0239ec2218b6daeb0295","width":"1173","height":"149"},{"img":"https://community-static.tradeup.com/news/fde810bf67862c931a3b6bd6def737ba","width":"1167","height":"405"},{"img":"https://community-static.tradeup.com/news/d36e5c3def90c6148c14721f21ef1592","width":"1168","height":"438"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1546,"commentSize":6,"repostSize":86,"link":"https://ttm.financial/post/605009347543720","isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000374","authorId":"9000000000000374","name":"puffyxx","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000374","authorIdStr":"9000000000000374"},"content":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish.","text":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish.","html":"Bull put spread works here if you anchor it below real support. IV is doing a lot of the near-term work, while the 2028 AI ramp is the bigger reason not to get too bearish."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":603732419035296,"gmtCreate":1788426395277,"gmtModify":1788436508668,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Broadcom Talked About US$230 Billion. The Market Counted US$200 Million.","htmlText":"One batch of results, three different share prices. <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","listText":"One batch of results, three different share prices. <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","text":"One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1164,"commentSize":3,"repostSize":36,"link":"https://ttm.financial/post/603732419035296","isVote":1,"tweetType":1,"viewCount":3737,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report.","text":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report.","html":"I will put the official non-farm payrolls (NFP) figure before the ADP, but I won't just look at a headline number. Instead, I will look at the unemployment rate, wage growth, and previous revisions together. The reason is simple: ADP is more like an advance reference for the private sector, while non-farm payrolls have broader coverage and a significantly greater impact on the Federal Reserve and market pricing. The two are often inconsistent, so if ADP weakens first and non-farm payrolls strengthen later, I will not significantly change my position in advance just because of ADP. What really changes my judgment is usually the combination of NFP + unemployment rate + average hourly wage. For example, if Friday's non-farm payrolls are significantly lower than expected, the unemployment rate rises, and wage growth cools down, I would be more inclined to believe that the upward pressure on US Treasury yields will ease, and technology stocks, especially overvalued AI stocks, will catch their breath. Conversely, if employment and wages are strong, the weakness in ADP will be largely overturned, and the risk of the 10-year yield rising again will be higher. So my order is: ADP looks at the direction, NFP sets the position, and wages and unemployment rates are confirmed. In short: ADP can raise my awareness, but what really made me change my mind was the official non-farm payrolls report."},{"author":{"id":"3479274818828509","authorId":"3479274818828509","name":"kookz","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274818828509","authorIdStr":"3479274818828509"},"content":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here","text":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here","html":"I would not brush off the 230 billion that easily. Contracted supply matters more than the next 200 million gap, and that is why AVGO still feels under-marked here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603416799793368,"gmtCreate":1788348151442,"gmtModify":1788434496855,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"Broadcom Earnings Tonight: Can AI Momentum and VMware Growth Keep the Rally Alive?","htmlText":"Introduction Tonight, after the U.S. market closes on 2 September 2026, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo","listText":"Introduction Tonight, after the U.S. market closes on 2 September 2026, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo","text":"Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$ will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$ remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo","images":[{"img":"https://community-static.tradeup.com/news/2edd9ed3be3bc25e2aa824f4caf76fba","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/dbcf9a0de5fa578edec0473f5477a0da","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/6a837a37a746606ff878f57ed24fbd9f","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":118,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/603416799793368","isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"blinkix","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274804085724","authorIdStr":"3479274804085724"},"content":"I care more about VMware conversion than the AI headline tonight. If recurring software revenue lands cleanly, the AVGO story still has legs.","text":"I care more about VMware conversion than the AI headline tonight. If recurring software revenue lands cleanly, the AVGO story still has legs.","html":"I care more about VMware conversion than the AI headline tonight. If recurring software revenue lands cleanly, the AVGO story still has legs."}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":603771688378496,"gmtCreate":1788435896152,"gmtModify":1788525885043,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"🔥 $SNOW +22%, AVGO -5%. Same Earnings Night, Totally Different Stories 👀","htmlText":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. <a target=\"_blank\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surged more than 20%. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> initially sank despite spectacular numbers. <a target=\"_blank\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","listText":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. <a target=\"_blank\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surged more than 20%. <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> initially sank despite spectacular numbers. <a target=\"_blank\" href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","text":"👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. $Snowflake(SNOW)$ surged more than 20%. $Broadcom(AVGO)$ initially sank despite spectacular numbers. $Hewlett Packard Enterprise(HPE)$ delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N","images":[{"img":"https://community-static.tradeup.com/news/4368c6f2ca6d8d9edb6b4eff163d711f"},{"img":"https://community-static.tradeup.com/news/2af10f79bcc16cde085f16ac479991bc"},{"img":"https://community-static.tradeup.com/news/39fd6c6c21c20ce4d55962ab2954d322"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/603771688378496","isVote":1,"tweetType":1,"viewCount":6342,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up.","text":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up.","html":"I would choose C: AVGO – it's not that the financial report isn't good enough, but rather that market expectations are so high that \"even excellent isn't enough\". The most interesting thing about these three companies is that they once again prove that the stock price is not traded by the performance itself, but by \"the difference between reality and expectations\". The market had previously become accustomed to slower growth in SNOW, so the renewed acceleration of product revenue and the upward revision of guidance are equivalent to directly breaking the original pessimistic narrative, and the stock price is naturally prone to a significant revaluation. AVGO is just the opposite. AI revenue, EPS, and free cash flow are all very strong, but the market has long assumed that it will be strong. Therefore, Q4 revenue is less than 1% different and gross profit margin is declining, which will be amplified. Fortunately, the $230 billion long-term AI roadmap has brought sentiment back, indicating that the market is not distrusting AI, but is beginning to question the quality of growth and profit margins. As for the bonus issue, I think \"exceeding expectations but the stock price not rising\" is not a warning in itself; the key is to look at the reasons. If it's because expectations are too high, then it's just valuation digestion; If beat doesn't rise for several consecutive quarters, and profit margins, cash flow, or guidance begin to weaken, then it's even more alarming. In short: the most important thing during earnings season is never \"whether it exceeded expectations,\" but how much the market originally believed. Surprises with low expectations are the most valuable, while perfection under high expectations is the hardest to price up."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]","text":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]","html":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson:A stock doesn't trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren't positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don't automatically see a warning.I see a market telling us the future is already priced in.The real opportunity comes when reality starts beating expectations—not simply estimates. @WallStreet_Tiger [暗中观察]"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":604096315367472,"gmtCreate":1788515149311,"gmtModify":1788519595533,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Waller Said He Could Wait. The Market Didn't.","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed 1.06 per cent higher at 7,747.71 and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","text":"$S&P 500(.SPX)$ closed 1.06 per cent higher at 7,747.71 and $Dow Jones(.DJI)$ added more than 600 points, the best day for both in a month, and the reason was a sentence from Christopher Waller, a Federal Reserve governor. He said on Thursday that he is willing to support holding rates steady in September as long as inflation keeps moving towards 2 per cent. Bets on a September hike fell from above 60 per cent to a little over half, and the ten-year Treasury yield came back to around 4.75 per cent, a day after touching its highest in more than two years. Waller's reason for holding was to give disinflation a chance: \"We can wait one meeting.\" In the same remarks he left","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/604096315367472","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","text":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]","html":"I wouldn't rush into Snowflake after a 16.5% single-day surge. The fundamentals are clearly improving: product revenue grew 37%, AI contributed roughly half of the recent acceleration, and full-year product revenue guidance was raised to $6.07 billion. However, there's an important catch: management lowered its product gross-margin outlook to 74% because AI workloads are more expensive to run. That means revenue growth is accelerating, but profitability is not moving in the same direction. My view:SNOW is a strong long-term AI/cloud story, but I'd rather buy the pullback than chase the breakout.If growth keeps accelerating and margins stabilize, today's valuation could eventually look reasonable. If margins keep deteriorating, the market may quickly reconsider the premium. @Marktomarket [贱笑]"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","text":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate.","html":"I would choose not to chase it for now and wait for a pullback before watching. SNOW's earnings report was indeed very strong, with product revenue accelerating again, full-year guidance raised, and management clearly stating that AI contributed a significant portion of the growth, all of which indicate that the growth logic is improving. However, I will pay special attention to one detail: while the revenue guidance was raised, the product gross profit margin expectation was lowered to 74%. This means that while AI workloads can generate more revenue, they are also more \"computing power-intensive\". If AI revenue grows rapidly in the future but keeps gross profit margins low for a long time, the market will eventually ask: can this new revenue actually be translated into more profits and free cash flow? Therefore, if the stock price rose by more than 16% the day after the earnings report, I think it was more about trading \"growth accelerating again\" than about proving that \"the AI profit margin model is completely working.\" In this situation, the odds of chasing high prices are not particularly comfortable. My strategy would be: to be optimistic about SNOW's AI+data platform logic in the long term, and wait for sentiment to cool down in the short term. If the stock price pulls back later, but product revenue, NRR, and operating profit margin continue to improve, I would be more willing to add more. In short: AI has reignited Snowflake's growth, but what truly determines whether the valuation can hold up is how much profit this fire can ultimately generate."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603819568764168,"gmtCreate":1788453877720,"gmtModify":1788510830615,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4235391666137582","authorIdStr":"4235391666137582"},"themes":[],"title":"🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”","htmlText":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","listText":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","text":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","images":[{"img":"https://community-static.tradeup.com/news/fbad758ba3a2e4f1632c26dd5a326e5d","width":"1199","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":53,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/603819568764168","isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"bubbly9","avatar":"https://static.tigerbbs.com/8d4594b0ee9a777a4ca1bee258aa8f5c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274794883866","authorIdStr":"3479274794883866"},"content":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.","text":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.","html":"Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603628792107096,"gmtCreate":1788401008240,"gmtModify":1788401036261,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Broadcom Raises Its AI Revenue Target to $115 Billion, Yet Shares Still Fall: The Market Now Pays On","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a> Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","text":"$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima","images":[{"img":"https://community-static.tradeup.com/news/3f04b112178138533b3c7aeb8f983a83"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":125,"commentSize":5,"repostSize":6,"link":"https://ttm.financial/post/603628792107096","isVote":1,"tweetType":1,"viewCount":8280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]","text":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]","html":"I'd chooseA: The market is reasonably discounting execution risk. Broadcom's results were exceptional: AI semiconductor revenue jumped 221% YoY to $16.7 billion, while management raised its FY2027 AI revenue target to $115 billion. The long-term AI story clearly remains intact. But expectations have changed. With so much optimism already priced in, investors are no longer asking whether AI demand is strong—they are asking whether Broadcom candeliver the chips on schedule, maintain margins and convert customer roadmaps into actual revenue. The 0.7% Q4 guidance gap is tiny fundamentally, but meaningful when valuations and expectations are this high. To me, this isn't an AI warning. It's a\"show me the execution\" moment. Broadcom can still win—but the bar is now extremely high. @Tiger_comments [暗中观察]"},{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"content":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid","text":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid","html":"B for now. The miss was tiny, but customer concentration is doing more damage than the headline target. If Anthropic or OpenAI insource faster, that 115B starts looking way less solid"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603278985253312,"gmtCreate":1788321972152,"gmtModify":1788340119901,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Broadcom's Custom Silicon Surge vs. NVIDIA's GPU Hegemony: Portfolio Allocation in the Next Era of AI Infrastructure","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an \"either/or\" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an \"either/or\" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,","text":"$Broadcom(AVGO)$ Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an \"either/or\" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,","images":[{"img":"https://community-static.tradeup.com/news/16954778df0b32c023830b9aa0343e86","width":"1154","height":"472"},{"img":"https://community-static.tradeup.com/news/21fd264d73d81c18ade30c73c6c7265d","width":"1163","height":"103"},{"img":"https://community-static.tradeup.com/news/eae718b61185fb1691ba389eb12cf168","width":"1118","height":"455"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/603278985253312","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274811665394","authorId":"3479274811665394","name":"quizzio","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274811665394","authorIdStr":"3479274811665394"},"content":"I care more about AVGO’s forward multiple here — with software mix in the model, it does not look expensive. NVDA still owns the default stack, but the pair makes sense","text":"I care more about AVGO’s forward multiple here — with software mix in the model, it does not look expensive. NVDA still owns the default stack, but the pair makes sense","html":"I care more about AVGO’s forward multiple here — with software mix in the model, it does not look expensive. NVDA still owns the default stack, but the pair makes sense"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":603381095166112,"gmtCreate":1788340622848,"gmtModify":1788349254217,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Tomorrow's Money Is Being Marked Down. Dell's Has Already Landed.","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> lost 0.71 per cent to 7,631.47; <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> lost 0.71 per cent to 7,631.47; <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds","text":"$Dow Jones(.DJI)$ fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; $S&P 500(.SPX)$ lost 0.71 per cent to 7,631.47; $Invesco QQQ(QQQ)$ fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":6,"repostSize":4,"link":"https://ttm.financial/post/603381095166112","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4246011378926002","authorIdStr":"4246011378926002"},"content":"Before treating Broadcom's model as a \"second income curve,\" I think what I most want to hear is not \"how big the project is,\" but who will bear the ultimate credit risk, how high the rental yield will be, and when the cash flow will turn positive. If Broadcom simply puts its debt off-balance sheet through SPVs, but also provides a substantial guarantee for senior debt, then the economic risk has not truly left Broadcom. In this way, AI infrastructure leasing becomes more than just \"chip revenue + rental revenue,\" but also a combination of capital expenditure, customer credit, utilization rate, and refinancing risk. Therefore, I will focus on three things: whether the customer contract is take-or-pay, whether the project's IRR is significantly higher than the financing cost, and how much liability Broadcom actually bears in the event of an SPV default. If these three points are clearly explained, and the lease cash flow is locked in for a long time, then it could indeed become a very nice second curve. Conversely, if the goal is simply to help clients build AI projects first and then use Broadcom Credit to reduce financing costs, then it is very close to \"creating demand for oneself\". In short: I am willing to pay for a second income, but only if it is truly rent and does not transfer the customer's credit risk back to my own balance sheet.","text":"Before treating Broadcom's model as a \"second income curve,\" I think what I most want to hear is not \"how big the project is,\" but who will bear the ultimate credit risk, how high the rental yield will be, and when the cash flow will turn positive. If Broadcom simply puts its debt off-balance sheet through SPVs, but also provides a substantial guarantee for senior debt, then the economic risk has not truly left Broadcom. In this way, AI infrastructure leasing becomes more than just \"chip revenue + rental revenue,\" but also a combination of capital expenditure, customer credit, utilization rate, and refinancing risk. Therefore, I will focus on three things: whether the customer contract is take-or-pay, whether the project's IRR is significantly higher than the financing cost, and how much liability Broadcom actually bears in the event of an SPV default. If these three points are clearly explained, and the lease cash flow is locked in for a long time, then it could indeed become a very nice second curve. Conversely, if the goal is simply to help clients build AI projects first and then use Broadcom Credit to reduce financing costs, then it is very close to \"creating demand for oneself\". In short: I am willing to pay for a second income, but only if it is truly rent and does not transfer the customer's credit risk back to my own balance sheet.","html":"Before treating Broadcom's model as a \"second income curve,\" I think what I most want to hear is not \"how big the project is,\" but who will bear the ultimate credit risk, how high the rental yield will be, and when the cash flow will turn positive. If Broadcom simply puts its debt off-balance sheet through SPVs, but also provides a substantial guarantee for senior debt, then the economic risk has not truly left Broadcom. In this way, AI infrastructure leasing becomes more than just \"chip revenue + rental revenue,\" but also a combination of capital expenditure, customer credit, utilization rate, and refinancing risk. Therefore, I will focus on three things: whether the customer contract is take-or-pay, whether the project's IRR is significantly higher than the financing cost, and how much liability Broadcom actually bears in the event of an SPV default. If these three points are clearly explained, and the lease cash flow is locked in for a long time, then it could indeed become a very nice second curve. Conversely, if the goal is simply to help clients build AI projects first and then use Broadcom Credit to reduce financing costs, then it is very close to \"creating demand for oneself\". In short: I am willing to pay for a second income, but only if it is truly rent and does not transfer the customer's credit risk back to my own balance sheet."},{"author":{"id":"3585001294737518","authorId":"3585001294737518","name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3585001294737518","authorIdStr":"3585001294737518"},"content":"Choosing between \"cash in hand\" and \"future orders\" is like choosing a solid shield or a flying rocket; it mainly depends on your preference. On the one hand, it's reassuring to have money in your pocket. When interest rates rise, having cash is the biggest advantage. People who prefer stability believe that real money already in hand is more reliable than a guarantee of the future, allowing them not to worry when the outside world changes. On the other hand, although future orders will be deducted a little by high interest rates, it represents hope for the future. The large number of orders from major computer companies indicates that the current technology market is extremely hot. Those who like to take risks believe that as long as the market continues to grow, these orders can later become opportunities to make more money. In general, choosing money already earned is for stability, while choosing future orders is to compete for growth. $Dell Technologies Inc.(DELL)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Microsoft(MSFT)$","text":"Choosing between \"cash in hand\" and \"future orders\" is like choosing a solid shield or a flying rocket; it mainly depends on your preference. On the one hand, it's reassuring to have money in your pocket. When interest rates rise, having cash is the biggest advantage. People who prefer stability believe that real money already in hand is more reliable than a guarantee of the future, allowing them not to worry when the outside world changes. On the other hand, although future orders will be deducted a little by high interest rates, it represents hope for the future. The large number of orders from major computer companies indicates that the current technology market is extremely hot. Those who like to take risks believe that as long as the market continues to grow, these orders can later become opportunities to make more money. In general, choosing money already earned is for stability, while choosing future orders is to compete for growth. $Dell Technologies Inc.(DELL)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Microsoft(MSFT)$","html":"Choosing between \"cash in hand\" and \"future orders\" is like choosing a solid shield or a flying rocket; it mainly depends on your preference. On the one hand, it's reassuring to have money in your pocket. When interest rates rise, having cash is the biggest advantage. People who prefer stability believe that real money already in hand is more reliable than a guarantee of the future, allowing them not to worry when the outside world changes. On the other hand, although future orders will be deducted a little by high interest rates, it represents hope for the future. The large number of orders from major computer companies indicates that the current technology market is extremely hot. Those who like to take risks believe that as long as the market continues to grow, these orders can later become opportunities to make more money. In general, choosing money already earned is for stability, while choosing future orders is to compete for growth. $Dell Technologies Inc.(DELL)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Microsoft(MSFT)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604652271649776,"gmtCreate":1788657170397,"gmtModify":1788691880509,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107397042933530","authorIdStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","listText":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","text":"Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1208,"commentSize":2,"repostSize":32,"link":"https://ttm.financial/post/604652271649776","isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274715548779","authorId":"3479274715548779","name":"Jim1995","avatar":"https://static.tigerbbs.com/5301b3bd4f234ea34f854f5c2163132e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274715548779","authorIdStr":"3479274715548779"},"content":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion","text":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion","html":"The networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion"},{"author":{"id":"9000000000000434","authorId":"9000000000000434","name":"PageDickens","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000434","authorIdStr":"9000000000000434"},"content":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack","text":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack","html":"FY28 guiding to 230b with still 100% AI semi growth is not weak at all. Feels like the selloff was more about a fully priced setup than any real crack"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603981385966096,"gmtCreate":1788493473099,"gmtModify":1788493828846,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Broadcom’s AI Forecast Can Rise While Its Stock Falls","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","text":"$Broadcom(AVGO)$ has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period","images":[{"img":"https://community-static.tradeup.com/news/995cace7fa4b61709340d131cd6daa2f","width":"1200","height":"514"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/603981385966096","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":603663306122304,"gmtCreate":1788415724875,"gmtModify":1788434144658,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558384182204877","authorIdStr":"3558384182204877"},"themes":[],"title":"Broadcom: Options Playbook","htmlText":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","listText":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","text":"Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill","images":[{"img":"https://community-static.tradeup.com/news/05663dfe7ec5b1a83d3c2ecc6f2e056f","width":"1814","height":"985"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603663306122304","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667611426942","authorId":"3527667611426942","name":"Joy34","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667611426942","authorIdStr":"3527667611426942"},"content":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction","text":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction","html":"Diagonal works better here than straight covered calls if AVGO chops. Around 360 support, longer long leg plus short near-dated calls can lower basis without leaning too hard on direction"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":603279717954344,"gmtCreate":1788322073150,"gmtModify":1788326966835,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"Nasdaq-100 Falls ~1.3%, 7x Short DLC Gains ~9%; Broadcom Earnings Due 2 Sep","htmlText":"U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> and <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by","listText":"U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> and <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by","text":"U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the $NASDAQ 100(NDX)$ 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by","images":[{"img":"https://community-static.tradeup.com/news/6d4a1826f0ad747df6bba98424d4b4cf","width":"1157","height":"628"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603279717954344","isVote":1,"tweetType":1,"viewCount":28921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000408","authorId":"9000000000000408","name":"nuzzle","avatar":"https://static.tigerbbs.com/36540923bc93a18316f866ad230d4dc3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000408","authorIdStr":"9000000000000408"},"content":"Ngl blaming bonds and geopolitics alone feels thin. This looks more like valuation air finally coming out of tech, and AVGO earnings could expose how little room is left for misses","text":"Ngl blaming bonds and geopolitics alone feels thin. This looks more like valuation air finally coming out of tech, and AVGO earnings could expose how little room is left for misses","html":"Ngl blaming bonds and geopolitics alone feels thin. This looks more like valuation air finally coming out of tech, and AVGO earnings could expose how little room is left for misses"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603414366773576,"gmtCreate":1788354928923,"gmtModify":1788355096326,"author":{"id":"4230166510346702","authorId":"4230166510346702","name":"One and One Green Technologies. INC","avatar":"https://community-static.tradeup.com/news/189e7a83deb20a22e19e8393b183dd41","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230166510346702","authorIdStr":"4230166510346702"},"themes":[],"title":"One and One Green Technologies Procures More Than 2,000 Tons of Raw Materials for New Metals Recovery Line","htmlText":"Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 <a href=\"https://ttm.financial/S/YDDL\">$One and one Green(YDDL)$</a> , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently","listText":"Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 <a href=\"https://ttm.financial/S/YDDL\">$One and one Green(YDDL)$</a> , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently","text":"Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 $One and one Green(YDDL)$ , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/603414366773576","isVote":1,"tweetType":1,"viewCount":7317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000524","authorId":"9000000000000524","name":"KarenAldridge","avatar":"https://static.tigerbbs.com/053dcea75162acc6c407b80e663a5f95","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000524","authorIdStr":"9000000000000524"},"content":"Timeline actually looks faster than the market was pricing in. The local feedstock sourcing plus hazardous-waste license is the part I care about more","text":"Timeline actually looks faster than the market was pricing in. The local feedstock sourcing plus hazardous-waste license is the part I care about more","html":"Timeline actually looks faster than the market was pricing in. The local feedstock sourcing plus hazardous-waste license is the part I care about more"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603557851947072,"gmtCreate":1788390082556,"gmtModify":1788397018902,"author":{"id":"3571003049460871","authorId":"3571003049460871","name":"Puts puts puts baby","avatar":"https://community-static.tradeup.com/news/7726615ca2575f591b59de04eda8f882","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571003049460871","authorIdStr":"3571003049460871"},"themes":[],"title":"","htmlText":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition &amp; Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","listText":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition &amp; Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","text":"Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition & Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603557851947072","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603964120690752,"gmtCreate":1788489269261,"gmtModify":1788516969568,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","listText":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","text":"I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603964120690752","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"content":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again.","text":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again.","html":"That $115bn FY2027 target is exactly where I get skeptical. Revenue can scale, but if gross margin slips on mix or supply chain costs, the multiple resets again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603762869011152,"gmtCreate":1788440140275,"gmtModify":1788440145039,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","listText":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","text":"My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/603762869011152","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274803156147","authorIdStr":"3479274803156147"},"content":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks","text":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks","html":"Or maybe the market is pricing in that 221% AI growth just gets harder from here. Base is bigger now, so AVGO doesn’t get much room for even tiny cracks"},{"author":{"id":"9000000000000342","authorId":"9000000000000342","name":"nimbly","avatar":"https://static.tigerbbs.com/2a5f2c7d7652e6711ec37ca005bc8b25","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000342","authorIdStr":"9000000000000342"},"content":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted.","text":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted.","html":"HPE's 30% cloud growth was strong too, but the market still buckets it as an old hardware story. That's why the beat felt muted."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603281839613120,"gmtCreate":1788322594250,"gmtModify":1788340099242,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply \"$16bn AI revenue achieved\". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b","listText":"I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply \"$16bn AI revenue achieved\". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b","text":"I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply \"$16bn AI revenue achieved\". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/603281839613120","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000463","authorId":"9000000000000463","name":"MurrayBulwer","avatar":"https://static.tigerbbs.com/b11c256c9adb7debe80fba544b0e6b3d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000463","authorIdStr":"9000000000000463"},"content":"Gross margin is the swing factor here. AI mix matters, but software mix and operating leverage probably decide whether that FY27 target gets real support.","text":"Gross margin is the swing factor here. AI mix matters, but software mix and operating leverage probably decide whether that FY27 target gets real support.","html":"Gross margin is the swing factor here. AI mix matters, but software mix and operating leverage probably decide whether that FY27 target gets real support."},{"author":{"id":"9000000000000138","authorId":"9000000000000138","name":"HaroldAnderson","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000138","authorIdStr":"9000000000000138"},"content":"Why pay up for confirmation when the last beat still got Broadcom smoked 12.6%? If margin guidance wobbles even a little, the setup still looks heavy.","text":"Why pay up for confirmation when the last beat still got Broadcom smoked 12.6%? If margin guidance wobbles even a little, the setup still looks heavy.","html":"Why pay up for confirmation when the last beat still got Broadcom smoked 12.6%? If margin guidance wobbles even a little, the setup still looks heavy."}],"imageCount":0,"langContent":"EN","totalScore":0}]}