苏36
08-31 16:11

If I had to choose one stock from this week’s list, AVGO would be my top pick. Rising EPS expectations are encouraging, but the real story is whether Broadcom can turn AI infrastructure demand into durable earnings growth. With AI accelerators, networking and custom silicon becoming increasingly important, its earnings guidance could be more important than the headline EPS beat.

For dividend investors, GS also stands out. Its strong capital position and shareholder returns make it more attractive than simply chasing the highest yield.

My strategy is simple: AVGO for AI-driven growth, GS for quality and income. I would focus less on whether EPS merely beats estimates and more on forward guidance, margins and free-cash-flow growth. Those numbers will determine whether the rally can continue.

@TigerPicks [得意]

# 💰Stocks to watch today?(1 September）

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  • AlvinBell
    ·08-31 16:42
    AVGO's AI story matters more than the EPS beat, but the custom silicon cycle risk still feels underpriced. Guidance and margin durability are the real test here
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