To The Moon

$Broadcom(AVGO)$ reported its Q1 FY2026 results on March 4, 2026, delivering a "double beat" on both revenue and earnings. The results were defined by a massive surge in AI-related demand, which is increasingly becoming the primary driver of the company’s growth. Q1 FY2026 Financial Highlights Revenue: $19.31 billion (up 29% YoY), beating the estimate of $19.21 billion. Non-GAAP EPS: $2.05, slightly exceeding the $2.03 consensus. AI Revenue: $8.4 billion, a 106% surge year-over-year. AI now represents approximately 43% of total revenue. Guidance: Broadcom raised its Q2 revenue outlook to $22.0 billion (up 47% YoY), significantly higher than the $20.4 billion Wall Street expected. Capital Returns: The board authorized a new $10 billion share repurc

Broadcom’s results strongly reinforce that the company is evolving from a traditional networking and connectivity leader into a major AI infrastructure supplier, though its role differs from Nvidia’s model. 1. Why the market reacted so strongly Broadcom Inc. reported AI semiconductor revenue of $8.4B (+106% YoY) with guidance rising to $10.7B next quarter. That scale suggests: AI is no longer a side business. Hyperscalers are committing to custom accelerators (ASICs) rather than relying solely on GPUs. Broadcom sits at the centre of that trend. Large cloud players increasingly design their own chips and rely on Broadcom to build them. 2. Broadcom’s real AI advantage: Custom silicon Unlike Nvidia, which sells standard GPUs, Broadcom focuses on: Custom AI accelerators (ASICs) Designed with h

$Goldman Sachs(GS)$ expects $Broadcom(AVGO)$'s stock to rise following strong quarterly results and guidance that beat market expectations, driven by outstanding AI semiconductor performance. 🎯 Consequently, the firm reiterates a "Buy" rating with an increased price target of $480. 📈 Crushing Estimates: Broadcom's Actuals VS Projections $Broadcom(AVGO)$ delivered stellar Q1 results with $19.3 billion in total revenue, matching $Goldman Sachs(GS)$ and beating the Street's $19.2 billion. Looking ahead, Q2 revenue guidance is set at a massive $22.0 billion, crushing the Street's $20.5 billion forecast. Profitability also shined

I do believe that yes, AVGO has effectively transformed from a traditional networking chip provider into a dominant force in AI hardware, often cited as the second-largest player in the space after Nvidia. My belief stems from the fact that AI now drives over 50% of its semiconductor revenue, up from approximately 37% a year earlier. Further its CEO  recently projected that AI chip sales alone could exceed $100B by 2027.  So, this settles the direction it is taking.

Broadcom's AI Bombshell Silences the 2027 Capex Doubters $Broadcom(AVGO)$   the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered. FQ1 Key Financial Highlights – Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion. – GAAP gross margin hit 68.1%, up 0.1 percentage points both YoY and QoQ, comfortably above the Street's expectation of 67.3%. – GAAP operating margin reached 44.3%, up 2.3 percentage points YoY and 2.6 percentage points QoQ, beating the consensus estimate

Broadcom Earnings Preview: All Eyes on the Next AI Test Global AI ASIC giant $Broadcom(AVGO)$   is set to release its FY2026 Q1 earnings report after the closing bell this Wednesday. The market is laser-focused on the volume ramp-up pace for $Alphabet(GOOG)$   TPUs and custom silicon from other hyperscalers, specifically scrutinizing how this mix shift might drag down gross margins. Simultaneously, investors are eagerly awaiting a potential upward revision in the AI order backlog. FY26Q1 Core Financial Indicators – Revenue: Consensus estimates stand at $19.17 billion, representing a 29% year-over-year increase and a 6% quart

$Broadcom(AVGO)$ is scheduled to report its fiscal Q1 2026 results on Wednesday, March 4, 2026, after the market close. Following a record-breaking 2025, the market is laser-focused on whether Broadcom can translate its massive AI backlog into realized profit without further eroding its margins. Q1 2026 Earnings Expectations Analysts are looking for significant year-over-year (YoY) growth, though sequential comparisons are tempered by seasonality and margin shifts. As of March 2026, Broadcom is just beginning the high-volume commercial phase of its 3D stacked chip technology. While the company does not release real-time daily sales counters, recent disclosures from late February 2026 provide a clear picture of their progress: Current Shipment Stat

Forget Nvidia? Broadcom’s $19.1B Guidance & The 3D-Stacked AI Revolution Broadcom (AVGO) just delivered an absolute masterclass in earnings, dropping a monster FY2026 Q1 guide of $19.1B in total revenue—effortlessly steamrolling the $18.27B Street consensus. But the headline number isn’t what has institutional money scrambling to reposition; it’s the jaw-dropping $8.2B projected specifically for AI semiconductor revenue, marking another violent, triple-digit year-over-year surge. While retail traders spend all their energy agonizing over every tick of Nvidia’s chart, Broadcom is quietly executing a total takeover of the custom AI silicon and networking markets. With management casually dropping a roadmap to ship 1 million 3D-stacked chips by 2027 and global hyperscaler CapEx approachin

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Broadcom's gearing up for its FY2026 Q1 earnings with a bold bet on 3D-stacked chips, planning to ship 1 million units by 2027 to supercharge data transfer speeds for AI workloads that demand lightning-fast efficiency. 😎 This vertical stacking tech crams more transistors into tighter spaces, slashing latency 30% and boosting bandwidth for hyperscalers like Google and Meta – but with management guiding total revenue at $19.1 billion (crushing $18.27 billion consensus) and AI semiconductor rev at $8.2 billion (another triple-digit year-over-year explosion), the spotlight's on whether this custom silicon surge cements Broadcom as the stealth AI infrastructure champ. Global hyperscaler capex is exploding toward $670 billion, fueling insatiable demand for interconnects and accelerators amid com

$Broadcom(AVGO)$  Any idea what happened to this Broadcom today? Why it took such a BIG dump? 

Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,

$Broadcom(AVGO)$  

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

$Broadcom(AVGO)$ I made an additional investment in AVGO based on Jefferies maintaining its Buy rating and $500 price target, implying ~45% upside potential. The firm emphasized Broadcom’s strong positioning in AI and networking, noting it is “well ahead” of MediaTek on v8 chips and poised to maintain its lead with v9 chips. With Google expected to reach 6 million units in CY27, 85-90% tied to Broadcom, Jefferies sees further upside potential. This reinforces confidence in AVGO’s growth trajectory and its ability to capitalize on the expanding demand in high-performance chip solutions.

$Defiance Daily Target 2X Long AVGO ETF(AVGX)$ $Broadcom(AVGO)$  Broadcom Chart was looking great today and semiconductor sector was literally holding the Tech Market up on 19 Feb Market , decided to go for a quick one and exited. 

$Broadcom(AVGO)$ reported its Q1 FY2026 results on March 4, 2026, delivering a "double beat" on both revenue and earnings. The results were defined by a massive surge in AI-related demand, which is increasingly becoming the primary driver of the company’s growth. Q1 FY2026 Financial Highlights Revenue: $19.31 billion (up 29% YoY), beating the estimate of $19.21 billion. Non-GAAP EPS: $2.05, slightly exceeding the $2.03 consensus. AI Revenue: $8.4 billion, a 106% surge year-over-year. AI now represents approximately 43% of total revenue. Guidance: Broadcom raised its Q2 revenue outlook to $22.0 billion (up 47% YoY), significantly higher than the $20.4 billion Wall Street expected. Capital Returns: The board authorized a new $10 billion share repurc

$Goldman Sachs(GS)$ expects $Broadcom(AVGO)$'s stock to rise following strong quarterly results and guidance that beat market expectations, driven by outstanding AI semiconductor performance. 🎯 Consequently, the firm reiterates a "Buy" rating with an increased price target of $480. 📈 Crushing Estimates: Broadcom's Actuals VS Projections $Broadcom(AVGO)$ delivered stellar Q1 results with $19.3 billion in total revenue, matching $Goldman Sachs(GS)$ and beating the Street's $19.2 billion. Looking ahead, Q2 revenue guidance is set at a massive $22.0 billion, crushing the Street's $20.5 billion forecast. Profitability also shined

Broadcom's AI Bombshell Silences the 2027 Capex Doubters $Broadcom(AVGO)$   the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered. FQ1 Key Financial Highlights – Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion. – GAAP gross margin hit 68.1%, up 0.1 percentage points both YoY and QoQ, comfortably above the Street's expectation of 67.3%. – GAAP operating margin reached 44.3%, up 2.3 percentage points YoY and 2.6 percentage points QoQ, beating the consensus estimate

Broadcom’s results strongly reinforce that the company is evolving from a traditional networking and connectivity leader into a major AI infrastructure supplier, though its role differs from Nvidia’s model. 1. Why the market reacted so strongly Broadcom Inc. reported AI semiconductor revenue of $8.4B (+106% YoY) with guidance rising to $10.7B next quarter. That scale suggests: AI is no longer a side business. Hyperscalers are committing to custom accelerators (ASICs) rather than relying solely on GPUs. Broadcom sits at the centre of that trend. Large cloud players increasingly design their own chips and rely on Broadcom to build them. 2. Broadcom’s real AI advantage: Custom silicon Unlike Nvidia, which sells standard GPUs, Broadcom focuses on: Custom AI accelerators (ASICs) Designed with h

Broadcom Earnings Preview: All Eyes on the Next AI Test Global AI ASIC giant $Broadcom(AVGO)$   is set to release its FY2026 Q1 earnings report after the closing bell this Wednesday. The market is laser-focused on the volume ramp-up pace for $Alphabet(GOOG)$   TPUs and custom silicon from other hyperscalers, specifically scrutinizing how this mix shift might drag down gross margins. Simultaneously, investors are eagerly awaiting a potential upward revision in the AI order backlog. FY26Q1 Core Financial Indicators – Revenue: Consensus estimates stand at $19.17 billion, representing a 29% year-over-year increase and a 6% quart

I do believe that yes, AVGO has effectively transformed from a traditional networking chip provider into a dominant force in AI hardware, often cited as the second-largest player in the space after Nvidia. My belief stems from the fact that AI now drives over 50% of its semiconductor revenue, up from approximately 37% a year earlier. Further its CEO  recently projected that AI chip sales alone could exceed $100B by 2027.  So, this settles the direction it is taking.

$Broadcom(AVGO)$ is scheduled to report its fiscal Q1 2026 results on Wednesday, March 4, 2026, after the market close. Following a record-breaking 2025, the market is laser-focused on whether Broadcom can translate its massive AI backlog into realized profit without further eroding its margins. Q1 2026 Earnings Expectations Analysts are looking for significant year-over-year (YoY) growth, though sequential comparisons are tempered by seasonality and margin shifts. As of March 2026, Broadcom is just beginning the high-volume commercial phase of its 3D stacked chip technology. While the company does not release real-time daily sales counters, recent disclosures from late February 2026 provide a clear picture of their progress: Current Shipment Stat

Broadcom's gearing up for its FY2026 Q1 earnings with a bold bet on 3D-stacked chips, planning to ship 1 million units by 2027 to supercharge data transfer speeds for AI workloads that demand lightning-fast efficiency. 😎 This vertical stacking tech crams more transistors into tighter spaces, slashing latency 30% and boosting bandwidth for hyperscalers like Google and Meta – but with management guiding total revenue at $19.1 billion (crushing $18.27 billion consensus) and AI semiconductor rev at $8.2 billion (another triple-digit year-over-year explosion), the spotlight's on whether this custom silicon surge cements Broadcom as the stealth AI infrastructure champ. Global hyperscaler capex is exploding toward $670 billion, fueling insatiable demand for interconnects and accelerators amid com

Forget Nvidia? Broadcom’s $19.1B Guidance & The 3D-Stacked AI Revolution Broadcom (AVGO) just delivered an absolute masterclass in earnings, dropping a monster FY2026 Q1 guide of $19.1B in total revenue—effortlessly steamrolling the $18.27B Street consensus. But the headline number isn’t what has institutional money scrambling to reposition; it’s the jaw-dropping $8.2B projected specifically for AI semiconductor revenue, marking another violent, triple-digit year-over-year surge. While retail traders spend all their energy agonizing over every tick of Nvidia’s chart, Broadcom is quietly executing a total takeover of the custom AI silicon and networking markets. With management casually dropping a roadmap to ship 1 million 3D-stacked chips by 2027 and global hyperscaler CapEx approachin

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Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,

$Broadcom(AVGO)$  Any idea what happened to this Broadcom today? Why it took such a BIG dump? 

$Broadcom(AVGO)$ I made an additional investment in AVGO based on Jefferies maintaining its Buy rating and $500 price target, implying ~45% upside potential. The firm emphasized Broadcom’s strong positioning in AI and networking, noting it is “well ahead” of MediaTek on v8 chips and poised to maintain its lead with v9 chips. With Google expected to reach 6 million units in CY27, 85-90% tied to Broadcom, Jefferies sees further upside potential. This reinforces confidence in AVGO’s growth trajectory and its ability to capitalize on the expanding demand in high-performance chip solutions.

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

$Broadcom(AVGO)$  

$Defiance Daily Target 2X Long AVGO ETF(AVGX)$ $Broadcom(AVGO)$  Broadcom Chart was looking great today and semiconductor sector was literally holding the Tech Market up on 19 Feb Market , decided to go for a quick one and exited.