To The Moon

$Broadcom(AVGO)$   Despite beating earnings expectations, Broadcom ($AVGO) stock dropped over 4% in after-hours trading. The market's surprising negative reaction hinges on the revealed $73 billion AI product backlog—a figure investors deemed disappointing. ​It's a classic case of beating the numbers but missing the hyper-inflated expectations surrounding the "AI Dream." Are we seeing the first major sign that the AI bubble is starting to deflate, as some critics suggest? ​The Sceptic's View: The market is now recognizing that growth won't be as aggressive as priced in, leading to a crucial recalibration of valuations across the tech sector. ​The Contrarian's View: Is the drop an overreaction? If the underlying results are solid, this di

Keep an eye this bubble will burst

$Broadcom(AVGO)$ expects AI revenue growth to accelerate even higher in 2026, and Broadcom CEO sees spending momentum by customers for AI to continue to accelerate in 2026, but why is Broadcom share price still not surging after earnings release? In this article we would like to discuss why Broadcom (AVGO) did not surge despite bullish AI commentary, what this signals about market expectations, and how investors can still position for advantage. 1. Why Broadcom’s Stock Did Not Surge After Earnings Even with strong AI commentary from management, several market dynamics generally cap post-earnings upside. (A) Expectations were already extremely high By late 2025, Broadcom is widely viewed as one of the “AI infrastructure oligopoly” players. Investor

$Broadcom(AVGO)$  still enough get more in high level position before traditional cycle time frame on march to april next years. Underpressure from option volume and volatility index could not easy to speedup, rally on drive to market position in oversold from higher top level. (Gap 200 point) 

$Broadcom(AVGO)$ Hyperscaler horror hits hard as Oracle's Q2 earnings splashdown on December 10, 2025, sparked a 12% stock plunge to $190.50 amid revenue of $16.1 billion (up 14% YoY but shy of $16.15 billion est) and capex ballooning to $2.5 billion (up 19%), fanning fears of AI overbuild and 30% utilization lags that torched sentiment across the chain. Non-GAAP EPS crushed at $2.26 (up 54% YoY, beating $1.64 est), with OCI cloud up 34% to $2.8 billion on AI bookings tripling, but the capex crush and backlog blues from OpenAI's $300B limbo amplified the meltdown, dragging peers like Nvidia down 1.5% in sympathy. Now, all eyes lock on Broadcom's Q4 report tonight – Citi and Goldman pound tables for beats on Google's TPU unlock and hyperscaler $3T

unh

$Broadcom (AVGO) $The latest quarterly financial report will be released on December 11, 2025 (after the U.S. stock market closes). The market pays attention to the momentum and profit resilience of AI network and infrastructure software.The market consensus expects that Broadcom's total revenue this quarter is expected to be US $17.492 billion, a year-on-year increase of 24.14%; Adjusted earnings per share (EPS) are expected to be $1.86, up 34.70% year-over-year; Earnings before interest and taxes (EBIT) are expected to be $11.921 billion, a year-on-year increase of 38.59%. At present, the public consensus expectation does not provide the forecast data of gross profit margin and net profit margin for this quarter, and the update at the company level

$Broadcom(AVGO)$   🚀 Broadcom Earnings Preview: Can the AI Engine Deliver Another Blowout Quarter? With expectations mounting, all attention is turning to Broadcom (AVGO) as it prepares to report earnings. The company has already delivered several consecutive beats — but this quarter carries extra weight because it sits at the intersection of two rapidly accelerating trends in AI infrastructure. Both Citi and Goldman Sachs are openly bullish, calling for Broadcom to outperform consensus once again. Their conviction stems from two structural tailwinds that are reshaping the semiconductor ecosystem — and placing Broadcom in a stronger competitive position than ever. ⸻ ⚡ 1. Google’s TPU Ecosystem Opening — A Transformational Shift A catalys

$Broadcom(AVGO)$  Broadcom is one of those companies that doesn’t get as much hype as Nvidia, but quietly keeps delivering. With Citi and Goldman both expecting another beat, I’m honestly not surprised. The AI tailwinds are still very real for AVGO — especially with Google opening up access to its TPU ecosystem and hyperscalers ramping their infrastructure spending again. What stands out to me is the outlook: analysts are talking about triple-digit AI revenue growth heading into FY2026. That’s not a small number, and it shows how deeply Broadcom is tied into the AI supply chain. They’re basically becoming one of the “must-have” players behind the scenes. The question now is whether the stock already priced this in, or if there’s still room fo

$Broadcom(AVGO)$  upbeat earnings bullish 

$Broadcom(AVGO)$  mm

$Broadcom(AVGO)$  looks like Ai is back on the menu boys! #boughtthedip #googleaiftw # midastouchmuch

$Tesla Motors(TSLA)$ $Broadcom(AVGO)$  The signals are clear, the risk is mispriced, and I’m positioned early into the catalysts that decide the next move. Confidence remains high, fragility remains hidden, and I see that as the exact environment where the best trades emerge. The surface looks calm. Underneath, the market is already shifting. The S&P 500 has pushed into a 4 day win streak and Nasdaq delivered both daily and weekly gains even as BTC volatility tried to derail risk appetite. VIX settling at 15.41 shows comfort rather than fear. But selective strength always raises questions worth answering. NYSE and Nasdaq both printed slightly more decliners than advancers on Friday, yet real dema

$Broadcom(AVGO)$  Sure bet better earning but not forecast, love to see it retreat a little to buy

$Broadcom(AVGO)$ always trade at a premium. it's a top dog for custom AI chips. I think it's going up after earnings to bring the rally to all time highs

$Broadcom(AVGO)$ Broadcom's gearing up for a Q4 2025 earnings blockbuster on December 11, with Wall Street buzzing over triple-digit AI growth projections and hyperscaler spending waves that could catapult the chip king to new heights. As of December 8, 2025, AVGO shares hover at $175.50 after a 2% pop from Congress rejecting export curbs, but the real fireworks hit Thursday after close – analysts like Citi and Goldman Sachs are pounding the table for beats, citing Google's TPU ecosystem opening and accelerating AI infra capex across the board. With Q3's $13B revenue (up 47% YoY) setting the stage and FY2026 AI forecasts screaming 100%+ jumps, this report could crush consensus or expose cracks if utilization lags. But in a market where QT's liquid

With AI bubble, tech stocks seling, we have seen that $Broadcom(AVGO)$ suffer a decline on 03 Dec 2025, before rising again to close last week around $390. So will we be seeing Broadcom providing a beat on the AI momentum? In this article, we would examine this would come into play with the Broadcom (AVGO) upcoming fiscal Q4 2025 earning with a comprehensive pre-earnings analysis of Broadcom (AVGO) as it heads into its fiscal Q4 2025 earnings (expected after market close on ~Dec 12, 2025) — focusing on AI momentum, key metrics, consensus expectations, and potential short-term trading opportunities. What Wall Street Is Expecting for Q4 2025 Consensus estimates (prior to earnings): Revenue: ~$17.0–17.4 billion, ~24% YoY growth. Adjusted EPS: ~$1.87/

$Broadcom(AVGO)$ Broadcom (NASDAQ: AVGO) heads into its fiscal fourth-quarter 2025 results on December 11 with one central question hanging over the market: Can the company continue outperforming as AI spending grows exponentially? Over the past year, Broadcom has transformed from a diversified semiconductor-and-software conglomerate into a flagship beneficiary of the AI infrastructure boom. That shift has driven powerful gains in revenue, margins, and share price — but it has also raised expectations to levels where even small disappointments could trigger significant volatility. This earnings preview provides an in-depth breakdown of Broadcom’s recent performance, market sentiment, fundamentals, financial highlights, valuation, and whether its g

Heading into Broadcom's upcoming earnings report, I'm approaching the stock with cautious optimism. The market is clearly expecting another solid quarter, especially given how strongly AI tailwinds have supported AVGO's valuation this year. For me, the key question isn't simply whether Broadcom can "beat" consensus estimates—it's whether the company can demonstrate that its AI momentum is both durable and accelerating into 2025 and FY2026. Broadcom AI Momentum: The Core of My Bullish Bias The biggest reason I'm constructive on Broadcom is the exact pair of catalysts highlighted by Citi and Goldman Sachs: 1. Google opening wider access to the TPU ecosystem, and Google TPU 2. Hyperscaler AI infrastructure spending re-accelerating. These aren't short-term boosts—they reflect structural change

Wowser. Look at this

$Broadcom(AVGO)$ expects AI revenue growth to accelerate even higher in 2026, and Broadcom CEO sees spending momentum by customers for AI to continue to accelerate in 2026, but why is Broadcom share price still not surging after earnings release? In this article we would like to discuss why Broadcom (AVGO) did not surge despite bullish AI commentary, what this signals about market expectations, and how investors can still position for advantage. 1. Why Broadcom’s Stock Did Not Surge After Earnings Even with strong AI commentary from management, several market dynamics generally cap post-earnings upside. (A) Expectations were already extremely high By late 2025, Broadcom is widely viewed as one of the “AI infrastructure oligopoly” players. Investor

$Broadcom(AVGO)$ Hyperscaler horror hits hard as Oracle's Q2 earnings splashdown on December 10, 2025, sparked a 12% stock plunge to $190.50 amid revenue of $16.1 billion (up 14% YoY but shy of $16.15 billion est) and capex ballooning to $2.5 billion (up 19%), fanning fears of AI overbuild and 30% utilization lags that torched sentiment across the chain. Non-GAAP EPS crushed at $2.26 (up 54% YoY, beating $1.64 est), with OCI cloud up 34% to $2.8 billion on AI bookings tripling, but the capex crush and backlog blues from OpenAI's $300B limbo amplified the meltdown, dragging peers like Nvidia down 1.5% in sympathy. Now, all eyes lock on Broadcom's Q4 report tonight – Citi and Goldman pound tables for beats on Google's TPU unlock and hyperscaler $3T

$Broadcom(AVGO)$   Despite beating earnings expectations, Broadcom ($AVGO) stock dropped over 4% in after-hours trading. The market's surprising negative reaction hinges on the revealed $73 billion AI product backlog—a figure investors deemed disappointing. ​It's a classic case of beating the numbers but missing the hyper-inflated expectations surrounding the "AI Dream." Are we seeing the first major sign that the AI bubble is starting to deflate, as some critics suggest? ​The Sceptic's View: The market is now recognizing that growth won't be as aggressive as priced in, leading to a crucial recalibration of valuations across the tech sector. ​The Contrarian's View: Is the drop an overreaction? If the underlying results are solid, this di

$Broadcom (AVGO) $The latest quarterly financial report will be released on December 11, 2025 (after the U.S. stock market closes). The market pays attention to the momentum and profit resilience of AI network and infrastructure software.The market consensus expects that Broadcom's total revenue this quarter is expected to be US $17.492 billion, a year-on-year increase of 24.14%; Adjusted earnings per share (EPS) are expected to be $1.86, up 34.70% year-over-year; Earnings before interest and taxes (EBIT) are expected to be $11.921 billion, a year-on-year increase of 38.59%. At present, the public consensus expectation does not provide the forecast data of gross profit margin and net profit margin for this quarter, and the update at the company level

Keep an eye this bubble will burst

$Broadcom(AVGO)$  still enough get more in high level position before traditional cycle time frame on march to april next years. Underpressure from option volume and volatility index could not easy to speedup, rally on drive to market position in oversold from higher top level. (Gap 200 point) 

$Broadcom(AVGO)$   🚀 Broadcom Earnings Preview: Can the AI Engine Deliver Another Blowout Quarter? With expectations mounting, all attention is turning to Broadcom (AVGO) as it prepares to report earnings. The company has already delivered several consecutive beats — but this quarter carries extra weight because it sits at the intersection of two rapidly accelerating trends in AI infrastructure. Both Citi and Goldman Sachs are openly bullish, calling for Broadcom to outperform consensus once again. Their conviction stems from two structural tailwinds that are reshaping the semiconductor ecosystem — and placing Broadcom in a stronger competitive position than ever. ⸻ ⚡ 1. Google’s TPU Ecosystem Opening — A Transformational Shift A catalys

$Tesla Motors(TSLA)$ $Broadcom(AVGO)$  The signals are clear, the risk is mispriced, and I’m positioned early into the catalysts that decide the next move. Confidence remains high, fragility remains hidden, and I see that as the exact environment where the best trades emerge. The surface looks calm. Underneath, the market is already shifting. The S&P 500 has pushed into a 4 day win streak and Nasdaq delivered both daily and weekly gains even as BTC volatility tried to derail risk appetite. VIX settling at 15.41 shows comfort rather than fear. But selective strength always raises questions worth answering. NYSE and Nasdaq both printed slightly more decliners than advancers on Friday, yet real dema

unh

$Broadcom(AVGO)$ Broadcom's gearing up for a Q4 2025 earnings blockbuster on December 11, with Wall Street buzzing over triple-digit AI growth projections and hyperscaler spending waves that could catapult the chip king to new heights. As of December 8, 2025, AVGO shares hover at $175.50 after a 2% pop from Congress rejecting export curbs, but the real fireworks hit Thursday after close – analysts like Citi and Goldman Sachs are pounding the table for beats, citing Google's TPU ecosystem opening and accelerating AI infra capex across the board. With Q3's $13B revenue (up 47% YoY) setting the stage and FY2026 AI forecasts screaming 100%+ jumps, this report could crush consensus or expose cracks if utilization lags. But in a market where QT's liquid

With AI bubble, tech stocks seling, we have seen that $Broadcom(AVGO)$ suffer a decline on 03 Dec 2025, before rising again to close last week around $390. So will we be seeing Broadcom providing a beat on the AI momentum? In this article, we would examine this would come into play with the Broadcom (AVGO) upcoming fiscal Q4 2025 earning with a comprehensive pre-earnings analysis of Broadcom (AVGO) as it heads into its fiscal Q4 2025 earnings (expected after market close on ~Dec 12, 2025) — focusing on AI momentum, key metrics, consensus expectations, and potential short-term trading opportunities. What Wall Street Is Expecting for Q4 2025 Consensus estimates (prior to earnings): Revenue: ~$17.0–17.4 billion, ~24% YoY growth. Adjusted EPS: ~$1.87/

Heading into Broadcom's upcoming earnings report, I'm approaching the stock with cautious optimism. The market is clearly expecting another solid quarter, especially given how strongly AI tailwinds have supported AVGO's valuation this year. For me, the key question isn't simply whether Broadcom can "beat" consensus estimates—it's whether the company can demonstrate that its AI momentum is both durable and accelerating into 2025 and FY2026. Broadcom AI Momentum: The Core of My Bullish Bias The biggest reason I'm constructive on Broadcom is the exact pair of catalysts highlighted by Citi and Goldman Sachs: 1. Google opening wider access to the TPU ecosystem, and Google TPU 2. Hyperscaler AI infrastructure spending re-accelerating. These aren't short-term boosts—they reflect structural change

$Broadcom(AVGO)$ Broadcom (NASDAQ: AVGO) heads into its fiscal fourth-quarter 2025 results on December 11 with one central question hanging over the market: Can the company continue outperforming as AI spending grows exponentially? Over the past year, Broadcom has transformed from a diversified semiconductor-and-software conglomerate into a flagship beneficiary of the AI infrastructure boom. That shift has driven powerful gains in revenue, margins, and share price — but it has also raised expectations to levels where even small disappointments could trigger significant volatility. This earnings preview provides an in-depth breakdown of Broadcom’s recent performance, market sentiment, fundamentals, financial highlights, valuation, and whether its g

🌟🌟🌟The excitement around $Broadcom(AVGO)$  ahead of its upcoming earnings report is more than just hype.  It is a reflection of Broadcom's deep entrenchment in the AI revolution.  As the company prepares to release its results on Thursday December 11 25 after market close , investors are holding their breath , anticipating another strong showing fueled by major AI contracts. The Numbers To Watch  Analysts are projecting robust growth for the 4th quarter of fiscal year 2025, largely driven by the explosive demand for AI infrastructure.  The consensus estimated are as follows: Revenue: USD 17.5 billion, a solid 24.5% YoY increase.  EPS: USD 1.87 per share , a significant 31.7% jump compare

$Broadcom(AVGO)$  Broadcom is one of those companies that doesn’t get as much hype as Nvidia, but quietly keeps delivering. With Citi and Goldman both expecting another beat, I’m honestly not surprised. The AI tailwinds are still very real for AVGO — especially with Google opening up access to its TPU ecosystem and hyperscalers ramping their infrastructure spending again. What stands out to me is the outlook: analysts are talking about triple-digit AI revenue growth heading into FY2026. That’s not a small number, and it shows how deeply Broadcom is tied into the AI supply chain. They’re basically becoming one of the “must-have” players behind the scenes. The question now is whether the stock already priced this in, or if there’s still room fo

$Broadcom(AVGO)$  upbeat earnings bullish 

Inflation Relief… For Now The long-delayed September PCE report finally landed, and brought good news: Headline PCE: +2.8% YoY Core PCE: +2.8% YoY, easing slightly from August This stability gives the Federal Reserve cover for another 25 bps rate cut next week, as policymakers shift their attention toward a weakening labor market. Still, inflation remains above the 2% target, leaving 2026 policy direction highly uncertain. Markets initially rallied on the data but later pared gains as investors reassessed the “higher for longer” risks. Deal of the Year? Netflix Bets $83 Billion on Warner Bros. Discovery Netflix Bets $83 Billion The biggest story in corporate America isn’t inflation, it’s $Netflix(NFLX)$ surprise blockbuster acquisition of Warner

$Broadcom(AVGO)$  looks like Ai is back on the menu boys! #boughtthedip #googleaiftw # midastouchmuch

$Broadcom(AVGO)$  mm

$Broadcom(AVGO)$  Sure bet better earning but not forecast, love to see it retreat a little to buy