AVGO 全部观点

as well as AVGO, and they were moving in opposite directions.

Okay folks, finally we have some earnings results after the closing bell. We see AVGO stock now turning negative at $652.60, testing the lowest range here since August 26 if this sell-off continues.

Guys, look at this level. Look how good the level is. When I draw my Fibonacci correction tools, I drag them upwards. Look at this level. $333.84 at the 78.6 Fibonacci retracement level.

This also happens to be at the level of bridging the gap from April 7th. Guys, if we don't get a bounce here, I'll be very surprised, especially if we sell right at this level after trading hours.

Yes, me and Sam, this is something I wanted to come to you about, but the Broadcom news is coming. So, let's look at those numbers, Sam, I'll get back to you right away.

Broadcom's third- quarter EPS was 3.32. It was estimated to be 3.23. So, we made about 10 cents more there. Our income is 29.59 billion. This is slightly better than the expected 29.45.

So, we have exceeded expectations in terms of revenue.

We are now looking at Broadcom, which has fallen by about half a percent. Broadcom, as you know, we were always talking about the Magnificent Seven. She was more like an eighth honorary member.

I say that Broadcom will achieve good results. I mean, you're looking at a figure where revenues will grow by more than 80% this quarter compared to last year. I expect the strength to continue here as we enter the October quarter, and I think expectations have risen somewhat for Broadcom.

What do you expect from Broadcom today? I mean, significant growth is expected, but what are the numbers you're waiting for that will be enough to push stocks higher? You know, I think that's what I expect, and after the market closes we'll get a clearer picture of what's going to happen.

But even if they achieve record numbers, you are competing against Nvidia, whose numbers have been amazing by all standards. Therefore, it will be very difficult to surpass that.

I think this will put a lot of pressure on the stock, as their numbers will have to be phenomenal to push the stock up. From a technical perspective, the stock looks heavy. It looks as if something is weighing him down. Therefore, I am cautiously optimistic.

Broadcom and Taiwan Semiconductor Manufacturing Company are seeing sales and profits boom as a result of the increasing demand for artificial intelligence. But which one of these two semiconductor companies is the better stock to buy right now?

Broadcom too experienced a significant increase in its sales to $75 billion. That's up from around $38 billion in 20 23. Of course, that also includes the impacts of the VMware acquisition. looking back longer term, these companies have seen their sales proliferate since 2017 where Broadcom generated roughly $10 billion in sales at that point, those sales have increased by more than 7x.

I think isn't that when Broadcom earnings are as well? I mean, that's going to be one heck of a catty rich day, huh? So that's going to be Broadcom. Wait, no. Broadcom is Wednesday after the close.

And often what they do is they end up doing a PM event. We'll see. There's still no time frame on that.

And the first stock is a stock I've held in my portfolio for a few years now, and it's been a massive winner, and that's Broadcom. If we jump over to the political tab, one of the things we can see is there was some massive buying of Broadcom in Q2 of 2024 and Q2 of 2025.

And while that buying has certainly slowed down, we can see over the last couple of quarters, there's been significantly more buying than selling.

And that leads us to Broadcom this week. Well, I expect them to beat. I expect the guy to be phenomenal, but I don't know how price action is going to follow based on what we saw in Nvidia based on where Broadcom symbol AVGO is trading right now.

It's right at its 200 day moving average, that barometer of health for us technicians. And let's see if it can do well and then trade higher. There's a lot of resistance above, meaning there's pockets of the 50-day moving average starting to turn over 390, that level.

The old high iss 425. So if broadcom rallies I think it will be met with more resistance than you know more headwinds than a tailwind and that has me a little concerned.

Next up into AVGO. Now, AVGO yesterday with the lift up on Nvidia's charts, AVGO had some promising development on its charts as you see here with this green candle, we actually closed back within this longer range inclining parallel channel that's been containing price since back in December of 2024.

That is the that is what pe and that's why you have gigantic chip companies like Broadcom for example in deep draw downs off of a tie. Both of those companies have just been reporting some of the greatest news and contracts and earnings any of us will ever see, but that was already priced in six months prior.

Um anyway, so um yeah, look at this. Broadcom's going green.

OpenAI Nvidia Yappen. So, this is a Bloomberg piece that came in. Open AAI says its new Jalapeno chips performed better than Nvidia's current lineup during testing. So, we don't really know exactly what they're referring to because you've got these new chips coming out. semi.

Oh, it was measured against the GB300. No way. Wow. Wow. That's impressive. The processor led in two categories. The amount of work it could handle per unit and its speed at returning responses, right?

But it's not so much the issue of can you have a chip that's better. It's can you scale the chip? That's the question is can this actually get scaled up? Can they get the allocation from TSM or whomever or where they're creating them with the you know where they're creating their processors.

So the maker uh well so OpenAI plans to use the new chips to support AI models later this year. Part of a push to build its own AI joining a stampede of companies trying to compete.

This is a partnership with Broadcom. The Broadcom AS6. Oh, we were just talking about Broadco Broadcom in the um in the course member live stream. Broadcom's flat on the news. Wow.

Now, this jalapeno chip is made in partnership with Broadcom. Now, Broadcom is a really interesting play because they are pretty heavily indebted. Their balance sheet kind of sucks, but their valuation is dirt freaking cheap right now. Uh they are trading for under a one peg.

Broadcom according to our stock AI has a uh $95 price target. The issue is we have a red flag on the balance sheet for the company because they are so heavily um you know indebted.

So, your your balance sheet is a red flag. valuation is just a clean green flag. They're down like 26% from their peak after their last earnings because of the timing of delivery of AS6.

Another set of companies to consider looking at is going to be Broadcom and Marvell. And in fact, Marvell also reports this week, later in the week. These companies are more nuanced because Broadcom and Marvell benefit from AI spending, but it also represents one of Nvidia's biggest long-term threats.

Why? Custom silicon. Google, Meta, OpenAI, other hyperscalers, these companies increasingly want AI accelerators designed specifically for their own workloads. Broadcom and Marvell help enable those chips.

So, if Nvidia says overall AI infrastructure spending continues exploding, that's great for both Broadcom and Marvell. But if Jensen starts discussing competitive pressures from custom accelerators, that's another important positive signal for both of these companies.

This is why I own exposure to both sides of the equation. I own Nvidia, AMD, and then Broadcom and Marvell, but position sizing is different for all of them. Nvidia benefits from general-purpose accelerated computing.

Broadcom and Marvell benefits as hyperscalers increasingly design specialized silicon. I don't need to perfectly predict which architecture wins.