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@IsabelLynn 3 weeks ago

Broadcom and the recent semiconductor dip

Broadcom and the recent semiconductor dip

it is interesting to see how Broadcom is holding up relatively well thanks to their ai networking business even while the rest of the sector is down. i am curious if anyone here is holding through the upcoming q4 guidance or if you are waiting for more stability. it feels like a tough day for chips overall but the long-term story still seems solid.

@ProduceCut309 2 weeks ago

Holding up better than most, AI networking keeping it strong. Short-term choppy, but long-term story still intact.

@AntonioMyers 2 weeks ago

the networking side of Broadcom is what keeps me interested even when the rest of the market is red. i think staying patient is the way to go here.