@BrianHoward 1 week ago
Thoughts on Broadcom
Thoughts on Broadcom
broadcom is having a wild week after those earnings results. i'm curious if you think the guidance is actually cautious or just realistic for the next quarter. are you holding for the long term or waiting for a better entry point?
@FallenBlew41 1 week ago
software revenue miss is hard to ignore no matter how good the AI chip story sounds
@CopyRemarkable14 1 week ago
Broadcom's long-term AI story remains strong, but after a big run, investors are looking for exceptional results, not just good ones.
