$Broadcom(AVGO)$ Broadcom Beat-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Broadcom(AVGO)$ Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels?

📍 Earnings Recap

Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier.

📍 What This Means

The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VMware integration incoming).

📍 My Strategy

I locked in partial profits above $278 after the run-up.

Watching closely for pullbacks to the $250–260 zone to reload.

Not chasing this high — but definitely not bearish.

📌 Bullish scenario: if it holds $265 on volume, the stock could base and push toward $300+ in Q3, especially if VMware synergies impress.

📌 Bearish scenario: a break below $250 could invite more downside as AI multiple compression spreads.

🎯 Fair value zone (for re-entry): $245–255 based on 2025 forward PE and earnings CAGR expectations.

Record Revenue, Slowing AI: Still Worth Chasing AVGO After Earnings?

Broadcom's revenue for the second fiscal quarter hit a record high, with EPS continuing to grow by over 40%, beating expectations. AI revenue for the quarter rose by 46%, marking a noticeable slowdown from the previous quarter's 77% growth. Broadcom expects its AI chip revenue to increase for a tenth consecutive quarter in Q3, accelerating to $5.1 billion—but still 3.7% below some analysts' higher estimates. AVGO fell 4% in the overnight trading. The stock is still at highs as it set all time high yesterday. ---------- Is it worth chasing at a high level? Or wait for a fair price?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

vuvence IX
06-08
vuvence IX
Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.

Leave a comment

1

1

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":443359463321896,"tweetId":"443359463321896","gmtCreate":1749264357180,"gmtModify":1749268675993,"author":{"id":4186204260634262,"idStr":"4186204260634262","authorId":4186204260634262,"authorIdStr":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.01","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":553,"starInvestorFlag":false},"themes":[{"themeId":"cc15b46059984caf8fee503eebf5d2c4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Record Revenue, Slowing AI: Still Worth Chasing AVGO After Earnings?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":cc15b46059984caf8fee503eebf5d2c4}&rnconfig={\"headerBarHidden\": true}","description":"Broadcom's revenue for the second fiscal quarter hit a record high, with EPS continuing to grow by over 40%, beating expectations. AI revenue for the quarter rose by 46%, marking a noticeable slowdown from the previous quarter's 77% growth. Broadcom expects its AI chip revenue to increase for a tenth consecutive quarter in Q3, accelerating to $5.1 billion—but still 3.7% below some analysts' higher estimates.\nAVGO fell 4% in the overnight trading. The stock is still at highs as it set all time high yesterday.\n----------\nIs it worth chasing at a high level?\nOr wait for a fair price?","image":"https://community-static.tradeup.com/news/bfb3b5d471f62586a4db6ba1c5097d53"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels?</p>\n<p>📍 Earnings Recap</p>\n<p>Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier.</p>\n<p>📍 What This Means</p>\n<p>The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VMware integration incoming).</p>\n<p>📍 My Strategy</p>\n<p>I locked in partial profits above $278 after the run-up.</p>\n<p>Watching closely for pullbacks to the $250–260 zone to reload.</p>\n<p>Not chasing this high — but definitely not bearish.</p>\n<p>📌 Bullish scenario: if it holds $265 on volume, the stock could base and push toward $300+ in Q3, especially if VMware synergies impress.</p>\n<p>📌 Bearish scenario: a break below $250 could invite more downside as AI multiple compression spreads.</p>\n<p>🎯 Fair value zone (for re-entry): $245–255 based on 2025 forward PE and earnings CAGR expectations.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels?</p>\n<p>📍 Earnings Recap</p>\n<p>Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier.</p>\n<p>📍 What This Means</p>\n<p>The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VMware integration incoming).</p>\n<p>📍 My Strategy</p>\n<p>I locked in partial profits above $278 after the run-up.</p>\n<p>Watching closely for pullbacks to the $250–260 zone to reload.</p>\n<p>Not chasing this high — but definitely not bearish.</p>\n<p>📌 Bullish scenario: if it holds $265 on volume, the stock could base and push toward $300+ in Q3, especially if VMware synergies impress.</p>\n<p>📌 Bearish scenario: a break below $250 could invite more downside as AI multiple compression spreads.</p>\n<p>🎯 Fair value zone (for re-entry): $245–255 based on 2025 forward PE and earnings CAGR expectations.</p></body></html>","text":"$Broadcom(AVGO)$ Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels? 📍 Earnings Recap Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier. 📍 What This Means The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VMware integration incoming). 📍 My Strategy I locked in partial profits above $278 after the run-up. Watching closely for pullbacks to the $250–260 zone to reload. Not chasing this high — but definitely not bearish. 📌 Bullish scenario: if it holds $265 on volume, the stock could base and push toward $300+ in Q3, especially if VMware synergies impress. 📌 Bearish scenario: a break below $250 could invite more downside as AI multiple compression spreads. 🎯 Fair value zone (for re-entry): $245–255 based on 2025 forward PE and earnings CAGR expectations.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/443359463321896","repostId":0,"isVote":1,"tweetType":1,"viewCount":1510,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1097,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":443618807558280,"commentId":"443618807558280","gmtCreate":1749327930419,"gmtModify":1749327934189,"authorId":4185398225303912,"author":{"id":4185398225303912,"idStr":"4185398225303912","authorId":4185398225303912,"name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":443359463321896,"objectIdStr":"443359463321896","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.","text":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.","html":"Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/443359463321896"}