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02-19

$Defiance Daily Target 2X Long AVGO ETF(AVGX)$ $Broadcom(AVGO)$  Broadcom Chart was looking great today and semiconductor sector was literally holding the Tech Market up on 19 Feb Market , decided to go for a quick one and exited. 

Broadcom Earnings: Will 3D Stacked Chips Expand Revenue?
Broadcom plans to ship 1 million 3D-stacked chips by 2027, leveraging advanced silicon stacking to boost data transfer speeds. For FY2026 Q1, management guided total revenue at $19.1B (vs. $18.27B consensus), with AI semiconductor revenue projected at $8.2B, marking another triple-digit YoY surge. Analysts expect upside as hyperscaler capex approaches $670B globally, fueling AI infrastructure demand. Is Broadcom emerging as the quiet winner in custom AI silicon? Or will execution risks and capex cyclicality temper the stacked-chip narrative?
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