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.

Back to the stock market. Not Nvidia, but Broadcom because we're going to get earnings. People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example. What are your expectations for those numbers and what they're going to mean?

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.

Now, as you already know, if we look at this stock over the last 5 years, it's up by about 650%. 650%. And what's interesting about this is during the entirety of that runup, it's been growing its dividends at a high rate as well. It grows dividends at a double-digit rate. So, this is a true dividend growth stock.

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 was a great first step for it to get back in and close above, but it needed to see follow through with conviction buying pushing price comfortably within the parallel separating it from the bottom area of this parallel channel allowing this to be support, but we didn't get that today.

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.

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.