Time to buy Broadcom (AVGO) Best AI stock 

The dip looks temporary and it's a good opportunity to trade once the uptrend is established. 

Bottoming and look for entry to the future Big drop create volatility and good to short put

📉 Broadcom’s Worst 3-Day Performance in Years Buy the AI Dip — or Is the Market Signaling Something Deeper? Broadcom (AVGO) just experienced one of its sharpest short-term drawdowns in recent memory. • 📉 -11% Friday • 📉 -5.6% Monday • 🧮 Nearly -17% peak-to-trough in three sessions • Oracle (ORCL) also slid ~17%, marking its worst 3-day performance since 2020 This wasn’t an isolated stock move — it was a sentiment shock across AI infrastructure. So the key question for investors now: 👉 Is this a buy-the-dip opportunity in a secular AI leader 👉 Or the first crack in the AI demand narrative? ⸻ 🧠 Step 1: What Actually Triggered the Sell-Off? This was not about earnings misses or collapsing revenues. Instead, the sell-off came from: • ⚠️ Guidance sensitivity around AI-related capex • ⚠️ Investo

$Broadcom(AVGO)$  hold or sell pls.. now? 

$Broadcom(AVGO)$  $Oracle(ORCL)$   Oracle vs. Broadcom: Why One is a Gamble, and the Other is Just a Reset The AI sector just took a massive hit, and the culprits are the "Brothers in Trouble"—Oracle and Broadcom. Both stocks are bleeding, but if you treat them as the same trade, you’re making a mistake. The logic behind these drops is completely different. One is facing a crisis of execution confidence, while the other is undergoing a painful (but necessary) business model evolution. Here is why the market is punishing them, and where the opportunity actually lies. 1️⃣ Oracle: The "Existential" Gamble Let’s start with Oracle. As I mentioned in yesterday’s quick update, Oracle’s drop i

$Broadcom(AVGO)$  as always the intense competition will pare down the field. Acquisitions and consolidation will occur to keep this run going. Everyone and their moms want to be a player in the AI field, but is there really so much money and patience for all parties to succeed? I fear not, the overexuberance will only lead to the bubble growing and popping. To keep the lights on and the bull run going, the market has to trim down the faat. The wasteful losers will have to go and those propped up by false hope (e.g. Oracle and their over-reliance on their friendliness with the US president). I think Broadcom can still work it out, but they have to shape up and choose their path forward carefully.

🌟🌟🌟 Broadcom $Broadcom(AVGO)$  delivered positive earnings and yet the stock slipped more than 4% in after hours trading.  Why?  The headline number : USD 73 billion in AI product backlogs.  Instead of sparking excitement, it left some investors disappointed, questioning whether demand is slowing or whether expectations had simply run too high. But here is the truth: Backlogs are not abandonment.  They are a sign of demand outpacing supply.  The market wanted fireworks but what it got was a reminder that scaling AI infrastructure is a marathon, not a sprint. The dip is not the death of AI.  It is a recalibration of narratives .  Investors are learning that AI growth will be lum

$Broadcom(AVGO)$ $Oracle(ORCL)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’m extremely confident $AVGO just delivered one of the strongest AI infrastructure earnings prints of the quarter, and the stock still got hit because the market chose to punish margin optics and crowding, not execution. Q4 FY25 adjusted EPS was $1.95 vs $1.87 expected, a 4% beat. Revenue was $18.015B vs $17.46B expected, a 3% beat. EPS surged 37% YoY and revenue rose 28% YoY. The stock then snapped lower by roughly $43, down about 10% to 11%, falling from the low $400s into the $360s after briefly flirting with a ~$2T market cap. This is a classic credibility reset, the tape repriced incen

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$Tesla Motors(TSLA)$ $Oracle(ORCL)$ $Broadcom(AVGO)$  ⚡ Intraday volatility, liquidity exposed I’m watching $TSLA trade through extreme intraday volatility and still refuse to break structure. A roughly $19 move in about 90 minutes is wild even by Tesla standards, but that violence mattered. It flushed weak hands, reset leverage, and immediately exposed where real liquidity was sitting. ⏱️ Early strength, macro drag later Early in the session, $TSLA was up about 3.5%, pressing higher before being dragged lower as the broader tape cracked. That distinction matters. This was not a Tesla-specific failure. This was correlation, expectations, and liquidity repric

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Broadcom's latest earnings clearly show that the company is executing well operationally. Adjusted EPS of $1.95 and revenue of $18.02 billion for fiscal Q4 beat analyst expectations, and year-over-year growth of 37% in earnings and 28% in sales is impressive. AI semiconductor sales, which jumped 74% YoY, were a major contributor, and the guidance for Q1 revenue of $19.1 billion — up 28% YoY — underscores that Broadcom continues to ride strong demand in the AI and data center markets. On paper, this is a robust performance. That said, the market reaction tells a different story. Broadcom stock fell more than 4% in after-hours trading despite the earnings beat. The reason seems to be the $73 billion backlog in AI products, which, surprisingly, disappointed some investors. It appears that exp

Broadcom Beat Estimates: So Why Did the Stock Tank? Global AI ASIC leader $Broadcom(AVGO)$   released its FY2025 Q4 earnings after hours. Although the quarterly results exceeded expectations across the board, the stock price took a sharp dive shortly after the earnings call began. So, what exactly was discussed during the call? Why Did the Stock Plunge? The $73 Billion AI Revenue Guidance: Bright, But Not Dazzling Enough The recent explosive popularity of $Alphabet(GOOG)$  's TPUv7 has once again ignited market enthusiasm for the ASIC sector. As Google's core partner for TPUs, Broadcom stands at the forefront of this trend. The m

$Broadcom(AVGO)$  The after-hours pullback in Broadcom reflects expectation management rather than a breakdown in fundamentals. Is the semiconductor dip a buying opportunity? Selective rather than broad. The sector has rerated sharply on the AI theme, so any data point that does not exceed lofty expectations invites profit-taking. That said, secular demand for AI infrastructure, networking, and custom silicon remains intact. High-quality names with pricing power, diversified end markets, and visible cash flows still justify accumulation on weakness. Lower-quality, narrative-driven names deserve more caution. Has the market abandoned the AI narrative? No. What we are seeing is a transition from narrative-driven multiple expansion to execution-

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$Broadcom(AVGO)$  I feel the present semiconductor dip presents a potential buying opportunity for long-term investors, as  fundamental AI demand still remains strong despite recent market rotation and short-term volatility. The market rather is consolidating after significant gains, with investors becoming more discerning and reacting sharply to disappointing results like those from Oracle. Broadcom's robust Q4 2025 earnings report confirms continued strong AI demand, which we could likely interpret as a positive signal for the sector's underlying strength.  While short-term volatility exists, medium term history suggests that after every downturn, chip sales continue to reach higher highs due to structural demand. For th

AI Cracks Deepen: $Broadcom(AVGO)$  Beat… but the Market Still Sold It The last 48 hours just exposed the real fragility under this market. 🔹 Oracle dropped 11% after admitting AI spending isn’t turning into revenue fast enough. 🔹 Broadcom actually beat on revenue — yet the stock fell anyway. Why? Their CFO warned margins are shrinking, even as AI orders rise. That’s the part investors hate: •AI growth witho