Broadcom $1 Trln! Another Star in Semiconductor Sector?

Broadcom released a better-than-expected Q4 earnings report, with profits exceeding expectations and AI revenue more than doubling this year. Even more surprising, the CEO revealed that Broadcom is working with three major cloud customers to develop custom AI chips. This unexpected news caused Broadcom's stock to surge over 15% in after-hours trading. Analysts believe that the AI hype in 2025 may shift from chips to AI applications. ----------- Is the future of AI in chips or software applications? Will Broadcom surge more in the year end? What's your target price?

avatarMickey082024
2024-12-13

Broadcom, AI Semicon & Vmware Business Boost The Stock Skyhigh!

$Broadcom(AVGO)$ Broadcom's shares are climbing in after-hours trading following the release of their Q4 earnings report. We'll break down those Q4 results and discuss the company's Q1 guidance. Additionally, we'll examine how the VMware acquisition has impacted Broadcom's financials, particularly in terms of debt, new clients, and employees. Cost-cutting measures and synergy efforts are also worth noting. The semiconductor segment, which draws considerable attention, has been performing exceptionally well both year-over-year and quarter-over-quarter. We’ll analyze the key financial metrics, including cash flows and technical performance, especially since we recommended Broadcom on our Equity Empire Channel three weeks ago. The stock is currently
Broadcom, AI Semicon & Vmware Business Boost The Stock Skyhigh!
avatarMickey082024
2024-12-17

Broadcom (AVGO) Stock Analysis! Is Broadcom Stock a Buy Now!?

$Broadcom(AVGO)$ Is one of my favorite dividend growth stocks, Broadcom, surged by an impressive 20.5% in a single day following the release of its latest quarterly earnings report. Looking at its performance over the past year, Broadcom is now up over 103%. Year-to-date, it has climbed more than 95%. Notably, in my growth portfolio, Broadcom is my top-performing position, showing gains of 328%. Breaking Down Broadcom’s Latest Earnings Report For Q4, Broadcom reported non-GAAP earnings per share of $14.02, which beat expectations by 3 cents. Revenue matched forecasts, coming in at $14.06 billion. While the earnings beat was modest, the key takeaway is Broadcom's impressive 51.2% year-over-year revenue growth. To put this in perspective, Broadcom's
Broadcom (AVGO) Stock Analysis! Is Broadcom Stock a Buy Now!?
avatarnerdbull1669
2024-12-12

Broadcom (AVGO) Revenue From VMWare In Focus As Run Rate From VMware Looks Positive

$Broadcom(AVGO)$ is expected to report its quarterly earnings for the period ending 31 October 2024 on 12 December after market close. AVGO is expected to report a 51.6% increase in revenue to $14.091 billion from $9.3 billion a year ago. This is higher than the revenue guidance given on 05 September 2024 for the period ending 31 October which is expected for $14 billion. AVGO is expected to show a rise in quarterly revenue with the consensus estimate for earnings per share to come in at $1.39 per share (+25.2% YoY) on revenue of $14.1 billion (+51.3% YoY). Quarterly Run Rate From VMware Should Help Contribute To Broadcom (AVGO) Revenue Broadcom is expected to report a sharp surge in fourth-quarter revenue, as it benefits from strong demand for it
Broadcom (AVGO) Revenue From VMWare In Focus As Run Rate From VMware Looks Positive

Why Investors Are FOMO on AVGO?

Recent trading in $Broadcom(AVGO)$ has been full of FOMO sentiment, and it's pulling down $NVIDIA(NVDA)$ as well.Why are investors so worried about not getting on board?Broadcom has had a strong last two yearsBroadcom (AVGO)$ has had a great last two years, doubling its share price in 2023 and soaring in 2024.Integrating VMware into the business this year was a big deal.Although the integration process was a bit controversial, and was criticized for raising prices and discontinuing some free services, it was good for shareholders.After the integration, VMware's operating expenses were cut in half and gross margins reached 70%.Broadcom's results were stunning, with f
Why Investors Are FOMO on AVGO?
avatar钛媒体APP
2024-12-14

Broadcom Stocks Skyrocket 24% over Explosive Outlook following More Than Tripled Yearly AI Chip S...

TMTPOST -- Shares of Broadcom Inc. settled 24.4% higher to $224.80 on Friday, hitting the highest close since the U.S. semiconductor developer and manufacturer went public in 2009. Shares skyrocketed and the market capitalization for the first time topped $1 trillion after the company suggested an explosive sales outlook driven by the artificial intelligence (AI) boom. Credit:Broadcom For the fiscal year 2027, Broadcom's total AI revenue will be at least $60 billion to $90 billion, CEO Hock Tan said on an earnings call late Thursday, noting that the range of serviceable addressable market (SAM) is a conservative estimate as it only includes revenue the company foresees from its existing three big hyperscaler customers. The estimated revenue means the next three years will see  Broadco
Broadcom Stocks Skyrocket 24% over Explosive Outlook following More Than Tripled Yearly AI Chip S...
avatarKKLEE
2024-12-13
Broadcom Inc. (NASDAQ: AVGO) has taken the financial world by storm, with its stock surging over 15% in premarket trading on December 13, 2024. After closing at $180.66 on December 12, this rally positions Broadcom firmly above the $200 mark—a milestone that investors are now keenly watching. This sudden surge in Broadcom’s value isn’t random; it is a testament to the company’s resilience, strategic positioning in the AI boom, and a stellar fiscal fourth-quarter earnings report. Q4 Earnings: A Beat That Ignited the Rally Broadcom's fiscal Q4 results exceeded Wall Street's expectations, delivering adjusted earnings of $1.42 per share against the forecast of $1.39. Revenue reached $14.05 billion, narrowly missing the $14.07 billion estimate but marking steady growth amidst challenging market
avatarKYHBKO
2024-12-17

Quick Analysis of TSMC by Bohdan Vorona / Longtermpick

I have benefited greatly from being a part of some (international) communities. This was shared by (Facebook user) Bohdan Vorona. This is a quick analysis of TSMC by longtermpick.com. He started with company background info and presented the competition (for cross reference of valuation like P/E, P/S, P/CF ratios). Qualitative strengths and risks were identified with some key ratios. The next was to do a valuation of the company using base, bull and bear cases. While I have mixed thoughts towards (future) valuation, the above example lists the various assumptions in place. These include a 30% margin of safety and a discount rate of 12% based on a 5-year projection (which I prefer over 10 years). He has worked out a 30% Margin of Safety price of $160.02, $196.38 and $123.65 for the respecti
Quick Analysis of TSMC by Bohdan Vorona / Longtermpick

AVGO Q4: AI accelerating, margin next level

As one of the top performers in the entire semiconductor sector this year, $Broadcom(AVGO)$ continued to surge 14% after announcing its Q4 results on Dec. 12 after-hours.Margin improvement was driven by a relatively strong financial performance in Q4, led by increased revenue in AI, as well as VMware integration and cost control.Investor reaction to the company's future outlook was quite optimistic as the company again raised its guidance for the next quarter on the call and expects the market for AI gas pedals to rise again to $15-20 billion.Key Financials and Market ExpectationsTotal revenue was $14.054 billion, up 51% year-over-year, essentially unchanged from market expectations of $14.08 billion.Net income on a GAAP basis was $4.324 billion,
AVGO Q4: AI accelerating, margin next level
avatarRieta
01-07

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avatarGehlotSunny
2024-12-18
$Broadcom(AVGO)$  Broadcom: A $1 Trillion Colossus in the Making? Broadcom, a leading semiconductor and infrastructure technology company, has been on a remarkable trajectory, recently surpassing a market capitalization of $1 trillion. This milestone positions the company as a major player in the global semiconductor landscape and raises questions about its future growth potential.   Drivers of Broadcom's Success: Strategic Acquisitions: Broadcom has pursued a strategy of aggressive acquisitions, expanding its product portfolio and market share. Notable acquisitions include Broadcom Limited, Avago Technologies, and CA Technologies.   Diversified Portfolio: The company boasts a diversified product portfolio spanning across various se
avatar_GOD_
2024-12-20
🚨 Broadcom Stock: A Hidden Gem or Time Bomb? 🚨 🔍 Is Broadcom (AVGO) the Next Tech Titan or Ready to Explode? As one of the leaders in semiconductors, Broadcom's stock is under intense scrutiny. With AI, 5G, and cloud infrastructure driving demand, could AVGO skyrocket, or are there hidden risks waiting to implode? 💣 📈 Why You Need to Pay Attention: Massive Market Opportunity: As tech giants scramble for chips, Broadcom is right in the thick of it. Can it dominate the market? Solid Earnings, But Can It Keep Up? Strong earnings reports have investors optimistic—but will global supply chain issues throw a wrench in the works? Acquisitions & Mergers: Broadcom's aggressive acquisition strategy could change the game. But will it pay off, or cause massive turbulence? Risk vs. Reward: With the
avatarZEROHERO
2024-12-13
I opened $AVGO STRADDLE 241227 PUT 180.0/CALL 180.0$  ,My third straddle position on AVGO straddle earnings play expecting this wild swing. It's expected to run up abit more between 14-16% when ppl FOMO chase it with the good earnings. Will hold a position for slightly longer into the day. Likely a trend day it seems 🤫  $AVGO reported mixed earnings results missing revenue expectations by a tiny bit: ❌Revenue: $14.05B vs. $14.06B expected ✅EPS: $1.42 vs. $1.39 expected ✅Operates in multiple sectors, including semiconductors, software, and infrastructure solutions. ✅A leading position in critical markets such as wireless chips, broadband, and data center solutions. ✅A strong trac
avatardaz888888888
2024-12-13

Daily Scoop🍨: AI Springs Broadcom (AVGO) Stock Upwards ! 💪🚀🔥

$Broadcom(AVGO)$   Broadcom reported better-than-expected earnings Thursday afternoon. Its shares rose in after-hours trading. The semiconductor company reported fiscal fourth-quarter adjusted earnings per share of $1.42, compared to Wall Street's consensus estimate of $1.39 cents, according to FactSet. Revenue came in at $14.05 billion, which was roughly in-line with analysts' expectations of $14.07 billion. Broadcom also forecast sales of $14.6 billion for the current quarter versus a $14.55 billion estimate from analysts. For fiscal 2024 "AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio," CEO Hock Tan said in a press release. Broadcom shares we
Daily Scoop🍨: AI Springs Broadcom (AVGO) Stock Upwards ! 💪🚀🔥
avatardaz888888888
2024-12-14
$Broadcom(AVGO)$   Broadcom (AVGO) has skyrocketed these few days. The semiconductor company reported fiscal fourth-quarter adjusted earnings per share of $1.42, compared to Wall Street's consensus estimate of $1.39 cents, according to FactSet. Revenue came in at $14.05 billion, which was roughly in-line with analysts' expectations of $14.07 billion. Broadcom also forecast sales of $14.6 billion for the current quarter versus a $14.55 billion estimate from analysts. For fiscal 2024 "AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio," CEO Hock Tan said in a press release. Broadcom shares were up as much as 5% in late trading following the report. Th
avatarkibkibkib
2024-12-17
$NVIDIA(NVDA)$  Broadcom is the next AMD (pump and dump) story. With investors looking to create their own growth narrative, the market is in super delusional state when comparing the growth rate of NVDA and AVGO. This pump is full of speculations without real understanding of Broadcom's actual market as most investors do not even know the differences between Broadcom and Nvidia Chips. Let's us compare a few key metrics: P/E (TTM) - Broadcom: 203 - Nvidia: 52 Revenue Growth (TTM) YoY - Broadcom: 43.99% - Nvidia: 152.44% Revenue Growth (Q3) YoY - Broadcom: 51.30% - Nvidia: 93.61% We are currently looking at the pump like what investors did last year to AMD. They aren't looking for actual growth, but rather a sto
avatarBarcode
2024-12-15
$Broadcom(AVGO)$ 🔺📈🅱️ṳ̈ l̤̈l̤̈ ï̤ s̤̈ ḧ̤ 📈🐂 📊 $AVGO: Riding the Fib Waves 🌊🚀 🔑 Price Action: Testing above $220.70 ✅ 🔹 Next Stops on the Fib Ladder: • $225.70 (261.8%) 🎯 • $233.56 (300.0%) 🔥 • $246.27 (361.8%) 📈 Momentum heating up, let’s see if it can hold and climb! 🔥💥 Happy trading ahead❣️ Cheers BC 💰📈🚀🍀🍀🍀 @Tiger_comments @TigerStars @TigerPM @Daily_Discussion @TigerPicks @TigerGPT 
avatarMichael Esther
2024-12-14

AVGO, SPX, NVDA, MSTR & TSLA - Trade with the best to level up

1.Trade with the best to level up from an average trader to the best you ever thought possible!! ✅ $Broadcom(AVGO)$ 800% dec 20 190c ✅ $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 100-300% ✅ $Tesla Motors(TSLA)$ 300-500% swings and 0dte2.Everything would be restored and all the fortunes of the land Everything that fell from the bottom of 2022 was when I picked up $NVIDIA(NVDA)$ and Tesla and $MicroStrategy(MSTR)$ ar rock bottomMy $3000 turned into over $5 million Thank you, Lord for the insight and forsight.3.TSLA is expected to KEEP
AVGO, SPX, NVDA, MSTR & TSLA - Trade with the best to level up
avatarMrzorro
2024-12-13
Options Market Statistics: Broadcom Stock Soars on 51% Q4 Revenue Surge; Options Pop $Broadcom(AVGO)$   shares jumped 13% in after-hours trading on Thursday. The most traded calls are contracts of $185 strike price that expire on Dec. 13. The total volume reaches 23,643 with the open interest of 12,914. The company revealed a significant 51% increase in quarterly revenue, reaching $14.054 billion compared to the previous year. This surge was accompanied by a rise in GAAP net income to $4.324 billion and Non-GAAP net income to $6.965 billion for the same period. There was a noteworthy activity in $Celsius Holdings, Inc.(CELH)$  ,
avatarZEROHERO
2024-12-14
$AVGO Straddle 241220 180.0C/180.0P$ Closed AVGO straddle for 20 Dec contract with 162% gain. So the 3 different contract experiment posted shows that higher gain for shorter expiration but comes with higher risk too. The time and strike to enter them are equally important for the final results. Keen to join me for the next earnings play? See you soon at https://discord.gg/yFt4ZnFV
avatarPinkspider
2024-12-13
. $AVGO Broadcom Shares were up 13% after the bell. Broadcom is 14% of Nancy Pelosi's stock portfolio. They reported strong Q4 FY24 results with an adjusted EPS of $1.42 (est. $1.39) and adjusted revenue of $14.05B (est. $14.08B), a 51% YoY increase. AI revenue soared 220% YoY to $12.2B for FY24, reflecting demand for AI XPUs and networking solutions. Q1 FY25 guidance projects revenue of $14.6B (est. $14.55B), up 22% YoY, and adjusted EBITDA at 66% of revenue. CEO Hock Tan emphasized record FY24 revenue of $51.6B (up 44% YoY) driven by AI growth and VMware integration, with semiconductor and infrastructure software revenues rising 7% and 181% YoY, respectively. The company raised its quarterly dividend by 11% to $0.59/share