To The Moon

$Broadcom(AVGO)$  Still a long term buy 

$Broadcom(AVGO)$  At this stage, it looks more like a healthy reset than the start of an AI bull market reversal. Broadcom's selloff was driven less by weak fundamentals and more by expectations running ahead of reality. When a stock rallies aggressively into earnings, even strong results can disappoint if guidance does not materially exceed what investors have already priced in. The fact that NVIDIA rose while Broadcom fell suggests investors are becoming more selective rather than abandoning the AI theme altogether. The Dow reaching new highs while semiconductors pull back also points to sector rotation, not necessarily a market-wide risk-off event. After an extended AI-led rally, it is normal for capital to rotate into financials, industri

The Dow Soars, But Something Doesn't Add Up If you only watched the Dow Jones today, you'd think Wall Street had another fantastic session. Dow Jones: +875 points (+1.7%) $S&P 500(.SPX)$ : +0.4% Nasdaq: -0.1% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ At first glance, it looks bullish. But under the surface, the market is telling a much more complicated story. In fact, 362 S&P 500 stocks advanced today, while only 140 declined. Yet despite that overwhelmingly positive breadth, the S&P barely moved higher and the Nasdaq actually finished in the red. Why? Because a handful of mega-cap tech stocks have become so dominant that they can overshado

Watching a stock like $Broadcom(AVGO)$ lose 13% of its value in a single session can be terrifying if you own it, but thrilling if you don't. Before you rush in to "buy the dip" at $420, you need to understand the hidden market mechanics pulling the strings behind the scenes. The headlines are screaming about Broadcom's massive sell-off. But if you look under the hood, Broadcom’s core business is completely healthy. Their AI chip revenue alone skyrocketed 143% to $10.8 billion. The selloff demonstrates the challenging dynamics of the current AI trade, where "the business can still be growing fast, and the stock can still get hit if expectations are even faster." While Broadcom's AI business continues expanding rapidly, it wasn't enough to satisfy

Wait for lower price to enter

$Broadcom(AVGO)$   The high-flying AI semiconductor trade just hit its first major patch of turbulence. As highlighted in image_13.png, Broadcom (AVGO) experienced a sharp after-hours plunge, with shares tumbling 12.57% following the release of its Q2 financial results. On paper, Broadcom’s Q2 numbers actually beat top-and-bottom-line Wall Street estimates. Total revenue rose 48% year-over-year to a record $22.2 billion, powered by blistering demand for AI semiconductors, which more than doubled year-over-year to hit $10.8 billion. However, the stock had spent the preceding months surging to relentless all-time highs, pricing in near-perfection. This left the earnings print highly vulnerable, turning "good" forward AI guidance into a cat

$Broadcom(AVGO)$  Is this a structural warning sign, or an overreaction worth capitalizing on? Here is my breakdown: 1. The Long-Term Thesis is Structurally Intact This sell-off is driven by near-term valuation digestion, not structural decay. Broadcom's two massive growth engines remain dominant: Custom ASICs: Hyper-scalers are desperate to reduce their reliance on expensive, generic GPUs. AVGO’s custom silicon pipeline remains the premier choice for custom AI chips. VMware Integration: The enterprise cloud software transition is a high-margin, recurring revenue tailwind that provides a solid defensive floor underneath the cyclical semiconductor business. 2. Will it Break Below $400? Psychological round numbers like $400 are critical because

Broadcom Plunges 12%, but Smart Money Is Buying the Dip The AI infrastructure sector experienced a roller-coaster session on Thursday. After $Broadcom(AVGO)$   plunged more than 12% following its earnings report, semiconductor and AI hardware stocks came under heavy pressure in early trading, raising concerns that weakness in one of the industry's key AI infrastructure leaders could signal a broader cooling of the AI trade. However, sentiment improved rapidly as the session progressed. Several AI infrastructure names recovered their early losses, with $Marvell Technology(MRVL)$   and 

Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea

$Broadcom(AVGO)$  today's decline appears to be more about expectations being too high than about the business suddenly deteriorating.Thus, I remain positive about their long term AI position.

$Broadcom(AVGO)$  Quarter to Quarter results do not give a good guidance & indication of future earnings. It is always a short-sightedness view. With AI and technological products advancing rapidly, the related chips companies such as AVGO, are in the frontline to reap a substantial profitabilty. Hence shares price trending north.

$Broadcom(AVGO)$  down

$Broadcom(AVGO)$  why people still trust this company. they have destroyed so many businesses in the past to keep themselves afloat. I hope they go down hard

$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov

$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.

Market sentiment decides the price. Ride on bull run hitting a pause.

$Broadcom(AVGO)$ sank up to 13.8% overnight after reporting earnings post-US market close on Wednesday (3 June). Despite reporting another strong quarter, investor sentiment turned negative as Broadcom’s guidance for AI semiconductor revenue came in below market expectations. As of 11am Singapore time, Broadcom was trading down about 12.5%. Amplifying the move, the $AVGO 3xShortSG280420(9FOW.SI)$ surged close to 38%, with the $AVGO 3xLongSG280420(Z8TW.SI)$ down a similar magnitude. Investors who view the selloff as an overreaction and anticipate a rebound during regular US trading hours may consider the $AVGO 3xLong

$Broadcom(AVGO)$ so fast lose steam already

The Dow Soars, But Something Doesn't Add Up If you only watched the Dow Jones today, you'd think Wall Street had another fantastic session. Dow Jones: +875 points (+1.7%) $S&P 500(.SPX)$ : +0.4% Nasdaq: -0.1% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ At first glance, it looks bullish. But under the surface, the market is telling a much more complicated story. In fact, 362 S&P 500 stocks advanced today, while only 140 declined. Yet despite that overwhelmingly positive breadth, the S&P barely moved higher and the Nasdaq actually finished in the red. Why? Because a handful of mega-cap tech stocks have become so dominant that they can overshado

$Broadcom(AVGO)$  At this stage, it looks more like a healthy reset than the start of an AI bull market reversal. Broadcom's selloff was driven less by weak fundamentals and more by expectations running ahead of reality. When a stock rallies aggressively into earnings, even strong results can disappoint if guidance does not materially exceed what investors have already priced in. The fact that NVIDIA rose while Broadcom fell suggests investors are becoming more selective rather than abandoning the AI theme altogether. The Dow reaching new highs while semiconductors pull back also points to sector rotation, not necessarily a market-wide risk-off event. After an extended AI-led rally, it is normal for capital to rotate into financials, industri

Broadcom Plunges 12%, but Smart Money Is Buying the Dip The AI infrastructure sector experienced a roller-coaster session on Thursday. After $Broadcom(AVGO)$   plunged more than 12% following its earnings report, semiconductor and AI hardware stocks came under heavy pressure in early trading, raising concerns that weakness in one of the industry's key AI infrastructure leaders could signal a broader cooling of the AI trade. However, sentiment improved rapidly as the session progressed. Several AI infrastructure names recovered their early losses, with $Marvell Technology(MRVL)$   and 

Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea

$Broadcom(AVGO)$   The high-flying AI semiconductor trade just hit its first major patch of turbulence. As highlighted in image_13.png, Broadcom (AVGO) experienced a sharp after-hours plunge, with shares tumbling 12.57% following the release of its Q2 financial results. On paper, Broadcom’s Q2 numbers actually beat top-and-bottom-line Wall Street estimates. Total revenue rose 48% year-over-year to a record $22.2 billion, powered by blistering demand for AI semiconductors, which more than doubled year-over-year to hit $10.8 billion. However, the stock had spent the preceding months surging to relentless all-time highs, pricing in near-perfection. This left the earnings print highly vulnerable, turning "good" forward AI guidance into a cat

Watching a stock like $Broadcom(AVGO)$ lose 13% of its value in a single session can be terrifying if you own it, but thrilling if you don't. Before you rush in to "buy the dip" at $420, you need to understand the hidden market mechanics pulling the strings behind the scenes. The headlines are screaming about Broadcom's massive sell-off. But if you look under the hood, Broadcom’s core business is completely healthy. Their AI chip revenue alone skyrocketed 143% to $10.8 billion. The selloff demonstrates the challenging dynamics of the current AI trade, where "the business can still be growing fast, and the stock can still get hit if expectations are even faster." While Broadcom's AI business continues expanding rapidly, it wasn't enough to satisfy

$Broadcom(AVGO)$  Still a long term buy 

$Broadcom(AVGO)$  Is this a structural warning sign, or an overreaction worth capitalizing on? Here is my breakdown: 1. The Long-Term Thesis is Structurally Intact This sell-off is driven by near-term valuation digestion, not structural decay. Broadcom's two massive growth engines remain dominant: Custom ASICs: Hyper-scalers are desperate to reduce their reliance on expensive, generic GPUs. AVGO’s custom silicon pipeline remains the premier choice for custom AI chips. VMware Integration: The enterprise cloud software transition is a high-margin, recurring revenue tailwind that provides a solid defensive floor underneath the cyclical semiconductor business. 2. Will it Break Below $400? Psychological round numbers like $400 are critical because

Wait for lower price to enter

$Broadcom(AVGO)$ sank up to 13.8% overnight after reporting earnings post-US market close on Wednesday (3 June). Despite reporting another strong quarter, investor sentiment turned negative as Broadcom’s guidance for AI semiconductor revenue came in below market expectations. As of 11am Singapore time, Broadcom was trading down about 12.5%. Amplifying the move, the $AVGO 3xShortSG280420(9FOW.SI)$ surged close to 38%, with the $AVGO 3xLongSG280420(Z8TW.SI)$ down a similar magnitude. Investors who view the selloff as an overreaction and anticipate a rebound during regular US trading hours may consider the $AVGO 3xLong

$Broadcom(AVGO)$  today's decline appears to be more about expectations being too high than about the business suddenly deteriorating.Thus, I remain positive about their long term AI position.

$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov

$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.

$Broadcom(AVGO)$  Quarter to Quarter results do not give a good guidance & indication of future earnings. It is always a short-sightedness view. With AI and technological products advancing rapidly, the related chips companies such as AVGO, are in the frontline to reap a substantial profitabilty. Hence shares price trending north.

$Broadcom(AVGO)$  why people still trust this company. they have destroyed so many businesses in the past to keep themselves afloat. I hope they go down hard

$Broadcom(AVGO)$  down

Market sentiment decides the price. Ride on bull run hitting a pause.

$Broadcom(AVGO)$ so fast lose steam already