$Broadcom(AVGO)$ $Marvell Tech

$Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ I'm not a big fan of AVGO or the whole ASICs and custom chips space, mostly because I've looked into them enough to see the limits compared to the flexibility of Nvidia's GPU-based platform, their networking, and the systematic factories approach.

That said, this was a solid quarter for AVGO. Margins look strong and they clearly have a seat at the table. Just my read, but I'd guess the mildly soft guidance we hear about soon comes down to memory supply and pricing, which is hitting everyone outside of Nvidia.

My hunch is the stock runs above 360 during the conference call, so I've taken a quick trade with 3,000 shares.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603695283101824,"tweetId":"603695283101824","gmtCreate":1788382448000,"gmtModify":1788447573042,"author":{"id":9000000000000163,"idStr":"9000000000000163","authorId":9000000000000163,"authorIdStr":"9000000000000163","name":"BillyWilliams","avatar":"https://static.tigerbbs.com/f0d9064517bcefca15dc55450b4b9bf7","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":156,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I'm not a big fan of AVGO or the whole ASICs and custom chips space, mostly because I've looked into them enough to see the limits compared to the flexibility of Nvidia's GPU-based platform, their networking, and the systematic factories approach.\nThat said, this was a solid quarter for AVGO. Margins look strong and they clearly have a seat at the table. Just my read, but I'd guess the mildly soft guidance we hear about soon comes down to memory supply and pricing, which is hitting everyone outside of Nvidia.\nMy hunch is the stock runs above 360 during the conference call, so I've taken a quick trade with 3,000 shares.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>I'm not a big fan of AVGO or the whole ASICs and custom chips space, mostly because I've looked into them enough to see the limits compared to the flexibility of Nvidia's GPU-based platform, their networking, and the systematic factories approach.\nThat said, this was a solid quarter for AVGO. Margins look strong and they clearly have a seat at the table. Just my read, but I'd guess the mildly soft guidance we hear about soon comes down to memory supply and pricing, which is hitting everyone outside of Nvidia.\nMy hunch is the stock runs above 360 during the conference call, so I've taken a quick trade with 3,000 shares.</body></html>","text":"$Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ I'm not a big fan of AVGO or the whole ASICs and custom chips space, mostly because I've looked into them enough to see the limits compared to the flexibility of Nvidia's GPU-based platform, their networking, and the systematic factories approach. That said, this was a solid quarter for AVGO. Margins look strong and they clearly have a seat at the table. Just my read, but I'd guess the mildly soft guidance we hear about soon comes down to memory supply and pricing, which is hitting everyone outside of Nvidia. My hunch is the stock runs above 360 during the conference call, so I've taken a quick trade with 3,000 shares.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/603695283101824","repostId":0,"isVote":1,"tweetType":1,"viewCount":53,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AVGO","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":571,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603695283101824"}