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?

avatarRieta
01-07

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avatar2024贏
2024-12-25
that good
avatar非一般股民
2024-12-24
nvda
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
avatar非一般股民
2024-12-18
TQQQ
avatarwasgana
2024-12-18
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
avatarQ Q
2024-12-18
IV
avatarLaiken
2024-12-18
long strangle
avatarjayc
2024-12-17
Broadcom's ASIC leadership positions it well for future AI competition. The company is developing custom AI chips with three major clients (Google, Meta, ByteDance) and working on next-gen AIXPUs with two others. It aims to convert these into revenue-generating customers by 2027, expanding its 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
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

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?
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!?
avatarSolid PL
2024-12-17
hi, i love tiger broker
avatarjislandfund
2024-12-17
Avgo the new darling of tech stocks? Certainly interest at present⭐
avatarMicroStrategist
2024-12-17
Definitely another star. Was looking at it around 170. Opportunity lost 
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 
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2024-12-14