The issue is 4 point margin drop

來源: 於 2025-12-12 13:08:00 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

People are concerned that AVGO has to cut price to compete in AI infrastructure space. Hock himself said in the call that lower margin will be compensated by higher revenue growth.

But AVGO was priced for perfection before the ER so this drop is expected given some of the cautious tone.

Investment thesis on AVGO remains unchanged