AVGO delivered blowout earning, now let's see guidance

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在目前大環境下,ER之後 能夠不跌就已經非常了不起了 -Austin8- 給 Austin8 發送悄悄話 (125 bytes) () 03/06/2025 postreply 13:22:33

現在大環境都是在預期的範圍內,還沒有破位 -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/06/2025 postreply 13:26:42

bought at 179/182 today -tutututu- 給 tutututu 發送悄悄話 (0 bytes) () 03/06/2025 postreply 13:23:00

sold at 197 AH -tutututu- 給 tutututu 發送悄悄話 (0 bytes) () 03/06/2025 postreply 13:44:39

sold too early -tutututu- 給 tutututu 發送悄悄話 (161 bytes) () 03/06/2025 postreply 14:38:55

Q1 (14.9 vs 14.6), EPS (1.6 vs 1.49). Q2 (14.9 vs 14.7) -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/06/2025 postreply 13:25:07

COST misses -sportfan- 給 sportfan 發送悄悄話 sportfan 的博客首頁 (0 bytes) () 03/06/2025 postreply 13:29:51

Guidance for next quarter revenue is great -Stockticker- 給 Stockticker 發送悄悄話 (0 bytes) () 03/06/2025 postreply 13:46:51

Rev guidance is ok, but EPS is great due to margin -三心三意- 給 三心三意 發送悄悄話 (350 bytes) () 03/06/2025 postreply 13:52:34

盤後已經起飛 -靜待花開_3- 給 靜待花開_3 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:08:00

AVGO just annouced 4 more customers, beyond 60-90B ... -三心三意- 給 三心三意 發送悄悄話 (55 bytes) () 03/06/2025 postreply 14:11:54

XPU to start shipping earlier than expected -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:12:58

expect additional 60B-90B from 4 more customers -三心三意- 給 三心三意 發送悄悄話 (42 bytes) () 03/06/2025 postreply 14:31:37

Additional 60B-90B from 4 more customers? that's too much, -Austin8- 給 Austin8 發送悄悄話 (60 bytes) () 03/06/2025 postreply 17:21:37

AVGO威武!明天有non farm payroll和unemployment數據,先放到watchlist上麵 -montebello- 給 montebello 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:17:59

So happy for recent downturn to accumulate AVGO :) -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:20:07

恭喜三心! -montebello- 給 montebello 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:26:46

MVDA利好, 還是會搶GPU市場? -mobius- 給 mobius 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:20:32

這個問題3個月前就討論過了,nothing has changed since -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/06/2025 postreply 14:23:24

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