$Broadcom (AVGO.US)$

Unger : Idk how they get rewarded by the performance, this is a miss and nothing else. I have no position in this but it makes no sense, prolly just for the Apple rumours

10baggerbamm OP : you better have a great conference call because they've got a Miss staring you right in the face there the only thing good is their AI was up 220% year over year that section of revenue

72716032 : This stock plays so strange after earnings what do you all think the morning will look like?

10baggerbamm OP 72716032 : it's the conference call because they're going to get the screws put to them if you turn on right now CNBC Stacy Rasgon, Bernstein .who's one of the top chip analysts in the world is coming on with his direct follow-up after he's scrubbed the earnings over the past few minutes

nitrousstang : Dude the market is becoming a joke.

10baggerbamm OP nitrousstang : so according to Stacy he said that the street was expecting for them to miss much worse than they did he said so this is actually better than what the actual expectations were because they were expecting a big miss this quarter. he also went on to say that the AI business is very strong he says going forward it really becomes a question will the supply catch up to the demand he says and that's going to be what everyone's going to be arguing about next year he says but for right now I can tell you everything that I see everyone I'm speaking with the demand is insane and far out strips all supply capabilities

Unger nitrousstang : Ye, this is kinda fucked. Its becoming more blatantly clear that where the big fishes want the stock to move is where it ends up. Imagine Adobe missing yesterday on thier current quarters revenue, thats -20%