AVGO delivered blowout earning, now let's see guidance

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在目前大环境下,ER之后 能够不跌就已经非常了不起了 -Austin8- 给 Austin8 发送悄悄话 (125 bytes) () 03/06/2025 postreply 13:22:33

现在大环境都是在预期的范围内,还没有破位 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 03/06/2025 postreply 13:26:42

bought at 179/182 today -tutututu- 给 tutututu 发送悄悄话 (0 bytes) () 03/06/2025 postreply 13:23:00

sold at 197 AH -tutututu- 给 tutututu 发送悄悄话 (0 bytes) () 03/06/2025 postreply 13:44:39

sold too early -tutututu- 给 tutututu 发送悄悄话 (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- 给 三心三意 发送悄悄话 (0 bytes) () 03/06/2025 postreply 13:25:07

COST misses -sportfan- 给 sportfan 发送悄悄话 sportfan 的博客首页 (0 bytes) () 03/06/2025 postreply 13:29:51

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

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

盘后已经起飞 -静待花开_3- 给 静待花开_3 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:08:00

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

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

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

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

AVGO威武!明天有non farm payroll和unemployment数据,先放到watchlist上面 -montebello- 给 montebello 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:17:59

So happy for it -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:20:07

恭喜三心! -montebello- 给 montebello 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:26:46

MVDA利好, 还是会抢GPU市场? -mobius- 给 mobius 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:20:32

这个问题3个月前就讨论过了,nothing has changed since -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 03/06/2025 postreply 14:23:24

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