$AVGO POST-EARNINGS ANALYSIS

This was the quarter where Broadcom stopped speaking in percentages and started speaking in gigawatts. Q1 revenue hit a record $19.3B (+29% YoY) above the $19.2B estimate, EPS came in at $2.05 versus $2.03 expected, and AI semiconductor revenue reached $8.4B (+106% YoY), which was already remarkable but then the guide rewrote what the market […]

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