AVGO Broadcom Reports Strong Q1 Results, Driven by AI Growth
Broadcom reported a 25% year-over-year increase in Q1 (January quarter) revenue, reaching $14.9 billion, exceeding expectations by $330 million. Adjusted EPS came in at $1.60, surpassing estimates by $0.09. AI-related revenue surged 77% to $4.1 billion. The company’s Q2 revenue guidance of $14.9 billion reflects a $300 million beat, supported by strong demand for AI XPUs and custom chips for hyperscalers, with four new customers in the pipeline. Despite recent stock volatility, Broadcom’s reaffirmed strength in AI infrastructure boosted shares following the earnings release.
CEO Hock Tan highlighted sustained AI investment, noting that major cloud providers are accelerating efforts to deploy 1 million AI chip clusters by 2027. While non-AI segments, including industrial and wireless, face headwinds, AI-driven growth is mitigating these pressures. Broadcom’s software division, strengthened by the VMware acquisition (completed in late November 2023), generated $6.7 billion in Q1 revenue, up 47% year-over-year. With AI demand outpacing prior projections, Broadcom remains well-positioned as a leading AI semiconductor provider alongside Nvidia.
NVDA If this week represents the market bottom and the conclusion of the correction phase, then I have to say "Tom Lee" is a true market genius! GOOGLAMZNAVGOMETA
The Nasdaq Composite has declined approximately 17.3% since February 2025. Based on historical data, what level of market correction are we looking at? Typically, corrections range between 13% and 20%. NVDAGOOGLAMZNAVGOMETA
NVDA Manus AI is something that has a bigger impact on the profits of the entire AI industry than Deepseek. Since patching up the gap, its ability to hold up has unexpectedly fallen far short of long-position expectations. For now, we’re doubling down on short leverage again, with risks particularly concentrated in large-cap stocks that previously surged due to the AI boom. MSFTMETAAMZNAAPL
AVGO As a long-term investor, I didn’t used to check my portfolio daily until this market downturn occurred. I’m sure experienced traders have more effective recovery strategies, but as an inexperienced trader, I’ve started selling tech stocks at their intraday highs and buying them back at their intraday lows. On average, this allows me to accumulate 5–10 additional shares per day. In the long run, this strategy should pay off NVDAAMZNMETAGOOGL
AVGO According to various analyses, this stock maintains strong bullish momentum and is projected to reach at least $250 as market conditions stabilize. Holding my 200 shares—risk and reward go hand in hand. Same as NVDAGOOGLMETAAMZN
AVGO Broadcom Reports Strong Q1 Results, Driven by AI Growth
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