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K
koolgalNVIDIARate Of Return

Sep 3 at 10:41 AM

🌟🌟🌟$Dell Tech(DELL.US)was the big winner today when its shares soared 16 % post earnings. It announced that its AI server backlog has exploded to a staggering USD 95 billion, triples its earnings per share and upgrades its full year road map by USD 25 billion. Absolute euphoria!

In contrast $Broadcom(AVGO.US)dropped 3.93%. The drop reflects the market processing its softer than expected 4th quarter revenue guidance. This is despite stellar Q3 numbers and robust multi year AI sales projections.

Expect the unexpected when it comes to Earnings season.

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C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

Dell Tech

Dell Tech

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Broadcom

Broadcom

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