Dell Tech Return RateSep 1 at 04:03 AM
📈 My AVGO prediction: +4% to +8%
I’m leaning bullish for Broadcom’s September 3 close. AI semiconductor demand remains extremely strong, with Q3 revenue expected around $29.4B, while AI chip revenue continues to accelerate.
However, expectations are already high, so I don’t expect a huge Nvidia-style move. My base case is AVGO around $385–$400, assuming guidance is raised and management gives a strong AI outlook. 🚀
My call: +4% to +8% 🎯@Captain's Watch
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