AVGOBULLISHFLIPPEDCNBC FAST MONEY · BEARISH IN SEPTEMBER → BULLISH IN SEPTEMBER

Contrarian bull case for Broadcom on sell-off

A bullish counter-argument was made: the sell-off on a good quarter with strong margins presents a buying opportunity, as the company might be sandbagging guidance.

CNBC Fast Money, with Venezuela

CNBC FAST MONEY CHANGED ITS VIEW

BEARISH FOR 0 DAYS, THEN THE TURN

THEN2 SEP · BEARISHThe bearish case argued: Broadcom's stock fell despite a beat because its Q4 revenue guidance and lack of a raised 2027 AI forecast disappointed investors concerned about competition for Google's custom chip business.NOW2 SEP · BULLISHA bullish counter-argument was made: the sell-off on a good quarter with strong margins presents a buying opportunity, as the company might be sandbagging guidance.

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