Posts on AVGO

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AVGO , MRVL , Semiconductors

+39 pts



Cloud Capex Solid Into 2023 Even With Recession Risks; Strong 200G/400G Upgrade Cycle; Positive for AVGO and MRVL

By bbern3 on July 12, 2022, 12:58 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 6, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 25, Votes: 4, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+49 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 53, Votes: 5, Responses: 1, Attachments: 1
SNPS , CDNS , NVDA , AMD , INTC , AVGO , MRVL

+42 pts



Semiconductors Chip Design Software Outlook Solid on Increasing Chip Design Activity and Expanding Customer Base; SNPS and CDNS Winners

By scorpioduck on June 21, 2022, 3:20 p.m.
Tagged topics: semiconductors

Views: 169, Votes: 6, Responses: 0, Attachments: 1
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 159, Votes: 10, Responses: 1, Attachments: 1
AVGO

+56 pts



AVGO to Acquire VMW; F2Q Results Quick Take

By toastcrunch.info on May 29, 2022, 10:44 p.m.
Tagged topics: semiconductors

Views: 32, Votes: 7, Responses: 0, Attachments: 1
AVGO

+52 pts



Strong Quarter, Acquiring VMWare

By toastcrunch.info on May 29, 2022, 10:42 p.m.
Tagged topics: semiconductors

Views: 15, Votes: 3, Responses: 0, Attachments: 1
AVGO , VMW

+33 pts



$AVGO $VMW: Kind of a Big Deal

By josiebe on May 27, 2022, 10:25 a.m.
Tagged topics: earnings results

Views: 13, Votes: 4, Responses: 0, Attachments: 1
VMW , AVGO , CSCO , NTNX

+33 pts



$VMW - $CSCO most likely to offer competing bid; RedHat and $NTNX most likely to benefit post M&A

By junkfoodlover on May 26, 2022, 11:42 a.m.
Tagged topics: mergers and acquisitions

Views: 151, Votes: 3, Responses: 0, Attachments: 1
AVGO

+31 pts



$AVGO - analysts see upside to Q2 street estimates

By josiebe on May 25, 2022, 12:58 p.m.
Tagged topics: earnings preview

Views: 11, Votes: 2, Responses: 0, Attachments: 1
AVGO , CSCO

+31 pts



$AVGO - $CSCO should not have much of an impact

By realjoe on May 20, 2022, 12:32 p.m.
Tagged topics: analyst checks

Views: 140, Votes: 2, Responses: 0, Attachments: 1
CSCO , AVGO , MRVL

+34 pts



Read through from $CSCO results - even if demand cools, it might not matter to $AVGO & $MVRL

By bbern3 on May 19, 2022, 11:55 a.m.
Tagged topics: analyst checks

Views: 122, Votes: 3, Responses: 0, Attachments: 1
AMD , INTC , NVDA , MRVL , AVGO , ANET , JNPR , FFIV

+18 pts



The high level play on Intel is that it is aiming to become, for lack of a more American term, a national champion. Gelsinger has...

By wineced142@azteen.com on May 9, 2022, 9:04 p.m.
Tagged topics: analyst checks

Views: 35, Votes: 7, Responses: 0, Attachments: 0
AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 55, Votes: 5, Responses: 1, Attachments: 1
AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 173, Votes: 5, Responses: 0, Attachments: 1
ADI , AAPL , AMD , AVGO , GFS , INTC , MCHP , MPWR , MRVL , MTSI , MU , NVDA , ON , QCOM , QRVO , SITM , SWKS , TXN

+45 pts



Semiconductors - Investor focus should shift toward names with strong secular trends and more muted cyclical exposure

By bbern3 on April 18, 2022, 10:46 a.m.
Tagged topics: investor sentiments

Views: 47, Votes: 4, Responses: 1, Attachments: 1
INTC , NVDA , MRVL , AVGO , ADI , MU , MCHP , KLAC , GFS

+17 pts



I think semiconductors are in a difficult spot right now overall. They're A) volatile by nature and B) hampered by supply-chain issues and C) many...

By bargain$ on April 17, 2022, 3:48 a.m.
Tagged topics: deep dive , 2022 outlook

Views: 40, Votes: 7, Responses: 0, Attachments: 0
MRVL , MPWR , NVDA , AVGO

+44 pts



Semiconductors - investors may not reward good news this earnings season due to cycle/macro fears

By bbern3 on April 12, 2022, 11:08 a.m.
Tagged topics: analyst checks , earnings preview , investor sentiments

Views: 162, Votes: 5, Responses: 0, Attachments: 1
AVGO , INTC , ADI , TXN , NVDA , AMD , MRVL , ON

+50 pts



Semiconductors - overall sentiment is bearish, but evolving

By phenphen on April 11, 2022, 11:51 a.m.
Tagged topics: investor sentiments

Views: 75, Votes: 6, Responses: 1, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 29, Votes: 3, Responses: 0, Attachments: 1