BROADCOM EARNINGS CALL & REPORT BREAKDOWN | MARKET CLOSE
Summary
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Opinions
AS (stock)
Speaker is surprised and impressed that the stock is still at $105 and up 14% despite recent market events.
FOUR (stock, NYSE)
The speaker finds it strange and negative that the stock is down 5% despite the founder buying millions of dollars worth of shares.
DUOL (stock, NASDAQ)
The speaker is a self-proclaimed 'bag holder' and is very negative about the stock being down another 5%.
AVGO (stock, NASDAQ)
The speaker sees the company as having strong business momentum but is cautious due to its high valuation (65x trailing P/E).
NVDA (stock, NASDAQ)
The speaker views the stock being flat for seven months as a 'not bad of an accumulation period' and notes its valuation is not 'super super expensive'.
MRVL (stock, NASDAQ)
Neutral statement that Marvell's stock performance will be impacted by Broadcom's earnings report.
Topics
Broadcom Earnings Report
Semiconductor Industry
Insider Stock Purchases
Earnings Season Risk
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