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Broadcom Is Down After an Incredible Quarter. Is This a Buy the Dip?
Broadcom reported an incredible quarter, with revenue up 86% year over year to $29.6 billion, but the stock is selling off on its fourth quarter guidance. I break down the AI chip growth trajectory, the $115 billion and $230 billion outlooks, why gross margins are expected to dilute, and whether this is actually a buy the dip opportunity. I also get into Snowflake's strong earnings, the software sell-off, Five Below, and the latest comments from Fed Governor Chris Waller on September rates.
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors, and can be found on…
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