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Broadcom and CrowdStrike Sell Off After Earnings: Is a Financial Stocks Rotation Next?
Broadcom is down 14% after earnings despite reporting 48% year over year revenue growth and guiding for 84% growth next quarter. CrowdStrike dropped 10% on a strong beat that simply was not strong enough given how far the stock had run. This morning I give my honest take on both prints and whether the selloff makes any sense. I also cover my latest Substack post on why the deal makers on Wall Street, Goldman Sachs up 73% and Morgan Stanley up 63% over the past year, have done all the heavy lifting in financials while the lenders are still waiting. The question I am asking today is whether…
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