$AVGO just delivered an insane quarter and the stock is selling off. 🔹 Revenue: $29.6B, +86% YoY 🔹 AI revenue: $16.7B, +221% YoY 🔹 EPS: $3.32 🔹 FCF: $13.7B 🔹 Q4 guidance: $34.8B 🔹 Street expected: ~$35B The business is crushing it. But $GOOG is diversifying its TPU supply chain toward $MRVL, with $AMD potentially becoming another supplier. $AVGO is growing AI revenue at 200%+ YoY, but expectations are getting absolutely insane. Amazing quarter. “Not good enough” guidance.
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