@knockouttrader · Long · The Analysts

Call · @knockouttrader · #371 on the leaderboard

@knockouttrader

@knockouttrader · Thu, Sep 3

Reading across $AVGO and some early comments it looks like especially gross margin might be a major issue as well as its deal setups in general. Newer XPU generations have higher HBM content and therefore gross margins could continue compressing through FY27/FY28. RayJ

9d agoview on X ↗media on X

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

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Fri, Sep 4 · market close

Rank since this call

#313 → #371 · 2 scored days

#313

Sep 9

#371

Sep 10

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.