The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Thu, Sep 3

TheValueist@TheValueist
KEY READ-THROUGHS FROM BROADCOM Q3 FY2026 EARNINGS CALL Broadcom’s Q3 FY2026 earnings call materially broadened the AI investment framework from a predominantly NVIDIA-led accelerator cycle into a multi-year infrastructure build encompassing custom XPUs, HBM, leading-edge
2d agoview on X ↗

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

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Exit NVDA, Exit AMD, Exit MRVL, Long GOOGL, Exit AMZN, Long TSM, Long ASML, Long AMAT, Long LRCX, Long KLAC, Long IBIDEN, Long UNICRON, Long KINSUS · High confidence

Confidence

High0.97

Counted from

Fri, Sep 4 · market close

This call was counted before the first scored close in the window (Aug 28), so it has no rank path yet.

Active call · day 0 · counts fully until Sep 17 · fades out by Oct 15