Broadcom Gets 'Aggressive Buy' From JPMorgan: Will You Buy?

Broadcom surged 4.30% after JPMorgan urged investors to 'buy aggressively at current levels,' while Marvell gained 3.90% as analysts raised their price target to $105, citing 'continued AI order momentum tied to Nvidia-linked activity.' Visibility on AI hardware orders remains strong, with capital within the tech sector becoming increasingly selective. As software and hardware diverge, do you favor beaten-down software giants or AI chipmakers with resilient order books?

avatarnerdbull1669
06-22

Options Strategies and Key Levels for Broadcom (AVGO) Following JPMorgan Upgrade

JPMorgan’s recent "aggressive buy" call on $Broadcom(AVGO)$ on June 18 came at a perfect psychological turning point. The stock had shed nearly 7% in the weeks prior due to unconfirmed supply chain rumors regarding delays in its $Alphabet(GOOGL)$ Google TPU v9 AI chip program. Analyst Harlan Sur essentially called the market’s panic "overdone," reminding everyone that Broadcom’s multi-year custom ASIC (application-specific integrated circuit) pipeline with Google, $Meta Platforms, Inc.(META)$ Meta, and Anthropic remains fully intact, targeting a $580 price level long-term. As an existing investor looking at the week of June 22–26, I am navigating the classic dil
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Options Strategies and Key Levels for Broadcom (AVGO) Following JPMorgan Upgrade
avatarMrzorro
06-04
Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$   reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea
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avatarCapital_Insights
06-17

Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE

$S&P 500(.SPX)$ ROE hit a record high of 22%, but the capital expenditure boom of AI giants will systematically drag down the earnings quality of the seven major tech stocks in the coming years. Market Snapshot $SPDR S&P 500 ETF Trust(SPY)$ : 📈 Closed up 754.83 (+1.8%, previous close 741.75) [Data as of 06/16 05:05 EDT] | Pre-Market: $754.56 (-0.04%) $Invesco QQQ(QQQ)$ : 📈 Closed up 744.00 (+3.1%, previous close 721.34) [Data as of 06/16 05:05 EDT] | Pre-Market: $745.15 (+0.15%) $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ : 📈 Closed up 518.44 (+1.0%, previous close 513.06) [Data as of 06/16 05:05 EDT] | Pre-M
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Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE
avatarTigerOptions
06-18

Why Broadcom’s Pullback May Be an Aggressive Buy

$Broadcom(AVGO)$ has become one of the most important AI stocks in the market. But recently, the stock reminded investors of one uncomfortable truth: even great companies can fall when expectations become too high. AVGO Daily Chart After a strong run, AVGO pulled back sharply from its recent highs. Some investors saw the weakness as a warning sign. Others saw it as an opportunity. JPMorgan appears to be in the second camp, reportedly reiterating an Overweight rating with a $580 price target, suggesting meaningful upside from recent levels. So the question is simple: Is Broadcom’s pullback a buying opportunity, or is the market starting to question the AI story? My view: Broadcom still looks attractive long term, but this is not a stock to chase bl
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Why Broadcom’s Pullback May Be an Aggressive Buy
avatarDoTrading
06-05

Healthy Market... Or Just a Healthy Illusion?

The Dow Soars, But Something Doesn't Add Up If you only watched the Dow Jones today, you'd think Wall Street had another fantastic session. Dow Jones: +875 points (+1.7%) $S&P 500(.SPX)$ : +0.4% Nasdaq: -0.1% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ At first glance, it looks bullish. But under the surface, the market is telling a much more complicated story. In fact, 362 S&P 500 stocks advanced today, while only 140 declined. Yet despite that overwhelmingly positive breadth, the S&P barely moved higher and the Nasdaq actually finished in the red. Why? Because a handful of mega-cap tech stocks have become so dominant that they can overshado
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Healthy Market... Or Just a Healthy Illusion?
avatarMrzorro
06-05
Broadcom Plunges 12%, but Smart Money Is Buying the Dip The AI infrastructure sector experienced a roller-coaster session on Thursday. After $Broadcom(AVGO)$   plunged more than 12% following its earnings report, semiconductor and AI hardware stocks came under heavy pressure in early trading, raising concerns that weakness in one of the industry's key AI infrastructure leaders could signal a broader cooling of the AI trade. However, sentiment improved rapidly as the session progressed. Several AI infrastructure names recovered their early losses, with $Marvell Technology(MRVL)$   and 
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avatarPuts puts puts
06-05
$Broadcom(AVGO)$   The high-flying AI semiconductor trade just hit its first major patch of turbulence. As highlighted in image_13.png, Broadcom (AVGO) experienced a sharp after-hours plunge, with shares tumbling 12.57% following the release of its Q2 financial results. On paper, Broadcom’s Q2 numbers actually beat top-and-bottom-line Wall Street estimates. Total revenue rose 48% year-over-year to a record $22.2 billion, powered by blistering demand for AI semiconductors, which more than doubled year-over-year to hit $10.8 billion. However, the stock had spent the preceding months surging to relentless all-time highs, pricing in near-perfection. This left the earnings print highly vulnerable, turning "good" forward AI guidance into a cat
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avatarMrzorro
06-06
Broadcom Sees Biggest Short Volume Amid $300 Billion Market Cap Wipeout $Broadcom(AVGO)$   shares slumped more than 7% Friday after attracting this year’s heaviest trading in borrowed shares that were sold short as bears took advantage of the chip giant’s disappointing AI sales outlook. The three-day stock selloff is on pace to wipe out more than $300 billion from the company’s market capital, shaving some of its 54% record-breaking rally over the past year that turned Broadcom into a $2.28 trillion company. If losses hold through the end of the trading day, the market could drop to $1.89 trillion. Short sellers piled onto the stock just as market makers are selling into weakness to manage their risk in the
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avatar天天是周末
06-05

The $280B Broadcom Melt-down: How to Profit Safely Without Catching a Falling Knife

Watching a stock like $Broadcom(AVGO)$ lose 13% of its value in a single session can be terrifying if you own it, but thrilling if you don't. Before you rush in to "buy the dip" at $420, you need to understand the hidden market mechanics pulling the strings behind the scenes. The headlines are screaming about Broadcom's massive sell-off. But if you look under the hood, Broadcom’s core business is completely healthy. Their AI chip revenue alone skyrocketed 143% to $10.8 billion. The selloff demonstrates the challenging dynamics of the current AI trade, where "the business can still be growing fast, and the stock can still get hit if expectations are even faster." While Broadcom's AI business continues expanding rapidly, it wasn't enough to satisfy
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The $280B Broadcom Melt-down: How to Profit Safely Without Catching a Falling Knife
avatarpiggytl
06-18
P&L (17 June 2026) Decent bounce back.  $NVIDIA(NVDA)$ still looking kinda flat but still optimistic and $Broadcom(AVGO)$ & $Marvell Technology(MRVL)$ bouncing back as chips sector rally after yesterday's drop.  $Marvell Technology(MRVL)$ $Rocket Lab USA, Inc.(RKLB)$ Looking forward to both Marvell joining the S&P 500 next monday and Rocket Lab Inc joining the Nasdaq 100. Analyst upgrades and sector rebounds proves BRIGHT DAYS AHEAD FOR MARVELL and for Rocket Lab Inc, inclusion in the Nasdaq 100 would ATTRACT new investors
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avatarSG DLC News
06-04

Broadcom Sinks 13% Post-earnings Release; 3x Short DLC Gains 38%

$Broadcom(AVGO)$ sank up to 13.8% overnight after reporting earnings post-US market close on Wednesday (3 June). Despite reporting another strong quarter, investor sentiment turned negative as Broadcom’s guidance for AI semiconductor revenue came in below market expectations. As of 11am Singapore time, Broadcom was trading down about 12.5%. Amplifying the move, the $AVGO 3xShortSG280420(9FOW.SI)$ surged close to 38%, with the $AVGO 3xLongSG280420(Z8TW.SI)$ down a similar magnitude. Investors who view the selloff as an overreaction and anticipate a rebound during regular US trading hours may consider the $AVGO 3xLong
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Broadcom Sinks 13% Post-earnings Release; 3x Short DLC Gains 38%
avatarSGRatRacer
06-21
JPMorgan’s “Aggressive Buy” rating on Broadcom reflects the market’s confidence in the company’s strong position in AI infrastructure, networking chips, and software businesses. Broadcom has benefited from surging demand for AI-related hardware and its diversified revenue streams provide resilience compared to many pure-play semiconductor firms. However, investors should be cautious about valuation, as much of the AI optimism may already be reflected in the stock price. Would I buy? For long-term investors seeking exposure to AI and technology infrastructure, Broadcom remains attractive, but staggered purchases may be wiser than chasing short-term momentum.
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avatarAfraSimon
06-18

$AVGO Is Powering the AI Boom Behind the Scenes 🚀

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$AVGO Is Powering the AI Boom Behind the Scenes 🚀
avatarLanceljx
06-05
$Broadcom(AVGO)$  At this stage, it looks more like a healthy reset than the start of an AI bull market reversal. Broadcom's selloff was driven less by weak fundamentals and more by expectations running ahead of reality. When a stock rallies aggressively into earnings, even strong results can disappoint if guidance does not materially exceed what investors have already priced in. The fact that NVIDIA rose while Broadcom fell suggests investors are becoming more selective rather than abandoning the AI theme altogether. The Dow reaching new highs while semiconductors pull back also points to sector rotation, not necessarily a market-wide risk-off event. After an extended AI-led rally, it is normal for capital to rotate into financials, industri
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avatarLanceljx
06-04
$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov
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avatarPuts puts puts baby
06-05
$Broadcom(AVGO)$  Is this a structural warning sign, or an overreaction worth capitalizing on? Here is my breakdown: 1. The Long-Term Thesis is Structurally Intact This sell-off is driven by near-term valuation digestion, not structural decay. Broadcom's two massive growth engines remain dominant: Custom ASICs: Hyper-scalers are desperate to reduce their reliance on expensive, generic GPUs. AVGO’s custom silicon pipeline remains the premier choice for custom AI chips. VMware Integration: The enterprise cloud software transition is a high-margin, recurring revenue tailwind that provides a solid defensive floor underneath the cyclical semiconductor business. 2. Will it Break Below $400? Psychological round numbers like $400 are critical because
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avatarRich Life
06-26
Broadcom gets aggressive buy
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avatarBulla
06-24
Offcourse will buy $Broadcom(AVGO)$  
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avatarBuni
06-10
$Broadcom(AVGO)$  Is the post-earnings pullback a buying opportunity for Broadcom(AVGO)? 📉Despite delivering solid revenue growth and strong structural numbers, the stock took a noticeable dip after the earnings report. A lot of the pressure seems to be coming from high short-term expectations on guidance rather than an issue with their fundamentals. With long-range AI chip revenue targets still projected to scale aggressively into 2027, this drop looks like a typical market overreaction.What are your moves here? Are you accumulating on this dip or waiting for a clearer technical bottom? 👇 #Broadcom #Stocks #Investing
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avatarBuni
06-10
Broadcom (AVGO) just dropped roughly 13% after its Q2 earnings report, dragging down major peers like Micron and Qualcomm.Interestingly, the company actually reported a revenue beat ($22.2B vs $22.13B expected) and record operating margins. However, the market penalized the stock simply because management didn't raise its long-term $100B+ AI revenue guidance for 2027. It feels like a classic case of "good enough isn't good enough" when valuations are priced to perfection.Are we looking at a temporary rotation out of tech, or is the AI hardware trade finally starting to cool down? 💸👇
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