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Broadcom creators split between AI-infrastructure bulls and chart-watching bears after a "beat but no raise" quarter
ARK Invest similarly casts Broadcom as the back-end silicon partner and go-between for Google and TSMC. On fundamentals, Morningstar says they are "flawless" and possibly accelerating into 2027 and 2028, and names Broadcom among big AI stocks it views as trading in undervalued territory. The most recent earnings report drew a more cautious read: Joseph Carlson notes Broadcom delivered a beat but reiterated its prior guidance rather than raising it, calling that a deceleration from analyst expectations and a change in pace. The Wall Street Journal makes a related point—because the AI-chip forecast was unchanged over three months, the stock fell after earnings, and it flags that Broadcom depends on customers with very deep pockets. Brian Feroldi calls it a "yellow" company with a lot to like and great growth and metrics, but voices some caution about management's actions. Trade Brigade has been especially harsh at times, calling the chart a "steaming hot pile of garbage," flagging a failed breakout after earnings near 413, and arguing the stock may still have a date with the daily 200-day moving average. Notably, Trade Brigade's view is not static—the same creator has also said it likes Broadcom on the long side, citing character changes as the 20-day stops rejecting price as cleanly.
narrative generated Jul 10, 2026
Supporting receipts
Watch video ↗No timestamp available in this export.Broadcom is the only real competitor to Nvidia because they're going after different parts of the stack... Broadcom is more diversified and gives my portfolio exposure to a different side of AI spending altogether... if you believe we're still in the early innings of this multi-y
— Ticker Symbol: YOU
Watch video ↗No timestamp available in this export.We've owned Broadcom for a long time. We're very happy to continue owning it. Is it a buy right now? That depends on your belief in management's outlook. Can they continue to deliver this massive amount of growth this year and into 2027? If they do, might still be a pretty decent
— Chip Stock Investor
Watch video ↗No timestamp available in this export.Broadcom, ticker symbol AVGO, focuses less on GPUs and more on everything around them. From high-speed networking chips and custom AS6 to the specialized switches that tie racks of chips together in dense AI clusters. As a workloads get more distributed and bound by network speed
— Ticker Symbol: YOU
We think the fundamentals are flawless and if anything, we think they're accelerating into 2027 and 2028... we think all of the fundamentals are flashing green for this company, so to speak, and we think the market will come around once those results start printing over the next
— Morningstar, Inc., at 13:24
Watch video ↗No timestamp available in this export.I do like Broadcom, believe it or not, on the long side. I am starting to see some character changes out of Broadcom where the 20 is no longer rejecting this as cleanly... if this was going to be a nasty and like gnarly situation where oh my god, the head and shoulders is game ov
— Trade Brigade
Watch video ↗No timestamp available in this export.some of the big names that we find, you know, very undervalued today, Nvidia, Microsoft, Broadcom... some of the big names like Nvidia, Amazon, Microsoft, Broadcom, Meta, you know, all trading, you know, in undervalued territory.
— Morningstar, Inc.
Watch video ↗No timestamp available in this export.that's benefiting companies like Broadcom that are the back-end design provider uh or basically the silicon partner for Google and really like the go-between between Google and TSMC to help them scale that product.
— ARK Invest
we are unchanged in our expectations for Broadcom, more than happy to continue holding this stock and a basket of other companies related to AI data center infrastructure build-out in the semiconductor space
— Chip Stock Investor, at 7:45
That's why Broadcom stock, ticker symbol AVGO, should be on every investor's radar.
— Ticker Symbol: YOU, at 11:06
Counterpoints
Watch video ↗No timestamp available in this export.Broadcom's another semiconductor. Doesn't look too bad going sideways, right? Well, it just moved down to about a six-month relative low versus the semiconductors. So when your biggest stocks are not leading the group, It's going to be hard for the market to go higher.
— EarningsBeats
There's nothing to do with this absolute pile of garbage... what do we do with a chart that looks like this? If you've been having fun trading intraday, you keep doing your thing. But I will pass on a trendless, volatile, violent, ugly, steaming hot pile of garbage that has horri
— Trade Brigade, at 33:53
Here comes Broadcom. Earnings in the after hours has us at about 413... clearly not holding the top of the flag... you're going to be opening near the flag lows. That's a that's Hey, title of today's video, failed breakout. How about it on AVGO?
— Trade Brigade, at 36:16
Watch video ↗No timestamp available in this export.I still think this thing has a date with the daily 200 SMA at some point... Broadcom, I think it's still weak. I think it needs more downside, but forcing new shorts after a not failed follow through... New shorts down here, not my favorite.
— Trade Brigade
Watch video ↗No timestamp available in this export.AD line right now near about a seven eight-month low. Looks like we're trending back down again. We just put in that low early February, went back at the 50-day, now rolling back over again. And check out the relative strength, not good.
— EarningsBeats
Watch video ↗No timestamp available in this export.terrible chart... it's trading like absolute garbage in here
— Trade Brigade
Watch video ↗No timestamp available in this export.there's another uh semiconductor, Broadcom, not doing so well.
— EarningsBeats
