Brothers, why did we see a big drop after the
#博通 earnings report? It's like déjà vu from the previous
#Arm crash!
A lot of folks are saying the guidance was below expectations, but actually, Broadcom's Q3 total revenue hit 29.4 billion, which exceeded market expectations. The real bomb was the AI semiconductor revenue at 16 billion, falling short by 1.2 billion compared to the most optimistic analyst estimates.
When you compare the two, both companies have
#AI demand through the roof, with orders stretching out for years, but they're both facing capacity and delivery rhythm issues, leading to a delayed revenue recognition. The stock price had already priced in those “infinite skyrocketing” expectations, leaving no room for error.
Remember, this is an #expectation_adjustment, not a fundamental inflection point. As long as the big logic of high growth in AI remains intact, a dip like this is just an opportunity for those with patience. $ARM $ARMon