# semiconductor guidance — X 热门讨论 (2026-09-19 19:56 UTC)
## @RannyOX (RannyOX) · 09-05 10:58 · ♥85 ↻1 💬15 $AVGO bulls have plenty to point to.
Broadcom’s AI semiconductor revenue surged 221% YoY to $16.7B, with Q4 expected at $21.7B, up 236% YoY.
Bears can point toward valuation, customer concentration, competition and demanding expectations. Q4 total revenue guidance of $34.8B versus roughly $35B expected adds fuel to that debate.
The key question is whether accelerating AI growth can continue outrunning expectations already priced into Broadcom.
#AVGO #AI #BingX > 引用 @RannyOX: $AVGO earnings are approaching, and the numbers could give investors another read on the AI boom.
Broadcom is expected to post around $16B in AI chip revenue, while its 74% gross margin remains a key metric. Guidance could ultimately determine whether the stock moves higher or lower.
With the options market implying approximately ±9.6% volatility, this could be an active session. $AVGO is available to trade on BingX TradFi.
#AVGO #BingX https://x.com/RannyOX/status/2096191301058207980
## @VickDevice (Vick DeFi) · 09-05 14:07 · ♥24 ↻1 💬2 Broadcom’s numbers were strong, but the market clearly wanted more.
$AVGO reported $16.7B in AI semiconductor revenue, up 221% YoY. Q4 AI revenue is expected to reach $21.7B, up 236%.
Still, the stock sold off after Q4 revenue guidance came in at $34.8B versus roughly $35B expected.
To me, this is less about weak AI demand and more about expectations being extremely high.
Strong fundamentals don’t always mean a strong stock reaction when so much growth is already priced in.
Worth watching closely on BingX.
#Broadcom #AVGO #AI #BingX #Trading https://x.com/VickDevice/status/2096238769632387545