Calls
1
u/IntelligentIntern209
Reddit r/ValueInvesting
Win Rate
100.0%
return
+3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 27
$365.02
+3.4%
Analyst price targets imply 38-43% upside; AVGO dropped 25% post-earnings despite strong results. The selloff is blamed on not raising guidance, but next-quarter AI revenue is expected to triple, creating a re-rating opportunity. Current price offers a potential medium-term bounce toward prior highs before the next earnings in September. High valuation (60 P/E), analyst targets are often unreliable, semiconductor cycle risk, or further guidance disappointments.
Analyst price targets imply 38-43% upside; AVGO dropped 25% post-earnings despite strong results. The selloff is blamed on not raising guidance, but next-quarter AI revenue is expected to triple, creating a re-rating opportunity. Current price offers a potential medium-term bounce toward prior highs before the next earnings in September. High valuation (60 P/E), analyst targets are often unreliable, semiconductor cycle risk, or further guidance disappointments.
AI ASIC
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u/IntelligentIntern209 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: AVGO.
