Calls
1
u/EZWINEZLIFE
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$356.12
+0.3%
AVGO revenue increased from $15.95B to $29.59B YOY while the share price remains broadly unchanged. Stable price with dramatically higher revenue implies a lower forward multiple, creating a possible value/growth opportunity. Author implies AVGO is oversold/undervalued after a minor revenue miss despite strong guidance. Multiple compression may continue; market may be discounting AI capex slowdown, margin pressure, or one-time/non-core revenue boosts.
AVGO revenue increased from $15.95B to $29.59B YOY while the share price remains broadly unchanged. Stable price with dramatically higher revenue implies a lower forward multiple, creating a possible value/growth opportunity. Author implies AVGO is oversold/undervalued after a minor revenue miss despite strong guidance. Multiple compression may continue; market may be discounting AI capex slowdown, margin pressure, or one-time/non-core revenue boosts.
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u/EZWINEZLIFE has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: AVGO.
