AI Darlings AVGO and CRWD falling hard after earnings

TCEHY · 2026-06-03T21:23:38+00:00

=== SUMMARY === - The post reports sharp post-earnings drops in AVGO (Broadcom) and CRWD (CrowdStrike), questioning whether the multi-month AI rally is ending or just a pause for the upcoming SPCX IPO. - Author’s implicit thesis: these AI “darlings” may be overextended, and the earnings sell-off could signal a top or a healthy rotation. - **Quality:** Speculation and market commentary, not deep DD. No earnings data or valuation analysis provided. === SENTIMENT === MIXED === TRADE IDEAS === AVGO - WATCH | confidence: 0.50 | sentiment: -0.20 Speaker: u/TCEHY Thesis: 1. THE FACT: AVGO fell from $479 to ~$420 after earnings, a ~12% drop, while AI peers like Dell and Marvell spiked—discrepancy suggests market is re-evaluating AVGO’s AI hardware margins. 2. THE BRIDGE: The sharp decline and author’s question (“run over or trim?”) create a watchlist opportunity; if support at $400 holds, dip buyers may step in; if it breaks, further downside. 3. THE VERDICT: No clear short or long signal—monitor price action and next earnings reaction for entry. 4. RISKS: The company is still up ~50% YTD; a quick rebound (as seen in prior dips) invalidates bearish thesis; SPCX IPO could drain liquidity. Timeframe: short-term Key Points: - 12% drop after earnings, back to 2-week levels - Contradicted by peer spikes (DELL, MRVL) - Still +50% YTD; dip could be buying opp - Watch $400 support for breakdown/rebound - SPCX IPO distraction adds uncertainty CRWD - WATCH | confidence: 0.50 | sentiment: -0.20 Speaker: u/TCEHY Thesis: 1. THE FACT: CRWD plunged from $747 to ~$650 after earnings, a ~13% sell-off. 2. THE BRIDGE: Similar to AVGO, the drop tests recent support; cybersecurity AI hype may be cooling post-earnings. 3. THE VERDICT: No actionable trade yet—wait for stabilization or a clear break of $620 to confirm trend. 4. RISKS: Community comments note “still up big” (58% YTD); strong fundamentals could trigger a V‑shaped recovery. Timeframe: shor

u/TCEHY · Reddit — r/StockMarket · June 03, 2026 at 21:23 · ⬆ 95 pts · 💬 74 comments | View on Reddit ↗

AI Summary

Summary

The post reports sharp post-earnings drops in AVGO (Broadcom) and CRWD (CrowdStrike), questioning whether the multi-month AI rally is ending or just a pause for the upcoming SPCX IPO.
Author’s implicit thesis: these AI “darlings” may be overextended, and the earnings sell-off could signal a top or a healthy rotation.
Quality: Speculation and market commentary, not deep DD. No earnings data or valuation analysis provided.

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