$AVGO

LONGhigh conviction
4 Jun 2026, 14:52 UTC
Outcome
-10.7%
1-month return
-10.0%
vs SPY (1m)
Asset classstock
Post typeposition

Summary

Bought AVGO shares today; earnings were good and guidance intact at high velocity despite bearish headlines.

Reasoning

Earnings good, guidance intact at high velocity; analyst directly questions narrative of weaker earnings

Original tweet

View on X

$avgo Weaker than expected earnings ( whose expectations?? They never seem to cite) Earning was good, guidance intact at high velocity. Bought shares today.

Return by horizon

1d
-7.9%
1w
-8.0%
1m
-10.7%

Price performance

HorizonRaw movevs SPY
1 day-7.9%-5.3%
1 week-8.0%-5.4%
1 month-10.7%-10.0%
3 months
6 months

Other $AVGO calls from @deepvaluebagger

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Confidence 90% · classified by claude-code-haiku