Stocks / Semiconductors
AVGOSemiconductors
Broadcom Inc.
$348.181d +1.7%5d -3.1%settled close · 2026-09-17
Mkt cap $1.49T (4/10)β 2.0952w $293–495Shares 4.73BInd. Semiconductors & Related DevicesNasdaq since 2009Emp. 33,000HQ Palo Alto, CAbroadcom.com
The tape, with the calls on it
Who said what, and what AVGO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about AVGO
6 long1 shortlatest 2026-09-03
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-03 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | CNBC Fast Money Final Trade | Broadcom has broken through its 200-day moving average and an unfilled gap from April at approximately $310… |
| 2026-02-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Custom ASICs (Broadcom) are taking chip share from GPU vendors like Nvidia and AMD as hyperscaler AI buildout… |
| 2025-10-14 | Larry FinkChairman/CEO, BlackRock | Bullish | CNBC Television | Broadcom's strategic transformation under Hock Tan positions it as a beneficiary of the broader AI… |
| 2025-08-29 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Committee | Broadcom's diversified revenue mix—roughly 31% AI data center, 41% high-margin recurring VMware software, and… |
| 2024-12-23 | Dylan Patel | Bullish | Bg2 Pod | Broadcom has secured multiple custom ASIC wins across hyperscalers and is the critical networking vendor… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Broadcom was originally purchased for its ~3% dividend yield as an income holding and has since emerged as an… |
| 2023-02-15 | Jason | Bullish | CNBC Halftime Final Trades | Broadcom offers a compelling 7% cash yield plus 3%+ dividend yield, and the VMware integration deal is… |
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Earnings
Next report: 9 Dec 2026 after the close
Confirmed date · consensus EPS 3.90. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Sep 2026 | after the close | 3.32 vs 3.30 | -2.1% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where AVGO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-09-02 | ||||||
| 2026-08-14 | ||||||
| 2026-06-04 | ||||||
| 2026-06-03 | ||||||
| 2026-05-14 | ||||||
| 2026-04-23 | ||||||
| 2026-04-15 | ||||||
| 2026-04-10 | ||||||
| 2026-04-08 | ||||||
| 2026-04-07 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
AVGO is in this morning’s Brief.
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