Gil Luria
👤 SpeakerAppearances Over Time
Podcast Appearances
This company has a big role in the growth of AI.
It's just expectations were well beyond what consensus estimates were.
And so a small B just wasn't enough to keep the stock where it's at.
And again, it's trading at a premium to NVIDIA.
NVIDIA is trading in the low 20s on next 12 months earnings.
Broadcom is trading in the 30s on next 12 months earnings.
This company has a big role in the growth of AI.
It's just expectations were well beyond what consensus estimates were.
And so a small B just wasn't enough to keep the stock where it's at.
And again, it's trading at a premium to NVIDIA.
NVIDIA is trading in the low 20s on next 12 months earnings.
Broadcom is trading in the 30s on next 12 months earnings.
This company has a big role in the growth of AI.
It's just expectations were well beyond what consensus estimates were.
And so a small B just wasn't enough to keep the stock where it's at.
And again, it's trading at a premium to NVIDIA.
NVIDIA is trading in the low 20s on next 12 months earnings.
Broadcom is trading in the 30s on next 12 months earnings.
This company has a big role in the growth of AI.
It's just expectations were well beyond what consensus estimates were.