AVGO long thesis (demo)
Generalist: AVGO over 90 days — demo research by @marcus_webb.
90-day short on AVGO.
Small-cap: AVGO over 45 days — demo research by @noah_feldman.
Consumer / SaaS: AVGO over 30 days — demo research by @lena_kowal.
30-day long on AVGO.
Semiconductors: AVGO over 30 days — demo research by @maren_vos.
Semiconductors: AVGO over 21 days — demo research by @maren_vos.
Asia Tech: AVGO over 21 days — demo research by @yuki_tanaka.
30-day long on AVGO.
Fintech: AVGO over 60 days — demo research by @priya_raman.
Generalist: AVGO over 90 days — demo research by @marcus_webb.
90-day long on AVGO.
21-day long on AVGO.
30-day long on AVGO.
21-day long on AVGO.
60-day hold on AVGO.
2026-04-30
10-Q
Revenue-
Net income-
2026-01-31
10-Q
Revenue-
Net income-
2025-10-31
10-K
Revenue63.89B
Net income23.13B
2025-10-31
10-Q
Revenue-
Net income-
2025-07-31
10-Q
Revenue-
Net income-
2024-10-31
10-K
Revenue51.57B
Net income5.89B
| Period | Est. | Actual | Surprise |
|---|---|---|---|
| 2025-09-30 | 1.68 | 1.69 | +0.5% |
| 2025-12-31 | 1.90 | 1.95 | +2.7% |
| 2026-03-31 | 2.07 | 2.05 | -0.9% |
| 2026-06-30 | 2.45 | 2.44 | -0.2% |