The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

AVGO

Broadcom Inc.Earnings 11/02 (est.)Partly aligned
Close 344.33 (2026-10-15)28 days -0.9%1Y -2.8%28 d mentions 38

Stance mix of tracked accounts 15 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
4
Neutral
10
No stance
1
Bearish
0
Accounts BullNeuBearNone
@amitisinvestingViews ›0400
@ripster47Views ›2001
@KobeissiLetterViews ›0300
@kevinxuViews ›0100
@firstadopterViews ›3000
@Beth_KindigViews ›1403
@leadlagreportViews ›0100
@aleabitoredditViews ›2300
@StockSavvyShayViews ›2000
@charliebilelloViews ›0100
@carlquintanillaViews ›0100
@KawzInvestsViews ›2000
@michaelsikandViews ›0100
@GavinSBakerViews ›2000
@bespokeinvestViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 12Fundamentals
  • 1Technicals
  • 1Catalyst
  • @StockSavvyShay: Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.
  • @GavinSBaker: @GavinSBaker: the ~$400 billion of commitments in the Anthropic S-1 are $31 billion of annual cloud spend over 7 to 10 years, easily funded by Anthropic's revenue, plus $161 billion in Broadcom commitments financed by Broadcom and private credit.
  • @GavinSBaker: @GavinSBaker, replying to @edzitron, says $31 billion in committed annual cloud spend is trivial relative to Anthropic ARR, and the $161 billion Broadcom commitment will be easily financed; none are MOUs.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call 7d: weakened
Fundamentals · Medium term · TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
2026-10-16 01:12 HKT Original post ↗
Neutral weakened (was Bullish)
Sentiment · Interesting to see Elon interacting with finance X accounts. Amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, Elon is a visionary but amplifying concerns about competitors makes their financing more difficult as a self-fulfilling prophecy. Multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion harms these supplier valuations. Economic incentives probably benefit Tesla/SpaceX more in the long run even if everything goes down together. Merit to concerns about Coreweave debt interest + rate hikes. Nuances of "No crying in a Casino" when $AVGO CEO comments were regarding OpenAI ARR datapoints were missed. Can throw rocks at others when a glass house is propped up by passive index flows.
2026-10-15 14:15 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.
2026-10-15 06:28 HKT Original post ↗
Neutral First call
Technicals · Price charts for mega-cap Tech holding up well outside of $AVGO. $MU now at a key inflection point.
2026-10-14 20:28 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @GavinSBaker: the ~$400 billion of commitments in the Anthropic S-1 are $31 billion of annual cloud spend over 7 to 10 years, easily funded by Anthropic's revenue, plus $161 billion in Broadcom commitments financed by Broadcom and private credit.
2026-10-14 03:18 HKT Original post ↗
Neutral First call
Macro · AI investors when $AVGO CEO calls them gamblers but there's only a 1/5 chance of a recession next year. Quoted: BREAKING: 21% chance of a recession next year
2026-10-14 01:42 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · (Reposted by @firstadopter) @illyquid cites The Standard in Hong Kong: Intel and Broadcom chiefs say chip demand is still strong and OpenAI is not overvalued.
2026-10-13 17:06 HKT Original post ↗
Neutral First call
Basis not tagged · @amitisinvesting's daily recap: $META unveiled its Muse Wonder AI models, $AVGO CEO Hock Tan likened many AI investors to casino gamblers, and $ONDS and $PLTR launched Regna AI for edge defense models. $SPY traded just 18.3M shares, its lowest full-session volume since Dec 26, 2003, and breadth is weak, with 84% of S&P 500 stocks at least 10% below their highs while the index sits 0.2% below its record; 42 AI-related stocks drove 67% of the index's return since 2024. The post also mentions $GOOGL simplifying Gemini but is cut off.
2026-10-13 09:23 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @KawzInvests notes $AVGO’s photonics roadmap goes from 25.6T in 2022 to 102.4T in 2026, with next-generation optical compute interconnect on the roadmap for 2028.
2026-10-13 04:52 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
Neutral First call
Sentiment · @carlquintanilla relays Bloomberg's report that $AVGO CEO Hock Tan said a lot of investors have no clue what they are investing in, setting very extreme expectations only to find it is almost like being in a casino.
2026-10-12 21:22 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
Neutral First call
Macro · The AI selloff was a credit story wearing a revenue costume. OpenAI's run rate: near $50B, not the $70B circulated. Same day, Broadcom and Oracle were lining up chip financing. Debt-funded capex prices off the long bond. The 30-year just cleared at 5.618%. $ORCL $AVGO $TLT
2026-10-10 00:15 HKT Original post ↗
The Kobeissi Letter @KobeissiLetterViews ›
Neutral First call
Macro · Long term · BREAKING: The "AI Big 10" now accounts for a record 42% of US stock market cap. This includes Magnificent 7 stocks as well as Broadcom, $AVGO, AMD, $AMD, and Micron, $MU. This figure has more than doubled since the 2022 bear market low. By comparison, during the 2000 Dot-Com Bubble, the Technology, Media & Telecom (TMT) sector peaked at 41%, while the Nifty Fifty peaked at 40% in the 1970s. Furthermore, Japan’s equity market bubble in the 1980s peaked at 44%. In the past, only railroad stocks have significantly exceeded this concentration, accounting for 63% of US market cap at their highest point in the 1900s. The dominance of Big Tech is extraordinary.
2026-10-08 10:43 HKT Original post ↗
Neutral First call
Catalyst · Short term · has anyone tried asking AI to just print real money
2026-10-08 07:09 HKT Original post ↗
Bullish First call
Technicals · Short term · $AVGO Finally patience pays Solid day at https://tenetresearch.ai
2026-10-07 01:34 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 26 posts · Bull 10 / Bear 0
    @aleabitoreddit: Interesting to see Elon interacting with finance X accounts. Amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, Elon is a visionary but amplifying concerns about competitors makes their financing more difficult as a self-fulfilling prophecy. Multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion harms these supplier valuations. Economic incentives probably benefit Tesla/SpaceX more in the long run even if everything goes down together. Merit to concerns about Coreweave debt interest + rate hikes. Nuances of "No crying in a Casino" when $AVGO CEO comments were regarding OpenAI ARR datapoints were missed. Can throw rocks at others when a glass house is propped up by passive index flows. (Neutral)
  • 10/3–10/9 · 12 posts · Bull 4 / Bear 0
    @Beth_Kindig: （@Beth_Kindig 轉發）Bain 預計 2030 年全球 GPU 與客製晶片出貨達 3,860 萬件，是 2023 年 390 萬件的 10 倍。標 $NVDA $AMD $AVGO 看好。 (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

AVGOEarnings 11/02 (est.) Neutral2026-10-16 01:12 HKTOriginal post ↗

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.

See original

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billon. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. $NVDA $AMD $AVGO $AAPL

Reasoning: Fundamentals · Medium term

AVGOEarnings 11/02 (est.) Neutral weakened2026-10-15 14:15 HKTOriginal post ↗

Interesting to see Elon interacting with finance X accounts. Amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, Elon is a visionary but amplifying concerns about competitors makes their financing more difficult as a self-fulfilling prophecy. Multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion harms these supplier valuations. Economic incentives probably benefit Tesla/SpaceX more in the long run even if everything goes down together. Merit to concerns about Coreweave debt interest + rate hikes. Nuances of "No crying in a Casino" when $AVGO CEO comments were regarding OpenAI ARR datapoints were missed. Can throw rocks at others when a glass house is propped up by passive index flows.

See original

It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the outside... Amplifying concerns about competitors does make their financing more difficult as a self-fulfilling prophecy. And multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion does harm these supplier valuations... The economic incentives of doing so probably benefits Tesla/SpaceX more in the long run, even if everything goes down together. There's merit to a lot of things (I've been voicing Coreweave concerns about debt interest + rate hikes for the longest time...). But much like high end memory flooding to nuances of "No crying in a Casino" when the $AVGO CEO comments were regarding OpenAI ARR datapoints... were missed. You can throw rocks at others when a glass house is propped up by passive index flows

Image 1 ↗

Reasoning: Sentiment

AVGOEarnings 11/02 (est.) Neutral2026-10-15 06:42 HKTOriginal post ↗

Over the past three years, Micron $MU is outperforming Nvidia $NVDA, AMD $AMD and Broadcom $AVGO by ~3-4X, with a return of 1,230%.

See original

Over the past three years, Micron $MU is outperforming Nvidia $NVDA, AMD $AMD and Broadcom $AVGO by ~3-4X, with a return of 1,230%.

Image 1 ↗

Reasoning: Fundamentals · Long term

AVGOEarnings 11/02 (est.) Bullish2026-10-15 06:28 HKTOriginal post ↗

Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.

See original

Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. That gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.

Image 1 ↗

Reasoning: Fundamentals · Medium term

AVGOEarnings 11/02 (est.) Neutral2026-10-14 20:28 HKTOriginal post ↗

Price charts for mega-cap Tech holding up well outside of $AVGO. $MU now at a key inflection point.

See original

Here's a look at price charts for mega-cap Tech, which have been holding up well outside of $AVGO. $MU now at a key inflection point.

Image 1 ↗

Reasoning: Technicals

AVGOEarnings 11/02 (est.) Bullish2026-10-14 03:18 HKTOriginal post ↗

@GavinSBaker: the ~$400 billion of commitments in the Anthropic S-1 are $31 billion of annual cloud spend over 7 to 10 years, easily funded by Anthropic's revenue, plus $161 billion in Broadcom commitments financed by Broadcom and private credit.

See original

I have actually answered your question multiple times now. The ~$400 billion of contractual commitments in the Anthropic S-1 are $31 billion of annual cloud spend over 7-10 years which can easily be funded out of Anthropic’s revenue and $161 billion in Broadcom commitments that will be financed by Broadcom and private credit. What about this is confusing to you?

Reasoning: Fundamentals · Long term

No-stance mentions (4)
AVGOEarnings 11/02 (est.) No stance2026-10-13 04:10 HKTOriginal post ↗

@Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.

See original

Microsoft $MSFT announced that its new custom accelerator, the Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft says the new chip will 40% more tokens per megawatt compared to leading GPU-based systems. $NVDA $AMD $AVGO $MRVL

Reasoning: Catalyst Specific

AVGOEarnings 11/02 (est.) No stance2026-10-13 03:13 HKTOriginal post ↗

@Beth_Kindig reports TSMC $TSM September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY. She also tags $NVDA, $AMD and $AVGO.

See original

TSMC $TSM reported September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY. $NVDA $AMD $AVGO

Reasoning: Fundamentals

AVGOEarnings 11/02 (est.) No stance2026-10-13 02:46 HKTOriginal post ↗

@Beth_Kindig notes Nvidia $NVDA says its share of IT capex across the top 5 hyperscalers rose from 11% at the start of 2023 to 38% in Q2 2026, and it expects that to reach 44% by the end of 2027. She also tags $AVGO and $AMD.

See original

Nvidia $NVDA says that its share of IT capex across the top 5 hyperscalers rose from 11% at the start of 2023 to 38% in Q2 2026, expecting this to rise to 44% by the end of 2027. $AVGO $AMD

Image 1 ↗

Reasoning: Fundamentals

AVGOEarnings 11/02 (est.) No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)