Why October 15 Is the Most Important Day for NVIDIA and Broadcom Until Thanksgiving

Impact · against what's priced in

The article highlights upcoming TSMC guidance as a potential catalyst, but the most bullish revenue targets for Broadcom are already explicitly rejected by the market. While the news suggests Broadcom has more to gain, the current price heavily discounts the $115B and $230B AI revenue trajectories that TSMC's report would need to validate.

AVGO+0.30

Challenges what's priced in

The price assumes