The semiconductor sector remains in focus this week as Broadcom (AVGO) will report its third quarter earnings after the closing bell on Thursday. Bernstein...
) will report its third quarter earnings after the closing bell on Thursday. Bernstein senior analyst Stacy Rasgon joins Catalysts to break down his call on Broadcom and what investors will be looking for in the company's earnings report.
The next big test for semiconductors, we've got Broadcom earnings expected this Thursday after the close. Um I feel like that there is probably upside as you look through expectations for the software business as we go into next year. Um It feels like the multiple um is is easily supported, I think at current levels, I actually really like Broadcom and, and so we that in mind, Stacy and great to see you again, you know, as you think about Broadcom and, and VM Ware and VM Ware becoming a creative to the business.
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