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@h.04023: #aothun #aoombody #thoitrang #viralvideo #fyp

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Friday 27 March 2026 11:55:43 GMT
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📉 Reminder to not FOMO into every stock you see racing up. 📈 Broadcom just posted revenue up 48% and AI revenue up 143% — and the stock dropped 12%. 🤫 Semiconductors are no longer an “under the radar” play. They’ve been beating and raising expectations for the last few years, it’s why the stocks have moved so drastically. The expectations are rapidly increasing along with the stock price. I’ve heard people at the barber shop talking about semiconductors and sandisk, and that’s historically never a good sign. 🧑‍💻 Then there’s the guidance problem. After a 60% run-up in a single month, Wall Street needed to see Hock Tan raise the full-year AI revenue target above their prior guidance of ~$100B to justify the valuation. He didn’t. On a stock priced for accelerating growth, flat guidance after you just beat in Q1 indicates slight deceleration. 🧮 Here’s the valuation reality: analysts are forecasting ~$103B in total revenues for FY2026 with a forward EPS of ~$11.35. The business is genuinely strong — but at a ~$2T market cap & 40+ FY26 P/E for a hardware company - the stock needs to keep surprising to the upside, not just deliver. 💸 The business itself isn’t broken. Revenue is constrained by manufacturing capacity, not demand. Growth is immense. The backlog is massive. But the company and the stock price are two different things. Don’t confuse a great business with a great trade at any price. #investing #broadcom #stockmarkets #earnings
📉 Reminder to not FOMO into every stock you see racing up. 📈 Broadcom just posted revenue up 48% and AI revenue up 143% — and the stock dropped 12%. 🤫 Semiconductors are no longer an “under the radar” play. They’ve been beating and raising expectations for the last few years, it’s why the stocks have moved so drastically. The expectations are rapidly increasing along with the stock price. I’ve heard people at the barber shop talking about semiconductors and sandisk, and that’s historically never a good sign. 🧑‍💻 Then there’s the guidance problem. After a 60% run-up in a single month, Wall Street needed to see Hock Tan raise the full-year AI revenue target above their prior guidance of ~$100B to justify the valuation. He didn’t. On a stock priced for accelerating growth, flat guidance after you just beat in Q1 indicates slight deceleration. 🧮 Here’s the valuation reality: analysts are forecasting ~$103B in total revenues for FY2026 with a forward EPS of ~$11.35. The business is genuinely strong — but at a ~$2T market cap & 40+ FY26 P/E for a hardware company - the stock needs to keep surprising to the upside, not just deliver. 💸 The business itself isn’t broken. Revenue is constrained by manufacturing capacity, not demand. Growth is immense. The backlog is massive. But the company and the stock price are two different things. Don’t confuse a great business with a great trade at any price. #investing #broadcom #stockmarkets #earnings
Ahora te toca a ti de tomar la decisión para salvar a tu familia… ❤️‍🔥 #amarresdeamor #amarre #ritual #ritualesdeamor
Ahora te toca a ti de tomar la decisión para salvar a tu familia… ❤️‍🔥 #amarresdeamor #amarre #ritual #ritualesdeamor
New names. Same lies. Same middle-school behavior with better lighting. Welcome to the algorithm zoo, where outrage buys attention and every cage thinks it’s the main attraction. Don’t tap the glass. They think it’s applause. 🐒📱#entertainment #toxictiktok #drama #satire
New names. Same lies. Same middle-school behavior with better lighting. Welcome to the algorithm zoo, where outrage buys attention and every cage thinks it’s the main attraction. Don’t tap the glass. They think it’s applause. 🐒📱#entertainment #toxictiktok #drama #satire
اللهم لاتجعلنا نحتاج غيرك 🤍☝🏼 #تصميم_فيديوهات🎶🎤🎬 #شاشه_سوداء #foruyou #fyp
اللهم لاتجعلنا نحتاج غيرك 🤍☝🏼 #تصميم_فيديوهات🎶🎤🎬 #شاشه_سوداء #foruyou #fyp
My Boss Banned Safety Gloves 😳 . #3danimation #animationart #digitalart #hisytstory #creativecontent animationtrends creatorsearchinsig hts
My Boss Banned Safety Gloves 😳 . #3danimation #animationart #digitalart #hisytstory #creativecontent animationtrends creatorsearchinsig hts
ياجعلني ماخلا منك يلي حايم كبدي #بدون_موسيقى
ياجعلني ماخلا منك يلي حايم كبدي #بدون_موسيقى

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