Technology

Broadcom's Triple and Miss Sit Untraded

TL;DR

CNBC filed Broadcom's AI revenue triple and a guidance miss last week. Labor Day keeps the stock untraded. A holiday close is not a reopen print.

MSM Perspective

CNBC filed the print on the 2nd. USA Today files the Labor Day close. Monday does not invent a Tuesday reopen.

X Perspective

Chip feeds treat a closed board as already a new miss.

Broadcom reported AI semiconductor revenue that more than tripled and guided a quarter some desks called light. [1] CNBC filed the print on Sept. 2. [1] U.S. markets are closed for Labor Day. [2] The triple and the miss still sit untraded. Print untraded. Do not print a Tuesday reopen.

A holiday close is not a new earnings table. Leave a named reopen print to Tuesday if Tuesday owns one. Print last week's file. Print not a new miss.

Print untraded. Monday is not a Broadcom session. A closed Nasdaq board cannot reprice last week's guide. Print untraded as Monday's named chip hold. The triple remains last week's named revenue. A light guide is still not today's tape. Print the close as still not a reopen. Untraded tapes hold; Monday holds Friday's. Print last week's miss as still sitting.

Triples thrill; guides disappoint; markets closed for the holiday miss both reactions. Last week's numbers sit in Friday's tape. Monday replays nothing.

Replayed nothing is the holiday's gift; Monday replays none. Friday's tape sits. Tuesday's open will price both halves.

Triples thrill; guides disappoint. Markets closed for the holiday miss both reactions. Last week's numbers sit in Friday's tape.

September 2 still owns Broadcom's tripled AI-chip revenue and the guide some desks called light. Labor Day left both figures off the tape. A dark Nasdaq session is not a fresh miss. Last week's print has not been retraded.
Monday does not retrade Friday's tape. Last week's print has not been retraded. Last week's numbers sit in Friday's tape.

Monday's Broadcom file is Friday's tape, not a new miss. Last week's print has not been retraded. Monday does not retrade Friday's tape.

-- DAVID CHEN, Beijing

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