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Broadcom Earnings: Reddit Debates the Valuation Paradox as AI Sales Triple

Broadcom (AVGO) ranked #2 in Reddit ticker discussion on September 2, 2026, as the company reported fiscal Q3 earnings that beat expectations but offered Q4 guidance slightly below consensus. AI chip sales more than tripled to $16.7 billion, yet the stock price remained flat compared to a year ago, fueling confusion and debate across r/wallstreetbets, r/ValueInvesting, and r/investing. This article examines the Reddit conversation and same-day news context behind AVGO's standout day.

  1. AVGO ranked #2 in Reddit ticker discussion with 18 posts, 866 comments, and a sentiment score of 0.24.

  2. Broadcom reported Q3 revenue of $29.59B and adjusted EPS of $3.32, beating estimates, while AI chip sales tripled to $16.7B.

  3. Reddit users were divided between bullish pre-earnings bets and confusion over why the stock price hasn't moved despite nearly 100% YoY revenue growth.

AVGO Dominates Reddit Discussion Ahead of Earnings

On September 2,

AVGO
$AVGO ranked #2 in Reddit ticker discussion with 18 posts, 866 comments, and a sentiment score of 0.24. The stock's rank jumped 574 spots, reflecting intense retail focus as Broadcom reported fiscal Q3 results after the close. The conversation spanned multiple subreddits, from r/wallstreetbets to r/ValueInvesting and r/investing, with users weighing in on the earnings report and the stock's valuation.

AVGO

Earnings Beat but Guidance Sparks Debate

Broadcom reported Q3 revenue of $29.59 billion and adjusted EPS of $3.32, both beating Wall Street expectations. AI chip sales more than tripled to $16.7 billion, up 221% year over year. However, the company's Q4 guidance of $34.8 billion fell slightly short of the $35.03 billion analyst consensus, causing some investor concern despite the exceptional growth. The Motley Fool noted that the stock trades at a steep valuation with little room for error if AI-driven growth decelerates.

Reddit Reacts: Bulls, Bears, and Valuation Confusion

On r/wallstreetbets, a user posted a 700K YOLO expressing frustration: "Revenue doubling in both 2027 and 2028 and the stock is red. AVGO CEO Hock Tan rug pulled me worse than the Hawk Tuah girl." Another user on r/ValueInvesting questioned why the share price is the same as last year despite nearly 100% YoY revenue growth, calling the valuation "insane." The post noted that Broadcom reported $29.59B in revenue versus $15.95B a year ago, yet the stock price is roughly the same.

Meanwhile, bullish sentiment remained strong. A r/wallstreetbets post titled "AVGO Buy before ER" argued debt concerns are overblown, while another user expected a big earnings beat, noting "AVGO hasn't dropped after earnings two times in a row." The r/investing community debated whether the stock would experience a "sell the news" event or follow other AI chip companies higher, with one user considering buying for a +10% swing or waiting for a dip.

AI Infrastructure and Competitive Landscape

News from Zacks highlighted AMD's Saudi AI buildout, noting Broadcom's growing custom AI accelerator business as a competitive force against NVIDIA. Broadcom's AI chip sales tripling reinforces its position in the Artificial Intelligence infrastructure buildout, a theme that has driven retail interest across multiple tickers. The broader market faced headwinds from Middle East tensions and weak ADP jobs data, but AVGO remained a focal point for Reddit investors seeking exposure to the AI boom.

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