Daniel Nishball

@dnishball

Research Director · SemiAnalysis

View on X →

Current Bias

—

Inactive 3+ months

Accurate In

Coming soon

Total Calls

1

Total Bull/Bear

1

0

Recent Calls

Bullish

AVGO

12/15/2023

AVGO Recap: The Broadcom Method at Work at VMware - GAAP Opex to decline by 40% to $1.4B per quarter. - EBITDA practically at a run rate of $8.5B exiting FYE Oct 24. - Could imply core VMware revenue growth rate of 20-30% YoY exiting FYE Oct 24! https://t.co/G8COCn4C5C

View original →

Daniel Nishball

Recent Calls

Covers