Probably should have! Broadcom's predictions seem to be at odds with the rest of the semi industry. Most chip companies lowered full year guidance last quarter, Broadcom maintained their guidance. Then after other chip companies are predicting a 2nd half recovery, Broadcom today reduces their full year revenue guidance. Perhaps to be in line with … Continue reading Could You See Broadcom’s Miss Coming?
The U.S. markets dropped today as the blacklist of Huawei and 26 of its affiliates went into effect on Friday. I thought we knew this already... The big pain for Huawei has got to start with Alphabet halting most of it's relations. Huawei counts on Alphabet to supply it's operating system for it's phones. Huawei … Continue reading Huawei Blacklisted