🚨 Alert #3903 Wed Sep-02 21:19:18

Broadcom Sees Q4 Sales $34.800B vs $35.031B Est

benzinga · Wed Sep-02 21:16:37 published · Wed Sep-02 21:19:18 alerted · alerted 2m after publish · read at www.benzinga.com ↗ · earnings · mat 85

Broadcom reported Q4 sales of $34.800 billion, missing analyst estimates of $35.031 billion.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary AVGO	▼ bearish	PRICED	-3.83%	-3.56%	348.79	375.22
peer NVDA	· unclear	PRICED	+3.25%	+0.01%	216.34	227.58
QCOM	· unclear	REPRICING	+1.88%	-0.37%	164.67	170.39
AMD	· unclear	FRESH	-0.75%	-0.02%	453.18	462.14
TSM	· unclear	FRESH	0.00%	-0.18%	408.80	416.35

strategy	ticker	action	side	rationale
S1	AVGO	○ skip	—	verdict PRICED — Δ prev close -3.83% · Δ 30m -3.56% · px 355.51 (prev 369.68) → close +3.23%
S2	-	○ skip	—	no counterparty in universe
S3	NVDA	○ skip	—	direction unclear for NVDA → close -0.13%
S4	AVGO	○ skip	—	verdict PRICED — Δ prev close -3.83% · Δ 30m -3.56% · px 355.51 (prev 369.68)

no trades spawned

S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
FRESH — |move since previous close| < 1.0%: a genuinely new move.
materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 70.