Earnings
Selected analysts received an unusual pre-print update on segment mix. Networking revenue tracking ~22% of data-center vs ~15% prior. Margin commentary unchanged. Print remains on calendar for Wed.
11.4k reads·5 theses
Angle
↑ LONG+6% target-3% stopinto Wed print2026-05-28 00:00:00
Networking mix shift validates the AVGO custom-silicon thesis. If you're already long NVDA, the cleaner add is AVGO into the report. Skew is bid — sell weekly puts against the existing long.