AVGO & CRWD: Two Sides in Same AI Trade Where Perfection's Priced In

What this episode covers

James Czerniawski breaks down Broadcom (AVGO) and CrowdStrike (CRWD) earnings to highlight the hardware and software angles of the AI trade. On Broadcom, he says the company posted good earnings but couldn't meet sky-high guidance expectations. It's a similar story in CrowdStrike for software. James highlights the path ahead he sees for both companies following the negative reaction to earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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