Cody Acree
ON THE RECORD · 5 verbatim quotes · every quote source-verified
“Broadcom is really just second only to Nvidia as far as its ecosystem across the data center,”
Cody Acree · said date not stated · reported 2026-09-03
Acree compared Broadcom's data center ecosystem to Nvidia's, placing Broadcom second only to Nvidia.
“It's just a matter of when do you enter and when do you trade around a position.”
Cody Acree · said date not stated · reported 2026-09-03
Acree discussed the timing of entering or trading around a position in Broadcom stock.
“not enough to keep investors happy.”
Cody Acree · said date not stated · reported 2026-09-03
Acree noted that Broadcom's fiscal Q3 revenue and earnings beat was not enough to satisfy investors.
“The magnitude is not quite enough from a top and bottom line standpoint on the beat and raise when you have a company that is this levered to AI,”
Cody Acree · said date not stated · reported 2026-09-03
Acree explained that Broadcom's beat and raise was not large enough given the company's heavy leverage to AI.
“I can understand the selling pressure,”
Cody Acree · said date not stated · reported 2026-09-03
StoneX analyst Cody Acree, who holds a Buy rating on Broadcom, commented on the selling pressure after the company's Q3 results.