Cody Acree
ON THE RECORD · 5 verbatim quotes · every quote source-verified
“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.
“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.
“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.
“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.