📂 Software Sector
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Senior Hedge Fund Manager
Earnings Replay
$AVGO$HPE$NTAP
09/03/2026
AVGO Falls, SNOW Soars as Earnings Test Tech Tape | QuantLogix
Broadcom fell despite upbeat earnings while Snowflake soared on an AI-fueled forecast, creating a clean earnings-reaction test for tech. With XLK slightly red and CIEN next up, the lesson is to watch the reaction, not just the headline beat.
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