Bernstein's Stacy Rasgon weighs in on Broadcom's earnings

Stacy Rasgon, Bernstein senior analyst, joins 'Closing Bell: Overtime' to discuss Broadcom's earnings.

[musiccreation]

The Market is utterly IRRATIONAL. Reward companies for beats, do not PUNISH them for beats. Currently down almost 7%. Wtf

[conheo]

Was it Bersteign bears or bearistean bears?

[Venc_b]

So the core business of semiconductor has been weak and infrastructure software that’s been carrying them ? Is this what he means ?

[brutebiz]

Q4 Guidance will drop AVGO to the $130/share level over the next few trading days.

[littleturtle]

this guy has never made any sense, this time no difference, oh i am not sure, may be that's the case, we'll see, come on