AVGO "Very Well Positioned" for Earnings, GOOGL & ORCL Offer Tailwinds

Broadcom set to report its earnings after the close. To preview the numbers, we want to welcome in our next guest. That's Joseph Chaposhnik, founder and portfolio manager of Rainwater Equity.Joseph, it's good to see you. I haven't talked to you in a while. Uh, so let's get into the expectations for Broadcom.Uh, consensus the street looking for a buck 87 per share on revenue of 17.5% billion. Does that line up with your overall expectations. >> Yeah, it does.And I think the the key number that people will be ...