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# ![@caravaggio71984 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1921478516899475456.png) @caravaggio71984 Caravaggio

Caravaggio posts on X about $avgo, ai, $1bn, open ai the most. They currently have XXX followers and XX posts still getting attention that total X engagements in the last XX hours.

### Engagements: X [#](/creator/twitter::1921478516899475456/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1921478516899475456/c:line/m:interactions.svg)

- X Month XXX -XX%

### Mentions: X [#](/creator/twitter::1921478516899475456/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1921478516899475456/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1921478516899475456/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1921478516899475456/c:line/m:followers.svg)

- X Month XXX +24%

### CreatorRank: undefined [#](/creator/twitter::1921478516899475456/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1921478516899475456/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$avgo](/topic/$avgo), [ai](/topic/ai), [$1bn](/topic/$1bn), [open ai](/topic/open-ai), [avgo](/topic/avgo), [vmware](/topic/vmware), [$68bn](/topic/$68bn), [$64b](/topic/$64b), [$20b](/topic/$20b), [red](/topic/red)

**Top assets mentioned**
[Broadcom, Inc. (AVGO)](/topic/$avgo)
### Top Social Posts
Top posts by engagements in the last XX hours

"$AVGO Infrastructure software sales (VMware) guidance for 1Q26 was weak with expected $6.8bn sales for the quarter up only X% YoY and down X% QoQ. This combine with non AI semis sales weaknesses + gross margin dilution from XPUs growth. Peak quarter"  
[X Link](https://x.com/caravaggio71984/status/1999436109877772552)  2025-12-12T11:08Z XXX followers, XX engagements


"1/ Broadcom ($AVGO) Q4'25 Earnings Highlights No 2026 guidance yet "too early moving too fast" 2025 total revenue +24% to record $64B AI revenue +65% YoY $20B"  
[X Link](https://x.com/caravaggio71984/status/1999425243950252167)  2025-12-12T10:25Z XXX followers, XX engagements


"5/ Margins raising red flags:Gross margin XXXX% -50bps QoQ (concerning) Semiconductor GM only XX% in Q4 Op margin for semi segment XX% (+250bps thanks to leverage)"  
[X Link](https://x.com/caravaggio71984/status/1999425355392909567)  2025-12-12T10:25Z XXX followers, XX engagements


"$AVGO 4Q25 key points. 1) Weak 5th customer announcement (only $1bn order). 2) Weak OpenAI clarifications (nothing in 2026 and yet not binding). 3) XPUs gross margins dilution with 1Q26 guided down 100bps. 4) 2026 not guided (will be in 1Q26). 5)Non-AI semis sales weak"  
[X Link](https://x.com/caravaggio71984/status/1999430942717599999)  2025-12-12T10:47Z XXX followers, XX engagements


"$AVGO To compensate for the gross margin diluation from AI semiconductor sales the management MUST shows strong AI related sales and bookings and it was not the case with weak OpenAI deal clarifications and weak 5th customer announcement (only $1BN order)"  
[X Link](https://x.com/caravaggio71984/status/1999437589418508644)  2025-12-12T11:14Z XXX followers, XX engagements