After gaining over 800% in five years, investors have high hopes for Broadcom when it reports earnings on Thursday.

Nvidia 's ( NVDA -0.24% ) latest quarterly earnings were a textbook example of the importance of expectations.

Despite delivering blowout results and guidance, Nvidia stock sold off simply because investors were already ultra-optimistic heading into the print. Even after the pullback, Nvidia is still on track to crush the S&P 500 ( ^GSPC 0.51% ) for the third consecutive year.

The stakes are arguably just as high for fellow chip giant, Broadcom ( AVGO 1.30% ) . Broadcom has become such a massive company that it has surpassed Tesla in market cap -- paving the way for a new group of market-leading growth stocks known as the " Ten Titans ."

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