Reddit Posts
AVGO just popped +6.61% to $418.16, look at that monster positive net gamma exposure rn.
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
IBM's crash is a bullish signal - for the semiconductor industry
a member of Congress with an 87% win rate over 118 disclosed trades went quiet for two years, then bought SpaceX on its first trading day
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Are semiconductor shares still a good investment, or too much growth is already priced in?
Apple just committed $30B+ to Broadcom chips through 2031, but is AVGO really safe from in-house risk?
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Apple silicon deal with Broadcom (AVGO) extended through 2031
Broadcom Extends Apple Custom AI Chip Partnership Through 2031 | AVGO Stock News
Effect of Using Margin on AI related Equities
Too much of my portfolio is from RSUs - how would you diversify?
Why is MU forward P/E so low and AMDs so high?
📓 Daily Brief: Theta Gang Goes To Wendy's
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SpaceX is already trading like one of America's biggest companies
AVGO - When is the next catalyst and will it break 400 soon?
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Musk says SpaceX could bring $1 trillion in revenue by 2030 | Reuters
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
SpaceX stock jumps 19% from $135 to $161 in record IPO debut, largest in market history
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Nancy Pelosi may have just lost 14x her yearly salary in one week
CNBC: investors are fleeing tech stocks in record numbers
Consensus view on oracle earnings?
Screwed up pretty badly with avgo last week… but learned something
How I think Anthropic's latest release reads for investing
Space Sector Mania before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO Thesis (Regarded Vibe DD)
How I think Anthropic's latest release reads for investing
what is going on??? AVGO just dumped double digits after record earnings
Broadcom M&A (Hock the acquirer and the conquest for IBM)
I no longer have the money to pay for surgery to get my tear ducts removed so I don't cry in the casino
I went through the AVGO transcript line by line. Here's what I actually found.
PDT rule change and Market Tanks
The AVGO after-hours put exercise story is a good reminder that options risk is not just direction
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Hang in there Canadian AVGO Butterfly Guy
wealthsimple exercised AVGO puts after hours. i'm down 1.2 million. is it over
$AVGO 480 P made me 300% - YOLO $27K 420 C after earnings
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Is the Sector rotation finally happening? Oracle reports earnings in 7 days
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Just when I thought it was time to get out of AVGO, I found myself buying more.
Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
AVGO into the print tonight — extended, crowded long, and the flow doesn't confirm. Beat-and-rip or sell-the-news fade?
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
Broadcom earnings tonight - bullish!
Mentions
There is clearly monetization but the accounting is a bit loose when it comes to the way capex is reported. Something like AVGO can easily reprice from 60PE back down to 15PE while the company still reports great earnings. If this thing pops it wont be in a wave of surprise bankruptcies but rather a bunch of write downs that affect earnings. Investors who are leveraged, and there are a lot, will get clobbered.
That is the approach at this time. Little while back went with a little more tech/ai build out thesis with things like AVGO, ASML, MRV, VRT, GEV and some others. Did okay with that but learned the volatility with of ups and downs was too much for me. The dividend blue chip route seems my speed. What are you holding as I am not fully set on a couple of these (mainly DE)
I was being facetious. There’s a stark difference between 0DTEs and buying a shitload or MSFT, AVGO etc.
AVGO has been ever slowly creeping upwards the last few days
Some of the best looking charts are the first AI stocks that started failing in may. AVGO, LITE, etc. theyve had the longest periods to consolidate
They won't yet again, but it doesn't matter lmao. Everyone knows they'll smash because EVERYONE (except $AVGO) reports before them, so you have a good idea where all the money is going.
Sandisk destroyed the tech market. Thanks a lot. First it was AVGO now them
I agree with your decision. I got rid of 200 shares of META today, sold puts at a strike of 620 and 585 instead. Added QCOM and UBER. Sad to let GOOG go, but not my choice for now. Will continue my mission after riding MSFT, AVGO, NVDA, AMZN another month... hopefully not a mistake, cuz we'll probably replenish miissles or think up new lies by then.
Im very happy for you bro, I also lost all last AVGO earnings, came back last week and climbing up little by little. Congrats for that!
google, msft, nvda, amzn all are doing great meta semi good after it pumped i got a watchlist of 40 stocks and all of them are close to ATH or a general higher end range of what they trade at BRKB,LLY, AMD, AVGO, AMZN
People who sold AVGO at $495 right before ER, and bought back in the $360-380 also did something really smart.
$CLS $BFLY $AVGO let's ride baby
Happens to me a lot...I'm pretty sure I'm not the only one. Sold all my 100 shares of Micron and 100 shares of AMD at about 124...Sandisk below 100 IIRC. Also unloaded AVGO at 165, bought back 200 shares last month at 385. Unloaded almost 1000 shares of HOOD at 9, 13, 20. Bought back 400 shares of it at 83 a pop. Also unloaded a bunch of IREN, HUT under 10 bux IIRC. The list goes on, but only cuz we've been in this tech frenzy for months now and it doesn't seem to fade. I'm actually barely breaking even on GOOG, as I also took a short position by selling a covered call at 350 hoping to get out before the next European court date. I'm nervous about holding stocks that are used as political pawn pieces (which is why I'm struggling to hold on to NVDA and BABA).
I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW
AVGO TAKES 10. 9 and 11 please.
And AVGO still not recover from the last earning dump
man this AMD dip is giving me AVGO vibes
When AVGO eranings disappointed the market a few months ago, all semis sold off for 3 days. Now semis are much lower, so I'd start to buy the dip earlier.
I hope AMD does not become another AVGO
A straddle ending on Friday is not a bad idea. 🥭 either has a deal or not and if AMD, AVGO, Sandisk drills or moon
AVGO trying to stay above 420. Speaking of 420…
selling some semis here. AMD could easily crash the ai trade. Remember last AVGO earnings. Market front running a beat&rise makes risk/reward poor
I am not a demanding person, just want NBIS over $300, GOOG $400+, AVGO $500, RDDT $200+
Holy shit AVGO up 7.5% with no news
Imagine missing the boat on AVGO
AVGO rallying back. It’s got room to run into earnings
What was it , 0dte on Spy or multiple 0DTE ? I did same as you lost my ass on AVGO had a flop port ever since , Ive gotten some back in gains, nothing like this play
$AMD earnings crash like $AVGO earnings crash 25% red after ER
AMD either sends spy to 800 or it’s the next catalyst for a dump like AVGO
Those AVGO and MSFT CSPs pissed me off enough from holding them for so long that I've officially closed those out for profit and immediately swapped to puts Fuck those two companies in particular
Sold covered call on AVGO yesterday. Massive regret.
AVGO -- Is that a bird or a plane -- no, its BroadComet! Hop on the Comet !!! We are going for a ride.
Quick thousand, thanks AVGO and NVDA
Let's just hope we don't have another AVGO moment...
AMD earnings are risk to semis atm imo... remember AVGO crashing the whole semi trade globally by not rising guide enough. Expectations are sky high and AMD is trading at very expensive multiple 🤔
I'm thinking the same, maybe some good entry for AVGO soon, but I might have missed the boat when it bounced off 370 support recently
what do you think about AVGO?
I'm more interested in what their guidance on data center build out looks like. Im trying to use that as indication for AVGO
None. Here's your data: NVDA +2.92%, AVGO +0.80%, AMAT +2.06%, LRCX +0.50%. All of them. Today. Semis are rallying. SOXS is a 3x *bear* ETF. You'd be betting against green candles across the board. The PHLX has been in a bear market since June — sure. But right now it's bouncing. Buying SOXS at $53 on a day where every major semi closes higher is you catching a falling knife with both hands and blindfolding yourself. Morgan Stanley just came out talking cloud capex. That's tailwind for semis, not headwind. Sit this one out or buy the bounce direction. Not this.
The shitty part of memory stocks is they are dragging down semiconductor stocks that are truly what allows our AI revolution. After the Mag7 ramp up, I would say stocks like AVGO and INTC are cheap.
AVGO finally time to shine again?
ORCL, META, MSFT, NBIS, CRWV, NVDA... take your pick. Or maybe stocks that haven't quite ran yet like AVGO.
Leveraged plays on a binary event like earnings or a biotech readout. Maybe buy AVGO on huge margin.
AVGO at straight up zero macd this bich is stiller than pond water
huge volume spike on AVGO
I'm asking myself the same question and I genuinely don't know Thinking META NVDA MU AVGO
Seeing how AMZN and MSFT played out I'm considering some MU or AVGO Idk
$AVGO 500 by end of year, highly possible
AVGO is long overdue for a face ripper
I agree with that. I did trim and move a bit to the spenders but I'm pretty locked in on the capex spending theme... on the supply side, TSM, ASML, AVGO, memory... Leos's fund thing is a crazy story and there was also a lot of volatility trading. So yah the semi trade is far from being done. Spending is still increasing!!
Ok so still the supplier side. I'm in semis too. TSM, ASML, AVGO, etc. Volatile. Crowded. Was just thinking about what is AI actually good at. There's a lot of magic thinking about AI but it's very good at processing information. That got me thinking about businesses where that could lead to strong upside.
Disney is a fine business but there are so many better businesses. Fair value is what people will pay for it COMPARED to NVDIA, APPLE, AVGO, etc. these business have incredible moats, unbelievable TAMs, and are extremely profitable. DIS with the exception of streaming is an extremely risky venture that require a ton of capital investment with relatively bad returns that come with a ton of risk. Even if this is the bottom I don't see it climbing back to ATHs. Nothing exciting to give it a pop.... Another Star wars movie... Tight...
Some of them has a real moat. Like NVIDIA has CUDA and that's why it's not easily replaceable. Also, though hyperscalers are making their own chips but still they need GPU for computing so they have to pay high premium until they will build their own chip for computing. Currently their own chip are only capable for maintenance not computing. Intel is one manufacturer apart from TSMC who control manufacturing and have 80% yeild. These foundaries have different business model than memory makers. Their replacement cost is very high. TSMC don't charge high prices in the event scarcity that's why they have 90% market share and keep good relationship with hyperscalers and that's the reason other foundaries have to keep prices low. Still Intel stock price is high due to speculation. AVGO has moat too, hyperscalers can't replace it in their own chip making it has switching cost. Other alternative is NVIDIA who charge premium for GPU. So, these all have certain moats which makes them irreplaceable but still they are vulnerable to some extent. With memory makers problem is memory has international standard so its replaceable mean hyperscalers can replace one manufacturer with another who will bid low price when enough supply will be available in the market. Currently they are charging premium taking opportunity of shortage which they are bound to loose. Semiconductor is very complex sector.
So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.
2. how exactly? the hyperscalers guided higher capex for 2027 also why would your thesis play out just for the memory stocks and not other semis (TSM/ASML/AMAT/AVGO/etc.) ?
current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing
thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)
We just clearly bottomed. 357 AVGO by next week is retarded you won’t even be close to profit
My largest stock holding at the moment is AVGO.
What’s yall’s largest holdings if you hold any shares? I’m sitting on that citadel play of SKHY and AVGO
NVDA and AVGO have been shit lately .
Current positions GOOG AMZN MSFT AVGO INTC to the moon baby
KLAC ASML LRCX AVGO NVDA still good buys.
Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.
Their demand for compute is going to be enormous, and justified. AMD, NVDA and AVGO should moon.
The same shit with $AVGO
No money bro, I brought memory close to the top. AVGO at 400, SKHY at 173. I still haven’t reach entri from that…
Current positions AMZN MSFT AVGO SNDK INTC straight to the moon
Interesting his last 13F in June he was short NVDA,AMD,AVGO etc
Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.
The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.
WULF still undervalued here. AVGO almost certainly will pump again. This recovery has not even started.
Agree. It seems oversold and already making a slight comeback today. They are the HBM leaders and it will take "new" competitors years and maybe a decade to catch up. Everything I read says HBM memory is not cyclic based on high end chip demand; it's not just NVDA and AMD but also all the custom chips being made via AVGO and even Amazon, Google, and SPCX have their own chips that need HBM.
OP, is this your first sell-off? Because I was down on SNOW, RBRK, AVGO and a bunch of others. Joe in here is that u become a "community member". Well, tirns out after a couple of months my investments turned positive again big time. AVGO for example is a quality stock. MU also but it was just hoplessly overbought. U always gotta consider and do a SWOT-Analysis. What fucked it up for memory stocks is the T, the threat from chinses competition
Most mega caps are. I’ve always viewed AVGO that way too
Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612
Which large cap semis are you thinking of? I was hearing that NVDA, AVGO, etc are fairly valued if not undervalued
I upvoted you, but still, the "dividend thing" isn't pointless. People don't articulate it, but what they really mean is that they have more faith in the consumer goods, healthcare, and generally defensive stocks in the top holdings of SCHD or value ETFs, than they do in the top holdings of S&P500 (Mag7 and now AVGO and Micron). They don't want to be caught in a tech bubble bursting right when sequence of returns would undo them. Total return isn't the only thing that matters. Volatility also matters. The dividends themselves are a pleasing side effect that's "correlation but not causation" with defensive stocks.
Well, if anything, the Kospi is an indicator for the next day whether or not "sell the rip" is the viable strategy for short term intraday scalping. Usually can check if $NVDA and $AVGO stall at key levels on rips to time puts if and fucking piece of shit $ADBE is still retard strong.
Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.
This is true but a company like AVGO is pretty broad lol
It's over for meta, MSFT, NVDA, AVGO, MU, MRVL, ORCL
See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8
Just woke up from my pre-AVGO q2 earnings, how are my calls looking?
NVDA and AVGO are the last two holdouts for SOXX constituents, the only ones to still be in positive territory over the past 1 month.
I hate NVDA, AVGO and AMD so much its unreal.
I’m middle of the pack. Mostly priced at 4-5 weeks ago. My portfolio is down 25.33% rn. Equities: SNDK @ $1,451 SKHY @ $164 MU @ $952 Calls are: NVDA 190 C 6/17/2027 @ $39.60 AMZN 250 C 3/19/2027 @ $33.60 AVGO 400 C 10/16/2026 @ $42.12 CRWV 85 C 1/15/2027 @ $12.23 I have serious concentration risks here, but I understood that going in.
AVGO supplies most of their custom chips. Do the math.