Reddit Posts
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
If market takes a shit wishlist — what prices are you betting your house on ?
China surveys Broadcom switch use in state data centers, FT reports
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
AVGO is lagging the entire semis rally. What am I missing?
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
AVGO: Missed opportunity or value trap? Curious what this sub thinks
Why are they allowing us to buy AVGO dip right now?
Can we turn on the money printer tomorrow?
Holding 80% of my portfolio in AVGO going into earnings.
Is silicon photonics actually becoming the next AI bottleneck?
next week's earnings lineup, a few of these are on my radar
Is the AI Capex vs. Semi decorrelation a buying op?
AVGO prints negative net GEX after recent 4.6% dip
If You Could Only Buy One Stock Right Now, Which Would You Choose?
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
Mentions
Dam son, 5% down on MU AVGO
NVDA and AVGO are the entirety of SPY change my mind
I believe in electricity bottleneck stocks but the openAI news made me sell $AVGO
BTFD on those juicy dip on AVGO MU
u bet...AVGO is a huge buy fuk that noise...
Im not seeing anything online about AVGO buying NVDA chips. If youre in the know, spare the snark and just post a source, Im looking for information
Wait why is AVGO buying NVDA chips? Is that a typo? I dont understand that bullet point whatsoever.
AVGO and HOOD are my only two holdings right now
Here is the TL;DR on why the bulls are shaking: • OpenAI is Oracle's life support: A staggering \~50% of Oracle’s $664B backlog is just OpenAI promising to pay them later. • Massive concentration risk: OpenAI makes up 35% to 40% of Oracle's entire cloud revenue. If OpenAI goes belly up, ORCL goes to Davy Jones' locker. • The Burn is Real: OpenAI is projected to incinerate $278B between now and 2030. • Beggars at the Banks: Oracle and Broadcom ($AVGO) are already running out of cash to buy Nvidia chips, so they are hitting up private credit firms (Apollo and Goldman) for $50B+ loans just to keep the lights on.
AVGO cooked buy the dip :money: :money: :money: :dance: infinite tendies inc
AI GPU cycle = CPU cycle = memory cycle = storage cycle - AI GPU: NVDA (15x), AVGO (20x), AMD (40x) - CPU: AMD (40x), Intel (54x), ARM (126x) - Memory: Micron (6.2x), SK Hynix (6.4x) - Storage (SSD): SanDisk (7.0x) - Storage (HDD): Seagate (25x), Western Digital (21x) If AI spend goes higher, everyone in the cycle goes up. Memory would go even higher since they have the lowest multiples If AI spend goes down, all stocks crash. But Memory doesn't have that far to go down since the multiples are so low already Basically everyone should move in the same direction, memory has the largest upside, and the least downside on valuation
AVGO Options Signal: Heavy $410 Call Wall Suggests Upside Breakout Target as Price Tests Support....lolololol
AI's taking a hit allegedly because AVGO borrowed more money for buildouts.
Lmao AVGO went up a few % and ppl hopped on the band wagon. You really thought Fraudcom was a good call lmao
AVGO is garbo for the entire year. AVGO continues to be garbo WSB: :pika:
AVGO wtf is happening
Man I’m gone load so much AVGO, custom silicon is the major competitor of Nvidia GPU. The only ones buying nvidia are the neoclouds because of flexible workloads.
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
AVGO sleepin on us. just returning the favor
You are all sleeping on AVGO.
Every time the market pulls back I sell CSPs on AVGO, HOOD, RKLB, TTWO, PLTR… in which ever the opportunity presents. If assigned. Immediately sell CCs for $5-20 higher depending on the volatility of the specific stock. If assigned again, lock in profits along with premiums otherwise cover to keep 70-80% of premiums and sell new CCs. Rinse and repeat.
Let me see my big holdings in overnight: Networking up MU up AVGO up NBIS up Industrials up Shit even quantum is up overnight. I know this will fall on deaf ears. But you are ass first.
Yeah. I was lucky and put money in NVDA, AMD, and AVGO. 2017 was a good year for me I guess. My AMD avg price is $37 and my AVGO is $36. Though I have far fewer shares of both of those.
the difference between AMD and NVDA though is that NVDA actually had technology nobody other than 3dfx had, and they gobbled 3dfx up (arguably, they are a re-badge of 3dfx.) today, in the AI space, AMD is playing smoke-and-mirrors in the consumer segment, and eventually people buying Halos are going to realize that dollar-for-dollar they should have bought RTX chips instead of single-user, sub-par (in token decode and power cost) mini PCs. their short term success is entirely a byproduct of "memory shortage" which is just a fancy way of saying "memory manufacturing expansion delay". then again who knows, maybe AMD invents a dedicated compute chip that scales over 1000s of micro-cores +and+ they find some way to become compatible (or competitive) with CUDA ... but this is something Nvidia has been dominating for a very, very long time and so far nobody else is doing it, the paltry 32+ core CISC chips AMD has specialized in "for gaming" are going to hit a technological ceiling just like what happened in the early 90s -- only so many electrons can pass through those dies before the substrate becomes burnt carbon. this is precisely why we haven't seen major "GHZ" advances since the 90s, just careful maneuvering and clever marketing to make it seem like chips are faster -- multiple lanes, i/o multiplexing, on-die instruction muxers, and then multi-core scaling when miniaturization technologies allows for it, which soon is going to require sub-nanometer manufacturing to continue the trend we saw over the past 10 years. more likely AMD flattens out along with INTC next year when they can't deliver anything competitive/new. NVDA will continue to climb until they see real competition, even after the AI bubble finally pops they will shift heavy into the consumer market as people realize they don't need cloud LLMs, which is going to come quickly after consumer GPUs start to approachin 128-256GB+ of VRAM (less than 3 years) and the OSS LLM space starts to deliver quality on par with that of the greediest Cloud AI offerings. gamers that remember "holy crap! 4MB is a LOT of RAM for a game! nobody has that!" will understand how quickly memory markets adapt to demand. look at us now -- 512GB ram machines and climbing quickly in response to AI innovation. yeah, if i was forced to unload AMD or NVDA, I'd dump AMD the moment they showed signs of weakness (or as a precursor, when AVGO began declining, they're also enjoying an unhealthy level of investor ignorance in the AI space.) I would probably immediately shift it into NVDA or TSLA (because robots are the next logical progression for mankind after AI) but only after the dust settled, i surely would NOT put it into an index fund when that is happening.. you'd just suffer death by a thousand cuts until the market is done correcting.
so $ORCL, $AVGO and $SPCX are all begging for more money ?!
This morning I called AVGO at $375.81 by close. Now only if I put more than $5000 behind it. [https://www.reddit.com/r/wallstreetbets/comments/1wzskww/comment/peem3ah/?context=3&utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1wzskww/comment/peem3ah/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
$FPS GEV $AVGO $NOW $SAP to da moon as y'all say
The good thing about AVGO is even though it doesnt have as good of green days as other semiconductors, on the red days it falls just as much as the rest of them. ...seriously fuck this company lol
AVGO bulls getting greedy, you got a green day yesterday, isn't that good neough for the month?
$AVGO has retaken the 200 SMA and 50 SMA in the last 2 days
$FPS $GEV $AVGO doing well for me on the dip buy this morning
AVGO and MU holding on, finally helping my accounts for once
I used to think only identical shares or exact same strike counted, but after checking broker docs they flag any AVGO call as substantially identical. So yeah, better to be cautious.
That straddle method is the cleanest pre-earnings sanity check I've seen laid out here in a while. Most people just eyeball the chart and get burned. For MU specifically the last few cycles had implied moves around 8-9% and the actual moves were tame until the most recent drop. If we're pricing in 10%+ again then even a solid beat could drift sideways or dip once the algos finish their thing. Only real difference I see is MU's forward guidance tends to swing way harder than AVGO's ever did since memory pricing is a fickle beast. One cautious sentence about NAND oversupply and none of the math matters anyway.
Just bought $GEV $FPS $KAIT $AVGO all sitting on their 8 day EMA's, nice healthy pullback
omg wh0os buying AVGO at these prices 30% down ath 87% yoy growth its so bad!
AVGO $375.81 by close.
AVGO always drops at least 10 points after a nice run.....so today it won't. lol
People talking about going out of MU and in to AMD, seems like the top is in for AMD. I’m all in on puts today for MSFT and AVGO. No risk no fun, they ran to hard lately. MSFT is going to get whooped by OpenAi sooner or later. Money gone and cloud revenue correction.
Bought AVGO overnight. Panic sold. Then bought VST next overnight. Panic sold. FML.
Just need AVGO to go up 100%
Haha I couldn’t enter actually, was afraid to lose the very little I have rn as I’m 4 months late on rent too :/ So paper-handed AVGO calls as well as I couldn’t trust whether the pump was real 😩 I was happy when I saw SPY above 780 though - Thought of you and how your calls must be printing 💸🔥 Hope you have a good day and best of luck tomorrow 😊
Welcome to my "I was so close to buying AVGO calls at 345 but didn't" gang.....
Fuck AVGO. Those dumb dick motherfuckers lost me so much money last spring.
I don't like AVGO, they make massive profits but their customers are scrambling to leave them asap
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
Pelosi says AVGO, VST and Uber
If AVGO goes to 400 this week, I will stuff 100 pineapples up my butt
dam it , i've sold AVGO too soon
always trusted in $AVGO
AVGO will touch 500 by November
i closed out an AVGO CSP for 1200 gain but could have made 32 more bucks and I'm sitting here more annoyed about that than the win. wtf is wrong with me
Dear AVGO, Please keep pumping so I can finally unload my bags you POS that has lagged the semiconductor industry despite having some of the most reliable financials in the sector. Love, bagholder #78944
Lol bro this shit has been under $400 forever Fwiw I believe this will rocket higher after the Anthropic IPO since AVGO is a top supplier of TPUs
Take tech for example. They are selling products to each other. One supply’s the other. NVDIA, SMCI, Taiwan semiconductor. AVGO. One big giant supply loop. This is how
AVGO now above all moving averages. Liftoff confirmed 🚀
AVGO starting to catch up a bit now
Yes AVGO, ignore all positive news and then pump on some random day for no reason, I really need to offload my bags.
AVGO break thru 378 challenge Mission Impossible! 😵
closing out all my CSPs that I sold to ber for amaze profits. well, all of them but dogshit DKNG, but that always bounces way down and then recovers anyway. thanks AVGO and AMD today
I’ve sold AVGO for 0% profit and it rises 4%. This is the way
also what these permabears either forget or just simply are ignorant of, there have been multiple 20% drops already, or more, among almost all the AI companies outside of GOOGL at some point since the start of the AI bull run. That includes MSFT, NVDA, AMD, AVGO, MU, SNDK, MRVL, SMCI, etc. etc.
Wait AVGO is allowed to be deep green? wtf
AVGO rarely holds its gains imo
Time to get out of AVGO? Or let it ride?
is AVGO getting short squeezed right now
Should have bought more AVGO but its always easy to say that afterwards
Wow paper-handed AVGO hard - How was I supposed to know this was the one day it wasn’t going to chop? 😩
Just letting yall know we at the top and it’s all about to dump cause I just opened orders of 60k total spread around MU, AAOI, AVGO, ARM, GRAB, and GOOG.
$AVGO imagine not loading up last week
At Oil Price $88 handle, inflation & CPI probably already below 2% All sectors at 52 week low, where only few stocks pump index to all time high with AI-vibe $META $GOOG $ORCL $AMZN $MSFT $CRWV $NBIS $NVDA $MU $AVGO look market cap vs earnings power, when negative cash flow big
This is why leaps are elite. Nice play brotha. I have NVDA 1/28 $230C’s and AVGO 1/28 $320C’s. Would love a similar result 😂
AVGO not even a question if we’re actually talking large caps
Need AVGO at 425 by end of October. Is this even possible? I know this stock doesn’t move much and has ruined most people’s portfolio in 2026. But am I too crazy to expect this kind of move in AVGO, given all the earnings catalysts?
Before SoftBank acquired it, the stock was at around £17 in 2016. With a bit of AI premium, ARM IPO’ed at $51 in 2023. Currently it trades at 309x Trailing PE and 129x forward P/E. A lot of their future growth blindly depends on everyone using Muse like agents, they selling their AGI CPUs, and massive royalties coming in from these IN FUTURE NOT NOW. But only 2% of people even pay for AI in US. With OpenAI actively working on developing AI designed architectures, AI bubble popping when consumers just don’t find enough value to pay for AI, etc concerns, they will never be able to make enough money to match their current stock price. Wrt Muse agents, many have assumed that CPUs are equal to number of users, they are not! They are virtualised and can scale up and down based on number of users at any point of time. Meta has not disclosed this number, but that would clearly put out the limitations of Capex required for this. You would be better off putting your money in NVDA or AVGO at this stage, because, though in same boat as the AI capex cycle, they are still wildly undervalued.
We need AVGO to cross $365 then next stop is $385.
!banbet AVGO 460 December 31
AMD buyers are always welcome to rotate to AVGO
People are sleeping on Broadcom. AVGO about to pump hard this month
AMD back to worst performer, AVGO looks good at these prices
AVGO lookin to break above 50 and 200 DMAs since they're so close together. Off to the races after that 🐎
Are we feeling ready to dive into AVGO calls again or will it get rugged as soon as we buy? 🙃
Rotate into AVGO instead