Reddit Posts
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
30K to invest - Oct 19 Market open
Where would AVGO end up if Anthropic and OpenAI go belly up?
Apologies to those who hold AVGO
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
$AVGO CEO Hock Tan described some AI investors as casino gamblers lacking understanding of the technology and setting extreme expectations
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
Mentions
I’m down so much money on NBIS AVGO HOOD
I went in big on MSFT and bought 343 shares at 410. It continued to go down as low as 350 usd/share before smashing an earnings report and since going up significantly. I imagine the same scenario will happen to GOOGL. Most of all, I look at PEG/PEGY ratios, FCF, EPS, and various other ratios and buy based on what is cheapest. MSFT fit the bill earlier this year. As of now, GOOGL is getting there but I actually want to see it sink more before I consider it a worthwhile buy. There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. Victoria Secret has done much better, as wel**l**, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.
AMZN, GOOG, AVGO and chill, a lofi playlist
Is there a reason AVGO trades like a meme stock despite being a trillion company
I should have sold AVGO when I had the chance today
To get into the weeds a bit, the S&P 500 uses a cap weight rather than equal weight. That is, the more the market cap a company has, the larger percentage it is within the S&P 500. Here is the top ten, as of May from this Investopedia article: * Nvidia (NVDA) 8.59% * Apple (AAPL) 6.87% * Microsoft (MSFT) 4.71% * [Amazon.com](http://Amazon.com) (AMZN) 4.13% * Alphabet Class A (GOOGL) 3.67% * Broadcom (AVGO) 3.09% * Alphabet Class C (GOOGL) 2.92% * Meta Platforms Class A (META) 2.11% * Tesla (TSLA) 1.96% * Micron Technology (MU) 1.42% 1, they are ALL tech. 2, notice that google is included twice. So google exposure is actually closer to 7 percent. (wat?!?) 3) Add those percentages up, and thats 40 percent of the S&P 500 there alone. There are 490 other companies (ok, a bit more or less, its not EXACTLY 500 companies) that comprise the other 60%. Do we see a problem with this situation? Worse, people sometimes like to 'diversify' by buing S&P 500 funds, total market funds and other large cap funds. But if you look what those funds hold and what percentages they are, you'll see there is a lot of overlap. Even some midcap funds buy megacap stocks to goose their returns a bit. Be safe out there, do your research, know what you are buying.
lol. damn. Reminds me of when I had both Planet Labs and AVGO calls at their peak. The next day really hurt. Still recovering
Don’t go AVGO, you can do it
Ain’t even AVGO earnings down 3 percent lol
I offloaded AVGO after their 65 billion dollars deal with Anthropic. Smells like a bad recipe
Google destroyed the market. It was AVGO early this year.
AVGO is so frustrating to hold bro.
AVGO & SOXL re absolutely fucking murdering me
when $AVGO was $495 the first stock I bought and at that exact price lol
Here's why you're wrong: * Massive speculation. The companies with high forward PEs or revenue multiples today are doubling revenue YoY. This isn't speculation. * Unsustainable business models. MSFT, GOOG, SPCX, and others have already proven AI is profitable. Stop armchair quarterbacking what you can easily read with financials. GOOG's profit margins INCREASED before ANY mark-to-market. All you read here are non-accountants and FUD telling you what you just typed, but the actual people making decisions have the proven track record of EXCEPTIONAL ROIC. Stop believing Redditors living with their moms. * Drying up of capital. Just FUD. There is zero shortage of people willing to take buy the debt. In the past week, NBIS $3.5b, AVGO $63b, SPCX $40b, META $95b. * Interest rate hikes. This is the SECOND most laughable point. In 99 to 2000 rates moved from 5% to 6.5% in a year. Today we're still WAY less than either, paused hikes today, and are smack in the middle of historic norms. Plus today's inflationary pressures are supply side with oil. Just because rates increase doesn't mean crash. It's NOT a light switch. It's a stock by stock investor by investor decision. * Disappointing earnings. **THIS IS THE MOST LAUGHABLE. AS OF SEPTEMBER 22 86% OF SPY BEAT EARNINGS! WHAT ARE YOU EVEN REMOTELY SMOKING.** AJG and AON just both commented on how AI is increasing their efficiencies and profits.
I did not listen to the earnings call But why chip manufacturers like AVGO, NVDA are also down if GOOG ads are messed up.
Down $20k from peak today and i dont even have GOOG. I have RDDT and AVGO 🤡
Why AVGO down so fucking much on GOOGLE news?
Is this why pos AVGO is red ah.
TXN AMAT LRCX AVGO . Some of them down 50% from ATH . Good dip to get in
AVGO has got to be the most frustrating stock to hold
Should I buy GOOGL GOOG and AVGO before or after ER? Please and thank you.
Soon it'll be imagine not buying AVGO at $400
TSMC is the fabricator. For the new V8 inference chip they are using Marvell instead of AVGO. They are still using AVGO for training chips.
What is your definition of cheap? A cheap share price? Like less than $10? Is that a cheap stock to you? What if they lose a billion dollars a year? What if the company has never posted a P/E? What if you $10 stock goes to a $1 stock? Was that an expensive stock or a cheap one when you bought in at $10? Meanwhile, what if I bought a company at less than $900 a share, right at around $898? What if it had a high over $1200 within the last six months? What if I think that stock is going to hit over $1800 within a year? What if...they show one more 40 to 60% growth Q over Q in the next four? They had two Q over Q revenue gains over 70% twice last year. What if that happens and that company crosses the high analyst bull case of over $3000 a share within the year? Whose stock was cheap? You would have lost 90% and I would have almost 400% gains. https://preview.redd.it/9q4n4jy5i4yh1.png?width=2011&format=png&auto=webp&s=c9e0c70abda887a97470c54a144e87ad02634050 I have been buying up MRL, INTC, META, GOOG, AMD, AVGO, CBRS, CRWV as their prices dropped. I got them down 10 to 20% off recent prices, more than that off their highs. I would have been buying more NVDA, but I have way too high a percentage of them.
Who makes the TPU's? doesn't GOOG just design them. Does AVGO manufacture them for GOOG?
So.. my $GOOG call peeps, a long position in either $NVDA or $AVGO captures that capex spending
Welp... didnt expect this, but apparently $AVGO makes the TPU's that $GOOG is making to try and dethrone $NVDA...
Imagine not buying AVGO at $322 or $330 or $340 🤡
AVGO is all priced in until 2027. The next pop will be 2028 if and when they lock in bigger numbers. Stock price can realistically double by 2028.
Need AVGO at 420.69 by December 1st
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $380.00 (above) | $330.33 | $341.28 | +15.0% | Sun 8:55 PM ET |
I've been buying and holding for around 3 years and have never sold a position. I'd like a gut check on whether to hold, trim, or diversify further. Holdings (\~$31.6K total): FXAIX (Fidelity S&P 500): \~46% VOO (Vanguard S&P 500): \~31% QQQ (Nasdaq-100): \~15% NVDA: \~3% AVGO: \~2% ENB: \~2% EQT: \~1% CRWV: <1% SPAXX (cash): negligible FXAIX and VOO both track the S&P 500, so about 77% of my portfolio is effectively one index. Adding QQQ, NVDA, and AVGO puts me heavily in large-cap US tech. No international, bonds, or small/mid-cap exposure. The individual stocks are about 8% of the total, and I've never sold any. Age/timeline: mid-30s and looking to save for retirement via this brokerage account (already have a 401k) Risk tolerance: High Country: USA
Sold 2 cash secured 245 puts for Oct 30 on AMZN and used the premium collected and instantly lost it on AVGO calls. Now I’m stuck waiting for an assignment or for the puts to expire worthless. Missed out on buying the insane dip
AVGO LITE treating me quite nicely today
AVGO is sideways garbage. It has been hovering around $320-$360 all year. What a waste of capital regard.
Could be worse.. like $AVGO. Shareholders ass are very sore in that stock.
AVGO can’t pump on a day they got 4 upgrades.
AVGO spoke on cualdruple upgrades
"AVGO CEO : Ai investors are Casino gamblers. " Also AVGO CEO lending OpenAi and Anthropic $100 Billions , so that they can buy AVGO products
Why AVGO? If we get a slow down which appears imminent that stock is in the shitter
I want to finally hold for a bit. Got AVGO around 333 and INTC at 92.
What's your thesis for AVGO? I bought it early this year and its been dead for over a year now. Seems to be up today because of that $90 bn financing deal.
I sold AVGO yesterday for tax loss harvest hoping to buy it back in a month. It's up today. You can't make this shit up
I say AVGO and GOOG is the strongest AI names right now, bought more GOOG yesterday and hoping it can go down a bit more today so I can add even more. And if it goes down after ER I will continue to add.
Like the AVGO strong arm story that dropped a few hours ago
Get your trade idea only off the daily chart, be very choosy. SPY/QQQ sometimes don’t have trades opportunities so also watch NVDA AVGO PLTR IWM AAPL AMZN. Use indicator Saty Volume Srack.🇺🇸
I have AVGO calls. This makes me happy
Guys i give you a tip: Jim Cramer says "the collapse of the data center" means it's time to "circle the wagons" and sells all of his $AVGO
Man, there are a lot of companies with P/E's less than 20. A lot of them have PEG's that are getting pretty low. Off the top of my head, the following are cheap right now: NVDA, AMD, MU, AVGO, QCOM I am also picking up new companies CBRS and CRWV.
How would anthropic ipo influence AVGO stock?!
It isn't clear whether AMD/AVGO/NVDA are potentially buyjng up to $5b each or $5b cumulatively. But let's assume at most $15b, that still leaves you with $80b. Like all of the other "circular financing" arguments, the substantially larger amounts of flow is "outside the circle". I would agree the META/AMD deal was a bit unusual - but it was more about AMD being desparate to sell AI GPU's as NVDA CUDA dominates the market to the point AMD cannot find buyers without offering huge incentive.
How we feeling about AVGO
AVGO has been rough
Alright boys give it to me straight how fucked am I NBIS AVGO HOOD
Google’s price action is kind of weird. Similar as TSLA, AVGO. Holding these stocks really suck 😂
Jim Cramer sold all his AVGO, there’s still hope
That’s what I like to hear! I just see dummies buying calls on them and normally I let the bad ones slide, since they can surprise me on short covers, but AVGO has a bit too much news pressure for calls to work more than a 10% unless you do a sell limit banking on short recoveries.
I would worry about AVGO growth potential, specially. If you like the company and believe in it long-term then it will survive. “Up” may not be possible from here in this situation.
Just AVGO and chill. Not going to write an analysis in here tonight. But is now my second largest holding. And it's other beaten down stocks worth watching.
CRWD P/E is 4500. PANW is 970. NVDA is 27. AVGO is 40. Their forward P/E is in the 10s.
Should be mag 10 by now, space x, AMD, AVGO
Just saw that GOOG is $318. Holy shit what a deal. If my port wasnt 100% on AVGO and RDDT i wouldve bought
Down over $120k since October 6th, biggest losers, AMD, LITE, COHR, AVGO, MRVL, AMZN, GOOGL, MODINE, CLS, NFLX. No options. Just shares. How brutal is this? Just looking for someone who experienced similar losses. 16% off from all time highs on my port.
AVGO is so shit. It is in red in the 1 year scale. clucking POS. Are they designing how to generate power out of shit?
Give me your opinion on my net worth being it three stocks. NBIS AVGO HOOD in that order of size
Buy AVGO stocks or leaps and sleep well in the nights :p
That’s me right now. Every. Single. Time. 😭 However, I did buy a couple of dips - something is better than nothing. But it also turned out it wasn’t the dip…case in point AVGO (bought at $335 so…umm…yeah the rush to $300 is on me sorry).
Bro he literally said MSFT andddddd AVGO.... That's literally maxed out diversifying!
Still no strength on $AVGO, gonna have to let this one go for now and monitor for re-entry
How's AVGO working out for ya?
I trade from 2018 to 2025, my losing rate was 99%, got tired of that shit Bought a pistol with one bullet, then sold everything and bought MSFT at $380, and it works I didn't sleep for days, depression was at all time high, i was having chest pain, but it works I'm 50% MSFT and AVGO now, i'm tired of buying random bs
I think AVGO is one of the best bets right now mid and long term.
https://preview.redd.it/uu73ri4ci8xh1.jpeg?width=1206&format=pjpg&auto=webp&s=5df27ee16dd93e62d1f46ff51d459973b654da05 IMAGINE NOT BUYING AVGO RIGHT NOW 🤡
Need $AVGO to show some strength, preferably a bullish engulfing candle
$AVGO 500 in 12-18 months again possible It is supplier for SPCX, TSLA and all big Tech custom designed chips
$AVGO 500 in 12-18 months again possible
My take on AI - when you hear about how the 2 Global super powers racing to win this category at all costs, I just don't see how the industry will then go up in smoke. The world is doubling down on AI, or at least the pathway to AI, fueled by the necessity of being first... I just don't see how companies like NVDA, ASML, AVGO, PLTR, could be losses. I see this differently than the [dot.com](http://dot.com) bubble. Back then, each singular company was building an independent .com website, they were not aligned collectively for a common motivator. Now, all these companies are part of a unified infrastructure - yes, thats risky, but at such a large scale with the revenues they have, and with the progress being made, I just don't see how it could bust???
STRL bagholder here : ( And those AVGO calls, yeah.
Need Anthropic to save $AVGO today
UNH calls up 36%, GEHC calls also up a bit hoping it’ll have a big upside post earning, but absolutely getting blown to bits on LITE, COHR, AMD, AVGO, GOOGL, AMZN, and MRVL.
I only do MU, QQQ, NVDA (occasionally), and whatever is popular at the time, like couple weeks ago I did AVGO, rn I've got META in my rotation, keeping a close eye on INTC
Why not full port AVGO. Realistically downside is 10% max upside is double within a year
WTF is wrong with AVGO. Why can’t it be like AMD?
Gonna need AVGO to 400 by January or I’m fucked
I am absolutely decimated on my AI stocks, SNDK META AVGO... probably down 60k total on those alone. But somehow, my RCL Is alive and held its own today....
Been saying a bit, I think there is also different waves in the AI trade, where a lot of the first wave stuff, like the NVDA/AVGO didn't catch bids while some of the new bottle necks started to. I do agree, like I've been long FIX, it sucks watching it go down, but still up a ton on it. That's the thing about the AI trade, it's really just like a handful of companies that are spending an insane amount of cash. They have gone negative and with higher rates it's going to be harder to raise capital. There will come a point where hyperscalers due cut. AI isn't going away, but it's possible the build slow downs and things normalize a bit. Doesn't mean things are bad investments, just you have to be sure you are buying something with a valuation that makes sense. Especially if capex does slow, every name becomes more expensive, since we know there will be EPS and revenue coming down.
Free money with LRCX and AVGO atm - no need to worry!
AVGO is cheap, options aren't.
The actual fuck happened in that session, I just woke up.. SOXL & AVGO ruined my asshole.
Well, let’s see today, the asshole was ripped because I refuse to let go of CRWV. ALAB, CRDO, CIEN, CBRS, SKHY all got their turns too. forgot to mention GLW and ETN been using my junk as a punching bag for a little while Oh look WDC is in on the action now too. And selling short against my AVGO position, did me no good either, at least not yet So much bright red