Reddit Posts
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
Buying AVGO, MU, UNH and AMZN
Best I got for this week is coattail calls for MU earnings. IV will be crazy on MU so check for lower IV on AMD, INTC, and AVGO. Whatever strike is selling for $0.69 for Friday. An MU blowout and raise will affect the broader competition and may not be fully priced in. Sell half at open Thursday and half at 3pm.
!p SKHY,AVGO,SMTC,SWKS,UCTT,MU
That’s true lol - I feel like NVIDIA also has a ceiling limitation because of its large market cap- Like what individuals/funds don’t hold Nvidia already? But I agree, it doesn’t mean AVGO will go up necessarily - I am too poor for shares anyway, just waiting for a good entry for daily/weekly calls 😅
6 figures on AVGO March calls. $10k on November calls. I said I would and I did.
This $GOOGL $GOOG and $AVGO chop is criminal.
I can't just keep avg down AVGO I already own so much. Help 😭😭😭😭😭😭
The market is pricing in concentration risk, not a crash. Nvidia has the same 5 main customers as AMD and AVGO. Unless you believe all 3 of these companies are going to sell 100b in chips each to 5 companies that cannot generate 300b net profit annually (2 of which burn 20b a year and make nothing) then the right thing to do is stay out of the way or short any pop.
For people buying stocks. I think I would take my chance to wait for AVGO to hit $300-320 before buying/adding. That will be a good price.
more like is AVGO ever going to go up?
Is AVGO ever going to go back to 425?
Is AVGO honestly ever going back to 400? I need it go back to 450 so bad
GOOGL, AMZN, AVGO, RDDT If these dip....am loading
looks like I'm buying more AVGO 🫠
I can't put my finger on it, but my confidence in AVGO is VERY low, and NVIDIA is the better buy (or AMD or Intel even better than NVIDIA). AVGO profits and margins are poor over the shorter-term, longer term they look good, but long-term holding AVGO is risky because of memory cost increases and also the longer you hold the greater the risk of The Unknown.
r/valueinvesting discussing AVGO, saying how it hasn’t pumped because Hock Tan “keeps it real” Time to sell my stuff 😭
Right, well I concur with yr list, esp AVGO & NVDA, and even POET over INTC (I actually made bank on some 2026 10c a few months back and started scaling into a small wild card position for 2029, though don’t consider it a hold.) I was thinking of Sivers (there’s another but I want to finish DD,) and for (somewhat) adjacent, I like ENSI from what I described. Overall, I’d even chose random batteries-as-data-center lottos over INTC (QS, specifically.)
TSMC, NVDA, AVGO ---- easy
My entire Port DRAM AVGO SPCX ORCL RDDT SKHY
Enough is enough is exactly how I feel about the recent AVGO price action too 😂 And yes, hopefully calls at any hint of reversal 🙏🏻
I will be buying a dumb amount of AVGO calls tomorrow, especially if it drops at open. Enough is enough.
Buy. 2027 will be the year for AVGO.
Thoughts on AVGO at these levels?
SMH last 5 years: 372% AVGO last 5 years: 623% Lagging the semis rally?
Need someone smarter than me to explain why I shouldn't full port AVGO leaps
Never short a cult. SPCX, TSLA, PLTR, NBIS, AMD.... short the AI stocks that everyone already hates like AVGO. Hated things get hated even more when things go south. Actual bears know to not touch memes.
Might buy some AVGO this week My guess is it drops to $325, which is my buy target This means it'll probably dump to $290 after I bought at $325, trade sideways for a month so I can see blood red death every time I check my portfolio, all while random geopolitical and macro economic crises fester and stress me out as I'm already down on my investment. Then a couple months later AVGO recovers to $330 and I sell for a tiny gain, and a couple days after I sell it shoots up to $480.
AVGO is the play next week
OK seriously what is up with AVGO? SOXX and every dogshit unprofitable semiconductor company out there is up like 80% YTD and this piece of shit cant cant even muster up 2% despite really strong revenue growth, net income growth, and better margins? Just to troll myself I checked a semi stock called NVTS who has decreased revenue 46% YoY to just $36 million, and had a record breaking bad last quarter where they lost $313 million, and... Theyre up 70% YTD and 3% alone on Friday, with a market cap of 3.2 billion (89x price to sales). Fuck this lmao
I’m in the same boat with AVGO. It’s like 60% of my portfolio, but I’m going to keep holding because I think it’s a good company that will continue to succeed. I think the explosive growth is behind it, but no reason to swallow all the capital gains when I don’t see it underperforming the general market by 20%.
Stop playing ER. Will hit you right and left. MU ER will not have a long term impact, and they will deliver record numbers. But will without a doubt come down to $800-900 again. AVGO is actually the best stock to start buying now in this sector, but 2027 might be the time it starts to give return on your investments.
NBIS, CRWV, AVGO and GOOG will be up on Monday
AVGO will be the next META, AMD and MSFT that runs up.
I’m still loading the boat on AMZN/SNPS/AVGO. Take me to heaven.
Keep AVGO, maybe add SNPS if you like the chip buildout. More than likely though if yields keep rising, all of these will get smoked especially ORCL/DRAM/SPCX. SKHY ironically might be fair value here along with Micron. But definitely not 2-3x undervalued compared to AVGO. The rest of DRAM stocks, SPCX, ORCL, are just garbage and you’re betting on hype sentiment to keep going.
Fr fr I bought AVGO too. Didn't know it could be such a POS of a stock
I wanted to buy a semiconductor company for diversification and I just had to pick AVGO because I liked their financials. Should have picked a POS like ARM with its 315 PE
If you invested in AVGO 1 year ago, you would be down like 2% 😭
NVDA and AVGO performance is worst than bonds 🤷♂️
Why is AVGO always crap. It's the only chip stock that's flat year to date on my watchlist
Well I personally do. But individual stock picking is not for everyone. I guess a more direct answer is it's easy to say in hindsight you should have invested in MSFT AAPL NVDA AMZN META GOOGL AVGO BRKB years ago. But years ago a lot of people would look at the stock price in real time and say, it's already up so much, how much more can it go up, maybe I should buy something else. You see a ton of comments like that about NVDA today. The the real stock pickers don't look at price chart, they look at financial trajectory. I do suggest for people who don't do financials based DD to stick to the index. I own 6 of those tickers for a very long time (would be 7 but I liquidated META before the Muse runup :( ) I also own SP500 and NAS100.
AVGO fading already sighhhhhh
The moment I sell AVGO it’s up 1% overnight I fucking hate this stock
The 90% figure is share of gear inside China's state data centers, not share of AVGO's revenue. What moves the stock is how big that buyer group is next to the hyperscalers, and nobody in this thread has that split.
#AVGO should pump tomorrow LMAO🤌
optics and especially LITE already had a massive move, but i guess you still see upside? AVGO in the $1T club already. MRVL I agree with but it certainly ain't no MU. A lot more toxic and expensive valuation wise. The current puke it's having since its $300 highs is good though, perfect bottom fishing prices if you can snipe some juicy lows.
Why is AVGO mooning
I'm not BUYING NVDA, AMD or MU any more. I do own AMD and MU. Owned NVDA until 2025 and sold in spring 2025. In the AI space I'm buying MRVL, AVGO.. I don't see how hyperscalers ever buy off the shelf going forward. They do it because software builders can easily build on it. E.g. NVDA. But big money and permanence is custom chips up and down the stack. 50% the cost, 125% the efficiency? No debate. COHR, LITE, CRDO are good too. Also HBM4 is basically custom silicon as well, but I already own so much MU I can't but more.
yes AVGO needs to get its ass in gear
Stocks that need to wake up GOOGL, AVGO, NFLX, RDDT....
AVGO needs to go the fuk up....
How we feeling about AVGO, DRAM, and MU?
Market when it looks at AMD: infinite, unlimited chip demand Market when it looks at AVGO: semis are fucking dead actually
AVGO and SMCI are 2 of the most undervalued and underappreciated stocks on the market right now.
What is happening with AVGO these days. They used to be such a force. Cmon Tan.
How about buying AVGO today?
We holding or dumping AVGO? Such a POS
Should’ve dumped AVGO piece of shit at $366
We holding or dumping AVGO? Such a POS
AVGO please be like MU and AMD
$AVGO is cheap here right?
ALLLL the other semi's? AVGO begs to differ
!RemindMe when AVGO hits 400 or I die, whichever comes first 😵
Fuck you AVGO how the f does your ticket even make sense when your company is Broadcom. Fuck you you nasty hoe
AVGO is the biggest piece of shit I’ve ever seen.
So, guys here is my WISHLIST: MU 890 SNDK 1200 RKLB 60 ASTS 54 CRWV 78 NBIS 180 LEU 130 AMAT 420 AVGO 330
You’ll never believe the market cap of AVGO rn
I can shared two of my experiences. First, PLTR bought at $45. Went all the way up to 207, didn't sell. You all know the rest of the story about this stock. Second one, AMD, bought at $207, set price target at $630, changed my mind and sold half at $612. Very happy. Moved money into AVGO. Looking back, I think the second example is a better approach, at least for me. Good luck to you
Can Sidney Sweeney do an ad for AVGO pls? Perhaps a Hock ~~tuah~~ Tan collab?
Not consensually, but yeah. That was prolly also AVGO
AVGO fucked me hard today. Like pulled my pants down and fucked me. Hard.
> People buy Huawei because they are cheap Not just cheap. But good. > Do you really think Huawei is at the same level as Broadcom? Yes. As a AVGO stockholder, I would trade my shares for shares in Huawei if I could.
AVGO and GOOG good buy $320 and below. Be patience and never FOMO.
selling AVGO is the best thing to happen to me this year
Google and AVGO double penetrated this bull's ass
Too Big to Fail ? Is AI debt load too big & it can collapse basic economic fabric of society? $NVDA $MU $AMD $GOOG $META $AMZN $INTC $AVGO & $CRWV $NBIS Neo cloud look their market cap & cash burning rate.
AVGO is fucking trash, yo
AVGO just like NVDA . They become the ultimate Theta stock .
Never touching AVGO again what a massive piece of shit
All AVGO and GOOG gains from yesterday evaporated. Who wants to make money anyway.
Fucking Google and AVGO
Dog shit AVGO getting ready for a -5% day
Getting a little worried about AVGO. It's in an uptrend but it's hella weak and there is a lot of room to fall 😬
Nothing sounds worse than AVGO. I'd rather any semi than that dog shit boomer crap man
Many things are more compelling than NVO, that's why it's down. AVGO is potential +30% in 3-6 months, with very minimal downside risk.
Of all the chip manufacturers who have been rocketing this month, only I could have picked the only one that's still red MTD.. AVGO you pos.
If I were you honestly, I would close that covered call, which I assume you're gonna have to sell shares for. And just close out your MU position as well. OR close the covered call. Wait for Anthropic ipo which is supposed to happen in November. You might get lucky and see MU back at 1200+. Me personally I got AVGO commons and calls.