Reddit Posts
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
CNBC: investors are fleeing tech stocks in record numbers
Consensus view on oracle earnings?
Mentions
$AVGO underperforming the sp500 is not ideal
Why did I paperhand my $AVGO calls earlier for a +50% gain before it even hit 337 🙃
AVGO green already 💸
Why did I ever buy AVGO. Absolute dogshit stock
Damn, need $AVGO to hold and stop the bleeding
Honestly this could save a lot of money. Stops could actually trigger rather than having positions locked in. Would have saved me tens of thousands on AVGO earnings a few months ago.
The IV probably not worth paying especially since their capex probably remains high so they’d need really good guidance. GOOG and AVGO my largest position atm though
Thank you for every good advices, going to look into it. Was successful swing trading RDDT about 2-2,5 years ago, but the market was easy back then, so have a lot to learn. GOOG and AVGO is the only positions I am going to just hold and add on big drops moving forward.
No i would prefer the govt just give the money to my own account not linked to the govt at all with no ones name on it and the freedom to make whatever investment selections I want. Any govt involvement means lame restrictions and forced action. If you want to buy SpaceX go ahead but maybe other people want to buy different companies (ie RTX, NOC, LMT, RKLB, TSM, NVDA, AMD, AVGO, PANW, ALAB, etc)
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $380.00 (above) | $330.33 | $335.14 | +15.0% | Sun, Nov 1, 8:55 PM ET |
Why am I holding AMD, AVGO and NVDA when I could just buy SOXQ and (theoretically) stop caring?
Why is AVGO red on the 1y
Why is AVGO red on the 1y what is this chart
$AVGO finally showing signs of life
Yeah for a run up and sell right before. Its becoming an AVGO, bht soon might turn into a LULU.
>The Nasdaq in 2000 was the opposite, it fell 78.4% over 31 months and didn't close above its March 2000 high until April 2015. This statement holds a lot of meaning for a person who might have lump summed all their investment capital ito the NAS in March 2000. It holds less and less meaning for the people who have smaller percentage of their investment capital invested in NAS in March 2000. The reality is the people who had been investing DCA through the 90's were doing just fine through the dot com burst and financial crisis. When 2022 hit, my portfolio did take a big haircut. But buying more AMZN MSFT GOOGL SHOP NVDA AVGO QQQ VOO would have increased my cost basis, because my accumulation had been done for years prior. Investors who buy and hold companies with growing top and bottom lines eventually get rewarded. It's the speculators that may need to panic.
the AVGO comeback will be unreal
Planning to invest 30K spread across the following stocks today: MU GOOG SMH AVGO ORCL NVDA AMZN WDC/STX New investor here. Any advice from seasoned veterans? Any other stocks you’d recommend?
Stay away from Coreweave and AVGO. Find any other stocks but not those. It’s not worth it
The software side is what makes AVGO different from a normal semi blowup scenario. VMware is something like 40% of revenue now and its mostly recurring, that business prints cash whether AI capex booms or not. On the chip side the anthropic volume everyone worries about mostly rides through google's tpu program, its not like broadcom is directly financing anthropic. Stock trades like pure AI beta though so it gets sold first either way.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVGO** | $380.00 (above) | $330.33 | +15.0% | Sun, Nov 1, 8:55 PM ET |
!banbet AVGO 380 2w
AVGO, started 2 months ago. Did not participate in the rally, leading the way down, only semi stock in existence that's red YTD. Fuck you shartcom.
haha if Anthropic and OpenAI both go belly up, AVGO is the least of your problems, the whole AI capex trade reprices at once. the VMware software side is a decent cushion though, that revenue doesn't care who wins the model race. I hold some AVGO
If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.
Giving positive energy to $AVGO on monday
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
AVGO’s leadership has taken some big swings in the past but overall is conservative in how they operate the business. Listen to the earnings calls, they like to let the numbers speak for themselves and don’t like to talk about future performance. These financing deals are peculiar because they seem risky, but if you’re an investor in AVGO you’re likely a believer in their ability to operate capital and do their due diligence, so trust the process.
My portfolio is 100% big tech lol. I’m just saying that AVGO alone won’t fail if AI growth decelerates or drops, which I doubt happens in the long run.
if you are invested in stocks, you have more things to worry about than AVGO imo
Broadcom kind of screwed because there are very few customers where a custom ASIC program makes sense. I own AVGO (4% of portfolio), but it's not one of my highest conviction stocks.
If Anthropic goes belly up, AVGO will 100% suffer, but so will the entire AI industry. Point is, I wouldn’t worry about an AVGO-only failure. If you’re worried about Anthropic or OpenAI going bust, it makes more sense to stay away from tech altogether.
AVGO is my biggest winner and has so much more room to grow
Tesla, AVGO, GOOG
The one where you load up on AVGO and then remember it's a glorified PE firm
What does everyone think about Broadcom (AVGO) at its current valuation? What are the strongest bull and bear cases over the next 1–3 years? Which growth drivers, risks, and financial metrics matter most to your investment thesis? Would appreciate both positive and skeptical views, especially the reasoning behind them.
Imma go all in on AVGO Monday morning
AVGO big %, and short AMD, OCTA, maybe the only one short AMD lol
All I know is I loaded up on my COHR, AVGO, and goog next if it drops lower
At the 329.95 avgo pricepoint, 137k retail stop losses were triggered algorthimically last Friday, resulting in a massive wealth transfer (fueled, in part, by the retail stop losses which primarily function as 'food for algo'. Without retail stop losses, algos have none to harvest. If the next harvestable retail stop loss density is too far out at 319.95, institutions run the risk of burning their own pockets (remember, AVGO is 75-80 percent institution-owned). Its no coincidence that AVGO perfectly sat at the 329-330 range after hours. Anyway, all of this is just noise for a long hold buyer. But if you understand what the function of the stop loss is (food for algo), and why the chart looked the way it did, perfectly triggering 329.95 stop losses before slowing down, then you remove emotion out of the equation and understand that the price action has more to do with an institutional harvest of retail stop losses. :)
At the 329.95 avgo pricepoint, 137k retail stop losses were triggered algorthimically last Friday, resulting in a massive wealth transfer (fueled, in part, by the retail stop losses which primarily function as 'food for algo'. Without retail stop losses, algos have none to harvest. If the next harvestable retail stop loss density is too far out at 319.95, institutions run the risk of burning their own pockets (remember, AVGO is 75-80 percent institution-owned). Its no coincidence that AVGO perfectly sat at the 329-330 range after hours. Anyway, all of this is just noise for a long hold buyer. But if you understand what the function of the stop loss is (food for algo), and why the chart looked the way it did, perfectly triggering 329.95 stop losses before slowing down, then you remove emotion out of the equation and understand that the price action has more to do with an institutional harvest or retail stop losses. :)
Jalapeno is not part of this financing deal. Yes, Broadcom has a concentrated customer risk and it's a problem if any of them walk away, and if that's happening to these 6-8 customers then the macro economy is in trouble, not only AVGO.
Prayge for $AVGO reversal pls
I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.
Saying this as someone with AVGO in my Roth, it looks like it can easily fill the daily gap down to 310 if AI sentiment continues to be bad.
AVGO can fall A LOT more and I say that as someome with a pretty large position I am sad
What am I missing. At these levels AVGO seems like a great candidate for recovery but at same time minimal risk for a huge drop. Dont mean a 100% gain. But 20%+ gain in a year without risk of a -20%
And AVGO. Revenue doubling in 2027 to $115B and again in 2028 to $230B. Driven primarily by Anthropic and OpenAI.
The chips are staying valuable longer than people thought. The fear last time was people said they would be obsolete in 3 years. h100 gpus are now going on 7+ years of operation and still producing income. Anything after the initial payback period is profit. NBIS can pay back a data centre in 22 months. 22 payback months and you have another 60 months of profit. NBIS doesn’t not sell to anthropic and open AI. They sell to META, MSFT, and they won’t do another hyperscaler contract. They have now pivoted to selling their compute on the open market and to companies that will pay a premium. New AI labs, hedge funds, and they’re all pre paying for the opportunity to use NBIS. If you think that Open AI and Anthropic are not going to make it then CRWV, AMZN, MSFT,AVGO, ORCL are in for a lot of pain. Do you think those 5 companies are run by stupid people that don’t know how to run a business? Some of the greatest money compounders in the world wouldn’t make these massive bets that can kill the company if they weren’t very certain they could make a massive return. I trust them much more than any fear mongering person on Reddit.
baffling choice tbh, vibez are so rotten with AVGO that i'm always tempted to sell just so i don't have to see it in my port
Anyone want to subscribe to my OF to see NBIS AVGO HOOD all fucking me
Lots of ppl bearish on $AVGO atm, hopefully that means a rally next week
I bought a bunch of AVGO but not entirely sure where the bottom is. There are catalysts if the economy doesnt collapse
Which one, AVGO or SKHY? and which gap?
#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌
Full ported into $AVGO shares at the end of day, someone tell me it's gonna be okay
Pretty much 50/50 AVGO and NBIS with a little HOOD. I’m fucked
$AVGO is totally the right choice. That stock will go down even if Jensen Huang replaces Hock Tan
AVGO is the most tied to openAI and Anthropic though so if these two companies in particular are under pressure (openAI with $50B instead of $70B in revenue and Anthropic having a $1.5T instead of a $2T market cap) then AVGO goes down the hardest (hence why it is \*down\* YTD despite great earnings reports
AVGO is a shit stock bro lol
AVGO GOOG and DRAM small pos 10 shares ea
Is AVGO the only chip stock that has a negative YTD?
Id never have guessed 6 months ago that AVGO and FSLR would be the biggest holes in my port
When did AVGO became a meme stock
Any 480 AVGO bag holders in here?
Holy fuck AVGO is going below 330
AVGO going to zero
What? AVGO has a 42% profit margin and a 48% operating margin. AMD has a 15.5% profit margin and way worse P/E, and yet has had way better price momentum
im building out a position in AVGO, Broadcom
I'm just very fucking confused as to how AVGO is trading at a higher valuation than a lot of the other semis on the lightest margins. I wanted to know if anyone knew a secret about them I didn't. But it seems not.
why are you shouting and why would that make a difference? Sales are sales. There are even more limited semi companies that make 0 income and they still have better price movement than AVGO
Its genuinely impressive how much of a shit stock AVGO is. Doesnt get to join the euphoric crackhead semiconductor pumps, but will drop with the rest of them on a dump. Down 4% over the last year somehow with +50% revenue and +100% net income
Yeah VMW is a private equity move bolted onto AVGO. On the chip side, AVGO has sold shovels for over 25 years and will sell them no matter what happens to their biggest AI customers.
Can AVGO please follow NVDA please?
AVGO easy buy here. set and forget
Man AVGO just can't catch a break
AVGO worst trade of the year
AVGO CRWV calls yesterday morning. Am I good or am I cooked
Everyone buy AVGO! Shit’s about to MOON!
Sold and AVGO and bought DELL yall been warned!
Fuck AVGO, I still love the stock but it's painful to hold
Well, you have tards buying heavily overinflated AVGO on the “semis” category. So you’re not really convincing me to go uppies on it
AVGO 420 end of next week
Need a AVGO & NVDA collab
Honest question, how could AVGO have reached $480 back in June if its been trading in the 300s for the last 5 months? Was it overvalued then by that much?
Guys, tell me AVGO to 420, please guys
I don't think we are experiencing a bubble pop, but I think we are seeing a rotation from high beta/high risk semis and cloud to well-established "quality" companies. The sectors that were up yesterday were energy, consumer staples, and healthcare. Then you look at the tech names that did not take any real damage - like AAPL and GOOG - and it seems like some big boys have decided that the high beta names have already run and are unlikely to reclaim ATHs (other than a mini-run here and there). Then the big semis like NVDA, AVGO, TSMC, etc. cannot do anything to really impress the markets because they're on the same steady path higher. The memory names are in the same boat but with downside risk from oversupply and competition. So big picture, I wouldn't be chasing AI names that already ran up 100%+ in the past 24 months. I think you'll see limited upside and huge downside on those.
Semis bouncing and AVGO not doing shit , trash