Reddit Posts
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!
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
AVGO is ripping into earnings but the fresh money is fading it.
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
Foreseeing making a lot of money soon but not sure what to spend on? (29 yo)
After Dell's blowout earnings, what are your thoughts on Broadcom (AVGO)
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
SOXS is destined to die unless a world shaking event occurs
Going balls deep in $HPE because its not overvalued and I'm out of other ideas
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Mentions
Currently down 40% and you don't see a reason for it to increase? Why are you holding it then? Move it to a good stock that's discounted like AVGO. Loss harvest and move on.
I been building AMZN data centers since before it was AWS, so I been buying AMZN forever. Got some googl and NVDA mixed in but mostly tech. VGT/QQQM/VTI in that order. I write CSPs on down weeks on big tech names like AVGO/META/SMH and have done ok
It won’t be. Jensen just paid them money so they started offering nvlinks to hyperscalers and publicly endorsed Marvel to undercut AVGO, who is taking NVDA business away.
You have literally no basis for making the claim “AI companies waste money”. None. And I have zero clue how you could say these companies fuck over literally every single person that isn’t a shareholder? Huh? How? Who hurt you? How is NVDA impacting your life? How is AVGO impacting your like? Or TSMC? Or MU? How? Another absolutely asinine and unquantifiable claim. Lay off the crack pipe, bro.
Where are the JPM analysts who said they will be buying AVGO aggressively when it was at $380. Why don’t you buy man.
how did NVDA, AVGO become such crap?
Fuck AVGO, can't hold $400 at all
Google is part of the Mag 7 (not a "fringe member" like TSLA). If you recall last year, Google was radioactive too, but then was the "favored child" with their Gemini update. Sheesh, it is a bargain right now, i.e., I would be lowering your cost basis. Anecdotal, but I bought 1100 shares of AVGO at $338 last year; trimmed at $440 about a month or so ago; and, am seriously considering buying more right now. Same deal with AMZN, where I bought it at $215 cost basis. Fairly certain it wont go that low, but it is still a bargain. Why is Google down, along with other hyperscalers and chip makers? Essentially, I see 2 reasons; 1. Memory chips such as MU are the favored equity today, so a lot of capital is being invested in them; and, 2. There are still doubts about this data center build out (they are WRONG in my opinion). Regardless, hold Google and add if you have the wherewithal to do so.
Is AVGO the worst stock one could own ? Like that fucker just cannot go up
NVDA and AVGO only participate in the downside but never the upside in the semis market
Fair, but that’s exactly why I’m talking about semis/shovel sellers, not necessarily every AI end user. AI monetization can be uncertain while AI infrastructure demand is very real. NVDA, AVGO, MU, TSM, DELL, HPE, etc. are getting paid because the buildout is happening. The hyperscalers are treating compute capacity like strategic infrastructure, not a normal ROI project with a 12-month payback. End-user margins may be the debate. But the hardware stack is still where the money is currently flowing.
So the billions in Ai server backlogs held by Dell/AVGO/HPE and the obvious RAM and storage demand is only data center? I mean the vendors are selling these servers, storage, ram, Ai chips to complete the hardware stack. So, if data centers are driving demand then the semi's should follow along.
Could be dip buying day for AVGO. Looks like they want to take it back to October this morning.
> So, Ai demand has been validated by earnings from MU, AVGO, DELL, HPE recently, probably missed a few. Thats data center demand, AI demand has not been verified and current financials have not shown successful monetization. What they have also shown is that the cost to build the compute the end users claim is needed for "AI to really work" is up, which inherently means ROI is down or in general harder to achieve. For an investor will nice for the shovel sellers which has been reflected in their stock rise, it has added risk to the datacenter operators and end users.
Watch key levels on large cap NQ semis like $NVDA or $AVGO. $AVGO has rejected hard close to $390 whenever it gets up there, matching market momentum. Same with $NVDA around $197 (since $200 failed hard lmao)
AVGO had a good run. So I i never touched my RSUs.. but I think that's not the case anymore ... I will have to explore ETFs to preserve some part of my corpus.
AVGO had a good run. So I i never touched my RSUs.. but I think that's not the case anymore ... I get your point though.. thanks
It was over since AVGO earnings.
AMD 174 INTC -212 (because they don't even make.money lol) MRVL 96 after recent pullback Not to mention AMAT, LRCX, etc which are all in the 80s. Even if you want to use forward P/E, which is a joke because the whole point of forward P/E is estimating continued future growth and the buildout is not going to last forever, everything but NVDA / AVGO remain absurdly expensive. Even when you cheat the nunbers they are atill unjustifiable by anything more than "chips r gud I buy."
Buying AVGO/Marvel and ABBV But nah it's tempting
$AVGO is like glued to $380 and I don't think it's like an options gamma level or anything. Looks so mechanical like part of just rebalancing and sell down to that level, but not below, on any market wide pump
!Banbet AVGO $500 by September
MU or better yet DRAM ETF. MU, Sk Hynix, Samsung hold a oligopoly for memory. They hold all the patents. No one else can enter. But this is not the same for AVGO and NVIDIA.
Keep in mind that AVGO and DRAM are very correlated because both depend on the AI boom & demand for compute to justify their valuation. VOOG is also very concentrated in AI stocks, VOO is about 50% tech stocks. If your goal is to diversify, you probably want exposure outside of tech: - VXUS can give a bit of international exposure and is good. - VNQ is a good option, real estate is not very correlated to tech. - Don't be afraid of bonds. You can lock in 4-5% yields at current rates, depending of duration. You say you're a software engineer- the labor market is rough out there, lots of layoffs happening. It might make sense to put 10-20% of your portfolio in bonds just to smooth it out.
NVDA is dead, AVGO is dead, MRVL is dead ORCL is dead, MSFT is dead, RDDT is dead APP is dead
Long on FLEX, SIMO, MXL, GLW, Q, MRVL and AVGO
Any chance that piece of shit AVGO ends above 410 by July expiry?
QCOM with AVGO label. LOL
I was too traumatized from AVGO to bet on Micron
https://preview.redd.it/cyygzjfk8d9h1.jpeg?width=1206&format=pjpg&auto=webp&s=eb4ac44a87b5c0d00e237b1f5cdd8fbd476ac0b2 Shoulda bought more😢 AVGO scarred me
Same here. CBRS P/E ratio is 446.53 as of June 24, 2026. More importantly, CBRS is trading at $182/share and its sales-based valuation multiples are about 3x the median of comparable peers (NVDA, AMD, AVGO, etc). That 3x premium is ... excessive. To bring its share price closer in line with peers, one would expect its share price to be cut to 1/3 of current price. So closer to \~$62/share (\~$61 based on trailing P/S median, $62.00 based on EV/Sales median, and $62.73 based on forward P/S median). Their tech is certainly interesting and I'd be totally open to buying shares once their share price comes back down to more rational price levels, around $60-$65. But at $180/share? No way.
Never forget AVGO Q2 earnings, RIP
I guess most other stuff aside from memory lmao. Look at biggest $NVDA and $AVGO. Barely holding on to key levels.
I think people thought it would behave like AVGO after last earnings. Super earning and the stock tanked on guidance, but MU guidance was even stronger.
Just buy AVGO like are you people dumb? “Hey is it a good time to buy this penny stock that’s about to be delisted and has been reverse split 1 million times?”
Yes it's like musical chairs but NVDA and AVGO feel done to me, while INTC, SNDK, MRVL, MU also feel done but can still surprise you, and TSM, DRAM feel like they're ready to take off hard.
No. AVGO should be out of business
Serious question. Should I allocate 10% of my port to AVGO?
Oh shit we got MU earnings call today? lemme buy long knockouts. Fuck it is tanking way too much. Looks really similar to what happend with AVGO with their earnings. Lemme sell and short it. Eh? Why is it increasing suddenly? **+15%** market closes
I added NVDA and AVGO the real beneficiaries, NVDA ath in days
MU CEO - We are still in early stage of AI. Demand for memory will keep going up every year for next decade. Fucker AVGO CEO , Learn how you can pump your stock.
If I was to gamble MU earnings, I was going to buy a call spread +1100-1110 for a 1:3 loss:gain. It would've worked out, but I'm still glad I didn't gamble like I did with AVGO D:
After 1 decade people will remember MU as savior of AI. But that time I hope AVGO is out of business. That fucker tried to tank entire sector.
Look at this AVGO you piece of garbage, this is how you save the market, not tank it
Hey AVGO was once a beast to
MU is not like that Little bitch AVGO
NVDA, AVGO will go back to ATH soon
Please take AVGO on the 🚀 with you MU.
I’m invested in Microsoft and Microsoft of semi’s (AVGO) shit fucking lags even when the broader semi’s market is pumping
MU to 1500 and AVGO back to 500! would make my month.
AVGO are you watching? This is what you were suppose to do you fucking retard.
It's like everyone already forgot how AVGO earnings went lmao
MU saved AI. ALL hail to it's indian CEO . IF AVGO CEO were indian , we wouldn't even have that last 2 weeks pull back. Hail MU
Yess and AVGO is following!! Praise be
either MU is going to have ORCL 30% + earnings or another AVGO downfall
MU is the next AVGO. Earnings will be a Desaster.
AVGO :( thought it was recovering
MU earnings might look a lot like AVGO earnings, announce record profit but leave forecasts unchanged And that also means calls are fucked
There is only one fear i have and that is if MU pulls an AVGO post earnings, holding calls because i do believe they will be sold out for 2027, let's see
Well I should not have full ported into AVGO. Fucking Hock Tan
AVGO miss. CBRS miss. You think MU will be different? Expectations are too high, get your head out your ass.
If AVGO pumped before earnings then sold off after earnings, then MU selling off before earnings means it’s gonna pump after earnings.
AVGO jalepeno popper, get it? no? ok.
Damn I bought into semis at the top. Right before AVGO earnings and have been watching my portfolio burn since. Might as well full port into SOXX and watch the rest of it evaporate after Micron earnings. Not like I’m gonna recover from a 40% loss anyway. Not in this decade. Bought AVGO; crashed. Bought MRVL; sold off. Bought Micron; dumped. Fuck me, right?
Well $AVGO that was an absolute failure of a pump. The fuck.
I sold all my MU. Tomorrow’s inflation data is beyond cooking. Expecting selloff like AVGO earnings
wow AVGO barely went up on announcement of chip with OpenAI, is OpenAI losing the magic?
I knew during that drunk AVGO earning call that they are cookings smth 😂
$AVGO gonna pump even more at open on this OpenAI chip news
LMAO NVDA dumps because AVGO and OpenAI have a chip called Jalapeno 😂
AVGO custom chip for open ai
AVGO needs to be up way more on this news
I feel like this random AVGO pop in pre market is a life raft
If AVGO was bear sterns, MU will be the Lehman’s of AI bubble
If it tanks you can expect a huge tech sell off tomorrow like AVGO.
One of two things will happen: MU has great earnings on all fronts and it sky rockets or MU disappoints on something and it gets sold off triggering another tech sell off like AVGO.
We had a big run, especially in semis, a strong correction is normal Valuations for especially the larger, quality names still look very reasonable e.g. NVDA, AVGO, AMZN etc. Some small caps are horribly expensive, would stay away from those e.g. NVTS
“Low quality semis” is doing a lot of work there. NVDA, AVGO, and TSM aren’t exactly penny stocks. They’re printing record revenue on actual AI infrastructure demand, not hype. The rotation out of CRM/PLTR into semis isn’t dumb money chasing memes; it’s institutions following where AI dollars are actually landing right now, at the silicon layer, not the application layer. You can disagree with the trade, but the thesis is coherent.
I’m just frustrated. I bought into AVGO right before it dropped. Then Marvel and it dropped. Now Micron and it dropped. I have zero confidence in the longer term outlook for AI but I got tired of watching everyone else 10x their accounts. I bought into SOXX after the dip today and I’m ready to watch my account burn tomorrow after Micron earnings. I just don’t give a fuck anymore.
Ain’t this the same thing that tanked AVGO
Always that risk, but they are in different sectors. All of MU is in a monopolistic sector that is in high demand, low supply still. AVGO has several competitors, MU has only a few
Green open into sell off pre mu earnings. AVGO brought the market down with it’s subpar er not sure what MU could do if people aren’t stoked about it
What if what happened to AVGO after earnings happens to MU?
Unlikely. Guidance from AVGO wasn’t super great. MU is the biggest bottleneck and zero chance they don’t annihilate earnings. Maybe it’ll dump 10%, which often happens even when a company beats earnings. But it will be bought up eagerly.