Reddit Posts
Who should replace Tesla as the newest member of the “Mag 7?”
Carl Quintanilla (@carlquintanilla) on X “spread between $TSLA and $AVGO market cap. Peaked at ~$1 trillion. Now only $1778B separates.”
Has anyone seriously looked at Global Foundries [$GFS]
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
E-Trade stock conversion issue after recent acquisition
Best Stat to track to decide whether to buy or sell stock?
Am I a genius or a regard? $VMW arbitrage attempt
AVGO earnings: non-GAAP EPS $10.54 (beat by $0.11), revenue $8.88 billion (beat by $20 million)
$AVGO Stock Forecast: Road to the Top
Rebalancing Dilemma: Should I Adjust My Portfolio Now?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Analysts are a silly bunch. They revise their price targets because they don't want to get laughed at, leading people to lose money.
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
AVGO 30% change of profit with iron condor next week (10% up or down calcualted)
Your thoughts on the near future of Tech AI hype stocks?
These are the resistance we are paying attention to on $AVGO (Broadcom) if we continue to the upside! --- News: $AAPL $AVGO - APPLE ANNOUNCES MULTIBILLION-DOLLAR DEAL WITH BROADCOM FOR COMPONENTS MADE IN THE USA
🚀 YTD returns of 12.46% with Portfolio Visualizer, WSB! Let's Goooo! 🌙
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Asking ChatGPT: 10 Fastest Growing and Dividend Paying Companies. ChatGPT provided a list of pretty good companies including AVGO, HD, NEE. What do you think?
Daily U.S. Stock Market News Ticker (Monday, March 6)
Hot Stocks: AAPL rises on analyst comment; AVGO, EGLE move on earnings; BMBL drops
Broadcom rises as Wall Street praises results, generative AI exposure (AVGO)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
ETFs to Watch: Retail and tech in focus with earnings from TGT, LOW, CRM, and AVGO
Next Monday AVGO will pay juicy quarterly dividend (after 12% raise). Current market sentiment and div gap will push stock down. It will be a good time to buy this company at an attractive price
Taiwan Semiconductor (TSM) Earnings
Bought puts yesterday and sold em in the morning into calls $$$ earnings win on AVGO and LULU as well.
Earnings for the Week of August 29, 2022
Qualcomm Is Plotting a Return to Server Market With New Chip
Qualcomm Is Plotting a Return to Server Market With New Chip
How did you originally pick your longest held and/or best positions? What did you learn from those picks?
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Let’s hope $VMW get bought by $AVGO by the end of the week. I’m down to gamble on that 💰💰💰
Most "good" stocks beat VTI over 5 or more years.
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
The top 5 most poorly timed stock purchases by US Congressmen so far in 2022
AAPL and AVGO correlation, along with increasing Fed Rates
$AVGO 24K YOLO (UPDATE). Happy Friday!
$AVGO 24K YOLO - Earnings are free money
I really like the Broadcom stock (AVGO) Semi conductors
Recent stock transactions by US congressmen alongside trade returns
Apple Slashes iPhone Targets Due to Chip Shortage, Report Says
Mentions
AMD MU WDC AVGO semi brothers all jumping off the bridge o7
So why is the AI bubble, sell off not hurting AVGO?
Of all things to be green today I would not have guessed it’d be AVGO
This is not even a pullback. You have AVGO at literally all time highs. I'll let you know once the correction starts.
Well my AVGO calls looked good for a little bit. Less so now. Was hoping for a little run into earnings.
Yes lets all panic sell 😂😂😂 scopped up 15 shares of AVGO, closing the app for the rest of the day
more tariffs coming? AVGO leading the mag7 in hitting new lows for the day
Fucking AVGO is up 5% meanwhile nvidia shitting the bed
MSFT AMZN lagging behind the others, compared to AVGO TSLA
Study done by Fidelity showed that inactive accounts are their highest performing - because the equities in place capture all the long term gains - they don't time and miss out on jumps. Typical investment cycle for a person getting out of school at 20-21 and retiring at 60-62 is 40 years. There isn't a single 40 year window where the broader market index is down - in fact they're all up substantially. So I put all my money into the market at the peak of the dot com boom, I'm still postive (by a lot) today. If I put all my money into the market at peak 2007 before the financial crisis, I'm still postive (by a lot) today. Those aren't even realistic examples, so people who had some buys at peak, but many other buys at lows are even better off. I hold index and individual stocks for 7-10+ years (some nearing 20). Go look at any chart, VOO QQQM MSTF AMZN V MA NVDA AVGO NFLX. Some of these stocks dipped by more than 50% from near term peaks - what does it matter if I didn't sell at the lows? This is how you growth real wealth. You and I can say anything we want - but the chart doesn't lie. NVDA is up nearly 1,400% in 5 years. How many slices of little profit do you need to collect to match that?
Yes, Google uses its TPUs (made with AVGO) for internal projects and workloads.
The stock market has real fundamentals backing up the growth. The S&P 500 is growing EPS 10% y/y. The big tech companies are even better--well, at least most of them: |Company|EPS Growth (y/y %)| |:-|:-| |NVDA|\+59.54%| |AAPL|\+22.70%| |MSFT|\+16.10%| |GOOG|\+34.51%| |AMZN|\+51.31%| |META|\+6.88%| |META (without tax-writeoff)|approx \+34%| |AVGO|\+271.58%| |TSLA|(-60.81%)|
I’m speaking to myself as well. I did take a 60% loss on meta and it’s because I didn’t even bother looking at the account for a while thinking surely it’ll catch a bid. Not while everything else is ripping. People chasing winners means losers get left behind for a while then they catch up. Even Amazon fell after stellar report. Why? Everyone dumping to put into nvidia and Google and AVGO and other plays to get out before everyone else. Well it’ll take a bit but maybe Amazon will catch a bid soon too. Meta will too. Calls need to be nursed. I should have cut out earlier and so should you.
Last I saw, Burry was calling for PLTR puts (joined him marginally) and buying MOL. I don't really disagree with a marginal PLTR long duration long put if you want to hedge your growth stocks. But, NVDA (long) was absent in that blurb. Shorting through NVDA earnings is a bad idea. I think AVGO and MU have been comparatively strong this week, and they're up next. Google can not only run inference for a ton of models with their Thor/Broadcom ASICs, but they reportedly trained Gemini 3 on ASICs. Jensen got a lot of questions on ASICs and Memory/supply. He emphasized that NVDA has negotiated far in advance and is fine for now. But... High-bandwidth memory is the biggest bottleneck in the world right now because training and inference is memory bound. Samsung, SK Hynix, and MU have been caught colluding many times before in cycles past. They're not dumb enough to meet at a golf course now, but they are all raising prices. The PC Gamer geeks are crying foul. MU and EWY are up a lot, but still undervalued vs. most growthy US stocks, not that valuation means what it used to. Not investment advice. I am not an investment professional. Just talking my book for the moment (with a small dividend/hedge barbell). The stat I took away from today is that NVDA's forward PE is now 29, when the average for the cubes is 26, without the same kind of growth. The historical average for NVDA's PE is 35. A lot of money has moved into money market accounts. It has been there for awhile. The train is still rolling, but many investors are in denial because they don't appreciate its scale. There are a dozen billionaires with soft-control positions on boards or as shareholders who are all spending more than they have ever spent to race to AGI. Among them are Musk, Zuck, Elon, Sergei and Brin, Gates, Thiel, The Ellisons, even the Waltons are going to get onboard. If you are thinking about shorting a bubble, tell me which ego is going to stop first and gracefully conceded. Until then, they have a lot to spend.
Pass… Open ai isn’t even a publicly traded company, hemorrhaging cash/opex costs and their price structure is dumb as fuck. Coreweave is carrying too much debt for my taste. I’m all in on NBIS, NVDA, TSM, AVGO, and the Goog. Might jump in on Apple if it dips under $250, maybe ORCL/NFLX. But Im mainly stacking shares on the 5 companies I’ve listed. I don’t feel the need to gamble on starts ups or companies outside the mag 7 + 2 (AVGO/TSM) as when the AI wars settle, these companies will still be the major playas!
As glorious as NVDA earning was. AVGO is going to be even more insane (for its size). NVDA is gonna go up even more in 2 weeks.
AVGO... your time soon girl... your time soon
Today was a pretty good day. I own NVDA and was trading NASDAQ futures off and on. Wasn't holding the futures during earnings because I'm stupid not crazy. My AMD and AVGO shares did well also.
My calls are already in place. Too many to list but a few that I like that did well today that I am holding: AVGO GE TSM Also have calls and or long positions on SOFI AMGN UUUU GOOG Also just went long ARKK
No. Data centers, MU, AMD, AVGO, all up 2% or more.
I’m up 90% on a AVGO 12/5 call should sell or let it ride for a bigger gain?
Glad I sold my AVGO calls earlier
Everyone's talking about GOOGL but AVGO my man chill!!
My AVGO $345 calls expiring this week not looking great.
LFG. I was all in near the bottom today. Feel like the market is looking for good news, we've had a choppy 5-6 weeks with lots of bleeding, but the AI cycle is real. If AVGO can beat earnings on Dec 11th as well, we're off to the races. Still not sure they're worth as much as meta tho
Anyone see AVGO hitting $400 soon?
AVGO the unsang champion It's been resistant this whole time the market's been red lol
Still fully confident on all MAG7 (AVGO version). Even META the future of advertising is still big titty reals girls
AVGO and GOOGL green in pre which is good because those are 60% of my port. shame everything else looks like a menstrual cycle
Just bought $390 calls for AVGO for 12/5 I hope I’m not cooked
Can we all cut AVGO fat tooo. Doesn't fall at alllll
INTC is a great entry here if you missed the boat, this baby will see $100 sometime next year. Expecting a big customer announcement, APPL, AVGO, even AMD any moment now.
AVGO. Nvda fucks up, it jumps like it did last quarter. NVDA pumps, it follows it. Just saying
Two biggest holdings are AVGO and GOOGL 1-3 month dated calls so my boner is quite priapic today
I thought it was just treasury bonds, but that doesn't seem to be the case. "Trump's new bond investments span several industries, including sectors that have already benefited, or are benefiting, from his administration's policy changes such as financial deregulation. Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom [(AVGO.O), opens new tab](https://www.reuters.com/markets/companies/AVGO.O) and Qualcomm [(QCOM.O), opens new tab](https://www.reuters.com/markets/companies/QCOM.O); tech companies such as Meta Platforms [(META.O), opens new tab](https://www.reuters.com/markets/companies/META.O); retailers such as Home Depot [(HD.N), opens new tab](https://www.reuters.com/markets/companies/HD.N) and CVS Health [(CVS.N), opens new tab](https://www.reuters.com/markets/companies/CVS.N); and Wall Street banks such as Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N) and Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N).Purchases of the debt of investment banks in late August included bonds of JP Morgan [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N). On Friday, Trump asked the U.S. Justice Department [to investigate JP Morgan](https://www.reuters.com/world/us/trump-says-he-will-ask-justice-department-probe-epstein-ties-with-bill-clinton-2025-11-14/) over its ties to the late financier and convicted sex offender Jeffrey Epstein. The bank has said it regrets its past ties with Epstein and did not help him commit "heinous acts." Trump also acquired Intel [(INTC.O), opens new tab](https://www.reuters.com/markets/companies/INTC.O) bonds after the U.S. government, under Trump's direction, [acquired a stake, opens new tab](https://www.google.com/search?q=intel+10+oct+stake+reuters&rlz=1C1GCHU_enUS1124US1124&oq=intel+10+oct+stake+reuters&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigAdIBCDQyNzBqMGo3qAIAsAIA&sourceid=chrome&ie=UTF-8) in the company." Source: [https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/)
President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home Depot (HD), and CVS Health (CVS), and banks such as Goldman Sachs (GS), and Morgan Stanley (MS). Purchases also included bonds of JP Morgan (JPM). > >Trump also acquired Intel (INTC) bonds, after the U.S. government acquired a stake in the company.
Nvidia has already (at GTC tradeshow) given the punchline (~$500bn in total Blackwell/Rubin orders for CY25/26 so far, 10-15% above consensus), so debates more macro: 1) tougher financing environment, capex question marks at (some) hyperscalers, 2) supply constraints, rising component (wafer, memory) costs can NVDA maintain GM in the mid-70s, and 3) increased competition with OpenAI adding AVGO/AMD to supplier list, Google TPU making more inroads (Anthropic).
AMD lacks an end-to-end networking strategy accelerator peers NVDA/AVGO both offer top-notch in-house scale-up/scale-out switching products which AMD does not have and must rely on external vendors such as AVGO/ALAB
Hats off to you on those call. Genuinely impressive. So, let me give you another analogy Buffett missed out on MSFT, (early) AAPL, GOOG, AMZN, TSLA, AVGO, NFLX, META(FB), easy investments that should have put BRK.A in the 2-3T company. Why because Buffett is mostly clueless about valuing Technology stocks because he doesn't have the correct model of Tech stocks. So, congratulations on all your past calls. Just like Buffett, You just don't know how to value TSLA/Elon. Accept that fact instead of calling stock market dumb. May be reflection time. I'd ask. "what am I missing" "How does the world look 10 years from now" and how does the greatest businessman of the last 25 years going to leverage the AI moment given he has access to massive capital achieve? FSD 14 is getting absolutely rave reviews. Starlink / SpaceX is a monopoly. xAI already caught up with frontier labs. He builds datacenters in 60 days when others take years. Given this track record why would you bet against him?
AVGO - great mix of semiconductors and software. And they are in the AI data center big time. Building custom chips for Meta, Google and openAI and also the crucial networking chips to connect the data hungry systems.
Institutional traders and investors are measured on a quarterly basis, so to them, they are trying to figure out what stocks they think will move up or down in that three month window. Knowing it is a bubble or not tells you nothing about the next three months. Quants do not use fundamentals to make decisions, they used advanced math. High frequency traders also trade on such a low time frame fundamentals are not considered. I think most reatail investors invested in PLTR, TSLA, AVGO ect to no think it is a bubble.
Stale data. AVGO $342. I’ve found LLM financial analysis not very helpful unless you’re independently feeding it current data. For networking AVGO, MRVL, ANET, CLS. Bigger engineering moat vs cooling and power imo. AVGO is the safer, mega cap pick.
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
Great picks on NVDA/TSM early. Here are some pure plays I'm watching that haven't had the 300%+ run yet: **1. AVGO (Broadcom) - AI Networking** You have the GPU layer (NVDA). AVGO is the networking layer—custom ASIC chips that connect AI clusters. Every hyperscaler needs this, regardless of who wins the AI model race. Trading at 25x earnings vs NVDA's 40x. Not cheap, but less consensus. **2. CEG (Constellation Energy) - Nuclear Power** You mentioned nuclear, but CEG is the purest play on AI datacenter power demand. AI will consume 8% of US grid by 2030 (up from 2% today). Microsoft signed a 20-year deal with CEG for 835MW. This is picks-and-shovels for the entire AI buildout. **3. VRT (Vertiv) - Datacenter Cooling** Unsexy but essential. 40MW AI racks generate insane heat. Every datacenter needs specialized cooling. VRT has 60%+ market share in high-density cooling systems. Multi-decade tailwind as AI scales. **Why these over autonomous/humanoid robots:** \- Autonomous driving = 5-10 year regulatory slog (TSLA is only pure play) \- Humanoid robots = too early (no revenue, all R&D) \- AI infrastructure = happening NOW, 10-20 year locked contracts Check 13F filings—elite funds are loading these three while retail chases the next shiny thing. Not financial advice. Just where I'm positioned for the next decade.
I agree with the framework. My bet: **AI infrastructure** (not AI models). Everyone's chasing NVDA and "AI stocks." The asymmetric play is one layer down—the picks and shovels. **Why AI infrastructure fits your criteria:** **a) New tech + changing behavior:** AI datacenters will consume 8% of US grid by 2030 (up from \~2% today). That's a 4x power buildout. **b) Don't need genius picking:** Buy the entire stack: \- **CEG** (nuclear power for datacenters) \- **AVGO** (custom AI networking chips) \- **TSM** (fab capacity bottleneck) **c) Early + uncertain:** Retail is still buying NVDA. Elite funds are positioning in infrastructure (check recent 13F filings—CEG showed up in 4 top funds before Microsoft's nuclear deal went public). **d) Low entry price:** CEG trades at 12x earnings vs NVDA at 40x. You're getting AI exposure at utility valuations. **The bet:** If AI scales, these companies have locked-in revenue for 10-20 years. If AI bubble pops, you own boring utilities that survive. **Historical parallel:** 1990s internet boom—Cisco and Oracle won, [Pets.com](https://pets.com/) died. Not financial advice, but this is where I'm seeing asymmetric opportunity.
I'm holding onto my AVGO shares until at least 2030 when Hock Tan retires.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
Just hoping NVDA doesn’t shit the bed so my AVGO calls stand a chance
I love some GOOG, AVGO and NVDA. Do you have some AMD and PANW too? Those are my Fab Five.
What was the play? I know the feeling. I have never even bothered to post even when I hit a 10k or so day on AVGO the other week or more than 10 don’t even know how much on GLD, or on Cummins earnings. I just keep doubling the amount by buying more GOOG and AVGO and NVDA calls. I did take a flier on gap and on Abercrombie which report next week. Hoping for big wins.
AVGO is literally a worse copy of NVDA. Not the biggest Tesler fan either but I'd rather keep it here
How to save stock market? Tell BRK to buy $1B for each MAG 7 minus TSLA plus AVGO. Problem solved. QQQ straight $650 after BRK exposes NVDA investment. $7B saves $7T.
So are we gonna rebrand the mag7 yet? Cause like, AVGO has now passed TSLA and META in market cap.
This led me to see when I first bought shares in some of my holdings. AAPL, 2009; AVGO, 2020, ROST, 2010; NVDA, 2016 & 2017; HD, 2010; plus others I was adding shares of NVDA, AVGO, and AMD in 2022 so I would take any in 2023.
Put options on AVGO, NVDA, PLTR, and HOOD
People are desperate to not buy more $NVDA and will justify any theory of a second supplier (when it's really $AVGO and not $AMD).
AMD good news. AVGO no news yet. ARM is just shit.
why is AMD so resilient while AVGO and ARM are heading straight down
TSLA is down 2x versus any other non-semiconductor stock in the top 10. It's down 6.5%, while GOOG/GOOGL is next at 2.4%. Semiconductor stocks are taking a bit of a beating (AVGO down 5.6% and Nvidia 4.2%). Some growth tech stocks (AAPL and META) are slightly up.
This sub unironically has put me onto my best plays. PLTR, ASTS, RKLB, NBIS, HOOD, RDDT, AVGO, etc. Obviously you have to be able to read past the poors and occasional bots but this sub is a gem for real stock conversation and discourse (and retardation).
The largest most profitable companies are buying NVDA/AVGO/MRVL/AMD chips. Let's name them... META, MSFT, GOOGL, AMZN. You want to poke holes at it because OpenAI doesn't turn a profit and is investing heavily, and NVDA (who is profitable) is throwing money at everyone... Bubble =/ in the long term that it is a real product, that will change the world. There was an internet bubble, yes. Companies without the ability to turn profits had insane valuations... and? Last I checked the internet is pretty damn real.
I have 700c 01/2027. Currently down about 26%. Debating about cutting loss and getting AVGO LEAPS instead.
Alright now all good news out of the way, we drill. Puts on PLTR, META, AVGO, TSLA.
Oracle is junk. If you want to play in this space, broadcom (AVGO) is a much better bet.
I'm a bit surprised I had to scroll down so far to find this. 40% of the value is concentrated in the top 10, those 10 being wildly overvalued. As of this morning: || || |N[VDA](https://client.schwab.com/app/research/#/symbol/NVDA)|8.33%| |[AAPL](https://client.schwab.com/app/research/#/symbol/AAPL)|6.86%| |[MSFT](https://client.schwab.com/app/research/#/symbol/MSFT)|6.45%| |[AMZN](https://client.schwab.com/app/research/#/symbol/AMZN)|4.13%| |[AVGO](https://client.schwab.com/app/research/#/symbol/AVGO)|2.89%| |[GOOGL](https://client.schwab.com/app/research/#/symbol/GOOGL)|2.89%| |[META](https://client.schwab.com/app/research/#/symbol/META)|2.35%| |[GOOG](https://client.schwab.com/app/research/#/symbol/GOOG)|2.33%| |[TSLA](https://client.schwab.com/app/research/#/symbol/TSLA)|2.14%| |[BRK/B](https://client.schwab.com/app/research/#/symbol/BRK/B)|1.56%| |39.94% of portfolio in top 10 holdings|
AVGO gonna do anything before earnings or will it be a wait and see?
That's kind of the point. We're not really in bubble territory in the same way that the dot com bubble was. Now, there will absolutely be AI-adjacent stocks that will get crushed from here over the next 5-10 years. But the kings? TSM, NVDA, AVGO, and mag7? I do not think so.
AVGO now higher mkt cap than META. Get this garbage stock out of the mag7
my magnificent 7 picks from best to worst: NVDA, AVGO, GOOG, TSLA, AAPL, MSFT, AMZN
Don’t forget YouTube and eventually Waymo. I don’t like buying mag 7 because I have enough exposure in my passive ETFs (Mag7 comprises ~40% of the index), but Alphabet has undervalued entities. Just compare its YTD performance to the other 6-7 companies (including AVGO)
Today I sold everything I had in CRWV (at a 8% loss) and put it all into NBIS, AMD, and AVGO today. On top of what I had already.
This. 1T TAM for data center compute means NVDA/AVGO is getting 950B.
Praying you're right about AVGO, i need that bag!
Why is TSLA still have a spot in “Mag7” over AVGO?
You’re participating in the stock market. Never stupid to pull out funds and have some dry powder when you feel it’s necessary. You’re incurring the taxable event at the end of the day, so critics of your decision can go kick rocks. With that being said, I disagree with the timing. Think we’re still relatively early in the AI super cycle. Ppl comparing this to dotcom are casuals. Valuations healthier, less aggregate leverage, clear signs of infrastructural buildout, and unprecedented institutional and consumer adoption. David Sacks said it best: you can’t be simultaneously afraid of an AI bubble and believe that it wil quickly force a labor market regime shift from efficiency gains - the two are mutually exclusive. I believe the latter, not the former. Where I would advise you against your initial strategy is your plan with the dry powder. HY/Bonds at 25? You’ve had a nice run, but I think that’s a bit conservative at your age. Also, even if we crash 30%+… name a more investable theme than AI in the intermediate/long-term. You may have some of these application software names go to zero and overstated future earning potential realized over time. But NVDA, AVGO, GOOG, META, TSM - all fundamental players of AI value chains with fairly competitive moats. Indicators of overbought conditions are a relative measure (we’ve never seen a market or theme like this). AI, in my view, is a Renaissance, not some fad that helps you write papers and book meetings. It will quite literally revolutionize societal behavior to accelerate scientific, sociocultural, and existential pursuits. Long winded way of saying: 1) I think you mistimed the top (and that’s ok) 2) Buy these same names cheaper - but perhaps start dollar cost averaging (buy fractional amounts over time) so that if we keep running 50%+ from here you’re not underexposed 3) Too early to start strategizing HY/Bonds unless you made a fucking killing since April 4) Nice job being engaged in the market. Not saying this in a condescending way either - your view is just as valid as mine. Civic participation in our public equity markets is what makes our country the best.
There are so many bad assumptions in this post. Not trying to be rude, I just need to call them out. For starters, there's an assumption here that "institutions" are the "smart money". While that isn't necessarily wrong, you have to understand how "institutions" actually operate. Many institutional flows are passive, meaning they don't actively choose to buy and sell specific securities. Next, of the active managers, many have specific goals and mandates that influence decision making. They might be behind their benchmark and need to chase into year end or risk losing clients or even their job. There are many other rules/mandates/goals that must be followed/hit that can influence decision making beyond "I think this is a good long-term investment at these prices". Actually, very little institutional capital is how you're imagining it. I bet you have the idea that institutions are trying to make decisions that yields the highest returns. Or maybe the highest risk-adjusted returns. When in reality, that is a small sliver of the institutional investing space. The whole "circular investing" thing is not something serious investors are paying attention to. Maybe if you're evaluating OpenAI, but the rest of the companies have little real risk if these commitments don't pan out. Finally, the claim that the stocks are "so damn expensive". It's impossible to say for sure whether they are or they aren't. Historically speaking, stocks are very expensive. But also historically, the largest company in the world didn't have 50% net income margins, 80% ROIC, 100% ROE and EPS growth north of 50%. No company did. That was completely unheard of. And that same idea is true of all the Mag 7 (if we include AVGO and remove TSLA). So why are people buying? I think right now, the market poses a pretty favorable risk/reward balance. I could be completely wrong, but I think we're much more likely to see S&P 10k before we see S&P 4k.
!Banbet AVGO 380 1w
XMAG is still tech heavy. AVGO AMD IBM
Do you think AVGO will do good on earnings? NVDA notoriously doesn't do well on earnings. The stock falls even if Nvidia outperforms because everyone already expects it to do so
Why do you think AVGO? I don't think it's much different than NVDA
Wouldn’t have been better to buy TSM shares? At least you get dividends and AI driven company’s need their chips or: AMD, ASML, ARM, AVGO?
Since you have bought great bunch of stocks such as AVGO, NVDA, MSFT at a great price and all of them (mentioned above) pay dividends, you could have stayed invested and have your dividends reinvested. Even if the market would crash, you could just keep buying these stocks for cheap and build your wealth that way. And revisit your account in a couple of years, you would be impressed by your gains and by how much money you preserved from the inflation.
Full trade the amount into calls on ATM AVGO or ORCL expiring DEC12. Ride the mean reversion plus +% price drift prior to earnings and expanding IV. Close before their earnings dates.
Hold NVDA, sell AVGO, GOOG. That’s what you should have done.
Oh, no, he plans to buy back in... just when a black swan event causes a historic market crash that lasts 3 days! I feel a little bad for people like this. I at least have a friend I can rely on. I'm not going to pretend I wasn't getting a little nervous. 212 to 178 in a week or so on NVDA... by far my largest holding since 2019. But I talked to my friend who manages about 2.5B and is a SR VP at MS; >Overall market has run up ALOT!! It needs to cool off a bit. Market corrections are normal and quite frankly necessary. Yes they suck but it’s just part of the normal market cycle. There’s no real justification as it’s all worries over high valuations caused by AI trade. Maybe some we justified but the big names have earnings to support it. Sit tight, nothing's changed. Same guy who told me to buy NVDA at 2019, 1500 shares at 230(5.7 cost basis) and keep buying and told me to buy AVGO at, 500 at 500 in '22 and keep buying. I knew when it was at 212, it wasn't headed straight for the 275 price targets on NVDA, I knew AVGO wasn't headed straight for 440. The kid is 25 though. So... hope he learned a lesson. He may be able to get back in below 180 yet before earnings. But he's damn sure not getting back in at 88 unless something fundamentally changes in NVDA.
Or you can just buy and hold until something fundamentally changes. I bought NVDA at 230(5.70 split adjusted in 2019). I didn't sell during the tech crash and I don't plan to sell. Same with TSM, AVGO, GOOGL, AMZN, META, MSFT(just in tech) or the last 1000 shares at 400 in NVDA I bought in '23. When there is a big pullback, I'm not trying to time it. I bought AMD at 80 and another 4750 of AVGO when they were down to 80 and 155 and I'm not selling because they pulled back 10%. This is the type of logic that would have you selling NVDA, NFLX or AMZN or whatever... when you're up 300% and you miss the 3950%. I'll sell when I think there's a fundamental chance, not because I hit some imaginary target I set for myself.
How the fuck did you get in on NVDA, AVGO, and GOOG in April and only end up 12%? Seems you should be flirting with a 2x sort of year
Actual insider trading. When you had people buying NVDA or AMD in 2024 and people were acting like that was insider trading it was stupid. Democrats who were close with Biden would have known about the exports and Republicans... wouldn't have known either way(using the insider trading theory). AMD was the "#1 stock congress is buying this year," at several points. I've only seen a few cases where it seemed like obvious insider trading. The 4 Senators who sold stocks after an intelligence briefing on Covid. Markwayne Mullin buying Badger Meter JUST after his committee approved regulatory upgrades in Oklahoma. But Paul Pelosi buying Nvidia? Calls on NVDA? AVGO? Pelosi MAY have bought TSLA prior to Biden announcing the 7500 tax credit though. He did run on it, but... that'd be one that I'd be suspicious of... even though he also bought TSLA quite a few times. I realize nobody seems to care about this and they just assume every member of the house should have all their money in blind trusts(which I agree with)... and people will just say I'm naive, but... well... that's my opinion.
Anyone loading on CRWV and companies reporting in December like ORCL or AVGO? Today was the ultimate dip, it will be only better from now? So the same goes for RDDT and HOOD. I mean shares (sic!)
Anyone loading on CRWV and companies reporting in December like ORCL or AVGO? Today was the ultimate dip, it will be only better from now?
I approve the fact that you took profits, but to sell all was stupid imo considering you didn't need the money to buy something else; because now you're going to pay taxes on all those short term gains. I'd keep about 30% of your gains in cash in preparation for tax season. Congrats on buying that big dip though, good eye to buy near the bottom for NVDA, GOOGL, and AVGO. One last comment, if you truly intend to wait for the market to crash back to April 2025 lows before buying in again, I recommend you start coming up with a back up plan bc I think that time has come and gone. Maybe the SP500 will pull back to below 6,000 again in the near term, but to 5,000...I can't see it.