AVGO

No-Lavishness1524

AVGO boutta RIP UP

IHadTacosYesterday

I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW

imustbegthequestion

AVGO TAKES 10. 9 and 11 please.

davidbigham

And AVGO still not recover from the last earning dump

Dude_HaHa

Rotating into proper businesses with great balance sheets like CAKE, KO, CMG, CELH and PEP instead of ahitcoins like AMD, IBM, AVGO, MU and SNDK.

LuvSicPt5

man this AMD dip is giving me AVGO vibes

A55BAG

When AVGO eranings disappointed the market a few months ago, all semis sold off for 3 days. Now semis are much lower, so I'd start to buy the dip earlier.

AnotherRandomGuy34

I hope AMD does not become another AVGO

vermilli21

A straddle ending on Friday is not a bad idea. 🥭 either has a deal or not and if AMD, AVGO, Sandisk drills or moon

Interesting-Iron2587

AVGO huge

midpointspread

AVGO trying to stay above 420. Speaking of 420…

A55BAG

selling some semis here. AMD could easily crash the ai trade. Remember last AVGO earnings. Market front running a beat&rise makes risk/reward poor

A55BAG

AVGO broke out of penalty box

anonymous_ghost-1

I am not a demanding person, just want NBIS over $300, GOOG $400+, AVGO $500, RDDT $200+

FinePerformance1046

Holy shit AVGO up 7.5% with no news

tnecniv2021

Imagine missing the boat on AVGO

NotGucci

AVGO, and MU next month.

Puzzleheaded-One-607

AVGO rallying back. It’s got room to run into earnings

Tobyjoe7292

What was it , 0dte on Spy or multiple 0DTE ? I did same as you lost my ass on AVGO had a flop port ever since , Ive gotten some back in gains, nothing like this play

Spac55

$AMD earnings crash like $AVGO earnings crash 25% red after ER

Incognadeau

AMD either sends spy to 800 or it’s the next catalyst for a dump like AVGO

JayRoo83

Those AVGO and MSFT CSPs pissed me off enough from holding them for so long that I've officially closed those out for profit and immediately swapped to puts Fuck those two companies in particular

BatChemist

Sold covered call on AVGO yesterday. Massive regret.

Midpoint60

AVGO -- Is that a bird or a plane -- no, its BroadComet! Hop on the Comet !!! We are going for a ride.

Particular-Cake-6430

Quick thousand, thanks AVGO and NVDA

NoBlock3917

Let's just hope we don't have another AVGO moment...

A55BAG

AMD earnings are risk to semis atm imo... remember AVGO crashing the whole semi trade globally by not rising guide enough. Expectations are sky high and AMD is trading at very expensive multiple 🤔

Queasy_Olive5832

I'm thinking the same, maybe some good entry for AVGO soon, but I might have missed the boat when it bounced off 370 support recently

Queasy_Olive5832

what do you think about AVGO?

Queasy_Olive5832

I'm more interested in what their guidance on data center build out looks like. Im trying to use that as indication for AVGO

verified-trader

None. Here's your data: NVDA +2.92%, AVGO +0.80%, AMAT +2.06%, LRCX +0.50%. All of them. Today. Semis are rallying. SOXS is a 3x *bear* ETF. You'd be betting against green candles across the board. The PHLX has been in a bear market since June — sure. But right now it's bouncing. Buying SOXS at $53 on a day where every major semi closes higher is you catching a falling knife with both hands and blindfolding yourself. Morgan Stanley just came out talking cloud capex. That's tailwind for semis, not headwind. Sit this one out or buy the bounce direction. Not this.

orcassharks

The shitty part of memory stocks is they are dragging down semiconductor stocks that are truly what allows our AI revolution. After the Mag7 ramp up, I would say stocks like AVGO and INTC are cheap.

Wew1029

AVGO finally time to shine again?

falling_knives

ORCL, META, MSFT, NBIS, CRWV, NVDA... take your pick. Or maybe stocks that haven't quite ran yet like AVGO.

Next_Palpitation8401

Leveraged plays on a binary event like earnings or a biotech readout. Maybe buy AVGO on huge margin.

Prestigious_Pen_4756

AVGO at straight up zero macd this bich is stiller than pond water

MyNameIsntSharon

huge volume spike on AVGO

Krigrim

I'm asking myself the same question and I genuinely don't know Thinking META NVDA MU AVGO

Krigrim

Seeing how AMZN and MSFT played out I'm considering some MU or AVGO Idk

davidbigham

AVGO kind of sucks lately

Spac55

$AVGO 500 by end of year, highly possible

Standard_Tea8250

AVGO is long overdue for a face ripper

CivilizedSteve

I agree with that. I did trim and move a bit to the spenders but I'm pretty locked in on the capex spending theme... on the supply side, TSM, ASML, AVGO, memory... Leos's fund thing is a crazy story and there was also a lot of volatility trading. So yah the semi trade is far from being done. Spending is still increasing!!

CivilizedSteve

Ok so still the supplier side. I'm in semis too. TSM, ASML, AVGO, etc. Volatile. Crowded. Was just thinking about what is AI actually good at. There's a lot of magic thinking about AI but it's very good at processing information. That got me thinking about businesses where that could lead to strong upside.

BullMoose_207

Disney is a fine business but there are so many better businesses. Fair value is what people will pay for it COMPARED to NVDIA, APPLE, AVGO, etc. these business have incredible moats, unbelievable TAMs, and are extremely profitable. DIS with the exception of streaming is an extremely risky venture that require a ton of capital investment with relatively bad returns that come with a ton of risk. Even if this is the bottom I don't see it climbing back to ATHs. Nothing exciting to give it a pop.... Another Star wars movie... Tight...

CD274

Isn't AVGO above Tesla now

Beneficial-Chair-333

Some of them has a real moat. Like NVIDIA has CUDA and that's why it's not easily replaceable. Also, though hyperscalers are making their own chips but still they need GPU for computing so they have to pay high premium until they will build their own chip for computing. Currently their own chip are only capable for maintenance not computing. Intel is one manufacturer apart from TSMC who control manufacturing and have 80% yeild. These foundaries have different business model than memory makers. Their replacement cost is very high. TSMC don't charge high prices in the event scarcity that's why they have 90% market share and keep good relationship with hyperscalers and that's the reason other foundaries have to keep prices low. Still Intel stock price is high due to speculation. AVGO has moat too, hyperscalers can't replace it in their own chip making it has switching cost. Other alternative is NVIDIA who charge premium for GPU. So, these all have certain moats which makes them irreplaceable but still they are vulnerable to some extent. With memory makers problem is memory has international standard so its replaceable mean hyperscalers can replace one manufacturer with another who will bid low price when enough supply will be available in the market. Currently they are charging premium taking opportunity of shortage which they are bound to loose. Semiconductor is very complex sector.

PositiveChemistry710

So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.

Kooky-Address-4598

2. how exactly? the hyperscalers guided higher capex for 2027 also why would your thesis play out just for the memory stocks and not other semis (TSM/ASML/AMAT/AVGO/etc.) ?

No-Most2405

current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing

Riskismyapellido

thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)

_rockthemike

We just clearly bottomed. 357 AVGO by next week is retarded you won’t even be close to profit

Midpoint60

My largest stock holding at the moment is AVGO.

NomSaneMan

What’s yall’s largest holdings if you hold any shares? I’m sitting on that citadel play of SKHY and AVGO

davidbigham

NVDA and AVGO have been shit lately .

No-Most2405

Current positions GOOG AMZN MSFT AVGO INTC to the moon baby

Brigantius

Wrong way AVGO.

No_Current3675

KLAC ASML LRCX AVGO NVDA still good buys.

1098duc_w_the_termi

Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.

MaleficentBus1863

Their demand for compute is going to be enormous, and justified. AMD, NVDA and AVGO should moon.

LowCryptographer9047

The same shit with $AVGO

Lihuman

No money bro, I brought memory close to the top. AVGO at 400, SKHY at 173. I still haven’t reach entri from that…

No-Most2405

Current positions AMZN MSFT AVGO SNDK INTC straight to the moon

whodey84

Interesting his last 13F in June he was short NVDA,AMD,AVGO etc

Samjabr

Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.

Maximum-Side-9391

The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.

throwaway9gk0k4k569

WULF still undervalued here. AVGO almost certainly will pump again. This recovery has not even started.

george_alto

Agree. It seems oversold and already making a slight comeback today. They are the HBM leaders and it will take "new" competitors years and maybe a decade to catch up. Everything I read says HBM memory is not cyclic based on high end chip demand; it's not just NVDA and AMD but also all the custom chips being made via AVGO and even Amazon, Google, and SPCX have their own chips that need HBM.

Riskismyapellido

OP, is this your first sell-off? Because I was down on SNOW, RBRK, AVGO and a bunch of others. Joe in here is that u become a "community member". Well, tirns out after a couple of months my investments turned positive again big time. AVGO for example is a quality stock. MU also but it was just hoplessly overbought. U always gotta consider and do a SWOT-Analysis. What fucked it up for memory stocks is the T, the threat from chinses competition

Zipski577

Most mega caps are. I’ve always viewed AVGO that way too

Spac55

Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612

thefrogmeister23

Which large cap semis are you thinking of? I was hearing that NVDA, AVGO, etc are fairly valued if not undervalued

DuePomegranate

I upvoted you, but still, the "dividend thing" isn't pointless. People don't articulate it, but what they really mean is that they have more faith in the consumer goods, healthcare, and generally defensive stocks in the top holdings of SCHD or value ETFs, than they do in the top holdings of S&P500 (Mag7 and now AVGO and Micron). They don't want to be caught in a tech bubble bursting right when sequence of returns would undo them. Total return isn't the only thing that matters. Volatility also matters. The dividends themselves are a pleasing side effect that's "correlation but not causation" with defensive stocks.

prana_fish

Well, if anything, the Kospi is an indicator for the next day whether or not "sell the rip" is the viable strategy for short term intraday scalping. Usually can check if $NVDA and $AVGO stall at key levels on rips to time puts if and fucking piece of shit $ADBE is still retard strong.

IBUYVOTES

Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.

SpaceXLord

AVGO. Where did you go?

orcassharks

This is true but a company like AVGO is pretty broad lol

WorkingCorrect1062

It's over for meta, MSFT, NVDA, AVGO, MU, MRVL, ORCL

Spac55

See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8

Delicious_Stomach278

Just woke up from my pre-AVGO q2 earnings, how are my calls looking?

GneissFrog

NVDA and AVGO are the last two holdouts for SOXX constituents, the only ones to still be in positive territory over the past 1 month.

Dude_HaHa

I hate NVDA, AVGO and AMD so much its unreal.

_AntiSaint_

I’m middle of the pack. Mostly priced at 4-5 weeks ago. My portfolio is down 25.33% rn. Equities: SNDK @ $1,451 SKHY @ $164 MU @ $952 Calls are: NVDA 190 C 6/17/2027 @ $39.60 AMZN 250 C 3/19/2027 @ $33.60 AVGO 400 C 10/16/2026 @ $42.12 CRWV 85 C 1/15/2027 @ $12.23 I have serious concentration risks here, but I understood that going in.

Traveller_2099

AVGO supplies most of their custom chips. Do the math.

Life-is-beautiful-

AVGO is a very safe solid bet at this point.

orcassharks

Hopefully AVGO and NVDA stands ground or it’s going to be real GUH since far more are in those stocks than the meme memory stocks.

Top_Cranberry_3254

Happy hump day regards, and by hump I'm referring to the downward slope of SPY. Had my first green day in a week today thanks to the regards still selling NVDA, DRAM. and AVGO. Now, bear down because tomorrow we got some big dippers acoming. Limit buy low at your dream price, but make it reasonable. GOOG, DRAM, MU, AVGO, and ASTS are calling your name. 🤌🤌🤌💰🤑💰

orcassharks

At some point we will need to separate companies like AVGO and MRVL from memory stocks. The latter is fukd. Don’t lump them all together.

MyNameIsntSharon

AVGO u ok?

gkdjsl

I can't believe AVGO and NVDA are green today

Mitche420

AVGO

Serious_Try_69

AVGO and GLW revised down forecast which is a lil concerning

Zatelli

There's absolutely nothing wrong with tech. Earnings are much better than a year ago. Take AVGO for instance, its P/E compressed significantly from 185x for calendar year 2024, 70x for 2025, 60x on a trailing 12 months basis, but a forward 12 month P/E of ~23. The real reason behind the systematic dumping of tech stocks is risk management (beta), right after the FED dropped forward guidance. Too much tail risk for some institutions. The overvaluation narrative therefore provides convenient cover that retail understands. It's only a matter of time before PMs start feeling pressure and buy back in no matter the price. Michael Burry, oh well. I'll remain professional and courteous: he's entitled to his opinions, he pays to play. Concerns about circular financing? Overblown. Is the buildout over? Not even close. We're not even scratching the surface: physical AI, AGI, warehouse robotics, Cobots, drone software, true self-driving vehicles, next gen urban mobility, clean, scalable & reliable power, etc etc. I doubt we'd be served the same outcomes if there had been continuity at FED (dropping forward guidance Volcker style is absolute heresy and signal profound lack of understanding of how the markets operate, price risk, etc). That's the core reason of the rotation out of tech.

AdMysterious8464

AMD and AVGO fw p/e in the 70s, ARM in the 100s? Memory stocks are "cheap" but they were so once already during cloud buildout. Wasn't exactly the best time to buy their stocks then either. But it's different this time right? And NVDA will keep their margins forever

quantomian

$AVGO to $600

Vincentnvl

Same. I took a big chunk out of Nvidia and AVGO to move it over to Apple.

Dude_HaHa

SPY, NVDA, AVGO, MRVL, MU. Destroy.

Crazy_Donkies

Personally I'm seeing quite a few stocks at their 200 MA \[and their 200MAs are on an uptrend\], growing revenues 25%, sold out to 2028, and only have 30 - 35 forward PEs. WMT has a 36. I've started buying dips: CRDO, AVGO, NVDA today. I think things can still go lower, but that's fine, I'm 20% cash.

Past_One3442

Sold then went into AVGO for 20k premium on CSP at 360$ strike for 39 days.

Past_One3442

Ok I sold and booked 10k profit, on to the next thing since I like the idea of CSP I sold puts on AVGO for 360 with a strike of 360$ 39 days out, net was 20k premium so I'm ok with owning AVGO at 360 with 20k premium or just collecting premium. Nice part is its on margin that you don't pay intrest onuntil it executes.