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
Well, when NVidia has a lower forward p/e than BOTH Walmart and Costco, it's hard for me to to say that we're in an AI bubble, yet. These 3 picks are tied into AI but are also top stocks in the S&P. More speculative plays on the AI theme might be CIFR, NBIS, BE, etc... hit or miss. But AVGO is a monster as is MU in their niche. Quality names.
META and AVGO for the win bitches!
My AVGO calls would cry if the market tanks before their earnings
AVGO and ORCL - in the money calls with March 2026 DTE in order not to lose everything in case they stay flat
And then it comes out as true. AVGO calls it is
Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers, potentially shifting that business away from Marvell $MRVL (per The Information, citing one person involved) Is this shit tabloid still at it
I want to go all in on calls for one of these: PLAY, ORCL, ADBE, SNPS, or AVGO
Days like this I'm glad that I'm diversified because Netflix is less than 5% of my portfolio, but I'm booming today due to RDDT, ROKU, PLTR, AVGO, and META
Yup. Future growth is baked in. Sold MSFT this week. I'm in next tier down. MU, AVGO, AMD, SMCI, MRVL
Not sure whether to hold my AVGO calls through the week. They expire in January but Big Semiconductor earnings terrify me now.
Calls on ORCL, ADBE, SNPS, AVGO and COST; who would in their right mind buy puts during December, Santa rally is literally just around the corner
What's the play for SNPS, ORCL and AVGO?
What's the play for ORCL, SNPS and AVGO for next week earnings?
How we feeling about AVGO next week
AVGO gains getting completely obliterated. Wtf happened
YES. Worst case you own AVGO for 340
you guys think selling 340 AVGO puts for next week is safe?
AVGO should be ready to make a move up but not convinced at this rate
AVGO getting torched
Wow what a bull trap on AVGO
AVGO stop being a lil bitch and go up
Earlier in the year, I was buying AVGO from 235 all the way downto 205; many regards laughed at me everyday for months. Guess what, AVGO is above $380 per share rn.
NBIS CRWV ASTS RKLB NVDA AVGO SMTC GH I hit the f\*cking jackpot ths year, a 56% return, I'm lucky as F\*ck
AVGO earnings next week, what is the move? 400c?
I use Turbo tax and the brokerage accounts are auto transfered into your taxes. It's simple and easy. No difficult work for you. The brokerage calculates all your short term and long term gains/losses for you. **It's a 61 day window**. Whenever you sell a security for a loss, 30 days before the sale and 30 days after sale, plus the day of the sale itself. You can still be invested in the market during your wash hold period. Just buy different stocks in the same sector, AVGO vs NVDA. Buy ETFs that don't overlap.
What strikes are you going for? I’m thinking $250 for ORCL and $420 for AVGO
Hoping for a big pullback so I can do $20K AVGO, $20K Google, $10K SOFI, $10K Reddit, then add additional to my current positions of Amazon for $20K and $20K additional to my MSFT position. I have $100K sitting on sidelines but not buying anything at current prices.
AVGO is going to get disintermediated by Google. Not a long term hold imo even if it outperforms in short term.
I'm long on TSMC. People don't seem to understand that no matter which AI chip is gaining momentum, be it Nvidia's GPU, or Google's TPU, or Broadcom's ASIC, or anyone else', all these chips are basically all made by TSMC, which is the real winner as long as the AI booms continue. It'd be illogical to have, say GOOG or AVGO, go up but TSM goes down.
Nice. Congratulations. I missed the AVGO train (own a few shares, but nothing significant) but own it indirectly via SMH.
Riding the same type of wave, with AVGO, courtesy of the Google news. My contracts expire Feb ‘26. I love the company and looks like I will flip some of my contracts into and exercise some of the contracts myself.
This isn’t so hard a question. I’m almost certain you’re betting on stocks with either very high IV like NBIS or you’re betting on stocks with triple digit values… probably greater than $200 price. If you’re doing either of the above or both, premiums will be uncomfortably high buying anywhere near the money. AVGO for instance doesn’t have particularly high IV but buying even a week out will cost you nearly a grand at the money just due to the high price. META being higher IV and higher value is significantly more expensive. On the other hand INTC and SOFI costing in the $30-$50 range are incredibly cheap in option premiums, even when higher IV. Solution: swing trade things that have a lower price for a smaller account.
It was 100% about the performance for me. The tenants was never a problem. I was maybe lucky. I know I was priced a bit below the market, but I always had a waiting list. I COULD have hired a management company... and was considering doing that. I had one that was willing to manage all the properties for 3.5% of net income... which wouldn't have been bad. One wanted 7% and they had better reviews so I was kinda debating that at the time. So I could have stopped dealing with the maintenance and all that. I did cry myself to sleep for about a month when I had to put new AC units in one apartment complex. A 40 unit building. 3 identical 40 unit properties, in 2020, 750K for a new AC unit for one of them. Now they were all the same age and the other two were fine(they'd had some repairs, but still). But, I wasn't outsourcing that yet so it was just non-stop. My Dad, now 70 spent \~15 years working basically a full-time job... he basically got a work vehicle and free tools out of it and never expected more. So I was in an enviable situation there. Even when I sold it, despite all the time he'd put into it, the sweat equity and even co-signing for me when I was younger, 7 figure loans. He asked for nothing in return. Best day of my life was when the 15 acres around his house, the hole reason he bought the house he bought, there were 15 acres, a tower and then farms on either side and a nature preserve behind it. That went up for sale and they were going turn it into a sub division(most likely). I'd put 15% into an account for him and my Mom and invested in nearly all the same equities I did. NVDA, AMZN, META, GOOGL, MSFT, AVGO and then bonds. That was in late '21/early '22. The owners came to him first and he said he didn't want to buy... and I was able to buy it for him. He was never going to take the money and his entire sentiment at this point is to make sure he leaves enough money for his kids. So I told him take it, build a house and it'll be worth 3X what he spend in 30 years. That was the best thing that came out of all of this. And... he didn't even sell any of those stocks, he just felt more confident in taking money out of his Roth and he's building a beautiful house and my Sister is moving in the house they were living in. 2 houses on about 20 acres 15 minutes outside of the City. It's a pretty cool little set up. Anyway... sorry, that was way off topic.
All in on AVGO and ORCL next week now
That's really only something you can decide. We don't know what [trade plan](https://www.reddit.com/r/options/wiki/faq/pages/mondayschool/yourplan) you started with, your expectations and goals were for the trade, your forecast for AVGO long-term, your risk tolerance, your capital efficiency goals, what trade-offs you considered, etc., etc. Those are the factors that influence a change in plan.
But AVGO isn’t a memory chip manufacturer?
Buy MU or AVGO? Memory prices sky high
This AVGO comeback has me stiff
$AVGO back at 375 lmao
Hello to all. And a thank you to u/papacharlie9 for the option questions thread that are posted. I am still a newbie when it comes to options as I only started this year. Where I have had more success than fails this year I am thankful for all the posts in all these threads. I do have a question on a LEAPS call I bought in January. So I have 30 contracts of AVGO, 220 strike expires Feb. 20. I have sold a few PMCC on the contracts I have. With 10 (420 strike) contracts expiring week ending Dec 12. Same week of earnings. I plan to BTC end of this week. Wait for earnings to decide my next plan of attack as I know the time value will start to decrease quickly. My question is does it make sense for me to close my positions after earnings, which can go either way? But I was also considering rolling up and out to .80 delta and increasing my contracts from 30 to 40 plus taking some money off the table. Is this viable? I do appreciate any and all suggestions and comments to someone still growing in options trading.
Yeah, i’m buying this AVGO dip. Mother of all earnings is about to drop.
NVDA about to rip ber apart. It’s cheap AF rn, any retards saying GOOG going to take over belong in the poor house. You know jack shit about TPU scalability vs GPU, it’s actually laughable the narrative rn. GOOG AAPL and especially AVGO way way overbought, PUTS on em!
Load up on AVGO pre earnings 🚀
Oracle have loaded up on debt while OpenAI isn’t looking like the trailblazer they were just 12 months ago. GOOG and AVGO are better bets for post-AI debt cycle.
Buy an AVGO Dec 12 395 call This is financial advice, even though I am not a financial advisor. You can also set a reminder for this comment.
They sure said something awesome. I hold a lot of AVGO so I shouldn't have bet against custom chips, but I did.
Companies that sell storage, networking, power, cabling, cooling etc are all AI adjacencies seeing their revenue and profit set new records - same as some semis. This is just a subset of the economy. Why is STX APH VRT VST CEG CRDO up so much in past few years? They are getting AI boom same as NVDA AVGO, just not the headlines. Their revenue/profit plummets if AI market crashes.
NVDA margins 75% due to high demand and low supply meaning they take home just as much profit off of 40 billion in revenue as AAPL does on 120 billion Meanwhile… QCOM - Supply AMD - Supply INTEL - Supply AVGO - Supply GOOG - Supply AMZN - Supply NVDA - 😡
What about AVGO and SNPS next week?
Remember when AVGO was 400, those were the days...
Don't worry, I can save you AVGO. Put buying power activate!
lmao now they rotating out of $GOOG/$AVGO back into $NVDA after drumming up that retarded TPU FUD
By the way, AVGO s earnings report will be released after market hours on December 11th, and this performance may trigger new volatility. Personally, I think short-term volatility presents decent opportunities, but for the long term, we still need to focus on fundamentals and guidance to see if the growth trend can be sustained.
AVGO dipped and immediately proceeded to have great news, AH is pumping, bought during the dip gonna cash out great tomorrow 🤑
NVDA and AVGO for sure. SOFI is getting up there as well.
The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) fears about Nvidia GPU market share erosion, 3) concerns about a lot of the circular financing deals from OpenAI and Nvidia, and 4) a huge breakthrough from Google with Gemini 3.0.
Still holding Googl leaps, added AVGO swing calls here.
Why the significant AVGO drop today?
AVGO is really fukin me
NBIS and AMD. Maybe even AVGO, because I feel like more organizations will invest in custom designs.
Their "AI" case was Tranium/Inferentia was it not? But seems like they lost the business to AIChip for Tranium 3 and beyond. They're like the bastard child of AVGO, eating just the scraps, but idk.
My Dec 2026 MU and PLTR calls bought last week are starting to print. I’m waiting for a further drop in GOOGL, SanDisk and AVGO this month and loading up on those as well with Dec 2026.
Alright AVGO holders, you have had your fun and hit $400. Its time to come back down to reality.
Why is Tesler mag7 and not the far superior AVGO?
Baby AVGO, I love so much that I need you to go down a little so I can buy more of you. I hope you understand and forgive me for this blasphemy.
>Morgan Stanley reiterates Nvidia and Broadcom as overweight The firm raised its price target on Nvidia to $250 per share from $235 and on Broadcom to $443 per share from $409. “Focus is AI strength across the board; we raise estimates on AVGO but importantly also for NVDA , as we see both ramping materially next year.”
$AVGO | 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦: BofA reiterates Buy, raises 𝐏𝐓 𝐭𝐨 $𝟒𝟔𝟎 Analyst sees upside from rising TPU volumes and pricing, driven by $GOOGL Google demand and design wins.
BofA Reiterates Buy Rating on $AVGO, Raises PT to $460 from $400 Following the successful launch of Gemini 3 trained 100% on the TPU and potential future rent-out of TPUs to external Google customers, we examine the competitive landscape of the latest TPUv7 vs. the latest NVDA Blackwell Ultra, as well as publish our latest TPU breakout model by units, ASPs, and generations.
Good I have sold naked AVGO calls
Well it is looking pretty good for you right now. Good luck champ. Hoping I get some nice re-entries into GOOG and AVGO some day soon. Sold too early on both.
do you see all the companies already that are already invested in OpenAI cancelling their contracts and moving to GCP? Don't get me wrong, the Google announcement is absolutely interesting but TPUs are very specific. To your point if the margins on TPUs are lower, GOOG/AVGO need to sell A LOT of product to match the sales of Nvidia. Investors like companies that sell with high margins like Apple. If you're telling me that a company with high volume and low margins is a good buy, I'm going to be tough to convince.
You have the same dollar value in AMZN, AVGO, and NVDA. Do you A) Keep your NVDA B) Sell your NVDA and buy more AVGO C) Sell your NVDA and buy more AMZN D) Yolo into some bullshit
Yes, I learned that lesson. I sold a third a couple years ago leaving some money on the table. I’ve learned when you have a great company with nothing but an open runway in front of it. There is nothing wrong with letting your winners run. I’m doing that currently with LLY and AVGO both also better than 15x
AVGO has a 100 pe vs nvda at 40, the only thing sleeping at AVGO is their earnings
AVGO is doing what everyone expected nvda to do in 2025
AVGO is the sleeper NVDA
AMD and AVGO calls
Meanwhile AVGO is up 1000% over the last 5 years.
If AVGO earnings goes well it could be ok.
Good analysis and also may be add META calls? Since Meta will be using their TPU and AVGO (designed?). Meta came into picture cos AVGO CEO is a board member of Meta.
This is Jevons paradox round 2. Most retards will get burned from shorting Nvidia for the simple reason that they don’t understand that currently most of Nvidia’s supply goes to the hyperscalers. Even if the hyperscalers taper off their buying there is a whole untapped market of mid/small sized companies literally waiting in line to receive GPU’s. The market demand is literally infinite, and google cannot ever scale to service these no name companies because googles whole business isn’t chips. Some people are clearly new to playing AVGO, but you’ll quickly find out how semis work once it plummets off earnings. Semis are a buy the rumor sell the news sector.
Going short on AVGO is like stepping in front of a freight train.
AVGO and Google have already had meaningful runuos. The market has already digested it. What do you think the market needs to digest?
Which expiry for the AVGO calls?