AVGO

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.

Riskismyapellido

Company expects first-half revenue to rise more than sevenfold. Pump my AVGO

scott0482

Split it between META, GOOG, MSFT, AVGO, and ASTS Or buy QLD :)

CoatForeign2948

JD around 28, AVGO around 365, RDDT around 145, Robinhood around 75 are all good to wing trade. I normally sell an OTM call once I buy them. For example I have been buying AVGO around 370 and selling around 385. Around 300 or 400 shares. Stick with profitable companies and good value stocks

papakong88

Take a look at the Mag 10 index options (MGTN). Mag 10 is Mag 7 plus AMD, AVGO and PLTR. They are European style.

Dude_HaHa

I remember retards buying AVGO 650 calls right before Hok Tan knocked over the first domino 🤡

Beginning-Fig-9089

"S&P only -2.8% off ATH!" meanwhile.. SPCX -49% MSFT-31% MU -27% AVGO -23% GOOG -21%

95Daphne

Yeah, the thing is is that the tech centric move didn't even start off being oil/rates related. I'd link it back to the big dump by AVGO earnings early June. Memory tried to run some afterwards, but you look at some of our chips who don't have a major memory link, but do have a major AI link and they have been struggling for longer than memory has. The KOSPI has thrown gas on the fire, but this probably doesn't end overall until AVGO stops struggling, and honestly, the way things look is similar to when it dumped big in December, so it's quite possible you're adding on another two months here. Or maybe its earnings sometime in August can stem the bleeding perhaps.

gs-

Bubble started bursting last AVGO earnings

Etherius

So according to you, AVGO doesn’t make their own silicon And they don’t pay TSM to make their silicon Kay

Beginning-Fig-9089

idk, i know theres benefits, but maybe its not where i am positioned. semis have already ran up, could be AI ROI is now in the enterprises they are currently being implemented across? for instance Healthcare and Financials have been looking better risk to reward, considering they can start unlocking the benefits of AI for business. earnings from GS, JPM, and BLK all pumped while semis dumped, INTC, AVGO, TSM

Weak-Pomegranate-435

AVGO does not pay TSM as well. Google pays both AVGO and TSMC. And TSMC further pays a fraction of those increased profits to ASML for expansion. But AVGO does not funnel that to anyone else unlike TSMC. Learn the supply chain correctly

orcassharks

It’s basically over. Semis like AVGO and MRVL will still have some room to run.

bearhunter429

#Performance from 52-week highs: #SPY: -2% #NVDA: -13% #GOOG: -22% #MSFT: -33% #AMZN: -18% #AVGO: -23% #META: -26% #TSLA: -38% #MU: -28% #NFLX: -46% #LMAO🤌

Exciting-Bag-5445

AVGO seems like free money

IndependentUsual7444

Why AVGO and AMD getting cooked

Independent-Use-228

AMZN is my hedge. I'm rolling the dice on AVGO VS TSM. Someone say it for me. The bank is ready.

Spac55

$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41

GneissFrog

AVGO being traded entirely by algos today, lol, not even a smidgen of human activity

Rare-ish_Birb

and AVGO right behind it

magneticpasta9

Does Google earnings have potential to ripple the market like AVGO did that one time

MaximumDiscipline843

The muted discussion itself is a data point — SNPS doesn't have a clean single catalyst people can rally around the way NVDA or AVGO do, it's a slow-compounding moat story, and those get ignored in momentum-driven markets regardless of quality. What I'd watch for before buying: ANSYS integration cost synergies showing up explicitly in the next couple of earnings calls, not just revenue combination. If management stops mentioning integration costs as a margin drag, that's usually the tell that the expensive part is behind them.

MagJack

cmon need AVGO and INTC to pump this week

Top_Category_2526

I sold Google at $162 I sold META at $92 and bought back at $588 I sold NBIS at $36 I sold AVGO at $246 and bought back at $455 I sold AMD at $130 i'm something of a fucking idiot myself https://preview.redd.it/xhr5sak0b8eh1.png?width=647&format=png&auto=webp&s=e3592d02dafb00c025a68793c51020e692ba52de

WowKay100

I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price

Crazy_Donkies

Either. ASIC will keep price down. Which is why you should be considering MRVL, AVGO, or ARM.

Shoddy_Possession_38

They need to replace Hock Tan with Hawk Tuah! $AVGO will never see a red day again! Well, only when she’s on her period.

TheSeeker331

But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month. $MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings. $TSM didn’t have a run up before or even a pop in the immediate after.

Plane-Research1843

After the Broadcom aapl deal announcement AVGO should not be anywhere under 375

Particular-Cake-6430

AVGO calls in the morning paying well

Diligent-Stable-8239

Y does the market hate AVGO

djai50

Lol bro… sell, buy NVDA or AVGO and thank me later.

IndividualNo7155

Anyone buying AVGO?

iiGoodVibesii

Right. Depends on the buy-in timing critically IMO. He said below he bought RKLB sub $30 which is gorgeous. I probably wouldn't have doubled down on 2 space stocks though with SpaceX ipo approaching and now here. (pl, rklb) Just chose one. RKLB has amazing space utility and PL idk alot about, but enough.. NBIS is great if you got in before $100. But this run has surpassed even my expectations and I used to be the biggest NBIS bull lol. Got my family in it. But it's way passed its skiis now. MRVL.... idk man. I traded it and made a small win. But I see Qualcomm and AVGO being a safer bet with connectivity and wiring. However, the fact NVIDIA is invested in them is YUUUGE to me. I admit.

throwaway9gk0k4k569

Look at that dip on AVGO and how it got bought, but the trend keeps going down. That's fucky.

slothropdroptop

First MU, then AVGO, now TSM—all crashing the semis markets with good earnings, sad

throwaway9gk0k4k569

There is the panic sell. AVGO, WULF, JOBY,

MagJack

im selling AVGO puts to someone here rn

usually_guilty99

this is because of ChangXin - the new Chinese startup. The dust will settle and MU will be back along with other hardware that got impacted (Hynix WDC SNDK AVGO NVDA) - I think the impact has been wide spread. But Nvidia - is really cheap - however, I dont think it will be a money maker anytime before earnings. Hoping to see the China play making a difference into their revenue

Particular-Cake-6430

AVGO premiums are outrageous

alone-in-the-chat

my dear AVGO!!, what are you doing

95Daphne

Look, I get it. I hate Trump myself. But some of y'all need to back just a little bit off on blaming Trump for every single little thing going on. This has been another case where the Nasdaq ends up being bothered by stuff that's not directly US macro linked (for now at least). It started with AVGO earnings and has been exacerbated by an Asian margin call, mostly Korean, but now Japan is not helping either. Trump could keep his mouth shut and the Nasdaq would still be struggling right now. There is nothing that can be done here except for wait for the margin call to finish.

NerdSlamPo

I'm going to keep buying deep into AVGO and NVDA anytime they dip. Not confident in memory or cloud infrastructure, but the panic everyone has here is silly

ryallen23

Glad I bought a ton of AVGO at 401 instead of all this bullshit when it was flying. Covered calls for the win

SuffiecientSapian

I’m not asking much I’m just asking AVGO recovers everything it lost immediately after earnings

95Daphne

It just isn't macro linked, or else everything except oil would be struggling. It is woe is me AI again because AVGO earnings jumped it off.

Prior-Expression-509

What the hell happened to AVGO?

C137-Morty

"U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. **Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S.** An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission." sell the news boys

C137-Morty

July 16 (Reuters) - U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. California-based Netlist (NLST.NaE) has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission said on Wednesday. Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S. An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission. The USITC will set a target date for wrapping up the probe within 45 days. Any order it issues takes effect immediately and becomes final after 60 days unless the U.S. Trade Representative overrides it on policy grounds. The investigation is the latest escalation in a years-long patent fight between the companies over high-performance memory. A Texas jury had awarded Netlist (NLST.NaE) $118 million from Samsung in 2024 over data-processing technology in memory products, following a $303 million verdict in a related case in 2023. Demand for memory chips has since surged as big U.S. technology companies race to build out data centers needed to power AI services, driving up prices of chips made by the likes of Samsung, SK Hynix and Micron. Samsung, Alphabet-owned Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) did not immediately respond to Reuters' requests for comment. Tl;Dr: GUH

chaos-organized

AVGO back below $375 this week.

Brigantius

AVGO seems to have some strength when compared to other semis. Do we expect it to hold or collapse?

Kpopguru123

idk probably similar situation to AVGO, they smashed expectations but still down

orcassharks

AVGO

A-Money-Lover

After the AVGO shenanigans TSM scaring me

lezgobrando

It’s called the wheel and do it with stocks you don’t mind owning. AVGO, CRWD MRVL etc

This_Huckleberry_473

AVGO or MSFT what do I buy?

NerdSlamPo

TSM is going to crush earnings and then pull a AVGO for literally no reason.

Dude_HaHa

# Don't be shy, but you bought the top on MU, MRVL, AVGO, SNDK etc. 🤣🤣🤣 # 🫵🤡

Spac55

$IBM CEO probably thought to give preliminary for AI-HW investment news, stock spike, then at real earnings, give strong numbers, stocks skyrocket again to 400 Unfortunately $IBM crashed yesterday 25% by AI-Algo funds meme behavior $MU $NVDA $AVGO $TSM $MSFT $META $AMZN $GOOG all AI adoption going well. Still AI infrastructure need spending by many. If you need to adopt AI, do spending for AI-hardware infrastructure. Nothing wrong, good part $IBM has strong cash flow no debt for AI-HW spending. https://preview.redd.it/a42pecn78hdh1.jpeg?width=374&format=pjpg&auto=webp&s=9cd5769d6db7b63017cd49985c4e7ba5be24eae7

Riskismyapellido

pls post what it put out. I am sweating here with my AVGO sympathy play.

A55BAG

MRVL down -30% from it's highs, but it's still super expensive when compared to AVGO 😅

Riskismyapellido

did the AVGO sympathy play good luck to us both

Specialist-Map-5602

Is AVGO red or green? I’m too scared to look

Brigantius

I knew I would cause a crash today when I added to my AVGO position while it was heading up.

hioman01

With AVGO turning red, every semi stock is fucked equally now

Anonn39

If you have to buy only 1 Mag7 stock right now, which one would you buy? NVDA, GOOGL, MSFT, AAPL, AMZN, AVGO? (Let's ignore TSLA because who tf buy TSLA at these level)

anonymous_ghost-1

Come on AVGO go past $400 and just continue to ATH before next ER

Crazy_Donkies

Not ready but expected. I'll be fine if SNDK, MU, HOOD, AVGO do well.

Riskismyapellido

pump my AVGO

Top_Cranberry_3254

MVP's of the week SK Hynix, NVDA, AVGO, GOOG. Let's hope they dip again for more rips

Top_Cranberry_3254

NVDA + AVGO daytrading chads checking in. 🤌

NerdSlamPo

any other market? absolutely. after the AVGO debacle I'm not sure what to count on after earnings calls anymore. fingers crossed though

_hiddenscout

My theory is that there are waves in the AI. Wave one was like energy, infrastructure, and names like NVDA and AVGO. A ton of these names have already seen pretty wild returns in terms of assets. Wave two was like networking and optical. Wave three is the computing and memory bottlenecks. Feels like investors keep looking for the next edge in the trade, so a lot of the wave one names have just been passed over for the most part. I think long term, the energy names are great. Outside of AI, there is still the general overall trend of electrification. However, as trades, just feels like investors are looking for the next bottleneck to find alpha.

Rosella2562

Any reason NVDA started to pump independently from AVGO, etc. aside from me selling my single call option earlier to buy Tesla?