Reddit Posts
30K to invest - Oct 19 Market open
Where would AVGO end up if Anthropic and OpenAI go belly up?
Apologies to those who hold AVGO
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
$AVGO CEO Hock Tan described some AI investors as casino gamblers lacking understanding of the technology and setting extreme expectations
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
If market takes a shit wishlist — what prices are you betting your house on ?
China surveys Broadcom switch use in state data centers, FT reports
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
AVGO is lagging the entire semis rally. What am I missing?
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
AVGO: Missed opportunity or value trap? Curious what this sub thinks
Why are they allowing us to buy AVGO dip right now?
Can we turn on the money printer tomorrow?
Holding 80% of my portfolio in AVGO going into earnings.
Is silicon photonics actually becoming the next AI bottleneck?
next week's earnings lineup, a few of these are on my radar
Is the AI Capex vs. Semi decorrelation a buying op?
AVGO prints negative net GEX after recent 4.6% dip
If You Could Only Buy One Stock Right Now, Which Would You Choose?
AVGO just popped +6.61% to $418.16, look at that monster positive net gamma exposure rn.
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
IBM's crash is a bullish signal - for the semiconductor industry
a member of Congress with an 87% win rate over 118 disclosed trades went quiet for two years, then bought SpaceX on its first trading day
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Are semiconductor shares still a good investment, or too much growth is already priced in?
Apple just committed $30B+ to Broadcom chips through 2031, but is AVGO really safe from in-house risk?
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Apple silicon deal with Broadcom (AVGO) extended through 2031
Broadcom Extends Apple Custom AI Chip Partnership Through 2031 | AVGO Stock News
Effect of Using Margin on AI related Equities
Too much of my portfolio is from RSUs - how would you diversify?
Why is MU forward P/E so low and AMDs so high?
📓 Daily Brief: Theta Gang Goes To Wendy's
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SpaceX is already trading like one of America's biggest companies
AVGO - When is the next catalyst and will it break 400 soon?
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Musk says SpaceX could bring $1 trillion in revenue by 2030 | Reuters
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
SpaceX stock jumps 19% from $135 to $161 in record IPO debut, largest in market history
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Nancy Pelosi may have just lost 14x her yearly salary in one week
CNBC: investors are fleeing tech stocks in record numbers
Mentions
https://preview.redd.it/uu73ri4ci8xh1.jpeg?width=1206&format=pjpg&auto=webp&s=5df27ee16dd93e62d1f46ff51d459973b654da05 IMAGINE NOT BUYING AVGO RIGHT NOW 🤡
Need $AVGO to show some strength, preferably a bullish engulfing candle
$AVGO 500 in 12-18 months again possible It is supplier for SPCX, TSLA and all big Tech custom designed chips
$AVGO 500 in 12-18 months again possible
My take on AI - when you hear about how the 2 Global super powers racing to win this category at all costs, I just don't see how the industry will then go up in smoke. The world is doubling down on AI, or at least the pathway to AI, fueled by the necessity of being first... I just don't see how companies like NVDA, ASML, AVGO, PLTR, could be losses. I see this differently than the [dot.com](http://dot.com) bubble. Back then, each singular company was building an independent .com website, they were not aligned collectively for a common motivator. Now, all these companies are part of a unified infrastructure - yes, thats risky, but at such a large scale with the revenues they have, and with the progress being made, I just don't see how it could bust???
STRL bagholder here : ( And those AVGO calls, yeah.
Need Anthropic to save $AVGO today
UNH calls up 36%, GEHC calls also up a bit hoping it’ll have a big upside post earning, but absolutely getting blown to bits on LITE, COHR, AMD, AVGO, GOOGL, AMZN, and MRVL.
I only do MU, QQQ, NVDA (occasionally), and whatever is popular at the time, like couple weeks ago I did AVGO, rn I've got META in my rotation, keeping a close eye on INTC
Why not full port AVGO. Realistically downside is 10% max upside is double within a year
WTF is wrong with AVGO. Why can’t it be like AMD?
Gonna need AVGO to 400 by January or I’m fucked
I am absolutely decimated on my AI stocks, SNDK META AVGO... probably down 60k total on those alone. But somehow, my RCL Is alive and held its own today....
Been saying a bit, I think there is also different waves in the AI trade, where a lot of the first wave stuff, like the NVDA/AVGO didn't catch bids while some of the new bottle necks started to. I do agree, like I've been long FIX, it sucks watching it go down, but still up a ton on it. That's the thing about the AI trade, it's really just like a handful of companies that are spending an insane amount of cash. They have gone negative and with higher rates it's going to be harder to raise capital. There will come a point where hyperscalers due cut. AI isn't going away, but it's possible the build slow downs and things normalize a bit. Doesn't mean things are bad investments, just you have to be sure you are buying something with a valuation that makes sense. Especially if capex does slow, every name becomes more expensive, since we know there will be EPS and revenue coming down.
Free money with LRCX and AVGO atm - no need to worry!
AVGO is cheap, options aren't.
The actual fuck happened in that session, I just woke up.. SOXL & AVGO ruined my asshole.
Well, let’s see today, the asshole was ripped because I refuse to let go of CRWV. ALAB, CRDO, CIEN, CBRS, SKHY all got their turns too. forgot to mention GLW and ETN been using my junk as a punching bag for a little while Oh look WDC is in on the action now too. And selling short against my AVGO position, did me no good either, at least not yet So much bright red
The CEO, who has a reputable past, said multiple times they are on track to hit $30 EPS by 2028. That makes the forward PE for 2028 less than 11. Make of that what you will. If Hock Tan isn’t high on something and if the overall AI trade holds, AVGO will rip at some point.
$AVGO ruins everything it touches
Bought $AVGO when it was at its highest at $427 in August with calls expiring in early November. It just hit a 6 month low, can’t even make this shit up
Sold 3 weeks ago at $190 so I'm looking like a genius now :P Then rolled it into AVGO at $370 so I feel a little less regarded.
Sold 24 Oct. 28 AVGO $315P wish me luck
I hope for you it works out, personally I would be torn between AVGO and Google, but I already lost a lot of money so steering away from options rn
Microsoft was my only position, i bought at $380 this year with all my money, now 50% MSFT and 50% AVGO I'm tired of everything
At this point, i just want AVGO to survive today
I sold 50% of my MSFT today and i bought 50% of AVGO My losing is rate is 99%
I'm gonna cope and say this is the shakeout before $AVGO blasts off
AVGO is down 6% on the year, wild.
Loaded the boat with eom AVGO calls, already got my arse kicked, may as well give it my all
need a lil GOOG META AVGO pump mayne
AVGO ceo caused it. We all knew that it's a casino. It was absolutely unnecessary to voice it out
Look how they massacred my boys AVGO RDDT META
Wtf did i wake up to $AVGO
def wishing I bought my AVGO calls today instead of 2 weeks ago. Longs, but still...
Every day AVGO seems to want to hurt me more
AVGO only makes NICs for the FAB process, hyperscaling(neocloud) licensing, and VMWare. They're the beta-est of the beta tech stack
Really, right in front of AVGO and ORCL?
So, uh, what's green?.. my AVGO and SOXL are red as hell, which usually means my ADBE is green (once a month).. but nope.
$AVGO ravaging my bung hole right now
I’m in AMZN, GOOGL and AVGO rn.
I hold the 3 retarded musketeer stocks: RDDT AVGO RKLB 🤡🤡🤡🤡
Someone's port this year has been majority AVGO/GOOG/RDDT and they are entirely neutral on this market
Any AVGO bagho-.. sorry community members?
You want tickers. GOOG buy around $310-320 AVGO $320 or below, might even go lower. NBIS start buying around $140. AMZN would wait for $235-240. AMD between $460-500 range. META, MSFT, TSLA, PLTR not very high upside at this prices either.
All round green day and AVGO still performs like hot dogshit
What the fuck is this? Buy AVGO they said. It's oversold they said.
Earnings Season? Just buy & hold your AI investments and sell them before Hock Tan starts talking during AVGO ER. ez
Still, considering META can pump just on revenue growth and then looking at AVGO's revenue and income growth numbers...sigh Theyre not much of my portfolio but they are definitely one of the most irritating. At least they pay a dividend...?
AVGO went to shit after Q2 ER. It was $495 before close that day, and even saw $500 briefly earlyer the same day.
You don’t know anything about frustration — AVGO holder
Balls deep in AVGO n NBIS. Pray
Google and AVGO are the regarded cousin in this market.
Trying to decide which of GOOG or AVGO is dogshit, and which is one catshit
According to this post history he had $100k a month ago. Lost 40k which sucked, because that was a down payment on his dream home, was worth $120k "didn't really spend my money on dumb shit in my early twenties" (24 days ago) gave advise on retirement accounts spending, thought about positions in AVGO in the daily (16 days ago), 7 days ago he answered the question what he would buy if he could only hold one stock fortever with "VT, Sofi or NU", 5 days ago the things he took for granted were strength, health and the money in his retirement, he posted 5 hours ago that he bought a bike and now this. My bet would be he trying to give back the Kawasaki. But he´s 27 and still has his Roth IRA. He´ll come back.
We’re both thinking the same thing. Thats why AVGO will go down tomorrow
Still waiting for $AVGO to breakout, $META earnings will be a crucial factor tmw
I'm doing the opposite, selling CSPs. AVGO is way undervalued, should be over $400 by EOY
Imagine buying AVGO well over $400 a couple months ago. PS I don't need to imagine.
AVGO is a big % of my portfolio too. Keep holding, some day you might break even
Google yes. AVGO is for tax loss harvesting only. Didn’t you know? I thought this was common ball
AVGO finally rebounding?
$AVGO up AH, something fishy is going on here
$AVGO underperforming the sp500 is not ideal
Why did I paperhand my $AVGO calls earlier for a +50% gain before it even hit 337 🙃
AVGO green already 💸
Why did I ever buy AVGO. Absolute dogshit stock
Damn, need $AVGO to hold and stop the bleeding
Honestly this could save a lot of money. Stops could actually trigger rather than having positions locked in. Would have saved me tens of thousands on AVGO earnings a few months ago.
The IV probably not worth paying especially since their capex probably remains high so they’d need really good guidance. GOOG and AVGO my largest position atm though
Thank you for every good advices, going to look into it. Was successful swing trading RDDT about 2-2,5 years ago, but the market was easy back then, so have a lot to learn. GOOG and AVGO is the only positions I am going to just hold and add on big drops moving forward.
No i would prefer the govt just give the money to my own account not linked to the govt at all with no ones name on it and the freedom to make whatever investment selections I want. Any govt involvement means lame restrictions and forced action. If you want to buy SpaceX go ahead but maybe other people want to buy different companies (ie RTX, NOC, LMT, RKLB, TSM, NVDA, AMD, AVGO, PANW, ALAB, etc)
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $380.00 (above) | $330.33 | $335.14 | +15.0% | Sun, Nov 1, 8:55 PM ET |
Why am I holding AMD, AVGO and NVDA when I could just buy SOXQ and (theoretically) stop caring?
Why is AVGO red on the 1y
Why is AVGO red on the 1y what is this chart
$AVGO finally showing signs of life
Yeah for a run up and sell right before. Its becoming an AVGO, bht soon might turn into a LULU.
>The Nasdaq in 2000 was the opposite, it fell 78.4% over 31 months and didn't close above its March 2000 high until April 2015. This statement holds a lot of meaning for a person who might have lump summed all their investment capital ito the NAS in March 2000. It holds less and less meaning for the people who have smaller percentage of their investment capital invested in NAS in March 2000. The reality is the people who had been investing DCA through the 90's were doing just fine through the dot com burst and financial crisis. When 2022 hit, my portfolio did take a big haircut. But buying more AMZN MSFT GOOGL SHOP NVDA AVGO QQQ VOO would have increased my cost basis, because my accumulation had been done for years prior. Investors who buy and hold companies with growing top and bottom lines eventually get rewarded. It's the speculators that may need to panic.
the AVGO comeback will be unreal
Planning to invest 30K spread across the following stocks today: MU GOOG SMH AVGO ORCL NVDA AMZN WDC/STX New investor here. Any advice from seasoned veterans? Any other stocks you’d recommend?
Stay away from Coreweave and AVGO. Find any other stocks but not those. It’s not worth it
The software side is what makes AVGO different from a normal semi blowup scenario. VMware is something like 40% of revenue now and its mostly recurring, that business prints cash whether AI capex booms or not. On the chip side the anthropic volume everyone worries about mostly rides through google's tpu program, its not like broadcom is directly financing anthropic. Stock trades like pure AI beta though so it gets sold first either way.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVGO** | $380.00 (above) | $330.33 | +15.0% | Sun, Nov 1, 8:55 PM ET |
!banbet AVGO 380 2w
AVGO, started 2 months ago. Did not participate in the rally, leading the way down, only semi stock in existence that's red YTD. Fuck you shartcom.
haha if Anthropic and OpenAI both go belly up, AVGO is the least of your problems, the whole AI capex trade reprices at once. the VMware software side is a decent cushion though, that revenue doesn't care who wins the model race. I hold some AVGO
If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.
Giving positive energy to $AVGO on monday
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
AVGO’s leadership has taken some big swings in the past but overall is conservative in how they operate the business. Listen to the earnings calls, they like to let the numbers speak for themselves and don’t like to talk about future performance. These financing deals are peculiar because they seem risky, but if you’re an investor in AVGO you’re likely a believer in their ability to operate capital and do their due diligence, so trust the process.