AVGO

Elegant-Policy7690

Buy great stocks that are at cheap valuations. Loads to choose from today as the market is having a pullback. I’d go MU, META, AMZN, GOOGL, AVGO and NFLX. All of them are easy money.

Dry_Shirt7120

Does anyone on this sub still have AVGO stock? I feel like I’m the forgotten retard on the short bus to school when everyone else already left

_hiddenscout

My theory is that the AI trades have had different phases, where some of the names where the first wave of the AI trade, like NVDA and AVGO. People moved onto the neo clouds and memory names and photronics since then, looking for alpha. I do think AVGO is a great company and should be a solid long term hold, but the big question is if the capex cut will ever happen. No one knows the answer to question and up to you around your risk tolerance and what you think might happen.

Typical-Pollution459

AVGO is value or value trap? They should be more valuable I think but market doesn’t seem to think so… they got into financing their sales lately is that what messing them up

tsunamiwaves_

AVGO is beyond garbage

Sick0h

Getting difficult to ignore AVGO leap opportunities 

Top_Category_2526

I will shave my balls and then i will buy AVGO

Anoncry66

even if hyperscalers save cash by cutting capex, that capital was literally the main revenue engine for the rest of tech (NVDA, AVGO, TSM, power/data center suppliers). cutting capex nukes earnings across the entire hardware/semiconductor supply chain instantly. buybacks on a slowing core business won't stop the broader index re-rating.

iCantDoPuns

This is the sort of thinking that sent AMD from 200 to 550 in 2 months. Or rather the thinking that kept it at $200, just for everyone to realize they were missing the train. What's hilarious to me is there are maybe 5 companies making ai chips and only 2 for resale (nvda, amd). AVGO and MRVL are making custom ai chips on commission, and are trillion-dollar companies. OpenAI isnt using them for sol ultrafast, publicly, yet. Mostly cause why bother if the largest edge is more likely to be inhouse and self-recursive use. Why let a regard ask yet again how to get rich with an app when it can be used to iterate faster than anthropic? Even if its not automated self-improvement, all frontier models are trained using inference of past models. Why WOULDNT you do that with the fastest chips? If theyre limited why use them just to have users hit their rate limits faster for no increased revenue? And finally, OP said 10 years. They may not hockey stick in the next quarter, but their market cap is $35b. Find me a smaller company with as much to speculate about. You think space mining has a faster, larger rate of return? Competing with Spacex? You think spacex is going to double to 4T faster than CBRS can double to 70B? CBRS investors did not hoard its growth in private. You know the stories of people who forgot about PLTR stock 9 years ago? CBRS will make many of those stories.

phatpham1803

Just sold all my MSFT shares to buy AVGO. Who with me ?

austinoracle

if it's a casino, AVGO is the closest thing to a sure bet. All the ticker does is go up and to the left.

UnlikelyPlane5532

AVGO maybe

josephgunit

AVGO

stockaloopa_official

Broadcom relies on big tech companies like GOOG , MSFT , META , Anthropic , OpenAI requesting to buy its chips as an alternative to NVDA , these companies have placed massive custom AI accelerators ( XPUs ) and networking chips to Broadcom , so AVGO has already a contractual pipeline for long term profitability , not sure why Broadcom's CEO thinks AI wave is a casino and gambling place  , if so Broadcom is selling roulette tables ..

Funny-Sprinkles-5674

why cant fucking AVGO do what AMD does this fduckign avgo fucking sucks donkey nuts

General_Arm_9656

AVGO never holds a pump

SteamyGouda

MU META AVGO SNDK calls and puts before close, cant lose!

SpiderWil

Read the AVGO CEO comment - "A lot ​of investors ​have ⁠no clue what they're investing in, but set very ​extreme expectations, only to find ​out ⁠that it's almost like they are in a casino gambling," he said, when ⁠asked ​about the impact ​of cheaper AI models - this guy is an idiot no wonder why AVGO is in the toilet

Funny-Sprinkles-5674

AVGO what a worthless fucking piece of shit

GloomyMembership4197

When you don't believe in AVGO, AVGO believes in you! Support your favorite alt-NVIDIA stock!

Jazzlike_Thanks_1869

Yeah, AVGO's comments yesterday are sinking the Industry. What a complete A$$hole.

onerandomcomputerguy

wow AVGO actually not sucking

tsunamiwaves_

AVGO green lol

SmoothNSteady1

Added AVGO positions, long

legible_print

Some things are starting to look cheap again. RDDT, MU, AVGO

bertacle

Imagine thinking that AVGO CEO has something to do with this Imagine his ego lmao he must feel so important

tldamico

Market is not taking kindly to AVGO CEO calling investors of AI degenerate gamblers in a casino.

Funny-Sprinkles-5674

Lol fuck AVGO

AcerVentus

AVGO had to open it's mouth and say casino ffs

newMoneyStyle

90% feels like a stretch when the valuation is already pricing in autonomy and robots, but the point stands that TSLA has way more downside than AVGO if sentiment flips.

DrSeuss1020

The AVGO CEO had to FUD the entire sector all because he read that post from that regard that made the 6 million dollar AAOI bet

likamuka

One of the few sane persons out there still since Buffet retires and Munger is spinning in his grave: Broadcom (AVGO) CEO Hock Tan says too many people have blown past those boundaries and are blindly investing. "A lot of investors have no clue what they are investing in," he said in Singapore, Bloomberg reported. These investors, he added, have "extreme expectations only to find out that it's almost like they are in a casino."

Necessary_Relief_126

Not investing in AVGO purely cause I can't stand Hock Tan. Listening to him talk in earnings call is frustrating as fuck

wattap

AVGO CEO Hock Tan step down/resign when

besiuk044

He’s telling us that companies like AMD and Intel are trading at very high valuations compared to their sales, and he recommends investing in AVGO.

Tank045

Stop letting the AVGO CEO speak to the media

snowballkills

coz of Anthropic, AVGO was tanking too for ~2 weeks. This market is rigged beyond belief

Kickboy21

AVGO is going down to $320-330. Thats when ill buy the juicy dip

Perfect_Painter_7863

If you bought AVGO exactly a year ago from today youd make 1 cent

First-Hotel4694

here's todays trades as you can see there aren't many just enough to cover the bills https://preview.redd.it/fn53ypiue3vh1.png?width=1385&format=png&auto=webp&s=49216b2ff1742024ed3028567352d4161f68d97f |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close|| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/12/2026|12:16:25 PM|MU|Bought To Cover|1|MU Oct 12 '26 $1000 Put|$5.59|$0.01|$0.15|($559.16)|Close|| |10/12/2026|12:16:25 PM|MU|Sold Short|1|MU Oct 14 '26 $980 Put|$8.29|$0.03|$0.15|$828.82|Open|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|1:23:58 PM|MU|Bought To Open|2|MU Oct 16 '26 $955 Put|$7.97|$0.03|$0.30|($1,594.33)|Open|| |10/12/2026|1:23:58 PM|MU|Sold Short|2|MU Oct 16 '26 $960 Put|$9.17|$0.06|$0.30|$1,833.64|Open|| |10/12/2026|2:05:31 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.30|$0.03|$0.30|($60.33)|Open|| |10/12/2026|2:05:31 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.49|$0.03|$0.30|$97.67|Open|| |10/12/2026|2:05:58 PM|AMZN|Bought To Open|2|AMZN Oct 23 '26 $242.50 Put|$0.56|$0.03|$0.30|($112.33)|Open|| |10/12/2026|2:05:58 PM|AMZN|Sold Short|2|AMZN Oct 23 '26 $245 Put|$0.79|$0.03|$0.30|$157.67|Open|| |10/12/2026|2:07:40 PM|AMD|Bought To Open|2|AMD Oct 16 '26 $557.50 Put|$2.35|$0.03|$0.30|($470.33)|Open|| |10/12/2026|2:07:40 PM|AMD|Sold Short|2|AMD Oct 16 '26 $560 Put|$2.69|$0.04|$0.30|$537.66|Open|| |10/12/2026|2:22:50 PM|AVGO|Bought To Open|2|AVGO Oct 23 '26 $320 Put|$0.54|$0.03|$0.30|($108.33)|Open|| |10/12/2026|2:22:50 PM|AVGO|Sold Short|2|AVGO Oct 23 '26 $325 Put|$0.82|$0.03|$0.30|$163.67|Open|| |10/12/2026|2:23:21 PM|AVGO|Bought To Open|2|AVGO Nov 06 '26 $315 Put|$1.68|$0.03|$0.30|($336.33)|Open|| |10/12/2026|2:23:21 PM|AVGO|Sold Short|2|AVGO Nov 06 '26 $320 Put|$2.28|$0.03|$0.30|$455.67|Open|| |10/12/2026|2:24:24 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.31|$0.03|$0.30|($62.33)|Open|| |10/12/2026|2:24:24 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.52|$0.03|$0.30|$103.67|Open|| |10/12/2026|2:30:22 PM|PNC|Bought To Cover|1|PNC Oct 16 '26 $230 Put|$11.64|$0.01|$0.15|($1,164.16)|Close|| |10/12/2026|2:30:22 PM|PNC|Sold Short|1|PNC Nov 20 '26 $230 Put|$13.47|$0.04|$0.15|$1,346.81|Open|| ||||||||||||| ||||||||||$1,390.97|||

Extension-Finance179

he isn't The irony is that this would describe many AVGO investors too

Funny-Sprinkles-5674

FUCK AVGO DOWN FUCKING 80K on shares

BladeFireQ

AVGO Ceo discovers what investing really is 🗣️🔥

Shijaki

she sold AMD right before it ripped, reallocated to AVGO and CBRS. lol

Few-Armadillo2791

Why would anyone other than long term holders invest in Tesla today? They are a pure hype company. If you didn't get in early and lock in 500-1000% gains, lock elsewhere. This is a trash company. AVGO 100%. Hock Tan is a ruthless businessman and has a *proven track record* for delivering results. In 2025 he was paid over $200 million, most of it *performance-based*. Meaning, he delivered. Tf has Elon *delivered*???

Infinite_Leading_400

AVGO calls gonna print

SteakEater137

Well, relative to other semi companies. Youve got ones out there that absolutely insane valuations comparatively. AVGO is one of the closest to realistic considering their net income growth, sales to market cap, future P/E, etc

Ambitious_Snow840

Guess all the data centers don't need any networking or fiber optics. WIFI everything I guess. RIP COHR, CRDO, LITE, MRVL, AVGO.

SteakEater137

I dont disagree but thats the entire semiconductor market, all carried by the promises of exponentially increasing revenues from these AI companies presumably spending more and more money compute. ...which is why its odd that AVGO doesnt get to join in the crazy pumps despite the fact that the growth story is the same across the board.

SteakEater137

Whats funny is AVGO is one of the few semiconductor companies with actually sustainable profit and realistic guidance. ...which is probably why it's also one of the only semiconductor companies to not pump euphorically

Capital-Pineapple961

This is what happens when AVGO lags behind. Pump his stock so he can go back being a bull

Necessary_Relief_126

Genuinely fuck Hock Tan. I dont even give a fuck if AVGO moons, dude is such a shit CEO and cant keep his mouth shut

LongBoiiTatum

My latest gamble is AVGO at a $400 average so what are you telling me Mr Hock Tan?

onerandomcomputerguy

Ok memory can just bounce around but can we PLZ get an AVGO rally going?

WorthAd9397

AVGO's Tan : "Many AI investors are basically casino gamblers." 🤣

davidbigham

AVGO just stuck at 360 this whole year.

Philosoraptor_Think

No, semis are looking fine, SOXX, NVDA, AVGO and AMD are all up. It's memory only.

Severe-Weekend-6664

different risk profiles entirely. AVGO gives you real revenue growth at a reasonable multiple with the pullback below the 200-day, while TSLA at 158x forward is basically betting that autonomy materializes before the multiple compresses. if you need the money to work in the next 12 months, AVGO is the safer anchor; if you have a longer horizon and can stomach earnings volatility on Oct 21, TSLA's optionality is the more interesting bet.

ReserveDrunkDriver

Right now for trades, I like longer dated calls (12-24 months out) on GOOGL AMZN AVGO JPM & WFC. I will sell way earlier than expiration (at the latest 1-month out). First, the thesis for GOOGL AMZN & AVGO is simple, earnings growth and they have all pulled back nicely. Second, the thesis for JPM & WFC is they are poised to manage rates, grow earnings, and they have pulled back nicely. Third, is a retard trade for the bois, buying 6-18 month dated puts on BRENT (crude oil) into $110-115 (targeting $95-80 strikes) and dca sell the dip. My risk management strategy for this trade is to (stop loss) sell if BRENT breaks out of it's ever growing "cup & handle" on the daily chart dating back to the start of the war on Iran, so \~$122 range (just need to watch it if/when it happens) if you're fine taking the risk. Note: This market is hard to trade, but if you MUST trade options, longer dated options have less risk, can be sold in short duration and solid returns (for this environment) when managed correctly. Don't try to be a hero. God speed.

Legitimate_Risk_1079

AVGO | Broadcom Inc. - Current Price: $361.54 - Bull Target (12–18m): $500–$600 - Bear Target: $250–$300 - Upside: +38% to +66% - Downside: -17% to -31% - Reward-to-Risk: 2.1:1 - Success Probability: 70% - Expected ROI: +30% - Return per 1% Downside: 1.25% - Forward P/E: 20.86 - Debt-to-Equity: 0.60 - Dividend Yield: 0.72% - 1-Year Return: +5.6% 🟡 - 5-Year Return: +701% 🟢 - Profitability: Highly Profitable 🟢 - Revenue Growth: +86% YoY 🟢 - AI Revenue Growth: +221% YoY 🟢 - Free Cash Flow: Strongly Positive 🟢 - Price Trend: Long-term bullish, recent correction 🟡 - Risk: Moderate-High - Conviction: 8/10 - Grade: A- Broadcom develops AI semiconductors, networking chips, and infrastructure software. Exceptional profitability, explosive AI growth, and outstanding long-term shareholder returns support my bullish outlook, although valuation and recent volatility warrant caution.

Spicy__Urine

AVGO - I tailed Nancy Pelosi in 2 years ago, up 100%, any big red flags?

_Dreamss

Ofc AVGO, TSLA is a freaking meme stock

GAV17

What percentage of earnings from Apple, MSFT, AMZN, GOOGL and META are dependant on AI? Most of these companies are the ones being punished in the AI environment because they are the ones spending the Capex. While MU, AVGO and NVDA are the ones benefitting from this spending.

DrXaos

The valuations of many big companies in SP500 really are dependent on AI spending. This is just like the dot com 1.0 era. • NVIDIA Corporation (NVDA) – ~8.36% – 8.59% weight • Apple Inc. (AAPL) – ~7.35% – 6.87% weight • Microsoft Corporation (MSFT) – ~5.76% – 4.71% weight • Amazon.com, Inc. (AMZN) – ~3.70% – 4.13% weight • Alphabet Inc. Class A (GOOGL) – ~3.05% – 3.67% weight • Broadcom Inc. (AVGO) – ~2.53% – 3.09% weight • Alphabet Inc. Class C (GOOG) – ~2.45% – 2.92% weight • Meta Platforms, Inc. (META) – ~2.42% – 2.11% weight • Micron Technology, Inc. (MU) – ~1.82% – 1.42% weight • Tesla, Inc. (TSLA) – ~1.51% – 1.96% weight That's 40% of the SP500 valuation. And every one of them is tied to AI (Apple the least). Nvidia, Google, Broadcom, Amazon, Meta and Micron are welded to AI's future. Tesla valuation trades only on the prospect of AI Robotaxis and droids. People underestimate how much SP500 and total US market cap index is literally an AI trade bet.

User4f52

Everyone saying AVGO means Tesla, even though it's a garbage stock with these PE, Rev, Cashflow, and Elon Musk at the helm Never listen to Reddit

Nim0y

I’ve started buying AVGO shares every day, rotating money not new.

Traditional-Use-4093

TSLA isn’t a guaranteed 90% death march, but it’s fair to call it a moonshot. the huge PE is people betting on FSD, Optimus, maybe SpaceX spin‑offs, not just the car deck. if the market flips you could see a big dip, but you’ve seen that happen and recovercies before. AVGO feels safer, but ai‑chip demand can also swing; I'd treat both as high‑risk and maybe split the lump sum 70/30 and DCA a bit to smooth entry

imransilvake

Broadcom AVGO is a very strong buy from here - next year could be wild if AI sentiments remain positive throughout

111anza

Any other choice, while the AVGO might be the popular choice but semiconductor is very cyclical and its likely the cycle is at its peak unless AI industry shows there is more leg to drive the demand and therefore extend the cycle. TSLA is hard to gauge, its 10% business and 90% musk.

PomegranateFew777

AVGO

MostlyNothingInvests

AVGO is an absolute behemoth! I actually was toying of the idea with replacing anet/mrvl with it, but felt the upside from the current 2 was a tad higher. That said, I think conservatively you are looking at like 12% cagr for the next few years, with the following assumptions (which I don't think are outlandish): |Scenario|Revenue CAGR|2031 revenue|2031 op. margin|Annual share change|Terminal P/E|2031 value|5-year CAGR| |:-|:-|:-|:-|:-|:-|:-|:-| |Base|**24%**|**\~$310B**|**55%**|**0%**|**22x**|**\~$624**|**\~11.9%**|

normal_runner

VMware is like 20-30percent(?) of AVGO revenue. Head over to sysadmin or any other subreddit and figure out what’s going on.

All_YourBase

I don’t mess with TSLA stock either way. I can’t estimate the future price on it based on information that I have. I think AVGO is a great buy.

theillcook

AVGO

Shobed

AVGO.

UnlikelyPlane5532

AVGO hands down

Specialist_Chef_5491

Uhhh AVGO has real, good fundamentals. TSLA is the craps table...

RIVNMoonMe

TSLA is a bigger POS of a company, but AVGO is also an overvalued POS in its own right. If the AI bubble pops, both will be in trouble, but Tesla fans arguably may be more inclined to buy the dip, and Tesla also does not have much chatbot exposure (their AI is traditional specialized ML based).

albertsportsnet1

Some sort of recovery is going on with TSLA while AVGO is just trading in a tight range. I can't post screenshot here.

femalediesinendgame

Oooh boy, where do I even start with this… I know I’m about to make some of you WSB regards who bought AMD at the tippity top really mad, but it’s ok. Let’s see… To be fair, the fact that it’s gone parabolic recently makes an investor who doesn’t want to incinerate their money a little suspicious that this stock is a bit overvalued, but let’s ignore that; it happens. [Here are the values of some core valuation metrics for AMD](https://prnt.sc/dOM3ewxR0QGo); even when compared to its own ridiculous historical valuation metrics, it still prints as overvalued currently, or at the very least fairly elevated. But let’s ignore this too; at the end of the day, it’s a growth stock, right? And it also has low debt. That’s a good thing. Having a clean balance sheet is nice, but not going bankrupt is the absolute bare minimum for a company trading at such top-tier valuations. Let’s start talking numbers: ROIC is a measly 9.11%. NVDA: 72.42%, AVGO: 24.39%, MU:59.39%, TSMC: 31.23%, all way cheaper (in terms of multiples) than AMD too. The highest EV/EBITDA of all these is 33.87 for AVGO; AMD’s is 103.39. You’re paying $1T for $41B of sales and $6.4B of earnings, and all of that while AMD is also doing tiny buybacks and SBC is 18.8% of operating cash flow and 22.6% of free cash flow. The company is surviving on pure growth expectations; it’s not even funny. The TTM SBC-adjusted FCF yield is a mere 0.65%. AMD is actively diluting you through all this too; its shares outstanding have been increasing 5.78% p.a. for the last 5 years. EVEN after accounting for its good revenue growth, you’re still paying an unfathomable premium for the absolute bottom of the elite semiconductor pack; almost every other major player has been growing quicker, more efficiently, with better prospects of further growth, higher gross margins, AND without diluting their shareholders as much as AMD has been at the same time. Oh, and they are ALL cheaper. I’ll add my own little analysis here; I’m going to calculate a rough estimate of a fair price for this thing, and I’ll give you a little peek at how much you’re paying for actual existing cash generation and business, and how much you’re paying for pure SPECULATION and EUPHORIA. The 3-year normalized average owner earnings (FCF-SBC-CAPEX) is a tiny $3.01B. Applying an asset-light-business multiplier of 12.5x to that, adding the current $13.11B in cash, and dividing the total by the current float, you get a structural target price of $31.12 per share… Assuming a 4% equity risk premium over the 10Y Treasury yield of 5.24%, you get an annual cost of equity of 9.24%. Capitalizing owner earnings + current cash at that rate and dividing by a current float of 1.63B shares, you get a macro target price of $28.02 per share. Current share price is COMPLETELY detached from cash-generating reality; it’s literally funny how much hopium it takes to buy at the current valuation. The growth premium multiple is 608.49/31.12=19.55x meaning that out of the 608.49 you’re paying per share right now, $577.36 (1-1/19.55=0.9488 or 94.88% of the price) is PURE SPECULATION, and $31.12 is anchored on real current cash generation. The unlevered cash yield on this thing is only 0.3%, bro… Mind you, ALL the figures in that analysis completely ignore the $3.23B in debt you’d have to pay before paying the shareholders. Taking that into account, the intrinsic values have become $29.14 and $26.04 respectively, making the case for buying even worse than it already is. The growth premium multiple becomes 20.88x the real value of the company, meaning you spend over 95% of the share price on PURE SPECULATION and yet UNPROVEN growth expectations. At this point, I think it’s relevant to remind you that we are talking about a highly cyclical industry at peak euphoria; the real question here then is what exactly on earth makes you think AMD is anything near an opportunity at this price?

Iunatic

You mean AVGO? Calls.

hoopaholik91

Are they? Goog/MSFT/AMZN are all FCF neutral or negative. SpaceX and Tesla, lolol. AAPL revenue is only up like 20% in the last 4 years. AVGO and AMD are more based on future earnings. Only NVDA and MU have materially changed the past 4 years

mansumania

This haha... I turned $5k in my RothIRA to $2.5k then got lucky with some AVGO calls last year and turned $2.5k to $28k then back down to $6.7k overall I did profit around $1.7k haha imagine if I had stopped at $2.5k!!!!! The casino giveth... the casino taketh...

vish_NZ

Really need everything in soxx to go +10% so I can sleep easy again. Except AVGO, that thing can go in the bin for all I care.

music_is_gud

Need that good ole Hock Tan Spit on that Thang with AVGO

aexbets123

AVGO earnings play?

Unlikely-Roll-3688

AVGO can make even a decent directional thesis painful when volatility and options pricing move against the position. The important thing is understanding whether the mistake was the market view, the timing, or the instrument itself. I use Moon for some market direction wagers and separating those three factors is useful there too.

Vlisa

AVGO All Value Gone Overnight

Funny-Sprinkles-5674

Bye AVGO piece of shit

Funny-Sprinkles-5674

lmao i lose 15k yesterday s&p back to where it was and onl;y 5k up ok thanks AVGO and memory

music_is_gud

If AVGO goes above 380 today, I will do the worst thing in the replies

SomeNothing6002

Why MRVL is better than AVGO?

itsalwayscalls

On that dump I bought more AVGO calls, COHR calls, RKLB calls, and CRDO shares. Sold my BE covered calls.

music_is_gud

Sure! CRDO? DRAM? or maybe AVGO? HMMMM

visionarymind

Going to try memory again tomorrow, NFA 🧮: **Memory looks cheapest.** Micron (MU) trades at $1,037.36 with a trailing P/E of 14x. Kioxia ADR (KXIA.Y) trades at $32.18, sits 54.6% below its 52-week high, and has a trailing P/E of 21.7x. **Broadcom is the large-cap compromise.** Broadcom (AVGO) is at $360.88, a forward P/E of 29.5x, and 27.1% below its 52-week high. It also shows positive fair-value upside. **ON Semiconductor is a smaller, cyclical option.** ON Semiconductor (ON) is at $79.27, down 41.2% from its high, with modest fair-value upside of 5.8%.

First-Hotel4694

I just posted my trades for today so I'd have something to show all of you and now I can't find them so I'm going to do it again. I started the day out with a buddy for a late breakfast/bullshit session then went and got gas, did some grocery shopping, stopped for a soda and went home where I put the groceries away, read the mail checked on my positions, fixed lunch, came on here and spent an hour or so answering questions/comments and finally decided to trade so as to have an example to use for our later discussions and now I don't where it went so I'm looking to do it again. Okay it worked once again. Take a look and tomorrow I will look to begin explanations of how I cam about those trades. Fair warning I may not have much time as tomorrow is expiration day and my wife is coming home after being away for two weeks. I miss her even if she is my royal pain in the ass I still miss her. https://preview.redd.it/8l1q7btiyauh1.png?width=1304&format=png&auto=webp&s=0a31955467da9fec75a943c4133154b3b7cc84fb |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

CurrentAirline9065

$AVGO sliced through its 200 and 252 SMA lines on a day when bond auctions went well and the 10 year fell

First-Hotel4694

Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

softarrears9879

35 stocks is basically running your own ETF without the management fee, trim the overlap first. You've got AVGO and NVDA in tech, plus PLTR and AMD which all ride similar hype waves so maybe pick two you actually trust long term. Also your consumer side is heavy with both COST and WMT just mirroring each other.

DrummerCompetitive20

why is AVGO collapsing with a peg ration of .5?