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
This is false, you don’t trade on news. Not me. I trade on fundamentals of a company. Which are shown every 3 months to everyone at the same time with earnings. It’s a public market which is why we have auditors. The most undervalued stocks are WDC, SNDK, LITE, AVGO, AMZN, DE, CAT. Which can still go up a lot. No news trading here, just purely on fundamentals.
This seems to be pretty spot on. Obviously I know nothing anecdotally about what you have experienced working in the industry, but this is a solid take on the AI picture otherwise. As far as semis, I’m a huge NVDA bull with a large position but I also hold TMSC, AVGO and EWY (Samsung/Hynix). I’m going to take a second look at AMC based off your post. I appreciate the insight into the industry from an actual insider. Thank you. Cheers!
I cannot decided MU Nvidea or AVGO ?
If you go with GOOG, then also add AVGO.
This sky high AMD PE thing is a meme at this point but I'll just say it here again. Amoritization from Xlinix aquisition. Their non-GAAP PE is like 30-40. Same exact reason for AVGO high PE ratio. Just look up "AMD high PE reddit" and you'll find tens of threads on this exact thing.
Honestly safer than most of the people on here, some really good people to follow on twitter once you stop trading like a true degen. Check out some weekly or monthly calls on AVGO for pre earnings run up. That’s my main position rn. It’s held up pretty well on red days and was up almost 8% today. Cheers bro.
Quick, everyone sell NVDA and buy AVGO instead!
Finally in the green on my AVGO March 350calls. Not gonna paper hand these babies
Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.
I had the exact same thought. Semis and AI infrastructure stocks should have absolutely exploded when hyperscalers announced Capex. Made zero sense to me. So….I full ported into NVDA, AVGO, & CRWV as soon as I saw Bitcoin reversing last night after hours. Nasdaq was at -1% at the time. And now Nasdaq is +2% and my portfolio is up 18% today …on shares only.
NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS I need to hold AVGO and VRT 8 years? fuck
told em AVGO calls last night
thanking AVGO for the gains currently
the biggest winners of big tech AI capex = AVGO - chips (googl + meta) VRT - cooling MU - memory \+ energy companies to power it all
I called out earlier this week that AVGO will see a similar rise as MU/SNDK...
I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).
You're right about single stock investing. It isn't easy and you have to turn it into a hobby if you have a good chance of succeeding - an educational background in a relevant field helps. Sometimes it isn't bad to choose a couple of the most obvious stocks to be 3 - 5%. I personally think it would be wise to own either AVGO or NVDA (AVGO is larger than TSLA now), just as an example. But yes, it would be wise to only keep a small part of your portfolio in single stocks and even then be careful. Most people here will recommend VOO to be most of your portfolio. I begrudgingly agree, but recommend making QQQ and VOO being spit 50/50 and representing 50 - 75% of your portfolio. QQQ, which represents the NASDAQ, has largely outcompeted the S&P over the years. Possibly an ETF in emerging markets (I wouldn't make emerging markets more than 5%) and developed markets (15 - 20% in my opinion but that may be controversial with some). This is not something you should do just because I recommend it - look into it further. Depending on your age your risk tolerance may be more mild and you may want bonds and some gold as well if your approaching retirement soon.
tbh i only trust AVGO and VRT now cant trust any other stocks
My calls are up 40% on AVGO I’m doing just fine
Unless I'm missing something AI stocks look like a massive buying opportunity based on these AI capex plans MU, SNDK, AVGO, and NVDA
There was something in the air that night The stars were bright AVGO 🥰
AVGO is targeted to hit $500 I BELIEVE IT
See I heard the opposite. AI looks like it'll disrupt a lot so software is selling off. Earnings have been good from these AI companies as well and the selloff has been way broader than just AI. AVGO crushed. PLTR crushed. Carvana crushed. ASTS, rigetti, oklo, crushed. Robinhood crushed. Micron crushed. Sandisk crushed. Silver crushed. Hard to say its just AI.
AVGO will be the biggest winner. It will be a 3 trillion dollar company in 3 years.
Bought AVGO over GOOGL and AMZN Capex news Lost 5% instantly
This is a stock pickers market. Memory and Optics names are winning right now- the companies “selling shovels to the miners”. META and AMZN massive capex increase. GOOG too, but they use TPUs, so AVGO is taking some of NVDAs market share. Think.
AVGO $25 pop likely on $600+ billion capex announced by Mag 7 for 2026
I'm HEAVILY concentrated in NVDA, AVGO, AMD, TSM, AMZN, GOOGL... and then META, MSFT, and a few others. So no, I'm down a LOT from the top to now. On the other hand... I know the prices were inflated and the companies I'm invested in are good... namely NVDA which is about 40% of my portfolio and the one I'm most down on at like...2.7 or so(but again, that's the ATH of 212 intraday). I'll live, we'll adjust, it'll come back.
Not just these. The whole semi space. Those 10s of billions of capex is going into the coffers of NVDA, AVGO, MU etc. I've no idea why the semi stocks are tanking. The AI models running these trades are really dumb ;-)
For 2026, Amazon announced they are going to spend $200 billion on data centers, Alphabet said they’re gonna spend $185 billion on data centers, Microsoft said they’re gonna spend $100 billion on data centers, and Meta even said they’re gonna spend billions on data centers. Am I missing something here or is there more than half $1 trillion going into data centers for 2026? Why are Broadcom and Nvidia down? 💰💰💰 How long do you think it would take Wall Street to figure this out before AVGO shares go right back up that are already down more than $125 since December sitting on the low from over a year?
I have this theory that the AI cycle has three big phases to it. Phase 1 was LLM model trading/learning dominated by the compute companies (NVDA mostly, duh) then phase 2, inference currently in this phase dominated by the memory stocks like MU, SNDK, WDC, seagate etc, next phase will beverage computing in your pocket. Qualcomm, MRVL and AVGO dominate
I understand everyone’s circumstances are different, but It’s not really “wheeling” if immediately closing out of CSPs for a loss and/or selling assigned shares for a loss. I am more than willing to admit that I will be assigned on more positions than I was hoping for due to all of this. Currently, all of my positions are on companies I am fine adding to long term holding if it goes that way. Account is value is down 8.75% this month, but will keep wheeling by selling CCs on my assignments and will be bag holding a few positions for who knows how long. Current positions with various DTEs running into March: AVGO, MRVL, ORCL, HOOD, NVDA, GOOG.
> but to suggest it's a bigger bubble than tech is madness lmao. This. XOM generates $28B income (with low oil prices) at a $600B market cap. Chevron generates $12B income at $360B market cap. In comparison: * PLTR generates $1.6B income at $300B market cap * TSLA generates $3B income at $1.4T market cap * AVGO generates $23B income at $1.4T market cap during the peak of the AI boom.
Right, all high beta names, even with great numbers are getting punished. Rotation + maybe people are getting liquidated in their crypto positions and it's bleeding over here. AVGO barely ended the day positive after Google came out with massive CapEx numbers and it was already down over 20% from the highs. Eventually the fundamentals will matter. For now, it's a buying opportunity to get shares at a discount.
I'm hoping it was to build their own nuclear reactors and data centers filled with AVGO and NVDA hardware. Some AMD cpus and MU/SNDK ram sprinkles everywhere. Do I need to tell you what I'm long?
Meh.. could be right but GOOG doubled and AVGO is a huge recipient of that cash. Same with META but with similar companies.
AVGO should be at ATH with the amount of money GOOGL is throwing at it
This is completely false, I can't stand the internet is filled with false information. First of all you can't calculate the top 10 for the last 10 years because the "top 10" changes everyday. Second If you take the current top 10 you will find out that article is shit: SPX - 250% NVDA - 27.000% TSLA - 2.800% AAPL - 1.000% AVGO - 2.200% GOOGL - 800% MSFT - 650% META - 500% AMZN - 650% WMT - 500% BRK-A - 280%
I am down 63K. I only buy stocks. I just started buying the dip a few days ago. Should have waited more in hindsight. But I am not worried. I did the same thing last year as well just after Liberation day and made well over a 100K. You can't time the bottom perfectly, but you have to buy the right stocks and it will be fine. That being said, this is 100% a liquidity event. If it was about overspending on AI, then MU, SNDK, AVGO, NVDA, AMD or even metals should have gone up. The issue is market is expecting a liquidity crunch due to the events in Japan and US Fed pick who wants to reduce the balance sheet. Also, I think margin trading is to blame. Crypto, silver blowing up leading to a cascade of margin calls.
My hot take... all these MAG 7 companies spending unbelievable amounts on Capex... AVGO while its down is the play!
Here is a trade idea for all you children rolling around in shit and piss because you bought calls expiring tomorrow. AVGO 350c 2/20 earnings are coming up and technicals and volumes look like it wants to pop. Last time it had similar variables it popped 10% on Monday morning.
Added to HOOD , CMG, AVGO
So whats the working theory on why NVDA and AVGO keep going down despite these incredible CapEx guides?
And ANET, MU, and AVGO will either have a sluggish day tomorrow or actually drop.
AVGO is the canary in the coal mine for me And right now the signals do not look good
Any company that is in the AI datacenter business should be rocketing, these hyperscalers will spend on the AI buildout until they have nothing left ORCL IREN NBIS NVDA AVGO MU The market is the one who is wrong
LLY beats and gives up all its gains the next day. AVGO, MSFT, UNH, and many more just dig deeper. I'm not gonna lie I might save this market tomorrow by getting puts on everything.
Need to find out where all the capex going into. TSM AVGO NVDA MU anything else
was 0dte AVGO calls a dumb idea? maybe!
0dte 315 AVGO calls easy money’
I‘m a real regard. Full port into CRWV AMD TSLA HOOD PLTR GOOG and AVGO. Yeah don’t forget BTC and ETH
All my January profits are erased, and then some. Hours of work gone in just two days. Fuck AVGO, fuck UNH, and fuck this retarded paperhanded market.
About 60% of Google’s capex spending is expected to go to short-term assets, which includes TPUs (+AVGO) and GPUs (+NVDA). Google didn’t break down exactly how much it intends to allocate between the two types of chip, although analysts noted its margins improve the more it uses TPUs
AVGO red, bleeding 5% intraday. Once again, showing what a piece of shit it is. I don't think it had a single green day in weeks. Out of spite, though, I will not sell and hold it all the way to 250.
Google just announced they’re spending 180b on AI and you think the bubble is popping? They’re increasing their AI capex and so are the other Mag 7s. AVGO, MU, etc are gonna keep having insane earnings. The only way the bubble pops is if these companies lower their capex, and so far there’s no indication they’re going to. I could see the bubble popping for unprofitable “AI” companies that don’t actually bring anything to the table but if you think the shovel sellers or the big AI companies like GOOG are going anywhere soon I got a bridge to sell you
AVGO almost negative now
AVGO fading at close everyday needs to be studied
Not even AVGO could hold the pump with such a bullish outlook from GOOG
#99% of the time AVGO opens green it fades in the afternoon. LMAO🤌
GOOG and AVGO want to fuck so bad now, this shitty ass market holding them down
It doesnt really make sense. I bought some AVGO today. Google capex guidance is crazy and I think they are going to double down on TCU architecture. GCP works with Anthropic.
AVGO gonna pump to $400 by earnings.
#Google said it will spend $180 billion on AVGO and MU yet AVGO is barely green and MU is flat LMAO🤌
OK, what is up with AVGO? It's actually up 2% on the day...
I'm holding 2 greens JNJ & AVGO. Everything else shitting diarrhea on my port.
AVGO is so fucking strong
If you sell AVGO now, you have premature ejaculation.
Managed to snag AVGO under 300 yesterday. They will eat very well from the GOOG capex.
Will AVGO see a rise like MU/SNDK.... I believe so
AVGO dip buyers and steady hands deserve it.
AVGO smashed earnings back in December and it’s been down 25% since. That should have been the canary in the coal mine
Looking at my calls on AVGO and AMD, in starting to get hard
AVGO lost all its gains lmao
they shot down AVGO as well
It’s all gonna go to AVGO anyway
AVGO has been a good buy for the past year
GOOGL ai spending makes AVGO a good buy.
I learned it from chatting with artificial intelligence. The next-generation rubin computing performance has been greatly improved, but these data need a more reliable and faster transmission method. NVIDIA uses its own NVLink to connect gpu and gpu. However, gpu connection cpu, io, network connection technologies need to be upgraded to pcie6 depends on third-party manufacturers. On the current GB200 series, ALAB only occupies 10-20 shares, but the technical threshold has been raised in pcie6, and there are fewer competitors. At present, OEMs can enter the Rubin supply chain using ALAB's connection cable for testing and tuning. AVGO needs to Ubin can only enter the current progress through customization and debugging. It takes 2027 to enter the supply chain, so rubin's market share will increase significantly. I believe that rubin is the hot spot of this year's hype, which will benefit from storage companies such as MU and sk Hynix. VRT of liquid cooling company. Optical Communication Company and so on. These are the information I know so far. If there are any mistakes, you can correct them. Of course, ALAB has the problem of overvaluation, but it also has a relatively high potential for outbreak.
Thought I was clever for waiting until today to decide on buying AVGO https://preview.redd.it/mtudqgd4dnhg1.png?width=205&format=png&auto=webp&s=e524cc3aa931d842500c20153b390223a5d76538
The money is going to AVGO
MSFT, AMD, AVGO and NVDA are all going to bounce back now steadily, the VIX is steering lower now, HYG isn't going down and if you know your trading you'll know this is safety in the market, if it was getting a hard time I'd be worried. But it's not. Gd luck out there! But add to solid picks in times like the last few days...