AVGO

vaughark

If you're thinking of diving into individual stocks, maybe consider diversifying across sectors for some balance. While MSFT is a tech giant and AVGO has strong growth potential, NBIS and IREN could be riskier bets. Also, staggering your investment over time can help mitigate market volatility. Happy investing!

featherbirdcalls

Strike and date? Any reason to buy AVGO calls?

PicklesAreTight

I’m such an idiot for buying AVGO calls

breakingvlad0

I’m sitting on AVGO puts… gods speed

starentbrett

Dumped all my AVGO at 315. Made me sad

EasleyGreenWave3

First of all congratulations on paying off mortgage and car loans! An example of what I've had great (faster than ETF) growth with: AAPL/AMD/AVGO/FLEX/JBL/TSM/WM. Research those on Google Finance and look at future Bullish growth. And yes, it's pretty chip heavy but hey, all devices these days need chips!

PicklesAreTight

What’s up with AVGO? It just doesn’t move.

betarhoalphadelta

Umm... I really hope you didn't move your entire portfolio into a single stock... It's not that I disagree with your thesis--I'm bullish on MU. As mentioned I'm in SNDK and one other stock in the sector, both of which I'm also bullish on. And yet I'm looking for an exit strategy for diversification. Why? Because this massive run-up has turned a modest portfolio into 60%+ of my net worth, and it's dangerous to have that level of concentration. Even when I like both names and thing both have more upside to go. Because the gains I've made have moved me from being worried about retirement in a couple decades to knowing that with even conservative management I'll be set. Why not be concentrated? Simple... MU could have an SMCI incident. Not that I expect it, of course. But it can happen. MU could have a massive natural disaster at a major fab, or a hacker, or some other thing that cripples their business. I don't expect it. But it could happen. Or the nightmare scenario... China, due to the US being bogged down in Iran, decides to move on Taiwan. Taiwan sabotages TSMC so that China can't have it. Now the entire tech sector takes a dive all at once, because people can't get NVDA chips, or AMD chips, or Broadcom (AVGO) chips. Sure, MU would still have their fabs... But there'd be no demand because there'd be no supply of anything for their DRAM or NAND to connect to. Not that I expect it... But it's probably more likely than the other two scenarios. If I had more dry powder and wasn't concentrated in two names in the same sector, I'd have bought this MU dip. But even with dry powder I wouldn't buy anything that would make me MORE exposed to the memory/storage sector.

Overd0se1

Well I bought the dip on AVGO. Get in while it drops because of my buy!

anex_stormrider

AVGO

Spiritual-Sir6854

AVGO

super_fallguys

GOOG and maybe AVGO. I also hear MSFT is tempting, but there is concern about their capex on AI data infrastructure.

IceAcceptable2971

I'm just Bollinger the most part. Picked up a little more AVGO on the dip today

Nearsite

This past month it has been AVGO, BE, RDDT, APP, CVNA, DUOL, ADBE, PLTR and a couple rolled over from last year (V, MA, UNH).

Cav829

Coming soon: unironic AVGO posts on r/ValueInvesting .

COBRA_DROGO

Can AVGO go back to 400 by end of April? Asking for a friend

tired_ani

AVGO is another company that’s starting to look interesting to me, a little bit more diversified than NVDA. Margins will come down as they sell more HW vs SW so may see further sell offs during earnings.

IceAcceptable2971

AVGO

sharkenleo

Sure but the thing that's strange is NVDA and AMD pretty much flat, AVGO and TSM down about 2%. I guess MU is fucking it badly.

maxpain2011

What’s a decent price to buy AVGO at?

RollofDuctTape

He said invest in American AI btw. NVDA is down 10% last six months. AVGO 9%.

Typical-Layer-1253

The AI stocks are holding up quite well. NVDA doing fine. AMD been fine. AVGO TSM… even NBIS . Let me guess you bought garbage companies without researching?

Nearsite

I use this site called stocknear (free) and look for the highest volatility stocks on that day, that I also wouldn’t mind owning and sell way OTM puts. Recently I have sold Puts on RDDT, ADBE, AVGO, CVNA, CRM, BE, etc.

viva_lee

NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.

xghtai737

Look at other metrics. Forward PE, PEG, etc. AVGO is expensive based on trailing PE, but a 16.95 Forward PE is reasonable and a 0.35 PEG is cheap ... assuming they hit the estimated growth targets. If it misses those growth targets, its price is going to come down in a hurry. But, I can see the justification for the current price. The others I personally wouldn't touch unless they came down a lot. There are plenty of alternative investments out there. If they come down, move into them. If not... shrug and make money elsewhere. Don't sit in cash waiting for something that might never happen.

Hamzehaq7

tbh, sounds like you're in a good spot with your finances. if those stocks are giving you anxiety, maybe that's a sign to ease off a bit. LLY's been solid, but NVDA and AVGO are kinda volatile. if you're feeling more comfortable with the SPY, it could give you that sweet diversification and less stress. just make sure you’re cool with the potential for less upside. what's your timeframe looking like?

golf_234

Great time to kick off, and very impressed with the picks as well. Carry on sir. I might consider MU and AVGO CSCO and FCNTX as well. as others have mentioned, it is still unclear where the bottom is on the Iran war and other news. probably good to get your aquisitions in 1 day at at time just in case there are more drops. I have found by about 30 or so minutes in from market open you can tell the general direction of the market for that day, ie strong red, strong green, or just sort of even keel so it is definitely an advantage to give it a little time before making your purchases vs just tanking with a big lump sum right away. I'd probably take the 18k and slowly vest it in $1,000 increments or so over the next few weeks feeling out the market direction along the way, buy more at the EOD on the super red days which are likely.

Altruistic_Emu_146

I’m long AVGO and NVDA, and they’re my biggest positions. LLY was on my watchlist too but I find pharmaceuticals a bit more risky. I’m holding on to AVGO and NVDA. AI is still in early stages.

MagJack

-50k and being balls deep writing CSPs on AVGO QQQ and NVDA

Pin-Last

SOFI has shady rep and the stock isn’t really cheap, they mostly are very promising companies that haven’t proven themselves yet. No AAPL, AMZN, MSFT? Or if GOOGL, AVGO, TSM get really cheap? XHB and AAL/UAL for a trade?   Just maybe some companies that aren’t going anywhere. 

Icy-Comfortable-714

Thing is they’ve got a lot of fingers in a lot of pies. I’m not sure if AVGO is a pure AI play; they spin silicon for almost every industry. So things like filters, EMMC, DACs, PHYs are obviously sundry to the AI boom but they’re probably even more pickaxes and shovels than NVIDIA are.

Pin-Last

This is a much more dire situation than tariff last year, but things are getting too cheap. MSFT/enterprise software is the best risk/reward imo, but NVDA & META are cheap. AMZN very close. Google is the future but just head & sholdered. AAL/UAL close too. Wish AVGO & TSM would drop more. 

Nim0y

I started to dca when the war started. I started way too early! Still buying MU, SNDK, and NVDA. I picked up some AVGO

tired_ani

Started a position in SNPS. Monitoring AVGO. Interested in learning more about Airbus, Safran, HON, LOAR as additional holdings to my TDG in the aerospace sector,

Cav829

It was like 3 weeks ago AVGO popped huge after earnings and everyone thought we'd be heading back up to $400. And now it's about to test $300.

LukaDonut487

23y/o newbie seeking advice I have been working hard for 2 years, saved about 60k to invest in the stock market the start of this year. My portfolio is: 60% VT 15% AVGO 15% CRWD 10% NU At that time I thought it is a well-balanced portfolio with exposure to industry that I am personally familiar with. Next thing I know - SaaS burst, War started, Claude threatening Cybersecurity. All of my selections were down, with NU and CRWD down more than -15% YTD. I just can’t mentally switch off. Feel like my hard earned money is gone. I am think about switching to less volatile position like 60% VT 20% AVGO 20% MSFT Would that be a better position? Or am I just making the rookie mistake of panicking and my portfolio is completely fine. Please advise. Wish all of you the best in this bear market

Bitter-Basket

Yup. MSFT and AVGO. Even if their PE’s stay at this pathetic level (they won’t), their earnings growth will shoot the price up.

gkdjsl

Sorry busy holding my AVGO bags

Roxorek

there will be great opportunities when SPY is down 20-30% to buy NBIS, MU, SNDK, AVGO, SOFI, HOOD

A55BAG

Kick Microslop and Tesla and add AVGO and BRK.B

RoseGoldBirkin

And AVGO.

WiseAct446

Being as this is r/investing, we're all free to read the article and decide how to invest. Some will be right and some will be wrong. It will be fascinating to see which of these opinions pan out. As for me, I'm long on the chip supply chains that fuel the AI boom. Feel free to check back in 6 months and 1 year to see if this is a momentary disruption or something that actually prevents the manufacture of AI chips and negatively affects the stock price of TSM, NVDA, AVGO, and ARM.

Cantthinkofacoolnam

I have an insider saying AVGO will go crazy this summer. Load calls when it’s red. That’s all I’m permitted to say.

Far-Requirement9180

AVGO flat for six months already lol

CD274

There was a clue to the ARM future mooning in multiple earnings calls since Jan. AMD, AVGO (I think), Nvidia both mentioned more CPU demand for agentic AI. What, yes ofc I sold my lots of arm in jan

Far-Requirement9180

A big institution is heavily short on AVGO. This shit is way overdue for a real pump

Plane-Research1843

AVGO has been the biggest piece of shi bro

Far-Requirement9180

AVGO is my worst pick. I guess I’ll have to sell to let it rip lol

greenpride32

IMO - QQQ will continue to outperform VOO. But as time goes by the overlap will only get stronger as tech dominates the modern economy and will still only grow larger. As it stands today your top weights are almost the same in NVDA AAPL GOOGL MSFT AMZN META AVGO. I hold both VOO and QQQM.

mrtomd

This is good for multiple companies: $NVDA, $QCOM, $TXN, $MU, $NXPI, $AVGO, $ADI, etc. The question is: how much $TSM will try to f... it and block suppliers like $ASML providing the machines.

hv876

Ay yo, how many chips are META going to buy. They had chip from NVDA and AVGO. Now ARM’s launched their first chip with META as customer. How much chip does one need for their shitty Threads slop?

A55BAG

Semis that do circular financing AMD, NVDA, AVGO are in a 6M long downtrend. Semis that only take cash like TSM and ASML have been only going up.

Vegetable_Push6542

At this point better to invest in ASML/AMAT/LRCX/KLAC if you want exposure to semiconductors than NVDA/AVGO

MaterialGuy007

MU $25 Bil investment huge positive - shows sign of ‘chutzpah’!   just their AI cash flow has been Q2 FY2026: $11.90 billion Q1 FY2026: ~$8.71 billion Q4 FY2025: $5.73 billion Q3 FY2025: $2.48 billion.    So $25 bil is nothing - In contrast others are buying back stock - no place to invest AVGO $10 Bil buyback 

unwanted_hair

AVGO still isn't up to my cost basis. >:(

StaticBroom

I'm buying, will buy more before this is done. There is no panic in my transaction history. Looking bigly at Broadcom \[AVGO\]. I've been an owner of AVGO for 6+ years. Bought more after recent drops. Planning to buy more. I like the stock.

JustBrowsinAndVibin

Ask Claude! My favorites are MU, NVDA, AVGO, MRVL, ARM

Fearless-Hat-3272

Kangaroo market...just buying and scalping that spaz movement...which tickers will it be this week? WRD, AVGO, TMC? I ain't playing games until the ball drops, too much to lose to guessing...

Vegetable_Push6542

Any thoughts on what big tech earnings are going to look like starting late April - early May? AVGO MRVL ORCL all did well but gave back gains entirely (except MRVL) but that's likely cause of the overall market going down. We will also have more clarity on the war by then.

JustBrowsinAndVibin

I agree. Anthropic went from $1B to $9B in 2025. Then in 2 months they hit $19B. The AI market is exploding and they’re supply constrained. NVDA, MU, AVGO and other AI stocks are going to catch up to what’s happening sooner or later.

Wowmuchrya

Nvidia and AVGO may have been forming a 6 month bear flag where they -30%. It's been crazy how they've been literally pinned between 170-190 and 300-350 for all 6 months. We will know this week.

R3dFiveStandingBye

No options on AVS but AVGO looks ready to go somewhere not pretty, I don’t like being a bear but uhhhhhh

Sempai6969

MSFT and AVGO. They've both been down since the day I decided to invest. Really? After so many green years...

Working-Active

I'm buying GOOGL now but I believe AVGO is a better long term investment right now. GOOGL and all other hyperscalers will continue with their Capex spending, which in turn benefits AVGO. I'm not buying AVGO because it's already a full position in my portfolio.

Nim0y

The last two weeks I’ve been buying equal amounts of NVDA, AVGO, MU, and SNDK. Next week I’ll probably keep buying all of them. I am going to look close at SNDK since it’s been going up a lot and see if it’s still a buy

Expensive-Big-8725

they want every stock besides AVGO

Far-Requirement9180

I see a lot of AVGO purchases in the live flow, something is cooking

_hiddenscout

I do agree about the names like MSFT will benefit, but there's a lot of downstream impacts from the data center stuff, kind of propping up GDP. So there's still downstream impacts and overall, would probably be negative for the market. NVDA, AVGO is already like 10% of the index.

_hiddenscout

My theory on NVDA of recent is that people are viewing names like AVGO/NVDA as part of the legacy AI trade and think there is less alpha there. It seems like investors keep rotating from bottle neck to bottle neck, trying to find the next thing. First wave was like NVDA and chip makers, then was server rack companies, then power companies and physical data center, now it's it's memory, networking and photronics names. I still rather be in stuff like NVDA/AVGO than some of the later stuff that has exploded and gotten really crowded. But to each their own with this stuff.

TraditionalPhone3992

Loading up on Broadcom (AVGO)

StaticBroom

So many stocks on sale...so many to choose from. AVGO is looking nice right now. What's on your buy list?

FuckleUp

Does SMCI smuggling news affect NVDA AVGO? AVGO dipping

Internal_Field5970

I should be loading up AVGO but I don’t wanna sell anything atm Imma feel tarted 

Internal_Field5970

Apple Google Amazon and NVIDIA are such retardedly obvious buys Even Meta MSFT AVGO Brkb JPM

A55BAG

AVGO and AMD getting a lift, but NVDA can't catch a bid 🤔

Significant-Trash484

Should have known the AVGO dip was fake af but then again this pump probably is too

Abe2025

Zoom out 1 year on AVGO chart. Its making a rainbow 🌈

UnObtainium17

I bought that dip, but sold all of it too soon. I thought there was no point in holding ASML, AVGO and TSM.

WinnerEffective3102

short AVGO, again ?

greenpride32

Well 60/40 split sure it's a still a majority, but I'd be fine with just COHR LITE and AVGO. Also NVDA just announced a parternship with LITE so expect their share of the pie to grow going forward.

mustachechap

What’s the bear case for AVGO

CD274

There was also a crash for all the above a few weeks back when one of the earnings reports (AVGO I think) talked about favoring copper over fiber

totalnoobass

Where's AVGO, and why is TSLA on that list?

The_Judgement_Nut

Dont worry bro, same position with my AVGO calls. Two weeks from now our calls will be green and market will be up becaue people will realise that the world isnt ending and we have to endure through this bullshit. Panic and tears from delusional people… Its all so tiresome.

Blade3colorado

Actually, this is quite interesting to me, particularly since it caused me to look at my 3 Fidelity accounts, where I have a total of $2.2 million, albeit, approximately $500k is managed by a Fidelity Team\* (they call it "Fidelity U.S. Large Cap Strategy"). Specifically, I was wondering about the %s in this managed account. It should also be noted that I own 2500 shares of NVDA in my regular Fidelity account, along with a 1000 AMZN shares, and 1100 shares of AVGO (which just joined the "trillion" dollar club a month or so ago). Anyway, I highlighted the "% Of Account" column and of the approximately 150 stocks this Fidelity Team has me in, VOO is the highest at 9.96%; NVDA 7.83%; AMZN 4.56%; MSFT 4.13%; GOOGL 3.32%; META 2.73%; AAPL 2.40% (note: AVGO 2.58% and XOM 2.56% were ahead of AAPL). \*Minimum investment of $100k required for an account with this Fidelity Team.

straight_croissant

NFLX AVGO plz

gatovision

Things can change fast, all these companies make these massive guidance predictions but all it takes is one customer to pull off to change things. Feel like SSD, NAND, RAM are the commodity piece that can be undercut by China? Maybe the Market is starting to price these massive Q's as peak ai revenue which is why AVGO, AMD and NVDA are on a downtrend. RAM was the hot trade the past 6 months. For the spending party to continue all the big software companies like MSFT, META, GOOG, AMZN, ORCL, CRM, etc need to keep banging and start to see a ROI. but their stocks have been declining too, esp MSFT, CRM and ORCL. Its becoming a game of chicken as to who will crack first and if it keeps going down they're going to need that cash for payroll and share buybacks to keep the price up. my 2 bear cents.

warm-regard

Sell or hold my AVGO shares? 🤔🤔🤔

saccotac

I got the AVGO 322.5 for .23

Distinct_Car7737

AVGO was performing meh already before ER

Far-Requirement9180

AVGO beat er and raised guidance and look how poorly the market has treated it. MU today let’s see what happens

Far-Requirement9180

I need somebody smarter than me to explain why big boys are bearish on AVGO

Far-Requirement9180

It seems AVGO will never pump again. Big boys took personal shorting this stonk

mustachechap

Is anyone buying AVGO still?

T1nkat0n

AVGO

ChucktheDuckRecruits

RKLB PLTR AVGO. I didn’t “find” them here, but got enough info and conviction to buy - I of course wish I had sooner and had more funds to invest, like everyone else would say..

WinnerEffective3102

Me too. AVGO was fun to ride up and down the last week

Far-Requirement9180

AVGO should have taken me out for dinner at least, what a deep throat fucked just giving me lmaooooooooo

Right_Traffic_4821

Why does AVGO suck so bad?

COBRA_DROGO

Why is AVGO down?