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
Didn't expect that much move on AVGO after NVDA. Unless hedge funds will make it pump this time while a lot of people expecting another dump after NVDA? Although, given what happened to CRWV... And MDB? Another heavy pump is unlikely?
ASTS, RGTI, AVGO, MRVL up or down?
Yesterday I sold 80% of our stocks and transferred them to my wife's savings account cause the money was for our mortgage and I should have never been gambling with it. I kick myself everyday for losing $14k of profits from the big quantum high in October, but at least I didn't lose it. I have a Microsoft LEAP in my traditional and the rest in Google, Nvidia, and AVGO with average cost basis I'm proud of. I'm also moving our investments to Vanguard cause Fidelity is too triggering. I've gone through stints of not trading which would work for a couple months but never stuck. I'd be back with a vengeance and think that I was smarter than the market or I had some sort of inside knowledge and insight. I am just coming to terms with being an average Joe and letting go of the dream I had of saving the day and making our lives better because, funny enough, when I was up and had already made a life changing amount of money I didn't even realize it and cash out. The money has a new value and it's not potential gains, it's getting to live in my new house with my doggo, and that is a pretty sweet investment, real estate and not getting dumped. Unless I start sneaking money from my wife's account for 0DTE, I put myself in a position to not have anything to gamble. I just wanted to send this message in a bottle to float down the comment section and get one last roast.
Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!
Bought AVGO 420c 3/20 @17 and MU 410c 3/13 @20.5 🫡
NVDA is puking but AVGO is green soon
AVGO and AMD catching a bid while NVDA keeps sinking lol
AVGO going up and NVDA going down. Pick your horse.
AMD or NVDA or AVGO buy at these levels?
Yeah ignore reality and just look at the surface of the indexes🤡 The market is experiencing some of its worst price action ever since October. The market is completely broken. High-beta stocks are getting hit 5–10% almost every week. For a huge part of the market, this is a crash even if the headline indexes pretend everything is fine. For hundreds of stocks, this feels worse than 2022. The S&P 500 has gone basically nowhere since October, yet a massive portion of individual names are down anywhere from 20–70% from their highs. What’s even more frustrating? Companies are reporting massive beats - top line, bottom line, sometimes triple beats and still dropping 20–30% afterward. It honestly feels like earnings strength is being punished instead of rewarded. Meanwhile, defensive names with stretched valuations and limited growth are grinding higher every day. Costco and Walmart trade at extremely high P/E ratios with modest growth, yet they get bid nonstop. At the same time, Nvidia and other high-growth names, many with lower forward P/Es and significantly higher growth rates get sold relentlessly. And look at the divergence: $NVDA is 15% off ATHs $AAPL is 7% off ATHs $MSFT is 31% off ATHs $GOOG is 14% off ATHs $META is 20% off ATHs $AMZN is 22% off ATHs $TSLA is 20% off ATHs $AVGO is 23% off ATHs Which means the average drawdown from ATHs from some of the eight biggest companies in the world is just about 20%. Yet $SPY is only 2% from all-time highs. So the index looks fine but underneath, there’s serious damage. The Mag 7 are now trading at their cheapest relative levels versus the S&P 493 since 2016. Several of them are at their lowest valuations since 2020–2021, despite significantly stronger earnings power today. And people are still calling it a bubble?
Will AVGO tank or moon next week
Need AVGO to save the murket next week
AVGO, remember you have to go to daddy at 260$€
I'm looking at AVGO actually
MongoDB calls? AVGO flat? 👀
I’m a bit surprised this is pulling down AVGO also. AVGO does not have the same circular spending narrative and the custom chips are only going to improve and take more market share.
Thinking about going in on some LEAP contracts expiring in late 2026 early 2027 on potentially AMZN, AVGO, NTFLX. Rather then try to time the market short term, hopefully these long term options provide a little more stability. Anyone see any other stocks that will go up a lot before Jan 2027?
Ok boys remember Select stock options now expire three days a week. Introducing Monday and Wednesday expirations—unlocking more days to drive your options strategies. The first of these options will expire on Monday, February 2nd. Available for: TSLA, NVDA, AAPL, IBIT, AMZN, META, AVGO, GOOGL, and MSF
Everyone ready for AVGO next week? Will it pull a $100 run back to $400 or shit the bed and pull a NVDA even if they have strong earnings but ‘margin pressure’
Hope yall loaded AVGO what a gift before earnings next week
The AVGO drop makes little sense.
Sure. Makes Sense. AVGO and AMD Are my go to stocs
Even the SMH is failing us at this point. What's even left for big earnings? AVGO is next week.
Ya AVGO fuckin me. Hopefully earnings goes well lol
AVGO continues fucking me even AH, lol
What is up with AVGO pumped like hell to close and dumped after close. Dell effect?
Holding my AVGO calls overnight. Let’s see if I’m fucked!
Anyone bought AVGO?
Come on AVGO pump more i am almost there,
Should i hold my AVGO calls for firday or sell right now? Theta is scary
my AVGO calls are fucked sideways, this is not a fun sexy time at all
Buy AVGO for next week now or remain poor.
any arguments against yoloing the AVGO dip?
I prefer Great Eight with TSLA out but AVGO and TSM in
If people start buying AVGO we are gonna rocket
AVGO nearly -7% on no news it’s fucking brutal lol
Look at the fucking options chain for AVGO earnings (Mar 6). The open interest on the $350c at 15k. This shit today is manipulation.
What yall thinking about AVGO here?
AVGO and NVDA plummeting, CVNA ripping, yeah very congruent moves lol
Anyone buying AVGO dip?
What was the issue on AVGO? I was trying to find some news regarding it but can’t find anything at all
AVGO stacked chip design was well received 😒
Went CALLs shopping : AVGO, GOOG, NVDA - looked like good deals to me. God bless.
This seems dumb. AVGO was doing great without AI. They make switches that are huge for cell comms, etc.
Who put AVGO on life support? Wtf?
Does a NVIDIA Beat and Raise really justify AVGO dropping 7%?
Happy to announce that I have no horses in NVDA at all. Thank you for your attention to this matter. PS: FCK AVGO
AVGO will be the true savior
so like when does my money on AVGO calls go green? its been 3 min since i got and i am down alot
why is AVGO tanking? buy the dip?
hopefully, i got calls for AVGO they move same
Bought more AVGO on this dip
Got calls on AVGO, lets see if it recovers a bit throughtout the day or not. need to green hopefully
WTF did AVGO do to deserve this, so disrespectful
There were large puts showing up on optionstrat yesterday for AVGO, guess they didn't lie
Calls on Spy, QQQ, NVDA, GOOG, AVGO
I just bought AVGO yesterday. You can’t time the market better than me LMAOOO
Loading a ton of AVGO from this dip
AVGO is being fucking me so hard lately, wtf is wrong with this company ?
AVGO said drill baby drill
Why is my AVGO getting fucked ?
Traders betting markets go lower! so wrong! AI winners my op: NVDA, AVGO, AMD, OpenAI, SNDK,APP Not so much winners my op: Anthropic (lack distribution /partners/cash), MS, AMZN, GOOG, ORCL,META, MU - anyone spending - forced. We may see shift in valuations fm bottom names to top
Different dynamics leading up to earnings. AVGO ran up last earnings, got beaten down hard and is still low. NVDA had a massive run up this time. I think AVGO will surprise and pop.
A few points: 1) The market is forward looking. NVDA‘a price already factored in amazing numbers. The market cap is close to $5 TRILLION. The market now is thinking the numbers can’t get much better from here going forward. This might be NVDA’s all time high. AI will grow but investments in other companies will be the new normal. At this point NVDA, AVGO, AMD, INTC, are all priced in the orders they have. They have no room for much growth anymore. 2) When everyone is bullish, that’s when the crash comes. I’ve been listening to CNBC and all I hear is how great NVDA and all the semiconductors are. That’s a sign it’s time to sell (and short if you have the courage :-). 3) Look for beaten down industries like real estate to set up for growth in the coming years. AI will continue to thrive but the bubble is over. It might not be today or tomorrow but it’s very very close. Wouldn’t want to be positioned long here at the highs.
NVDA should buy AVGO
Welp. Seals the deal for AVGO next week... nothin..
I bought it many times after initial purchase. Same as I did for MSFT AMZN META GOOGL MA V AVGO and others. When I was working, I could only buy so much at any given point in time. Some people pump money regularly into SPY/VOO. I did the same but mostly with individual stocks and less weight towards ETF's. I'll give you some advice, spend your time and resource on learning what makes a stock go up over time and then how to find them. And not aruging with people who have achieved that. Good day.
Prob should buy AVGO hand over fist after seeing Jensen's big green Wang this fine evening
That seems the pattern with NVDA & AVGO. Huge earnings beat -> market doesn’t move enough -> market realizes very bad things will happen when its not a huge earnings beat
Sold COST and added AVGO to the port because I ain't no boomer
Honestly, most people way overestimate their ability to beat the market (aka generate "alpha"). On the other hand a study showed that over 80% of professional fund managers couldn't beat the S&P 500 over 5 straight years. Stock picking is tricky, it relies on tons of factors like timing, research, and luck. For example, when I ran a scenario-based valuation on AVGO recently using: Bull (AI infra ramp) Base (enterprise moderation) Bear (hyperscale capex slowdown) The probability weighted fair value came \~18% below market despite bull case upside of 40%+. The key driver was not revenue CAGR, but it was exit multiple compression in years 4-5. This kind of probabilistic modelling changes position sizing decisions materially vs traditional valuation. Happy to share the 2–3-page model output if useful.
Just trimmed my AVGO shares, it should rocket now
Oh I fully understand it. My cost basis for NVDA and NFLX is single digits. For AVGO it is double digits.
Mine is about 35%, not because I intended it that way, but because my semis have gone up so much (NVDA AVGO are the 2 biggies). I don't feel the need to diversify out yet... because the companies are still growing with no end in sight. Here's the thing, semis were hot back starting in 2017-18-ish timeframe. That's because the world is moving more digital, electric, "smart" and connected - all of this grows the semi market - it's not just about AI. AI made it go exponential since big tech is trying to accelerate AI advancements with huge upfront capex spend. Just look at your charts for LRCX ASML CDNS AMAT ADI SNPS KLAC and many others - upwards since 2017.
Ever heard of a TPU? It's an asic that is more efficient than a GPU for AI & also higher performance. Google uses them for their models & are starting to expand their offerings. I wouldn't put all my eggs in one basket - AVGO skyrocketed because market is anticipating competition for GPU's from asics.
AVGO tied to GOOGL - also red.
Anybody understands why AVGO is the only one red in a chips pump day ?
Remember if NVDA has a great earnings AVGO pops too. So buy Puts for both cause fck this market
AVGO what are we doing buddy
Not necessarily if you believe that capex climax has still room to run. Hyperscalers are spending way more than people expected. A large part of that is going to land in AVGO's balance sheet.
AVGO dont be a lil bitch
All chip companies pumping but AVGO drilling as usual lol
AMD rugged AVGO and NVDA and is probably going to close red 🤣