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
Get your trade idea only off the daily chart, be very choosy. SPY/QQQ sometimes don’t have trades opportunities so also watch NVDA AVGO PLTR IWM AAPL AMZN. Use indicator Saty Volume Srack.🇺🇸
I have AVGO calls. This makes me happy
Guys i give you a tip: Jim Cramer says "the collapse of the data center" means it's time to "circle the wagons" and sells all of his $AVGO
Man, there are a lot of companies with P/E's less than 20. A lot of them have PEG's that are getting pretty low. Off the top of my head, the following are cheap right now: NVDA, AMD, MU, AVGO, QCOM I am also picking up new companies CBRS and CRWV.
How would anthropic ipo influence AVGO stock?!
It isn't clear whether AMD/AVGO/NVDA are potentially buyjng up to $5b each or $5b cumulatively. But let's assume at most $15b, that still leaves you with $80b. Like all of the other "circular financing" arguments, the substantially larger amounts of flow is "outside the circle". I would agree the META/AMD deal was a bit unusual - but it was more about AMD being desparate to sell AI GPU's as NVDA CUDA dominates the market to the point AMD cannot find buyers without offering huge incentive.
How we feeling about AVGO
AVGO has been rough
Alright boys give it to me straight how fucked am I NBIS AVGO HOOD
Google’s price action is kind of weird. Similar as TSLA, AVGO. Holding these stocks really suck 😂
Jim Cramer sold all his AVGO, there’s still hope
That’s what I like to hear! I just see dummies buying calls on them and normally I let the bad ones slide, since they can surprise me on short covers, but AVGO has a bit too much news pressure for calls to work more than a 10% unless you do a sell limit banking on short recoveries.
I would worry about AVGO growth potential, specially. If you like the company and believe in it long-term then it will survive. “Up” may not be possible from here in this situation.
Just AVGO and chill. Not going to write an analysis in here tonight. But is now my second largest holding. And it's other beaten down stocks worth watching.
CRWD P/E is 4500. PANW is 970. NVDA is 27. AVGO is 40. Their forward P/E is in the 10s.
Should be mag 10 by now, space x, AMD, AVGO
Just saw that GOOG is $318. Holy shit what a deal. If my port wasnt 100% on AVGO and RDDT i wouldve bought
Down over $120k since October 6th, biggest losers, AMD, LITE, COHR, AVGO, MRVL, AMZN, GOOGL, MODINE, CLS, NFLX. No options. Just shares. How brutal is this? Just looking for someone who experienced similar losses. 16% off from all time highs on my port.
AVGO is so shit. It is in red in the 1 year scale. clucking POS. Are they designing how to generate power out of shit?
Give me your opinion on my net worth being it three stocks. NBIS AVGO HOOD in that order of size
Buy AVGO stocks or leaps and sleep well in the nights :p
That’s me right now. Every. Single. Time. 😭 However, I did buy a couple of dips - something is better than nothing. But it also turned out it wasn’t the dip…case in point AVGO (bought at $335 so…umm…yeah the rush to $300 is on me sorry).
Bro he literally said MSFT andddddd AVGO.... That's literally maxed out diversifying!
Still no strength on $AVGO, gonna have to let this one go for now and monitor for re-entry
How's AVGO working out for ya?
I trade from 2018 to 2025, my losing rate was 99%, got tired of that shit Bought a pistol with one bullet, then sold everything and bought MSFT at $380, and it works I didn't sleep for days, depression was at all time high, i was having chest pain, but it works I'm 50% MSFT and AVGO now, i'm tired of buying random bs
I think AVGO is one of the best bets right now mid and long term.
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.