AVGO

version-two

Anybody else grab AVGO calls to pair with MAG1 ER?

version-two

I already have. GOOG & AVGO Calls

CD274

Yeah I would not do options on any of these because of IV I don't blame you AVGO is then only megacap I own tbf

Cav829

Can we vote to evict META from the Mag7 for AVGO yet? TSLA is at least the amusing class clown.

Odd-Block-2998

ok, QQQ -1% tomorrow. Then +7% again before NVDA and AVGO earnings.

b1gb0n312

Nvda is about 6.4% of my portfolio. The next in my top 10 are apple 5.9%, msft 4.4%, amzn 3.2%, GOOGL 2.7%, AVGO 2.3%, GOOG 2.1%, Meta 2%, TSLA 1.7%, brk.b 1.4%. The remainder are in a few thousand other US companies.

pidaryob

pension rebalancing has me spooked. sold half my TQQQ, entered a couple puts to protecc holding HOOD, AVGO, SPOT, NFLX

NorthernMan77

This is one of the most studied options trades out there and there's actually real research behind it so let me give you the full picture. The trade you're describing is the pre-earnings IV run-up. Thesis is that implied vol expands in a fairly predictable curve in the 2-4 weeks leading into earnings, and if you exit before the print you sidestep the IV crush that destroys most long premium earnings plays. Real edge, real research, but not a layup. # The research Most cited paper here is Gao, Xing and Zhang's "Anticipating Uncertainty: Straddles Around Earnings Announcements". They found long straddles bought a few weeks before earnings and sold the day before generated significant excess returns historically. Key insight wasn't that earnings moves were predictable, it's that the IV ramp itself was the source of edge. Diavatopoulos and a few others also showed OTM options exhibit the strongest IV expansion in the runup window, which is part of why your OTM call idea has merit but also why strike selection matters so much. NVDA pattern over the last 8-10 cycles roughly: * ATM IV starts climbing 15-20 trading days before the print * Ramp accelerates in the final 5-7 days * Stock has rallied into the print in maybe 6 of the last 10 cycles But "rallied" is doing heavy lifting, in some it was 2-3%, in others 15%+. The 4 cycles it didnt rally, two were sideways chop where IV ramp barely offset theta, two were actual selloffs where the trade lost money even with IV expanding. Positive expected value historically, but variance per cycle is huge. # Case studies worth knowing Feb 2024 NVDA, the AI moment print. Stock ran from \~$680 to $785 in three weeks. Anyone in OTM calls 3 weeks out made multiples even before the print. This is the trade everyone remembers and why this strategy gets so much attention. But this was an outlier, AI narrative going parabolic, most cycles arent this clean. Aug 2024 NVDA. \~$130 three weeks out, climbed to \~$129 by the day before. IV expanded but underlying barely moved. OTM calls flat to slightly down because vega gain didnt offset theta and small delta drag. Anyone holding through got crushed cause NVDA beat but sold off on guidance. That cycle taught alot of people the IV ramp alone doesnt save you if the stock doesnt cooperate. Nov 2023 NVDA. Chopped sideways for two weeks then dumped 3% the day before. People in OTM calls 3 weeks out lost money even with IV ramping, vega gain was real but small (8-10% IV expansion on those strikes) and didnt offset delta loss. Practitioner data. CMLviz published numbers showing pre earnings long straddle on a basket of high IV expansion names had a 60-65% win rate held from 30 days out to 1 day before. Real edge but losing trades were big enough that position sizing matters alot. # Your actual setup Strike selection. Strike matters more than expiry here. Going too far OTM (15-20%+ OTM) is where this trade kills people, you need a meaningful underlying move PLUS the ramp. Sweet spot on names like NVDA is 30-40 delta, roughly 5-10% OTM. You give up lottery ticket upside but delta participation saves you when the stock cooperates but doesnt moonshot. Below 20 delta is basically pure speculation on a violent rally. Expiry selection. June 18 is overkill if you're exiting before earnings. NVDA earnings are mid-late May, so closing 2-3 days before means you're holding 3 weeks max. June 18 means paying for 6+ weeks of extrinsic time you wont use. You actually get more vega per dollar on closer expiries like May 30 or June 6, because longer dated options have more vega absolute but lower percentage vega (more of price is already extrinsic). Tradeoff is more theta if the ramp is slow to develop. # Structures Long call (your plan) is highest conviction highest cost. Pure delta and vega. If both work you print, either fails you bleed. Call debit spread caps upside but cuts cost roughly in half and reduces theta drag. Loses some vega cause short call has positive vega against you. Better risk adjusted, worse if NVDA rips. Calendar spread is pure vega, profits from IV expanding more on long leg than short. Lower cost, lower variance. Downside is you dont benefit from a big move cause both legs pin if stock blows past the strike. Not really the bet on NVDA. Diagonal. Hybrid, sell short dated OTM call buy longer dated less OTM call. Cheaper than long call, more directional than calendar. # Risk management * Define your loss exit BEFORE entry. Most people define the IV ramp exit but not the "this isnt working" exit. If NVDA dumps 5% in two weeks are you out? Write it down or you'll cope your way into holding through earnings. * Size like it goes to zero. Long calls die. Especially OTM. Set size assuming you might not see the money again. * Track everything. Entry/exit IV, entry delta, strike, expiry, P&L, what the stock did. After 10 trades you have data specific to YOUR execution. * Don't average down. Adding to a losing earnings runup is how small losses become portfolio damaging. * Don't get cute with the exit. "I'll just hold through" is the worst case. ATM IV on NVDA collapses 30-50% the morning after, easy. Holding erases the entire vega edge. If you're getting deeper into earnings plays I'd really look at joining a community where people run this stuff in real time. Im in Cash Flow University ([joincfu.com](http://joincfu.com/)), tons of options traders in there running earnings setups, IV ramp plays, calendars, diagonals, all of it. Saved me months of trial and error on strike and expiry selection. # Few more things on NVDA going in * Term structure. If front month IV is already elevated vs back month, ramp largely happened and you're buying near the top. Most platforms show this. * Catalyst events. Analyst day, conferences between now and earnings create mini IV bumps that help or hurt depending on entry. * IV rank/percentile. At 80+ before ramp even starts, less room to expand. At 30-40 more room. * Sector trade. NVDA doesnt trade in isolation, it moves with AVGO/AMD/TSM. Sector selloffs hurt this trade even if NVDA news is fine. Bottom line. Trade is legit, real historical edge, but not a layup and variance per trade is high. Strike and expiry matter more than entry timing. Lock exits before entry. Size for total loss. Track results. Find a community to learn in. Cash Flow University ([joincfu.com](http://joincfu.com/)) is where I do most of my learning, between live trade walkthroughs and people who've run these setups for years its been a huge accelerator. Earnings season is the same setups with different tickers, so getting good at one or two goes a long way. Good luck, hope it prints.

ChampionshipUsed308

I am fully ported on GOOGL & MSFT. Should I cut some parts and get some stake in AVGO to counter-act GOOGL CapEx?

Smart_Food_4823

Taking profit at $415 on that AVGO position is surgical precision. Those QQQ puts were the cherry on top. What’s your next move, sensei?

EnginrA

The real ones kicked out TSLA and replaced with AVGO

Wrath_FMA

AVGO is bigger than META and TESLER why is it not considered in the Mag 7?

Deep-Bench-2016

The thing nobody is really framing right with this OpenAI miss is that the selloff is hitting the wrong tickers. ORCL -5.2%, CoreWeave -6.3%, NVDA -2.8% — but those are leveraged to OpenAI through compute contracts in very different ways. If OpenAI's cash position gets squeezed and they renegotiate or stretch payment terms, that's the signal that matters, not the raw user-growth headline. What I've been doing is splitting AI exposure into three buckets: 1. Direct OpenAI counterparties (ORCL, CoreWeave, MSFT to a lesser extent) — at risk if OpenAI stretches their compute spend. Stock-specific credit risk. 2. Picks-and-shovels (NVDA, AVGO, broader semis) — demand isn't dependent on one customer; it's hyperscaler capex broadly. NVDA -2.8% on this is overdone IMO. 3. AI applications (the SaaS layer, smaller names) — these actually benefit if compute prices come down, which is what would happen if OpenAI deals get restructured. The takeaway for me: today's selloff is about credit risk on contracts, not about whether AI demand is real. If you held NVDA before today, the OpenAI revenue shortfall doesn't change the thesis on its own — Microsoft, Meta, Google, and Amazon all reporting Wednesday/Thursday will tell us whether hyperscaler capex is still ramping. That's the actual data point that matters this week. Anyone else splitting AI exposure into buckets like this or am I overthinking it?

Deep-Bench-2016

The thing nobody is really framing right with this OpenAI miss is that the selloff is hitting the wrong tickers. ORCL -5.2%, CoreWeave -6.3%, NVDA -2.8% — but those are leveraged to OpenAI through compute contracts in very different ways. If OpenAI's cash position gets squeezed and they renegotiate or stretch payment terms, that's the signal that matters, not the raw user-growth headline. What I've been doing is splitting AI exposure into three buckets: 1. Direct OpenAI counterparties (ORCL, CoreWeave, MSFT to a lesser extent) — at risk if OpenAI stretches their compute spend. Stock-specific credit risk. 2. Picks-and-shovels (NVDA, AVGO, broader semis) — demand isn't dependent on one customer; it's hyperscaler capex broadly. NVDA -2.8% on this is overdone IMO. 3. AI applications (the SaaS layer, smaller names) — these actually benefit if compute prices come down, which is what would happen if OpenAI deals get restructured. The takeaway for me: today's selloff is about credit risk on contracts, not about whether AI demand is real. If you held NVDA before today, the OpenAI revenue shortfall doesn't change the thesis on its own — Microsoft, Meta, Google, and Amazon all reporting Wednesday/Thursday will tell us whether hyperscaler capex is still ramping. That's the actual data point that matters this week. Anyone else splitting AI exposure into buckets like this or am I overthinking it?

TickTockTaudit

Puts on INTC make the most sense. Whether a hedge or you think tech is going to tank. Pick the company that is overbought and makes negative money. You can’t bet against NVDA, AVGO, GOOGL, hell even betting against AMZN is a bad idea. And everyone knows MSFT is nitro gay, that’s old news, and TSLA has that TISM STRENGTH like your weirdo cousin. Bulls, bears unite. Puts on INTC, piece of shit company.

dimdada

OP nice hold. That’s exactly like my AMZN. After split (20-1) may cost 1.75. Anything above $240 is approx 1mil. This is my retirement fund along with AVGO and META. Now if META split a few times I’d be happy.

acrossthepondfriend

AVGO - thoughts? It's looking nice right now

Lytalm

"The biggest components are green" ?!?? NVDA -2%, AVGO -3.5% others are +/- 0.5%

Brigantius

Why does AVGO feel so tired today?

Far-East-locker

# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|

Far-East-locker

|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|

Tradingland

JOBY Jetsons era is here. DAIO under the radar small cap thinly traded stock selling chip programing equipments in trillion dollar semiconductor industry to major players. MU TXN NXPI STM INTC AMD NVDA AVGO Samsung Microchip Infineon.

SlfImpr

**$NVDA is $AMD's daddy**. It was consolidating for months before the breakout to new all-time high. Dizclaimer: I own both $NVDA and $AMD. I also own $INTC, $MRVL, and $AVGO

Liquidsnake959

What do I need to get rid of now? STX, AVGO, SOFI, TSLA, CNC, FIG, MSFT? And which should I go heavier in?

OptionsProOfficial

The framework is solid for a starter strategy, 80% POP, 50% profit target, and 21 to 40 DTE is textbook Tastytrade mechanics and the scaling plan shows you are thinking about position sizing correctly. The weakness is that 5 bull put spreads across even diversified tickers still has high correlation risk in a broad market selloff, when SPY drops 3% in a day your NVDA, MSFT, and AVGO spreads all get hit simultaneously. Consider mixing in some neutral or bearish defined risk positions so not all 5 slots are directionally long. You should also track it in our free options trading journal

greenpride32

It is true that extreme CPI figures tend to correlate with inverse SP500 movements in the short term. But in the long term, both SP500 and CPI move upwards together. I guess the conclusion I draw from this is there isn't really any true correlation. SP500 goes up over time because of the success of those 500 individual companies. That is just a tiny subset of the overall economy, and really an "elite" subset. So all the macro conditions you described are more likely to effect "weaker" parts of the economy, long before the effects reach the "elite" parts. Show me where NVDA MSFT GOOGL AVGO META revenues and profits are going to decline this year? You can't because they are not. That right there is some 20-25% of SP500. I could go on and on about other high weights continuing to grow this year.

Josepth_Blowsepth

To whichever of you fine gentleman regards bought my NVDA / TSM / AVGO calls I sold at close Friday. Thank you. Your money will go towards unwise decisions.

ManBearPig_1983

I would back up the truck if AVGO or NVDA dropped 30%

NaluknengBalong_0918

VM analyze the option chain of AVGO for me

Lurkyloolou

I just talked to one of my family members and this is not insider info but their observation. This person is in AI and only 1 of 3 people in a large company allowed to utilize the AI tools for research presentations. To date they've used many AI products. Their company founder helped build AI algorithms. They started using Claude a month ago. Their observation was it is far superior and scary for job elimination. It is owned by privately held Anthropic but Google owns 15% and Amazon owns about the same. I long time hold Amazon and Google so this is the way. The continued data center needs mean chip manufactures and energy. Long Seagate, NVDA, AVGO and TSMC. I am also a long time holder of EPD and ET. I'm sticking with these.

politicalinvestor

NTNX, HPE... NTNX software company very high profit margins revenue increasing YoY. 2-5 year development as they continue to fine tune and take business from AVGO HPE still thought as a old school hardware company as soon as it's realized to be a networking company it'll pop hard. 2-3 Years as soon as memory shortage eases and revenue rapidly accelerate while holding margins

EnginrA

AVGO calls

Working-Active

I'm betting big on AVGO too. https://preview.redd.it/azgp3m3mojxg1.jpeg?width=1080&format=pjpg&auto=webp&s=eecd1f6cccc09bd4190bf84d4e860c5f69f65ee2

imtoowhiteandnerdy

AVGO is the one I'm actually excited about.

Life-is-beautiful-

Watch for AVGO on Wednesday. A big slice of Goog and Meta Capex goes there.

EmergencyGlobal5983

I've got 20k. Thinking of buying 2DTE AVGO options Wednesday before close. Calls or puts?

aaron_dresden

Yes. TSMC does the fabrication, AVGO does more of the manufacture design. But yes there’s another layer taking a cut that AMD and Intel don’t have to pay separately.

Radiokaikan

Also doesn’t google pay hefty premium to AVGO for designing and manufacturing custom silicons? At least for TPU front.

Crazy_Donkies

I may DCA into it.  I'm a big believer in ARM but still saw it as too expensive over MRVL, AVGO, AMD.

Working-Active

Might as well add AVGO to that list too.

version-two

TLDR to my response. Mag7 id go Goog, AMZ, Meta, MSFT (I tend to not pick MSFT but it’s MSFT and unless it’s at $450-500 it’s probably undervalued). APLD, POET, NBIS, MRVL, AVGO or any strong photonics, data center, or cloud computing ticker. Not FA - gotta pick what you believe in or you won’t hold through drawdowns and bear cycles.

IceAcceptable2971

Trimming AVGO on Monday

run_midnight

Take DoorDash for example, they have a PE of 83 and you annual rev growth of 28... Or SBUX, they have a PE of 83 and annual rev growth rate of less than 3% BROS, their PE is 85, with a annual rev growth rate of 28% Lastly, AVGO's PE is 79 with a annual rev growth rate of 23% ... All I'm trying to say is that it's possible, not that I believe 100% it'll happen. It's not unheard of for tech to have crazy multiples. Right now they just don't though, while since other companies do.

lolmyspacewhooers

Yes. AVGO has foreshadowed what is to come.

AIGenerated99

I am 80k in goog calls, 1500 in amazon 3 call options . 1000 in a single AVGO call.

legible_print

What are your next picks? I think MU might give up another 20-30%. AVGO might cut the shenanigans. I like UWMC if they cut rates. Some microcap plays that are aspirational brands beat down by the economy.

mnelso1989

I'm feeling pretty good with my AMD and AVGO calls....

Flimsy_Honeydew5414

> Curious how everyone else is doing are you guys making money in this market or getting hit like this too? I’m up 70k this month with NVDA, BDT, NBIS, CRWV, AVGO, MSFT. Idk why you’d be bearish right now on semis of all things 

Yncome_Mercato

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

DJ_Mimosa

Google: Competing with semi-conductor companies with their TPUs. Competing with AI companies with Gemini, which will soon be integrated into Apple devices and will have an edge by integrating throughout the Google eco-system. Competing with TSLA with Waymo. Competing with META and TikTok (Oracle) with Youtube. Google, NVDA, and AVGO are the only Mag8 companies I would invest in right now.

InvestAISavvy

Intel's only like 1.5% of QQQ — you're right... the math doesn't work on direct weighting alone. What's actually happening is sentiment contagion across the whole semi complex. When Intel prints a data center beat that big, the market re-rates AI infra demand broadly — NVDA, AMD, AVGO, MRVL, MU all caught bids. Those names are massive weights in QQQ. NVDA alone is something like 8-9% of the index. So the tape isn't really reacting to Intel, it's reacting to what Intel's numbers *imply* about everyone else. The social side of this is interesting too. I track attention across about 10 platforms and the chatter volume on AI infra names spiked hard right after the print — not just Intel, all of them. That's the kind of cross-ticker sentiment sweep that moves indexes more than any single stock. The Tesla partnership piece probably added some fuel separately but the semi rerate is doing the heavy lifting.

IHadTacosYesterday

I did a post a few years ago in one of the FIRE subreddits explaining that I'm doing a "high-risk" FIRE. Said that all my money was in GOOG, AMD, AVGO and NVDA. They all laughed at me and said I was marinating in uncompensated risks. UNCOMPENSATE THIS....... BEE-OTCHES!

Accurate-Exchange298

Done this exact trade on NVDA a few times, some good, some not. Couple of things I'd think about before you pull the trigger: The IV ramp on NVDA usually kicks in around 10 days out and gets steep in the last week. But it's not guaranteed — I've seen cycles where IV basically flatlined until 3 days before and then only moved a little. Last cycle was weird because AVGO reported first and took some of the wind out of the NVDA ramp. So the "historically it works" thing is real but not as clean as it sounds. Strike choice is where I've gotten burned. OTM calls feel cheap and tempting but theta eats them alive if the stock drifts sideways for a few days, which happens more often than you'd think. I've had better results going slightly OTM or even ATM — you pay more but the position actually moves when IV lifts. Far OTM basically needs the stock to cooperate AND IV to lift, and you're betting on two things instead of one. June 18 is fine but honestly further than you need. If you're exiting before the print you're only going to hold it \~3 weeks max. 30-45 DTE tends to be the sweet spot for this kind of play — theta is tolerable and vega is still a decent chunk of the premium. The thing most people don't plan for: have an exit rule BEFORE you enter. Mine is usually "out if down 30% or if IV stops climbing with 5+ days to go, whichever hits first." Without a rule you'll talk yourself into holding through the print, which is a completely different trade than the one you meant to put on. Also worth logging entry IV, exit IV, and the stock move every time you do one of these. After a few cycles you'll see whether you're actually getting paid on vol expansion or just getting lucky on direction. Two very different things even when the P&L looks the same. Good luck with it.

Far-Requirement9180

AVGO straight down while AMD and Nana Straight up lol

NoProfessional4650

Genuinely don’t think there’s anywhere close to the Bay Area in terms of wealth and insanity. AAPL, NVDA, META, GOOG, PLTR, TSLA, Anthropic, OpenAI, NFLIX, MU, INTC, AMD, AVGO, MRVL… list goes on

Far-Requirement9180

AVGO shitting the bed while Nana ripping, make it make sense lol

Whole_Sandwich_4227

AVGO(Broadcom)

Himothy8

They’re still buys but you’ve missed attractive price action. $AMD, $AVGO, $MRVL

NicoPapaFrita2509

Who needs AVGO when you can buy MRVL babyyy

bzl33

the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.

JPowTheDayTrader

Why are Asians so good at semiconductors? NVDA - Jensen, AMD - Mama Su, AVGO - Hock Tan, INTC - Lip Boo Tan, TSM - a whole bunch of Asians Can an Asian explain this?

prana_fish

Man $NVDA bulls, it's gotta sting huh. $AMD, $ARM, $AVGO, and now the literal shitco $INTC have been recently trouncing it while $NVDA sits around $200 playing with its dick. Also, inb4 "hurr durr zOoM oUt".

rioferdy838

Look at some of these charts like AVGO and ARM. You can't tell me this isn't manipulation to fuck over retail. Lockout rally.

Working-Active

AVGO hit 2 Trillion market cap this week and up 150% in 1 year.

IHadTacosYesterday

My life is boring as fuck. At least AMD and AVGO are pulling their weight. I'll cry on my way to the Lambo dealership, lol

Crazy_Donkies

I sold my AMD calls at $300 and AVGO at $415. Thought forsure $300 would trigger a pullback.

katsudon-jpz

well, do your deep dive before commit.... when i retired just recently i 'parked' all my money on $spy before dividing them out to smaller portions in mostly ETF and stocks that i'd hold while i travel the world, like AVGO, NVDA, WMT, GOOG, ....

Imaginary-Case3976

I think this is the way for the future; customize chip solutions built to their specific needs and standards for big tech. If Apple is able to make M chips that are equal/superior to x86 then I can see Google/Meta/Amazon/Msft/Baba/Chinese bigTech pour resources into customize chips for their specific needs. There is just too much money companies are losing out on by NOT making their own chips. I prefer AVGO/Marvell/intel over nvidia/amd going forward. They can fab and build others chips.

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap? It’s $SIVe

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap?

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier in Market Cap?

prana_fish

What will be funny, if today really was the top, is that $NVDA bulls did not sell out at $200 for the like 5th fucking time, and $AMD bulls didn't think $300 was a natural selling point, and $AVGO bulls didn't think $400 to sell at was reasonable. All such nice, natural, round numbers too.

RedSkyFlyer

I rolled $1.5MM in NVDA gains into the poor man’s NVDA (AVGO) last month at $296. Gonna stay fully in her thru $500.

onDetop

VM, price target for AVGO?

bartturner

This is not true for the inference chip. It is only true for the training chip. Google is not using AVGO for the bits they are not yet able to do. But instead using Media Tek.

bartturner

That is the biggest change. Google will continue to use AVGO for the training chip. But the chip that most matters, the inference chip, Google is taking on more and using Media Tek for the bits they can't do yet. This will lower Google's cost for their own use but also increase margins for the TPUs they sell to other companies.

Crazy_Donkies

to monitor and find a winner I'm in many networking bottlenecks, COHR, LITE, MRVL, AVGO, ALAB.

be_o3

Thoughts on AVGO now?

Roxorek

congrats to NBIS, MU, SNDK, AVGO gang

federico_84

Google does the high-level architecture of the chips and network topology, but AVGO are essentially doing the low-level chip design, implementation, and validation. Broadcom has a similar co-design arrangement with Meta and OpenAI. It's a good business model, it allows SW-focused companies to out-source the grunt work of chip development.

Return_ofthe_MacYeah

AVGO is literally draining all the life out of the market, everything is fading! Damn vampire stock 😠 

Perfect_Painter_7863

AVGO

ayayron55

AVGO 420 blaze it

lordofthecheeks

What’s AVGO’s role in this ?

isolated-cat

who tf is buying AVGO at these prices

gkdjsl

Can we get a pullback or something? I sold out of AVGO way too soon and I want another ride on that donkey cart

Roxorek

AVGO up 40% in april

Pastalavista4000

All this text and not even one AVGO reference

SeaofSounds

Hey VisualMod what are your thoughts on AMAT versus AVGO....

ze_meetra

Happened to me with AVGO.

sudharsansai

!banbet AVGO 410 15d

greenpride32

SP500 (VOO/SPY) has returned 10.5% CAGR with dividends reinvested. Another way to look at it is your investment doubles roughly every 7 years. If you can't beat the index, you should be joining it. Me personally, I'm more of an individual stock picker. But even though I own stocks suchs as V MA MSFT NFLX AMZN GOOGL NVDA AVGO for many years, I still put money into VOO and QQQM. Why? Because the index is a consistent winner too. And I realize that no matter how successful a company was in the past, does not guarantee future success. Just look at members of the DIJA30 over the years and how much they have changed, or even 100 weights in SP500.

Put3socks-in-it

5 years ago I put $2000 into Qualcomm instead of Broadcom cause I thought Broadcom was a ripoff of Qualcomm and the AVGO stock ticker seemed odd given the company name and I’ve felt like a dumbass ever since

IHadTacosYesterday

I'm a bit overweight in both AMD and AVGO, so I need to trim some. Hoping for AMD to hit about $295 and then I will trim 15% of my position. Will trim about 10% of my AVGO position around $235-ish. GOOG and NVDA are my other AI plays and I probably should prune about 10% of each when they spike dramatically after their next earnings

Actual_Difference617

I have a feeling I should buy AVGO puts tomorrow morning. I feel it in my bones.

Mister__Mediocre

I've sold AVGO puts and my broker will not margin call me because it's a small fraction of my total. The point of leverage is about understanding how much you can take on and for how long. I'm perfectly fine with a broad market crash happening in the next 5 years and in fact will almost benefit from one.

MeanCryptographer585

“I’ve sold AVGO puts AND bought NVDA. I’m diversifying”.

go0n_acTuaL

Friend of mine bought AVGO calls afterhours on Friday, put 30k into it. Expiring today, he thought they expire tomorrow, wonder how that positions doing

Mister__Mediocre

Thanks for the compliment, I feel like I belong now. Yes, for instance I recently got 10K in premiums for selling at-the-money puts (dated December 2028) on AVGO when it crashed and used that to buy random stock. The premise is that I'm usually a buy-and-hold investor and I sell puts only when I'm fine with buying at the break-even and holding for a decade. If I could sell puts dated 15 years like Buffet I'd do that, but nobody lets me do that.

Few-Chemist-3463

MediaTek also works with Google to produce TPUs, so the idea of Google diversifying isn't exactly new. The bigger question is whether any of AVGO's competitors can produce a product of similar quality (for less $) and at the same time have the expertise to mass produce it.