AVGO

Independent_Rent_315

The May 8 top thesis had merit at the time — positioning was crowded, vol suppressed, NVDA carried unusual concentration risk into earnings. But the catalyst broke the right way: +85% revenue, Q2 guide raised to $91B (±2%). NVDA going into the print was the single biggest reason markets *could* have rolled — and the print resolved the uncertainty bullishly. The top-call needs a different anchor now. If you're still leaning short, the better setup looks like late summer when hyperscale capex commentary updates on Q2 earnings calls (late July / early Aug). If MSFT/META/GOOGL flatten their AI capex trajectories or extend deployment timelines, that's the credible deceleration trigger — not vol positioning. The K-shaped breadth concern is fair though. SPY ex-NVDA / AVGO / MU is barely positive YTD. If the market is going to roll, it'll be the leadership cracking — and the leadership just printed +85% revenue. Hard to fade that until you see hyperscale capex guides bend.

Specialist_Exam_8433

Dump on earnings like ARM then moon the next week as a sympathy when AVGO pumps on earnings

Imaginary-Case3976

I don't believe in Meta, Tesla, Netflix out of the Mags. Meta was great but they are being attacked from all sides: social media fatigue, advertising fatigue, useless AI, bad brand. Netflix keeps raising prices and their shows aren't that great anymore; too dependent on consumers who are cash strapped. The first thing to go when wallets tighten is discretionary like streaming plans. And Tesla is tesla; over priced and will be rangebound for the next 10 years. If you want the Mags; just buy the QQQ or SPY. Nvidia is reaching it's stagnant stage and it's hard to grow as fast when you are so big. Microsoft is suffering the same fate. What's pushing the markets is the largest companies outside the top 7: Intel, AMD, AVGO, JPM, etc.

Spiritual-Sir6854

This just shows me AVGO is on sale

energycrystal7

AVGO trapping me like the barista at Starbucks who wears programming socks

MaterialGuy007

ORCL or META downgrade would probably cancel thousands of purchase orders w prob companies like SMCI CRWV MU SNDK AMD NVDA AVGO - AI only gets pushed out!!

doctorqaz

AVGO>AMD valuation wise

Any_Life_6178

AVGO chart

Status-Net2947

AVGO and AMD carrying my stupid a$$

big-mo

AVGO

EmotionalQuarter8349

Fab design is done by QCOM, AMD, AVGO, all are US companies.

Gamma_Gains

SpaceX IPO is too crowded to touch at open. But that Morgan Stanley Space 60 list is doing the real work — RKLB, ASTS, and AVGO are already on my watchlist before Elon even files the S-1.

Gamma_Gains

SpaceX IPO is too crowded to touch at open. But that Morgan Stanley Space 60 list is doing the real work — RKLB, ASTS, and AVGO are already on my watchlist before Elon even files the S-1.

hftrobo9285

Is AVGO gonna moon like the others

Star_Lord924

I know its not for 2 weeks but anyone paying attention to AVGO earnings? Calls? Ride wave upwards to earnings

noiserr

AVGO is being replaced by Marvell and MediaTek. They have zero moat. The ASICs are also behind GPUs in terms of overall tech. mi450x for instance has 12 HBM4 stacks. When you have beefy AI GPUs like mi450x this lowers networking overhead and improves efficiency. And AMD has by far the most aggressive roadmap here.

imtoowhiteandnerdy

``AVGO``

rummuio

QBTS is the highest risk play in this list. If you were to invest, I would A) what for a dip in price as its riding high. B) make it a speculative purchase where you buy a small share relative to your portfolio as an "invest and forget" sleeve. IonQ is an interesting one, less risky than QBTS as its more delivery and less theory....but still very risky. Again speculative sleeve at best and buying when price is slightly compressed. FYI speculative sleeve for me is less than 0.75% per position in my portfolio. Something that if wins can be meaningful and of proven I can buy more of...but if loses, it doesn't dent my overall gains. AVGO is a mature and strong company. Elite revenue, strong margins and EPS. The only thing is that it's operating at a premium price today. So I think is a good investment, but at the right price..not the current price.

Specialist_Exam_8433

Nvidia's growth is peaking. It's a quarter or two before guidance goes flat, and I think that's going to happen to other chips like AMD as well. AVGO will take share.

u_spawnTrapd

TSM and AVGO feel like the easiest cases to hold long term to me because they’re already deeply tied into the actual AI infrastructure stack, not just the narrative around it. They’re not cheap anymore either, but at least there’s a real business underneath the hype. PLTR is the one I go back and forth on. Great positioning, sticky customers, tons of momentum, but the valuation assumes they execute almost perfectly for years. Could still work, just feels less forgiving at these levels. QBTS and IONQ are basically venture bets in public markets. Nothing wrong with taking a small position if you believe in quantum long term, but I’d personally size them like lottery tickets, not core holdings. The tech is interesting, but commercial timelines still feel super uncertain to me. I think the next Nvidia framing is what gets people into trouble honestly. Nvidia had insane timing plus near monopoly-level positioning. That combination is rare.

ComprehensiveSwan698

TSM and AVGO are the two best choices. Everything else I will drop.

15xorbust

TSMC and AVGO are high value compounders - not 10x opportunities. These are very very solid businesses. IONQ and QBTS are quantum companies. They are a moonshot.

visualfluxx

"TSM and AVGO feel way more like actual businesses" FEEL LIKE ACTUAL BUISNESSES??? they are the best of the best - you should maybe spend your time at a casino in Vegas

Nearby_Persimmon_649

As of 5/23. Here are the share price changes for the stocks you listed. This performance should be from after nvdia earnings were released |**Ticker \[**[1](https://www.financecharts.com/stocks/MU/summary/price)**,** [2](https://uk.finance.yahoo.com/quote/CRDO/history/)**,** [3](https://www.investing.com/equities/astera-labs-historical-data)**,** [4](https://www.investing.com/equities/avago-technologies-historical-data)**\]**|**May 21 Close**|**May 22 Close**|**Change (%)**| |:-|:-|:-|:-| |**MU**|$762.10|$751.00|\-1.46%| |**CRDO**|$193.39|$218.41|\+12.94%| |**ALAB**|$297.84|$306.88|\+3.04%| |**AVGO**|$414.57|$414.14|\-0.10%| |**SMCI**|$33.46|$35.58|\+6.34%|

LuciusQ2020

None of quantum computing companies is profitable. I wouldn’t call them scams but they aren’t far from it. PLTR, AVGO, and TSM are absolutely solid companies making insane profits; however, they are all priced sky high at the moment. They are worth watching until the next panic but I personally wouldn’t buy them right now - of course, I own all three.

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

Level_Agent_2955

bro solid list you got here. a mix of "build the pickaxe" plays and pure speculation. here is my honest breakdown after tracking these. Quantum (IONQ & QBTS) — watchlist only for now. I know the growth numbers look insane like IONQ grew revenue 755% to $65M but they are still burning $330M a year. QBTS has weak sales too only $2.9M. The whole sector lives on government grants right now like the $2B quantum fund but these companies will be burning cash for years. Too risky to bet big on. Keep them on a watchlist. Palantir (PLTR) — solid but expensive. The business is growing fast 71% guidance for 2026 and earnings keep beating estimates. But the price is just too high. It trades at a P/E near 150 while NVDA trades at 41 despite similar growth rates. People call it the next Nvidia but the valuation leaves almost no room for error. A pullback would hurt. Broadcom (AVGO) — the real AI winner. This is the pick for me. AI revenue is exploding up 106% to $8.4B in Q1 alone with next quarter projected at $10.7B. Total revenue forecast at $22B for Q2 thats 47% annual growth. Citi called it the top semi pick for 2026 with a $500 target. Strong profitable business not just hype. TSMC (TSM) — the foundation of AI. TSMC builds everything for Nvidia Broadcom AMD. AI demand is "extremely robust". Shares are up 33% YTD. The only risk is margin pressure from overseas fab expansion and Taiwan geopolitics. A solid long term hold but maybe not the fastest grower. The Next Nvidia? Broadcom is the best positioned. It supplies all the hyperscalers unlike Nvidia which is more concentrated. Palantir valuation makes it hard to see Nvidia-like returns from here. I do my research with Runable just pulling financials and tracking analyst targets for all my picks. My take: Buy Broadcom. Hold TSMC. Watchlist Palantir. Skip quantum for now till they prove they can make money not just burn it.

Piyushhdangii

TSMC and AVGO are the ones I’d personally consider the “real businesses” in that list. PLTR is interesting but priced for near perfection already. IONQ/QBTS feel more like venture bets than investments right now — huge upside if quantum works commercially, but also very possible dilution/volatility for years before real profits show up.

Aggressive_Deer_7072

This sounds nice in theory, but people chase "next Nvidia" way harder than they ask "how much hype is already priced in?" Not gonna lie, I'd personally put QBTS and IonQ in watchlist territory for now. TSM and AVGO feel way more like actual businesses, while quantum still feels early enough that you're kinda betting on a future story more than fundamentals.

WishPractical8469

Sandisk at $27 😱 wish I bought more - it’s up like 5,000% Palantir at $22 Nvidia at $28.50 Western Digital - can’t remember how much but it’s up something like 1,800%. Seagate AVGO in 2016 My Morgan Stanley guy bought AVGO + WDC and Sandisk - they split off or something? Owned since 2016. I read random Motley Fool articles for Seagate, Palantir and Nvidia and was bored out of my mind working an out of town job so used all of the money I made during that time on Nvidia I have others but I can’t think of them now.

isospeedrix

not yet, decent week next week with MRVL, CRM defining hardware and software. week after is the "nothing except LULU and AVGO" week

TopAstronomera

For those who were skeptical of my decision to buy these stocks ahead of NVDA's earnings release, let me provide a quick summary of the profits I’ve realized as of today's market close: CRDO is up 18.6%, SMCI is up 6.4%, ALAB is up 7%, MU is up 3%, and AVGO is up 0%

TopAstronomera

For those who were skeptical of my decision to buy these stocks ahead of NVDA's earnings release, let me provide a quick summary of the profits I’ve realized as of today's market close: CRDO is up 18.6%, SMCI is up 6.4%, ALAB is up 7%, MU is up 3%, and AVGO is up 0%

Josepth_Blowsepth

Thank thank thank you. My spun out tweaked “masseuse” will smoke your premium paid for buying the NVDA and AVGO calls from me this week. See y’all next week to take your rent or child support payments. Remember kids don’t have to eat and you can sleep in your car. Buy calls!

Fuck-Star

If it does hit $500, I'll probably sell. Seems like we're heading toward some sort of AI bubble burst where many of them will have to consolidate or go under. While AVGO is big enough to continue on, the share price will take a substantial hit when this happens.

EasyUse2433

Been watching AVGO for a while now and honestly the circular buying thing is pretty wild when you think about it 😂 Like everyone's buying from everyone else in this AI supply chain The $480-500 target seems optimistic but who knows with this market. Problem is if those IPOs tank, yeah the whole house of cards could get messy real quick. AVGO's fundamentals are solid though so maybe it weathers the storm better than some of these pure AI plays Side note - working in IT I see how desperate companies are for any chip capacity right now, so demand isn't going anywhere soon 💀

schwalbatros

GOOG and AVGO due for a move soon

kdestroyer1

Did a regarded JUN05 GOOG put play today that I luckily could get out of with a 9% profit. Thinking of running some AVGO calls tomorrow. Don't know how smart it is.

Memento_mori9608

Anyone else in AVGO calls?

energycrystal7

Just getting absolutely ass fucked by AVGO. Weee

chickenAd0b0

As amazing AVGO is, it is a B2B business. Mag7 are household brands.

greenpride32

>Why are people complicating the markets so much, everyone’s talking about rocket lab, and sleeping on Microsoft with hundreds of billions booked revenue, for example. The simple answer is your return can be far greater finding the "next one" rather than investing in the already achieved "top ones". Also, your post seems to imply there is a binary option of either "more established growth" OR "high risk/high reward". But in reality many individual investors have a mix. It's the same with "growth" versus "income - at some point in life, you will trade down some of the former for the latter. I own many of the long time megacaps because as you said, I do believe they will continue to outpace SP500 - MSFT AMZN GOOGL to name a few. But I also owned NVDA and AVGO (and AMZN) long before they were top 10, or even top 100, so that portion of my portfolio blew away my more conservative VOO/QQQM holdings. Let's say you picked 15 up and coming stocks with big potential. Well if one of them really knocks it out of the park, it will cover the full losses of the other 14 and give you more. And as you can see there are many outcomes that can get you ahead - 4 winners, 5 flat and 6 duds etc. Imagine you put $10k into 10 dot com companies during the bubble. The biggest names at the time were AMZN EBAY YHOO. I'll just say the other 7 went bust because with the returns you got from AMZN and EBAY (which you would have also have gotten PYPL shares from spinoff) would have FAR outweighted any losses. You could at most lose $70k on those 7. But AMZN alone would be worth over $2.5m.

Citizen_of_Danksburg

To me I think it should be AVGO. No idea why they’re not considered a MAG7 stock.

sum_dude44

TSLA should not be in Mag 7. Would sub Micron or AVGO

Substantial_Quit613

I bought back 10 of the sahres around $400 dont see this going down further..... besides that nothing has changed. I am probably broke even with the trades. If Mu rockets today and amd stays flat then it all worked out. Lost a bit ok the AVGO switch but I still think AVGO will have another 20% pump before AMD.

Worried_Quarter469

| # | Company | Market Cap | Revenue (most recent) | |---|---------|------------|------------------------| | 1 | NVIDIA (NVDA) | ~$5.4T | $215.9B (FY26, Jan 2026) | | 2 | Alphabet (GOOGL) | ~$4.9T | $402.8B (2025) | | 3 | Apple (AAPL) | ~$4.4T | $416.2B FY25 (~$436B TTM) | | 4 | Microsoft (MSFT) | ~$3.0T | $281.7B FY25 (~$294B TTM) | | 5 | Amazon (AMZN) | ~$2.9T | $716.9B (2025); $742.8B TTM | | 6 | TSMC (TSM) | ~$2.1T | $122.4B (2025) | | 7 | Broadcom (AVGO) | ~$2.0T | $63.9B FY25; $68.3B TTM | | 8 | Saudi Aramco (2222) | ~$1.80T | $448.6B TTM | | 9 | **SpaceX (proposed IPO)** | **~$1.75T** | **~$15B (2025); $22–24B est. 2026** | | 10 | Tesla (TSLA) | ~$1.7T | $97.9B TTM | | 11 | Meta (META) | ~$1.6T | $201.0B (2025) | | 12 | Berkshire Hathaway (BRK) | ~$1.0T | $395.1B TTM | | 13 | Walmart (WMT) | ~$1.0T | $713.2B (FY26) |

Lanky_Chard3288

MSFT422.5 5/29 MSFT 425 5/29 GOOGL 405 7/17 AVGO 425 5/29 pump it jensen

hftrobo9285

AVGO might pump

Specialist_Exam_8433

Feels like we theta for next week and a half, and then start ripping again when AVGO goes +15% on earnings

Lanky_Chard3288

MSFT 422.5c 5/29 x5 MSFT 425c 5/29 x2 ASTS 100c 8/21 GOOGL 405c 7/17 AVGO 425c 5/29 ACHR 7c 7/17 x20 ACHR 6c 5/29 x10

Altruistic-Pin3207

Solid setup reasoning on the VRP and IV cheapness. Worth a quick check on the broader portfolio side: if you're already in AAPL, AMD, GOOGL, or AVGO alongside this NVDA IC, [strikerate.ca](http://strikerate.ca) just shipped a geographic concentration map that plots all your open positions by company HQ. AAPL/NVDA/GOOGL/AMD are all within a 15-mile radius in Santa Clara — a semiconductor export control, Bay Area earthquake, or earnings contagion hits the cluster as one risk event, not isolated tickers. Not a reason to sit out, just context for how much actual delta is concentrated in one metro when you enter.

MaterialGuy007

NVDA gradual sell off - no one’s buying hype! AMD AVGO hit RSI 20

Affectionate_Fan_617

If hyperscaler capex is mooning but NVDA only gets $41B… where’s the rest going? $AMD? $AVGO?

joe4942

One reason why it's so difficult to outperform the indices is the difficulty in picking the right winners even when the theme is the right one. Since Nov 2025: * AVGO: +4% * TSM: +37% * NVDA: +24% * AMD: +105% * INTC +193%

greenpride32

I think you miss the point of investing. AI trade has created a lot of wealth backed by very real revenue and earnings. You can make hypothetical comment this and general comment that. Yet first example I gave was actual example of NVDA which $26b to $215b top line in 3 years in unprecedented. Been in AVGO NVDA LRCX ASML AMAT MSFT AMZN GOOGL for over 8-10+ years. You can check their 10Q's and 10K's and their share price - it's all very real growth - I don't need a "company A" or "company B".

sour-sop

AVGO is going up with NVDA earnings

version-two

Aight, start with some zanny’s and addy. It’ll get you in the right zone. Then you grab a few weekly 7300 SPX puts and some calls to hedge your tech heavy Then sprinkle some NBIS, MU, NOW, Goog/AVGO calls. Puts on corn, pltr, and TSLA. And then just get the bong rdy and hope it doesn’t go tits up. Don’t be a pussy and set stop-losses, but do have charts open and keep spy pinned in case you catch a taco and have to run from a shrek dong. Good luck.

vanceraa

MRVL? Q? AMD? AVGO? Loads of ai stocks have pumped on earnings after the MU dump lol

buchimochipie

AVGO calls, if Nvidia goes to the moon, AVGO is going to Europa, one of Saturns moons.

Jerikolol

We live in an era where mega corporations sells us their products with anthropomorphised cute TPUs with memes. Well i just made 56 cents with AVGO, so i guess im part of the problem. GO TPUS!! uwuu

LegolasofMirkwood

What are you in? I’ve just got some AVGO calls hanging on for dear life

AdvisorOdd1938

Reeks of ber puss. I’m outtie. I’ll check my AVGO calls in 4 months

energycrystal7

My AVGO calls are so fucked lmao

sour-sop

Buying AVGO

No-Improvement3164

There are a few that offer M W F. Amazon Microsoft AVGO

dinkmctip

Top 5 positions are puts: SMH, NVDA, ORCL, AVGO, AMD.

Memento_mori9608

Bought ANET & AVGO calls today

bartturner

Long AVGO and been for a while now. Also bullish but I do worry about Google moving away from them to do their new inference chip with Media Tek instead. Google tends to be the leader in all of this. They worked with AVGO and then others copied Google and did the same. Now Google is using Media Tek instead. Is it likely others will follow the Google lead again?

Memento_mori9608

AVGO looks good for a swing trade here

mayorolivia

Not wmt. Agree with Nvidia and also AVGO, MU, SNDK

LividPreparation5728

MRVL. They have some similarity with AVGO and currently at a market cap of $150B. While I don’t expect it to grow to $2T a 4-5x from here is highly possible.

JohnBrownsErection

I was balls deep in semis until this month, where I've been trimming to take profits. Was in INTC, NVDA, AMD, KLAC, LRCX, AVGO, AMAT and MU - currently still in NVDA and AVGO.

dimdada

AVGO

Citizen_of_Danksburg

Is AVGO the 8th member here? What is the Mag8?

JohanLiebert92

AVGO you POS...better start moving UP in the next 2 weeks

Fishdoc5920

I am mainly M7 plus AVGO and MU and I have doubled the s p 500 for several years running. Just sayin.

Top_Category_2526

Don't worry all we have to do is rebrand everything SPY AI, Microsoft AI, META Data Center, GOOGLE SPACE INC, AVGO AI, then we good

RadRunner33

Why not just an ETF? Single stop shop. VTI. Done. Then if you want to add 3-5 high confidence stocks to spice it up a little do that. Right now I think MSFT is the best value of the Mag 7. Hard to go wrong with Google or Amazon. I also agree with additional semi exposure - there is already a lot of NVDA in a major index fund but companies like AVGO or AMD will be long term winners.

dimdada

I’m with AVGO, NVDA, META, BE, NBIS (buying back into this ticker this week).

Boys4Ever

MAGS plus AVGO and you have your top 8.

JustBrowsinAndVibin

AVGO has a Forward PE of 39 and PEG of .94 AMD has 65 and 1.09 NVidia has taught us that huge market caps can still grow hella fast.

EfficiencyInside9632

Is AMD priced for perfection or AVGO? I like AVGO more, but its market cap is \~3X than AMD... so, either AMD is still not priced for perfection or AVGO is overpriced (which is not I think)......

cd80808080

Google, AVGO, TSM, AMZN, NVIDIA, VRT, ASML, IBIT.

JustBrowsinAndVibin

NVDA AVGO MU ALAB MOD MRVL TSMC GOOGL It’s the AI play

JustBrowsinAndVibin

Mag7 + AVGO + MU - TSLA

Working-Active

Mag7 + AVGO

JohnBrownsErection

I've been shorting the downturns and trading in and out of internationals and semis. It has done pretty well.  I was balls deep in INTC, MU, NVDA, KLAC, LRCX, AVGO, & AMD until taking profits this month. 

Noxta_

UNH call got cooked afterhours still have AVGO for 2 weeks out and MU for this week Friday. How cooked am I

buried_lede

It’s riskier yes but my individual holdings have outperformed voo. I hold a lot of voo but certain stocks have been both great performers and made it easy to sleep at night. For years AVGO just kept quietly grinding higher. TSM has been that way too. I don’t worry much holding googl, up or down either. It’s a monster. Unless a paradigm shifts, it will be fine. I’ve also owned AZN for a while and it is great too, just a great performer. I personally wouldn’t own individual stocks if wasn’t trying to out perform VOO/. The SP500. Besides those i  have stocks Im less committed to but those are ones that have been solid and steady growers. I also own msft, which seems like dead money for the last three years. Maybe it will wake up. I don’t hold huge percentages 

Specialist_Exam_8433

MMW, we crash when NVDA misses, and then go to SPY 800 when AVGO becomes the new market leading darling

richbeezy

Some parts of the market are euphoric, but big tech like NVDA, AVGO, NOW have PEG ratios BELOW 1.00 Been at this for over 26 years, THAT AIN'T A BUBBLE. The niche chip stocks that are up 100% this year are in a bubble.

SignAncient8111

For higher-conviction exposure, direct positions in [Nvidia](https://wallstsmart.com/stock/NVDA), [AMD](https://wallstsmart.com/stock/AMD), or [Broadcom](https://wallstsmart.com/stock/AVGO) remain the cleanest plays.

Euro347

Should NVDA be concerned about CBRS? i remember the when AVGO scared NVDA 2 years ago with their ASIC high demand rocketing AVGO over $1T market cap

PralineTechnical5685

Motley Fool has been around a long time, but their results have NEVER been audited. They can say anything they want to. I want to see their average results of their 200+ buy rating stocks. What the standard deviation (it has to be large with a NVDA along with 90% losses of FMC and UPST) I love to see the avg for top 25, bottom 25, mean 25, mode 25, bottom and top outliers removed, z scores, etc. Let Ernst & Young, KPMG or some other firm audit them. Motley Fool; the check is in the mail, I won't 1(&\^ in your mouth. What is INSANE with Motley Fool is lack of risk management: buy and hold blind is asinine. If you're holding a new industry like quantum ok that is going to be a wild ride but a blue-chip? There are only so many buy and hold blind stocks. I call them HUSSAH: my acronym for Hold Unless Something Stupid Asshole Happens. Apple, Microsoft, Walmart, Amazon, Taiwan Semiconductor, Costco, Google: that is it. Coming close is IBM, ASML. AVGO, MA, META, V That is it holding anything else blind: YOU ARE A FOOL!!! Before getting thrown off and refunded my money for punching holes in Fool principles (they called me too disruptive, so I was silenced and refunded my money). Fool is like a religious cult: it could be as DARK as Jonestown under Jim Jones in the late 1970;s if you're unlucky to hold the right Fool picks. **The rear-view mirror - 5-year graphs**, good companies stay good companies. I posted I was buying INTEL at $19 last year. About 30 "Mario Gabelli's" posted 5-year graphs. "Look. look past performance is indicative of future performance." This is ignorance and being brainwashed by Fool theories. Geopolitical, new management. etc. things change: shit happens good and bad. **Rigid long‑term holding rules**, **overreliance on growth narratives**, **no risk‑management framework**, and **a business model that rewards optimism over accuracy**. # Rigid “hold for 5+ years” doctrine Motley Fool explicitly instructs investors to hold every pick for **at least five years**, regardless of market conditions or price structure. This eliminates tactical exits. It forces investors to ride catastrophic drawdowns. It treats all stocks as if they follow the same growth trajectory. I can list a lot of the following examples and this creates DEAD MONEY, dollars wasted that could have been saved and used somewhere else. FMC: $110 and 6 months later $12, DIS $100 covid rides to $250 after covid down to $70's (I bought at $110 with a 20% stop loss so when DIS fell my Stop was triggered at $198, 4 years later Disney $106. 04/2022 AT&T is at $35 and cuts its dividend in half, I sold that day at $34+, today T is at $25, UPST buy at $320and ride it down to $40. # No risk management — ever Their doctrine includes **no stop‑losses, no trimming, no exit strategies**, and no mechanism for acknowledging a broken thesis. User reviews repeatedly highlight this as a cause of large losses, especially during COVID‑era volatility, where subscribers report losing **\~50%** following Fool picks. This is not an accident — it’s baked into the system. I call it FOOL ZOMBIE HOARD - buy, hold 5 years no matter what, look at the 5-year graph as good companies stay good companies and bad stay bad, ride a company down to the depths off Tartarus (FMC -89.5% loss so you need a moon shot of 900% to break even).

AdvisorOdd1938

AVGO and NVDA fine. Everyone chill

AdvisorOdd1938

Worried about my AVGO leaps? Not a chance. Worried about my NVDA weekly? Not really. Worried about others in this chat? Absolutely

AmbitiousCHAD

semis and AI are still where the momentum is, names like NVDA and AVGO keep grinding higher on data center demand. for safer exposure i'd lean into something like SMH or SOXX over single-stock risk. energy is interesting too with oil stabilzing, XLE has been quietly moving. for higher-risk plays on crypto-adjacent tickers or stock perps outside market hours, some people here trade through markets xyz.

EmbarrassedTension85

I get the risk, but SMH is already 20% NVDA and heavily tied to TSM/AVGO. If those move, the 'ETF cushion' is pretty thin anyway. I’m looking at the MU memory cycle as a specific play. You think the downside risk on MU/NVDA is really that much higher than the ETF if the whole sector pulls back after Wednesday?

ly5ergic

Wow Google - search, ads, cloud, subscriptions and devices Apple - Devices, app store, subscriptions Microsoft - Cloud, Microsoft 365, Games, LinkedIn, Windows Amazon - Ecommerce, AWS, Ads, subscriptions Meta - Ads All these businesses make them lots of money. Some of that profit then goes to Nvidia, private AI companies, and other chip companies. Like Micron, TSMC, AVGO and data center infrastructure like VRT Does that work better for you? I assumed you would understand how it was first written.

Specialist_Exam_8433

Feels like we theta for two weeks when NVDA earnings are not good enough to justify a 6 trillion cap, and then start pumping again like crazy when AVGO beats in June