Reddit Posts
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
Consensus view on oracle earnings?
Screwed up pretty badly with avgo last week… but learned something
How I think Anthropic's latest release reads for investing
Space Sector Mania before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO Thesis (Regarded Vibe DD)
How I think Anthropic's latest release reads for investing
what is going on??? AVGO just dumped double digits after record earnings
Broadcom M&A (Hock the acquirer and the conquest for IBM)
I no longer have the money to pay for surgery to get my tear ducts removed so I don't cry in the casino
I went through the AVGO transcript line by line. Here's what I actually found.
PDT rule change and Market Tanks
The AVGO after-hours put exercise story is a good reminder that options risk is not just direction
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Hang in there Canadian AVGO Butterfly Guy
wealthsimple exercised AVGO puts after hours. i'm down 1.2 million. is it over
$AVGO 480 P made me 300% - YOLO $27K 420 C after earnings
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Is the Sector rotation finally happening? Oracle reports earnings in 7 days
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Just when I thought it was time to get out of AVGO, I found myself buying more.
Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
AVGO into the print tonight — extended, crowded long, and the flow doesn't confirm. Beat-and-rip or sell-the-news fade?
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
Broadcom earnings tonight - bullish!
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
AVGO is ripping into earnings but the fresh money is fading it.
Mentions
But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month. $MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings. $TSM didn’t have a run up before or even a pop in the immediate after.
After the Broadcom aapl deal announcement AVGO should not be anywhere under 375
AVGO calls in the morning paying well
Y does the market hate AVGO
Lol bro… sell, buy NVDA or AVGO and thank me later.
Right. Depends on the buy-in timing critically IMO. He said below he bought RKLB sub $30 which is gorgeous. I probably wouldn't have doubled down on 2 space stocks though with SpaceX ipo approaching and now here. (pl, rklb) Just chose one. RKLB has amazing space utility and PL idk alot about, but enough.. NBIS is great if you got in before $100. But this run has surpassed even my expectations and I used to be the biggest NBIS bull lol. Got my family in it. But it's way passed its skiis now. MRVL.... idk man. I traded it and made a small win. But I see Qualcomm and AVGO being a safer bet with connectivity and wiring. However, the fact NVIDIA is invested in them is YUUUGE to me. I admit.
Look at that dip on AVGO and how it got bought, but the trend keeps going down. That's fucky.
First MU, then AVGO, now TSM—all crashing the semis markets with good earnings, sad
There is the panic sell. AVGO, WULF, JOBY,
im selling AVGO puts to someone here rn
this is because of ChangXin - the new Chinese startup. The dust will settle and MU will be back along with other hardware that got impacted (Hynix WDC SNDK AVGO NVDA) - I think the impact has been wide spread. But Nvidia - is really cheap - however, I dont think it will be a money maker anytime before earnings. Hoping to see the China play making a difference into their revenue
AVGO premiums are outrageous
my dear AVGO!!, what are you doing
Look, I get it. I hate Trump myself. But some of y'all need to back just a little bit off on blaming Trump for every single little thing going on. This has been another case where the Nasdaq ends up being bothered by stuff that's not directly US macro linked (for now at least). It started with AVGO earnings and has been exacerbated by an Asian margin call, mostly Korean, but now Japan is not helping either. Trump could keep his mouth shut and the Nasdaq would still be struggling right now. There is nothing that can be done here except for wait for the margin call to finish.
I'm going to keep buying deep into AVGO and NVDA anytime they dip. Not confident in memory or cloud infrastructure, but the panic everyone has here is silly
Glad I bought a ton of AVGO at 401 instead of all this bullshit when it was flying. Covered calls for the win
I’m not asking much I’m just asking AVGO recovers everything it lost immediately after earnings
It just isn't macro linked, or else everything except oil would be struggling. It is woe is me AI again because AVGO earnings jumped it off.
What the hell happened to AVGO?
"U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. **Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S.** An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission." sell the news boys
July 16 (Reuters) - U.S. trade regulators have launched a probe into Samsung Electronics' (SSNLF.NaE) memory chips and products sold by Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) that use them following a complaint by Netlist (NLST.NaE) alleging infringement of its patents. California-based Netlist (NLST.NaE) has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission said on Wednesday. Netlist (NLST.NaE) has asked the USITC to block imports of the disputed chips and products and order the companies to stop selling them in the U.S. An ITC judge will hold an evidentiary hearing and issue an initial ruling, subject to review by the commission. The USITC will set a target date for wrapping up the probe within 45 days. Any order it issues takes effect immediately and becomes final after 60 days unless the U.S. Trade Representative overrides it on policy grounds. The investigation is the latest escalation in a years-long patent fight between the companies over high-performance memory. A Texas jury had awarded Netlist (NLST.NaE) $118 million from Samsung in 2024 over data-processing technology in memory products, following a $303 million verdict in a related case in 2023. Demand for memory chips has since surged as big U.S. technology companies race to build out data centers needed to power AI services, driving up prices of chips made by the likes of Samsung, SK Hynix and Micron. Samsung, Alphabet-owned Google, Nvidia (NVDA.NaE), Broadcom (AVGO.NaE) and Super Micro Computer (SMCI.NaE) did not immediately respond to Reuters' requests for comment. Tl;Dr: GUH
AVGO back below $375 this week.
AVGO seems to have some strength when compared to other semis. Do we expect it to hold or collapse?
idk probably similar situation to AVGO, they smashed expectations but still down
After the AVGO shenanigans TSM scaring me
It’s called the wheel and do it with stocks you don’t mind owning. AVGO, CRWD MRVL etc
AVGO or MSFT what do I buy?
TSM is going to crush earnings and then pull a AVGO for literally no reason.
# Don't be shy, but you bought the top on MU, MRVL, AVGO, SNDK etc. 🤣🤣🤣 # 🫵🤡
$IBM CEO probably thought to give preliminary for AI-HW investment news, stock spike, then at real earnings, give strong numbers, stocks skyrocket again to 400 Unfortunately $IBM crashed yesterday 25% by AI-Algo funds meme behavior $MU $NVDA $AVGO $TSM $MSFT $META $AMZN $GOOG all AI adoption going well. Still AI infrastructure need spending by many. If you need to adopt AI, do spending for AI-hardware infrastructure. Nothing wrong, good part $IBM has strong cash flow no debt for AI-HW spending. https://preview.redd.it/a42pecn78hdh1.jpeg?width=374&format=pjpg&auto=webp&s=9cd5769d6db7b63017cd49985c4e7ba5be24eae7
pls post what it put out. I am sweating here with my AVGO sympathy play.
MRVL down -30% from it's highs, but it's still super expensive when compared to AVGO 😅
did the AVGO sympathy play good luck to us both
Is AVGO red or green? I’m too scared to look
I knew I would cause a crash today when I added to my AVGO position while it was heading up.
With AVGO turning red, every semi stock is fucked equally now
If you have to buy only 1 Mag7 stock right now, which one would you buy? NVDA, GOOGL, MSFT, AAPL, AMZN, AVGO? (Let's ignore TSLA because who tf buy TSLA at these level)
Come on AVGO go past $400 and just continue to ATH before next ER
Not ready but expected. I'll be fine if SNDK, MU, HOOD, AVGO do well.
MVP's of the week SK Hynix, NVDA, AVGO, GOOG. Let's hope they dip again for more rips
NVDA + AVGO daytrading chads checking in. 🤌
any other market? absolutely. after the AVGO debacle I'm not sure what to count on after earnings calls anymore. fingers crossed though
My theory is that there are waves in the AI. Wave one was like energy, infrastructure, and names like NVDA and AVGO. A ton of these names have already seen pretty wild returns in terms of assets. Wave two was like networking and optical. Wave three is the computing and memory bottlenecks. Feels like investors keep looking for the next edge in the trade, so a lot of the wave one names have just been passed over for the most part. I think long term, the energy names are great. Outside of AI, there is still the general overall trend of electrification. However, as trades, just feels like investors are looking for the next bottleneck to find alpha.
Any reason NVDA started to pump independently from AVGO, etc. aside from me selling my single call option earlier to buy Tesla?
[https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) IBM can somewhat be regarded as a chip design company (similar to Nvidia, AMD, AVGO and QCOM)
https://preview.redd.it/9ism95t8y6dh1.png?width=1059&format=png&auto=webp&s=47b0929d96625582f5380eeee315801ec8102abe Since market likes chips (hardware) IBM (like Nvidia, AMD, AVGO and Broadcom) makes their own chips.
Never forget, AVGO earnings started this whole downtrend ☝️
AVGO is $1.8T, MU is $1T What a joke!
AVGO and NVDA are a very outsized part of my portfolio due to their gains (over several years to decade adding). I am slowly liquiding portions when I feel it makes sense if from taxable account or just trying to cut at near term highs rather than at lower points in tax advantaged. I still believe both will continue to outpace the SP500 for years to come. But regardless of conviction, it's foolish to be too heavily concentrated because you could be wrong and anything can happen. But I still want exposure to semi - so my funds go to a mix of VOO QQQM SMH SCHD VIG VYM and a little bit to QQQI and JEPI.
I will personally kill MRVL, AVGO and ORCL
Maybe you shouldve bought TSM and AVGO?
People shit on SPCX, why is AVGO almost $2T?
Why shouldn't I buy 200 shares of AVGO?
Welp at least I broken even today because of Microsoft. AVGO fucked me .
I am so fucking triggered seeing MRVL and AVGO and NVDA
Don't you remember AVGO earnings report?
You probably said the same about AVGO and NVDA in 2023 during their 30% drawdowns in the fall
Buy $AVGO and be patient for the next 2 years
1500 in each NVDA, AVGO, GOOGL, ANET, and MSFT. Then put 2500 in other things
#SPY is within 1% of its all time high even though most stocks are down 20-30% or more from their recent highs. MSFT down -30%, Google and Amazon down -15%, TSLA, MU AVGO and META down -20%...and these are the biggest stocks with most weight LMAO🤌
Perhaps AVGO should swap with Tesla in the MAG 7.
relative to demand, yes. recent deutsche bank forecast shows the supply glut actually widening over the next 5 years. SK Group Chairman says even if they double capacity in the next 5 years they won’t be able to meet demand. HBM requires 3-5x more wafers per GB than standard memory. Also, by expanding HBM supply they are creating another bottleneck in standard memory, so they win on both fronts. the only way for them to crash is if demand disappears (i.e. if hyperscaler capex drops)…if demand disappears then NVDA also crashes…but market keeps a 5x multiple on memory and a 30x multiple on NVDA…it’s a joke (even though technically, memory is better positioned due to diversification of income & less competition. NVDA had a free ride but now they’re losing market share to AVGO, NVDA, AMD & now even MediaTek lol
that’s true, but that problem is the exact same for NVDA & AVGO. Market only assigns this bullshit problem to memory.
What do I do with this information? Pile into ARM, AVGO, TSMC?
I'm not assuming hostility, I'm pushing back on your assumption that all individual stocks are akin to gambling. I am not concerned about a tech crash, because my basis for GOOG is $18 per share, $68 for AVGO, so, I keep my total investment in each of these uner 3% of my total portfolio and I've been selling it off and rolling profits into indexes when it creeps up over that 3% threshold. Don't make the mistake of assuming that ALL individual stock investors are gambling.
It's not pure luck though. One of my early strategies was to buy individual stocks that I noticed were held by the best performing index and mutual funds. For example, I bought AVGO, MSFT, GOOG for those reasons and they grew exponentially. I didn't just YOLO into crypto.
What is new vibe or tweet, when miss earnings & crash 30% to many like $AVGO $INTU $ZS like last Er drop
AVGO gonna mind fuck everyone like I said.
How do I file a report that AVGO is going the wrong way?
Just a couple shares of AVGO
Don’t know enough about APH. As for AVGO, I just prefer the capital equipment providers instead of the designers as I believe they have stronger moats.
I hold and buy all of these regularly. NVDIA AMD AVGO TSM ASML are the safest. Anytime they are 10% off 52 week high I buy. MU 15% off, and AMAT LRCX KLAC 25%.
NBIS is a 300 dollar stock trading at 212 for some reason Can say this about many things MRVL AVGO even MSFT it's just rng HOOD should be higher sure but why not everything else I said?
What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%
I knew AVGO bers would pay for their sins
Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.
AVGO is also my biggest position but I’m confused by your YTD return
Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO
Not exactly MAG7 but I bought AVGO around $360 recently to hold for the long run
Did AVGO even hit $407 today?
Man AVGO, GOOGL, and NVDA dips have saved my summer ☀️. MVPs 💪
AVGO taking their lunch money
The comet (AVGO) just keeps soaring.
By now this is old news, but AVGO locking in deal with AAPL. AAPL will expand AVGO manufacturing by $1.5B.
I mean there’s always a buyer and a seller, but the volume bars on options volume charts are usually green bars for buyer aggressor (buyer paid at or above the ask price) and red bars for seller aggressor (buyer paid closer to the bid price) https://financhle.com/company/AVGO/options/O:AVGO260717C00430000 that morning bar is straight green
I like watching volume on this site look at the huge green boy at 9:32am https://financhle.com/company/AVGO/options/O:AVGO260717C00430000?day=2026-07-09 someone bought $400k worth
made $1600 on the AVGO csp's I wrote lst thursday. they were like 50dte but took the profit, im sure some tweet will send it down again and I can repeat. If my dumb ass can do this, why doesnt everyone?
AVGO bers are hurting real bad🤣😂. Love it
Bulls are undefeated! +2.8K on the dip off AVGO and i’m out!
AVGO such a beauty. Let's hope it lasts