Reddit Posts
Who should replace Tesla as the newest member of the “Mag 7?”
Carl Quintanilla (@carlquintanilla) on X “spread between $TSLA and $AVGO market cap. Peaked at ~$1 trillion. Now only $1778B separates.”
Has anyone seriously looked at Global Foundries [$GFS]
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
E-Trade stock conversion issue after recent acquisition
Best Stat to track to decide whether to buy or sell stock?
Am I a genius or a regard? $VMW arbitrage attempt
AVGO earnings: non-GAAP EPS $10.54 (beat by $0.11), revenue $8.88 billion (beat by $20 million)
$AVGO Stock Forecast: Road to the Top
Rebalancing Dilemma: Should I Adjust My Portfolio Now?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Analysts are a silly bunch. They revise their price targets because they don't want to get laughed at, leading people to lose money.
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
AVGO 30% change of profit with iron condor next week (10% up or down calcualted)
Your thoughts on the near future of Tech AI hype stocks?
These are the resistance we are paying attention to on $AVGO (Broadcom) if we continue to the upside! --- News: $AAPL $AVGO - APPLE ANNOUNCES MULTIBILLION-DOLLAR DEAL WITH BROADCOM FOR COMPONENTS MADE IN THE USA
🚀 YTD returns of 12.46% with Portfolio Visualizer, WSB! Let's Goooo! 🌙
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Asking ChatGPT: 10 Fastest Growing and Dividend Paying Companies. ChatGPT provided a list of pretty good companies including AVGO, HD, NEE. What do you think?
Daily U.S. Stock Market News Ticker (Monday, March 6)
Hot Stocks: AAPL rises on analyst comment; AVGO, EGLE move on earnings; BMBL drops
Broadcom rises as Wall Street praises results, generative AI exposure (AVGO)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
ETFs to Watch: Retail and tech in focus with earnings from TGT, LOW, CRM, and AVGO
Next Monday AVGO will pay juicy quarterly dividend (after 12% raise). Current market sentiment and div gap will push stock down. It will be a good time to buy this company at an attractive price
Taiwan Semiconductor (TSM) Earnings
Bought puts yesterday and sold em in the morning into calls $$$ earnings win on AVGO and LULU as well.
Earnings for the Week of August 29, 2022
Qualcomm Is Plotting a Return to Server Market With New Chip
Qualcomm Is Plotting a Return to Server Market With New Chip
How did you originally pick your longest held and/or best positions? What did you learn from those picks?
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Let’s hope $VMW get bought by $AVGO by the end of the week. I’m down to gamble on that 💰💰💰
Most "good" stocks beat VTI over 5 or more years.
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
The top 5 most poorly timed stock purchases by US Congressmen so far in 2022
AAPL and AVGO correlation, along with increasing Fed Rates
$AVGO 24K YOLO (UPDATE). Happy Friday!
$AVGO 24K YOLO - Earnings are free money
I really like the Broadcom stock (AVGO) Semi conductors
Recent stock transactions by US congressmen alongside trade returns
Apple Slashes iPhone Targets Due to Chip Shortage, Report Says
Mentions
# 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%**|—|
|**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|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
JOBY Jetsons era is here. DAIO under the radar small cap thinly traded stock selling chip programing equipments in trillion dollar semiconductor industry to major players. MU TXN NXPI STM INTC AMD NVDA AVGO Samsung Microchip Infineon.
**$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
What do I need to get rid of now? STX, AVGO, SOFI, TSLA, CNC, FIG, MSFT? And which should I go heavier in?
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
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.
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.
I would back up the truck if AVGO or NVDA dropped 30%
VM analyze the option chain of AVGO for me
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.
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
I'm betting big on AVGO too. https://preview.redd.it/azgp3m3mojxg1.jpeg?width=1080&format=pjpg&auto=webp&s=eecd1f6cccc09bd4190bf84d4e860c5f69f65ee2
AVGO is the one I'm actually excited about.
Watch for AVGO on Wednesday. A big slice of Goog and Meta Capex goes there.
I've got 20k. Thinking of buying 2DTE AVGO options Wednesday before close. Calls or puts?
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.
Also doesn’t google pay hefty premium to AVGO for designing and manufacturing custom silicons? At least for TPU front.
I may DCA into it. I'm a big believer in ARM but still saw it as too expensive over MRVL, AVGO, AMD.
Might as well add AVGO to that list too.
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.
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.
Yes. AVGO has foreshadowed what is to come.
I am 80k in goog calls, 1500 in amazon 3 call options . 1000 in a single AVGO call.
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.
I'm feeling pretty good with my AMD and AVGO calls....
> 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
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.
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.
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.
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!
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.
AVGO straight down while AMD and Nana Straight up lol
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
AVGO shitting the bed while Nana ripping, make it make sense lol
Who needs AVGO when you can buy MRVL babyyy
the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.
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?
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".
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.
AVGO hit 2 Trillion market cap this week and up 150% in 1 year.
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
I sold my AMD calls at $300 and AVGO at $415. Thought forsure $300 would trigger a pullback.
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, ....
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.
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
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?
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?
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.
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.
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.
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.
to monitor and find a winner I'm in many networking bottlenecks, COHR, LITE, MRVL, AVGO, ALAB.
congrats to NBIS, MU, SNDK, AVGO gang
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.
AVGO is literally draining all the life out of the market, everything is fading! Damn vampire stock 😠
who tf is buying AVGO at these prices
Can we get a pullback or something? I sold out of AVGO way too soon and I want another ride on that donkey cart
All this text and not even one AVGO reference
Hey VisualMod what are your thoughts on AMAT versus AVGO....
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.
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
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
I have a feeling I should buy AVGO puts tomorrow morning. I feel it in my bones.
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.
“I’ve sold AVGO puts AND bought NVDA. I’m diversifying”.
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
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.
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.
I see a MASSIVE drop coming this week. Last Friday I sold all of my positions in AVGO 50%, Tesla 25%, and left the remaining 25% spread out equally in VOO, VTI, SCHD & THTA untouched. Along with the $100k I hold in physical precious metals 75% Silver 25% Gold; both in American Eagle coins, all of which I have no plan on selling ever and will pass down to my children. I sold on Friday right before close on AVGO and Tesla, not because I don’t believe in them, but bc we just hit RECORD highs across the board and I’ve been holding these companies for 4 years. As a 45 year old man, I now am holding onto $420k in cash in my 4.25% high yield savings account for the near future. I personally, see another massive drop coming but like everyone, we have NO fucking clue. One thing I have learned under the Trump administration is that he has manipulated the stock market more than any other President I have seen. I learned that lesson the hard way his first go around. And although I don’t like the guy, I have profited GREATLY off of his second term. Selling all of my crazy gains on April 1st of 2025.. I did miss this year’s peak bc of the war threw me off, but luckily I held strong with AVGO & Tesla through the nightmare drop to make another absolute killing. I will be sitting on this cash while slowly buying up certain value stocks either during this week or the next, or maybe waiting out the month. But I have learned to time Trump’s actions ridiculously well, and I admit gotten very lucky, that he has made me outperform my Fisher Investment portfolio, which is 70% of my total assets and they have been averaging an insane 25% annual return these past 4 years. I started with my $200k in cash about 3 years ago and have turned it into close to a million. And this was just my “play around money”. Make no mistake, I am CONVINCED that Trump has manipulated the stock market to make ridiculous sums of money for himself and those close to him. I don’t like the man, but I like what he’s done for me. Now, watch me be looking like an idiot while AVGO and Tesla continue to climb, but like any investor will say, never get greedy, especially when I saw over 1,000% gains over the past 4 years combined in these two companies. (Mainly AVGO when I got 2,000 shares at $40, and 500 shares of Tesla for $113) But if they stay strong then I’ll simply wait for them to eventually correlate so I can get back in, especially with AVGO. I already feel dumb for exiting what I personally feel is a massively undervalued stock. Tesla is way overvalued and volatile for me. Now I’m buying up RKLB & PL as I believe as being the #2 & #3 publicly traded Space companies, you’re going to see a big boost in their performances by proxy from SpaceX. Which SpaceX is another stock I will be getting heavy into only after a good month when it drops from the initial FOMO it receives.
MU, SNDK, AXTI, AVGO and the rest of semi conductors all recovering lmao
Every call I bought 2 weeks ago is up 100%. AMD, AVGO, AMZN, RKLB, NBIS. I sold half at 100%. The rest I'm riding. And these are all 12/18s. If the market dumps I'm buying more. No debate You nerds buying puts will get wrecked twice. First will be when there's a tweet and the next is when you miss the initial 2% pop. Have fun pretending youre correct.
If you believe AI investment will be $1t+ a year in a few years due to growing margins, than yes, these all will 3x in a few years on 3x revenue. If you don't than stay away. I'm personally heavy into ALAB, LITE, COHR, MRVL, AMD, AVGO, ETN, CEG, BE. I'm an AI bull and I have yet to see anything that gives me even the slightest worry AI is a bubble.
COHR, LITE, CIEN, MRVL, AVGO and..............Intel. This sector is packed with companies experiencing excellent growth right now but those are the the ones I have positions in. Go watch the Asianometry videos on YouTube where he coveres photonics topics, It's a great watch.
Personally I consider it the Mag 9 or TSLA/Amzn should be booted and replaced by AVGO/TSM.
I have AVGO leaps that are up. Thinking about adding a trailing stop
I don't follow Broadcom, but just looking at the chart I'd say, "yeah, somewhat." but maybe the whole market will sell off Monday because of all the Hormuz closure noise and AVGO will close below 405?
Alright guys, so I yoloed 30K on writing AVGO 405 calls expiring Monday, am I fucked????
Buddy put 20K on AVGO 405 calls expiring Monday. Is he fucked?
I don't see the point of comparing QQQ to DGRO - they have different investment objectives; one growth and one income. But QQQ absolutely crushes DGRO in return, so what does it matter on the SFV metric? You'd buy QQQ if you are young and don't need the money until decades out. You'd buy DGRO if you need your investments to generate income; typically for later in the life cycle. Also you can just buy RSP ETF (SP500 equal weight) if you are concerned about high concentration. Historically it's pretty close to SPY/VOO returns. But more recently with big gains from NVDA GOOGL AVGO, the weighted index has done better.
AVGO forward PE of 37 is nearly double NVDAs low-20's, while NVDA is growing revenue at 70% yoy, AVGO is growing in the low 30's. AVGO is a near $2T company, profits from their last two earnings reports were $7.5-$8.5B. NVDA did $31.9B and $42.9B.
Yeah it was not out of the question for someone to turn 1K into 1 million just rotating between META, AMZN, TSLA, AVGO, and MSFT on this rally. You would have needed balls of steel to size bigger after each trade tho.
Own AVGO and pretty bullish. But the one thing nobody is talking about and concerns me a tiny bit is the fact that the new Google TPUs, V8 called Zebrafish, that is used for large scale inference will not use Broadcom. Google has taken on more of what AVGO was doing themselves and then the bits left they are using MediaTek instead of Broadcom. Google will still use Broadcom for the other V8 chip, Sunfish, but that one will have a lot less sales as used for training.
Don’t listen to people who have no idea what they are talking about. Taking a salary means paying taxes- not doing some defers taxes. I’d work on getting him to focus on building a diversified portfolio of large cap and profitable companies first, before moving onto something like this. A lot of time it’s not “is this a good stock to buy?” But “is this the BEST stock for ME to buy?”. Take a look at stocks like: AVGO MSFT GOOGL BRK B MRK JPM
AVGO flat all day until the last five minutes lol
AVGO trying to take over the world
I agree it is people looking for the next NVDA/AVGO. NVDA is a great company but life changing gains are over if you buy at 5T market cap. You have a better shot looking in the 1-100B market cap space for multi baggers. Im fortunate I bought SNDK. Just because I realized earnings was about to explode and they have limited debt. That felt like a combination for a multi bagger. Since they could do so many things with that cash. And it worked out I dont know when to get off either.