Reddit Posts
$MU at 3.6x forward earnings is not cheap. It is the top.
Broadcom (AVGO) hit a 52 week low yesterday. Headed lower?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
30K to invest - Oct 19 Market open
Where would AVGO end up if Anthropic and OpenAI go belly up?
Apologies to those who hold AVGO
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
$AVGO CEO Hock Tan described some AI investors as casino gamblers lacking understanding of the technology and setting extreme expectations
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
If market takes a shit wishlist — what prices are you betting your house on ?
China surveys Broadcom switch use in state data centers, FT reports
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
AVGO is lagging the entire semis rally. What am I missing?
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
AVGO: Missed opportunity or value trap? Curious what this sub thinks
Why are they allowing us to buy AVGO dip right now?
Can we turn on the money printer tomorrow?
Holding 80% of my portfolio in AVGO going into earnings.
Is silicon photonics actually becoming the next AI bottleneck?
next week's earnings lineup, a few of these are on my radar
Is the AI Capex vs. Semi decorrelation a buying op?
AVGO prints negative net GEX after recent 4.6% dip
If You Could Only Buy One Stock Right Now, Which Would You Choose?
AVGO just popped +6.61% to $418.16, look at that monster positive net gamma exposure rn.
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
IBM's crash is a bullish signal - for the semiconductor industry
a member of Congress with an 87% win rate over 118 disclosed trades went quiet for two years, then bought SpaceX on its first trading day
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Are semiconductor shares still a good investment, or too much growth is already priced in?
Apple just committed $30B+ to Broadcom chips through 2031, but is AVGO really safe from in-house risk?
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Apple silicon deal with Broadcom (AVGO) extended through 2031
Broadcom Extends Apple Custom AI Chip Partnership Through 2031 | AVGO Stock News
Effect of Using Margin on AI related Equities
Too much of my portfolio is from RSUs - how would you diversify?
Why is MU forward P/E so low and AMDs so high?
📓 Daily Brief: Theta Gang Goes To Wendy's
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SpaceX is already trading like one of America's biggest companies
AVGO - When is the next catalyst and will it break 400 soon?
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Musk says SpaceX could bring $1 trillion in revenue by 2030 | Reuters
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
SpaceX stock jumps 19% from $135 to $161 in record IPO debut, largest in market history
Mentions
Yeah fuck AVGO, such a boomer dogshit stock. Think of it this way, if we have a huge bull run who's gonna pump, that dogshit stock where the ceo doesn't have sex of WINVIDIA
Selling Broadcom (AVGO) at a slight loss to buy Nvidia (NVDA) or Alphabet (GOOGL) can be a smart strategic move if you are looking to lock in a tax-loss harvest or shift toward different AI market drivers, though all three stocks are currently trading at discounted valuations following recent market pullbacks. IMO
If anthropic pumps at IPO and gets good valuation, AVGO will pump because ANT pumping means they can pay for their infrastructure/compute commitments to AVGO and others easily. I think $400 may be pushing it but i feel like $370 is possible. Who knows at this point
AVGO is going to run to $370s
Sold AVGO 350 cc for Nov 27th. Really wish I had sold 375c’s instead. I sure hope, AVGO doesn’t rally into Nvidia’s earnings and then get rekt later.
You see what AVGO is at right now? Also NVDA? Because I also bought NVDA leaps at $168 and $170. How confident are you in your bear thesis?
AVGO should be one, AMD?
**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVGO** | $350.00 (above) | $333.23 | +5.0% | Tue, Nov 17, 8:15 PM ET |
I bought AVGO and NU a couple days ago after they bottomed out. Looking at MELI right now but I'm not in a rush to buy after my two new recent positions.
For real. Add AVGO, TSLA, META to that list of negative YTD’s
Hey, just a quick update, I’m up 35% on AVGO 2029 Leaps.
Thought NVDA and AVGO calls seem like a no brainer but realising I need both to be up by 15% in 30 days…
All you had to do was buy AVGO. Easiest counterplay of the year.
AVGO and AMD pump so hard on NVDA dumping . 🤣
Beta $NVDA vs Chad $AVGO
Memory looks bearish right now. Seems like money is rotating into AMD, AVGO, TSMC
AVGO, AMD, GOOG, SPCX.... What else is there to buy to play this IPO?
"These companies are buying $26 billion of Anthropic $ANT stock at its IPO price: Google $GOOGL: $10B Nvidia $NVDA: $10B AMD $AMD: $2.5B Broadcom $AVGO: $1B Micron $MU: $1B Microsoft $MSFT: $1B TSMC $TSM: $500M The private placement comes on top of the public offering and closes right after the IPO."
seriously?... That is your reasoning for claiming AVGO doesn't work with GOOG anymore for current and future TPUs? False.
None of your retards bought the AVGO dip I bet
my covered calls on AVGO are toast lmao
Rotation out of NVDA into other chip stocks. AVGO as well
It is me or being rich in this kind of market is a an absolute no brain choice to make even more money safely ? just bought shares of various big tech companies, made already 10% on most of them. 100k in AVGO few days ago, already at 120k. I don’t get what’s going on, but ok.
AVGO should drop below $300 next AI crash scare, which will probably be this month over financing.
AVGO just ripping lmao
> Everyone selling NVDA for AMD and AVGO, crazy to see. Starting to feel like Jensen might actually step aside. Do kids fall for this shit?
Everyone selling NVDA for AMD and AVGO, crazy to see. Starting to feel like Jensen might actually step aside.
> What are you talking about With V8 Google inference TPUs they no longer use Broadcom. They instead use Marvell. "Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal" https://finance.yahoo.com/technology/ai/articles/broadcom-falls-5-marvell-lands-143230682.html Rumor is Google booted AVGO to slower cost. This should lower Googles cost when used by them and increase margins when they sell them. Surprised you had not heard?
What are you talking about AVGO still makes google’s inference chips and Mediatek is actually the cheapest inference threat, not MRVL. Its true that google most likely wants a cheapet and lower cost for it but not until late 2027 according to MediaTek. So AVGO will still hold the majority share until at least 2027-early 2028.
Think the Google news yesterday was not helpful. https://www.youtube.com/live/pabDkNR7jIs Google booted AVGO for their new inference chips and using Marvell instead. Rumor was to cut cost and improve margins.
Actually he is not right. Bullish for Marvell and not AVGO.
Google booted AVGO for their inference chips. They are now using Marvell instead. AVGO only for training which is just a lot smaller. Rumor is that Google did this to lower cost and improve margins.
Not really semiconductor companies like NVDA/ AMD/ AVGO / ANET are scaling really well without any sort of high debt, these are very low debt companies as you can easily research
a 10x on micron plus a 9% AVGO day and you land at 18k. those numbers don't really sit next to each other
If you started investing before summer 26, you are most likely holding big bags by now. All of these AI bubble talk is just as stupid as the stocks-only-go-up mantra. The charts can not lie: SOXX has been on a downtrend since June. GOOG, NVDA, AVGO are down or flat for the year. SNDK and MU created generational bagholders. Only a few interpretations are valid: - AI was obscenely mispriced - Institutions are taking retailers for a ride by marking up and down prices - AI is deflating rather than bursting - All of the above - Extra: nobody knows what the fuck they're doing The result does not change: If you are a brand new traditional investor, as in a long term long positions holder, you are getting robbed blind and there's no reason to believe it will stop anytime soon. Calls? See ya at the next massive dump Short? Here's a fake peace deal Puts? Thanks for propping price up Swinging? There is no floor, there is no ceiling Hedging with gold? Now it's beta positive Nothing matters anymore. Beat earnings? Dump. Bad news? Pump. Good news? Dump. A quintillion refined oil barrels were found in a janitor closet and promptly teleported to the titty dimension via a wormhole opened with a tesla breaking the speed of light by rolling in mid air? Somehow indexes will be flat. Consider this a rant or whatever, I don't care. What I've seen this last year defies rules, logic, rationality. I know it's a feature, don't give me the "irrational" mantra, the problem is that it's just staying irrational, everyone can tell. Stocks are just in their own volatility bubble, ready to drop like stone or schizo rocket up. The same money is just sloshing back and forth like a damned soul, looking to make a quick buck from dip buyers and fomo chasers. I'm just saying let's drop this bullshit AI bubble and AI not bubble talk, let's stop pretending there's any known rhyme or reason to whatever it is that is going on, and let's ask the right question: does it really make sense to invest (not trade, not swing, not gamble) now, at this moment? The answer for me is no.
Market is brutal. You play with your d*ck, your market share goes to AMD and AVGO.
AMD and AVGO can't replace NVDA chip instructions.
I sold my AVGO calls the day before the election and planned to buy today. I did not. My plan tomorrow is to continue to do nothing.
AMD 14% up and AVGO up 10%. All thanks to Jensen Dick
I don't even really understand AMD and AVGO going up. How is it that no one has stopped to wonder if there are Chinese spies in other chip companies?
Kind of amazing that the only thing that can make AVGO to go up is NVDA going down. Fuck any quarterly reports/earnings beats, new long-term agreements, fundamentals or financials, it all came down to Jensen fucking a Chinese spy.
It was 100% a crash in tech and growth. Maybe not a market wide crash if you're looking at SPY. But when Google drops 30% in a day, when Reddit, NVDA, MU, AVGO, HOOD, all the giant tech companies are down big. When all the small growth and tech is down 50% that's a crash my man. You should've been buying that dip. It was a generational buy opportunity for tech and growth. Full stop.
the real winner: AVGO
So market rotates from NVIDIA to AMD and AVGO? LOL.
It is a great time to buy AVGO
Wait why is AVGO my largest gainer today so far
Cathie sold AVGO to buy NVDA last week lol
shits so lame how everything is one trade now, BE, MU, NVDA, AVGO, NBIS. I'm not even a share holder or salty about it but why would BE sell off because of dems getting elected, that should be BULLISH for them because additional restrictions = on site power prodution = tons of contracts for them, right?
Is AVGO pricing in :kekh: ?
the honest answer is there probably isn't a single catalyst, just the next hyperscaler capex guide. that's what has moved AVGO all year, and nothing about Anthropic or OpenAI changes that before Q4 prints.
Isn't the obvious play to long AVGO or AMD now?
AVGO has been beaten to death this far, I’m not sure if it has anymore room to go down from here.
Dumping Nvidia makes sense, but why AVGO, AMDA DOWN?
A shout out to my homie AVGO for being down 15-16% for the year
Market don’t want you to know that they flushed Warren Buffett out of Google and AVGO… buy the dip.
That why AVGO share price limp :popcorn:
by looking at AVGO and INTC charts in the past month I'd think they are Chinese companies LMAO
AVGO has been a Chinese spy operation for decades
AVGO started tanking already
Pretty sure MU, AMAT and AVGO will go down on Jensens cheating news. Cause why not
Absolutely. I own both NVIDIA and Broadom in equal amounts. I bought more AVGO recently because it took more of a hit. Now NVDA stands to be at that Broadcom rate? Man, this is when the wealthy investors are made.
Is this bullish for my AVGO calls
So short Nvidia and Long AVGO
AVGO also has Software side of business
Good thing I’m jacked to the tits on AMD and AVGO
How will this affect my AVGO calls?
So if there is a slowdown in data center buildout, or more regulations, the big winners will be MSFT, GOOG, and AMZN because CapEx will moderate? And the losers will be NVDA, AVGO, and other semis? Just trying to get next week's narrative straight
Love the company and business outlook, but the huge off-balance sheet financing deals / credit guarentees certainly have me worried. Also from a technical point its certainly performing weaking right now than other quality companies who rebounded significantly more after the crash. Personally I prefer Nvidia, AMD and TSMC here but AVGO is certainly a great buy at these levels. But I also suspect we will head lower before establishing a new upwards trend.
Curious why you think AVGO is weak? Who do you think is strong?
Only negative for AVGO that I am aware of is losing the inference chip from Google. Rumor is that Google switched to Marvell for cost savings and to improve their margins. Google tends to be a leader in all this stuff and doing it first and the others follow. They started their TPU program, for example, over 12 years ago and now their competitors are only starting now. But I do not know if that means others will boot AVGO for Marvell or someone else.
If AVGO is a great buy right now, every semi is great buy right now
Broadcom (AVGO) EU/UK competition scrutiny of the $69B VMware deal (cleared 2023 with commitments); since then, ongoing EU heat over VMware licensing. Cloud trade group CISPE filed suit at the EU General Court in July 2025 seeking to annul the original merger approval.
AVGO is a great buy right now. After a great 2025Q4 earnings, as it climbed to $420 after hours, I expressed in stocks daily thread that I never started a position because the valuation was always slightly too rich, and some permabull argued that I should have FOMO'd in at the top. Well, now the stock has been cut by nearly a third, but the EPS is projected to be almost twice what it was year over year. There are some risks, particularly with financing deals, but Broadcom also has diversified its customer base and signed longer-term compute deals. Unlike other pure semi companies, it also maintains a high margin software business and generates over 75% of its revenue from overseas, so it should be more insulated than other semi companies to any shocks that may occur in the AI buildout in the US.
AVGO is the weakest AI name out there, make sense.
It's the fear over the circular financing, IMHO. Is that justified? IDK, I think the frontier labs are in deep, deep trouble, but how much of a hit will wind up on the books for AVGO? If I knew, I'd be rich. ;)
AVGO and NVDA criminally undervalued. Both growing 50-70% next year. Quick service restaurant stocks have outperformed them the past year. Makes no sense.
Isn’t forecast heavily related to Anthropic ? A lot of questions around their valuation and IPO and if they can pay AVGO and all other hyperscalers they have contracts with?
Why doesn’t AVGO get the same kind of love that other semi’s do?
Of course of all the chip stocks I picked the one that doesn’t recover…. AVGO
K bro. lol I will bookmark this and let you know about my AVGO 2029 leaps when I sell.
AI trade isn’t dead although, I’m sure a lot of people panic sold and lost their marbles. Figure out where the money is going and invest there and since free cash flow is now more in the spotlight, fucking balls deep in AVGO. We get no policy changes for the next two years and a change in where companies need to build at. Doesn’t mean the spending stops. Chipmakers with high FCF will be rewarded, the setback is temporary and congrats to the bears that timed it.
Has anyone actually ever made money on AVGO
While I've held AI-related names like AVGO, GEV, MU, and POWL in my portfolio for quite a while, I have a very low cost basis for each and am not planning on making any significant additions to any of those positions any time soon. The reason is simple - there's just too much uncertainty about data center build out. I have no doubt that data centers will still be built, but additional regulations will slow the pace, raise the costs, and possibly reduce the total number. That will affect the suppliers - either deliveries will be pushed out or orders will be reduced or canceled all together. So, in my mind, the AI trade is still alive, but it's going to transition from a "mad dash" to a 1600 meter race.
I'll go long at 716 SPY, 167 NVDA, 267 AVGO, 275 GOOG, and maybe donate something to MRVL which is going bankrupt the poor little shits
AVGO went bankrupt lmao +5 into red 🤌