Reddit Posts
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.
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
Foreseeing making a lot of money soon but not sure what to spend on? (29 yo)
After Dell's blowout earnings, what are your thoughts on Broadcom (AVGO)
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
SOXS is destined to die unless a world shaking event occurs
Going balls deep in $HPE because its not overvalued and I'm out of other ideas
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
In anticipation of NVDA earnings report, I bought a lot of stock.
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Actual performance of Leopold fund Semiconductor PUTS
Mentions
Wow so cramer was right about AVGO. Blind squirrel
I finally sold AVGO that's why it's moving
if you bought that AVGO call like I suggested your 880$ woulda been 1200$ now.
$AVGO crazy relative strength for once. JPM bullish note this morning doing wonders.
was hoping for more of an AVGO dip to buy
I posted earlier: If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.
is my ticker wrong? shows AVGO actually up bigly...that can't be right.
AVGO just made me a thousandaire. Watch out Elon.
I think AVGO will have a relief rally tomorrow
Might exit AVGO for a loss today. Shitbag of a company.
If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.
AVGO was $460 few weeks ago
Looks like I’m gonna be assigned AVGO at 400. Oh well.
Stop listening and load AMZN GOOGL and MSFT some of the safest best bargains out there for long term gains! Also META and AVGO isn’t bad for a few.
Check out Cienna, PANW, and AVGO right before earnings. These plus a few others had large moves in both directions at that time and I’ve noticed it’s consistently occurring. So this might be where your idea could go well? micron could be a candidate for this if it follows the same pattern. Warning though is I’m not great at this stuff haha
This happened with Cienna, AVGO, PANW, and a few other tech companies before earnings. They had massive increases in the weeks before earnings right up to the hour before. Of course many people bought calls. Problem is that right after earnings all the companies share prices dropped significantly. I think this is where your idea and OPs merge to be a good one?
If you’re a true long term shareholder of AVGO you would know Hock Tan is one of the greatest CEOs out there. In Hock, we trust.
It's been like this ever since $AVGO's earnings crash and then that Friday dump on supposed "jobs report". It looks like just semi profit taking and rotation into other parts of the market. Sell the rips on semis if they go up en masse until the trend changes.
Seriously, why even play titans like $NVDA and $AVGO when $MU exists?
Better would be AVGO. It's growth rate is much better
I was planning to use WDC as a covered call anchor as AVGO so about 90k for both then keep maybe 50k in volatile shares of AAOI and MARVL for selling Idk, if its a solid plan yet I am still on the fence. I bought the AVGO but 68k on WDC seems so excessive
How many bag holders were minted by AVGO
It really looks mostly like semis/high flyer profit taking and rotation into rest of market. So if semis move in a group in green, namely big names like $NVDA past $210 and $AVGO past $390 levels, expect some "sell the rip" shortly. No real earnings catalysts coming up aside from $MU later on in the month, which I'm 99% sure will be a "sell the news" event.
Noticed AVGO and GOOG leaps seemed real cheap today. Idk if that’s a bad sign. Anywho, I bought Oct & Jan exp.
MU, AVGO, MET, AADX baby
LOL i found that funy i bought AVGO at 376 two days ago and its back to where ibouight it at
I caught a falling knife with AVGO today, why does god hate me
Somebody take AVGO out back and shoot it back to 300 plz YIKES
Ight im down 1100 holding TQQQ/SPXL/AVGO/GGLL/AMZU/SPCX/AMD
If AVGO doesn’t gap up in next two days then I am royally fucked.
Looking at buying a call this week before IV skyrockets next week. It likely runs up into earnings. No idea what happens after. It could either be an $AVGO scenario or $DELL. If I’m in good profit on earnings day, I’m likely selling before close. $WDC might be a good sympathy play on the actual earnings date with less insane IV.
NVDA and AVGO are not trading well something is off
when memory stocks are up AVGO is down. when memory stocks are down, AVGO is down
AVGO. Buy it while it is on sale. It was almost $500 a couple weeks ago.
AVGO fucked my whole port this last week.
Jim Cramer just tweeted about AVGO. Semi is fucking over guys
Nobody talking about AVGO
I bought AVGO calls yesterday. Sorry.
I sold AVGO last week to buy SPCX at 150.
AVGO just reamed me, no reach around, no lube. Dry fuck.
never touching AVGO and Oracle Pls slap me if I ever try to buy them
Once again I request to change AVGO ticker to POS
You’d be hard pressed to find a stock more dogshit than AVGO and MSFT
if you're unsure about where SPY is going to end up at end of day see: AMD, AVGO, INTC semis under pressure
top 3 upward momentum stocks today: GOOG, XYZ, AAPL top 3 downward trend stocks today: INTC, NFLX, AVGO
AVGO you pos. Pull up before you crash harder than SPCX. wtf?
What is AVGO doing, it‘s supposed to go up!
AVGO has been shit since the earning
AVGO is so trash. 0 bounce since -20% a week.
seriously. Every single stock but MSFT and AVGO are green.
Buying some MU calls in anticipation of the earning conference next week. Either it makes us forget AVGO or it nails the coffin. No in-between.
Spacex to buy AVGO next. They are going hyper vertical
do you think AVGO is better or MrVL
AVGO back to 490 please
AVGO, NVDA, TSM, GOOG (maybe), and honestly maybe some index funds
I think you're new to this market. Valueations font matter, earnings, revenue etc font matter. Vibes and narrative matters. Exhibit A: MSFT, META Exhibit B: AVGO
Just realized you got 485k on it tho ha! I only got 20k, but given your confidence, I’ll add on another 100k after I exit my current options (MRVL, MU, NBIS, NOW). I’m sure AVGO will be back to $500 before next earnings report based on nothing but history
If NVDA, META, AMZN, MSFT, NFLX, AVGO gets even remotely close to their ATH together, it will be a glorious week....
Well you have to be the right guy to ask. When is AVGO going to get back up off the floor? Short/long term PT?
Very diversified — you got the AVGO calls, and also the other AVGO calls.
AVGO had an impossible target - they were never going to hit it - but they are doing insanely well
AVGO is a stock you DCA into.... its not done
IMO - the ETF's at 5% and under are not worth holding (7.5% is borderline as well). When you have an individual stock with high potential (ex NVDA AVGO), a low weight can still make a substantial difference to the overall portfolio. But most ETF's returns will be much more muted since it will combine both winners and losers (again compare NVDA and AVGO versus SMH). You can run some possible scenarios, but how much does XAR or GRID have to blow up to make a meaningful difference? If VOO weight is 25x that of XAR weight, VOO doubling would add same nominal amount as XAR going up 11x. High percentage weight times lower return multiple equals lower percetnage weight times much higher return multiple. You took on more risk on concentrated asset/ETF, yet you need an extreme peformance for it to just match the conservative choice with conservative return (SP500 long term CAGR with dividends reinvested is over 10% or doubles your money every 7 years). TLDR - I'd go higher weight on a more selective set of industry specific ETF's to supplement your core ETF's. If you want to hit a home run on a potentially up and coming sector, try to pick their biggest winners with low weight.
SPCX, TSLA, AMD, LLY, MU, AVGO in that order
!banbet AVGO $1000 this time next year
Banbet. AVGO $1000 this time next year
I'm pretty heavy into data storage companies, and also I think AVGO will get back to ATHs soon enough. Generally I think AI related trades will continue to run but I have been in them for years now. PANW has been pretty good for me recently as well for something less AI related.
Going to be amazing when AVGO bounces back and mindfuks everyone
| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x | "The data in this chart indicates that the retardation is terminal. I'm so sorry."
AVGO too. Just have to wait for Wall street to do the maths.
Why did AVGO get blown out? ER weeks ago?
Today was bullish AF with all the gains being well digested right on the all time hig For this next leg up I'm going smaller market cap satellites ALAB-TTMI-AMKR-HPE Core positions in AVGO as it climbs back and MRVL as it has its Micron moment later this year
Marvell is almost like AVGO, LITE and CRDO all in one. A great hold and with a lot of momentum still on the way.
| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |
have GEV AVGO VRT all at losses is it a good day to sell i dont have trust in this deal
No not MRVL, althoguh the premiums are beautiful, Its basically AVGO, Im still on the fence about adding it but my opportunity to do that was last week.
Ok Casino I have gambled with yall, won and refuse to gambles any longer. With that, please go buy my covered calls on AVGO, GFS, AAOI, HPE, SIMO, MXL, GLW, SMTC 😄
What's it going to take for AVGO to climb some more? 😞
He's trying to ensure AVGO has plenty of revenue by using up those tokens!
AVGO not even hitting $400 today. it sucks
Why, pray tell, do you have AVGO calls?
Bro how is everything up except AVGO RIP my calls
AVGO leaps are gonna print bigly
Anyone trading AVGO? Looks like it might be worth a few long dated calls here
So much is expected of companies like AVGO that even great earnings aren't enough. Plus their CEO is very conservative in his reporting. He says over 100 billion in revenue by 2027 so it's only up from here.