Reddit Posts
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 – $159M
Actual performance of Leopold fund Semiconductor PUTS
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
I finally rest and watch the sunrise on a grateful universe
I finally rest and watch the sunrise on a grateful universe
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
Stop calling RAM "cyclical" while treating Nvidia like a "secular grower." They are the same trade now.
Thinking about selling out of a core position to add more $CEPT
For semi/storage/MAG7 bulls ONLY - what are your current setups?
Mentions
Well you called it boss. Unfortunately I started a position in AVGO and MU last Friday before the dips 😭. What’s your plan moving forward if you don’t mind me asking?
AVGO ER dipped to fuck the market back to the void ORCL ER dipped to remind the markets where the money is flowing I PROMISE IF MY MU CALLS PRINT HARD I AM BUYING ORCL OUT OF RESPECT FOR ITS SACRIFICE
I added small amounts to my MU, STX and AVGO positions. Have some additional cash on hand looking for specific buy points for those 3 and NVDA. The rest I'm holding and seeing where the market heads with the fed meeting and the space X IPO.
It's hard to say. After earnings from AVGO, crowd strike and oracle yesterday I think people are going to be more cautious with tech. We can expect 100% sell off of space stocks and Space X will have a nice dump, I'd say some will go back to tech and many are now rotating into consumer staples too.
Expectations with anything AI is high. Look at AVGO with great numbers. MU would be next to capitulate. TSLA and SPCX have a cult of personality behind it, along with fanboyism. I mean all of WSB talks ablaut 420 and 69 all day long LMAO.
Orcl definitely going to $150 tomorrow itms gonna have its AVGO moment
Its fine cuz AVGO evaporated all of the profits
Sorry brother. I bought 10k worth of 7/17 AVGO calls. Getting absolutely crushed and will probably stay that way
They will unfortunately most likely get crushed like AVGO
Lmao same, I YOLO'ed into AVGO at the literal fucking top right before their ER crashed everything
simply stunning how much absolute trash AVGO is
thats the second large tech company in 2 weeks to raise money for data center. That is combined 120billion between them and google. Not including Microsoft, Amazon, Meta, hyperscalers, etc. Semi hardware is on sale right now, you're going to feel like a dumbass if you miss out. Specifically $LITE, $MRVL, $INTC, $NVDA, $AVGO, $MU $SNDK $WDC ton others that I'm missing but for real they are telling you they are raising Capex. That money is going to companies.
1. Don’t buy Mutual Funds 2. Don’t pay someone 3. Be patient “a little and a little “. Don’t let greed or fear rule you. My largest holding is AVGO which has had a rather rough week. I haven’t even thought of selling any. Good Luck
How’s that AVGO dip treating you kings
they did with AVGO at first too...
Using a ruler, I've found my pp shrink everyday continue to hold AVGO
Who here copied MangoMan’s stock picks assuming he would keep and prop them up, not sell them off after they got pumped? Its OK to admit it, I screwed up and bought some AVGO myself.
AVGO really was the tippy top huh
Bears will tell the story of the legend of AVGO and how it popped the bubble with a simple earnings call
After my AVGO losses I’m feeling salty and want everything to burn
AVGO bags are heavy indeed
AVGO really caused all of this by maintaining guidance like retards
Sorry Bulls bought Oracle Calls for Earnings. Didnt buy Dell or HPE or SNOW all went up. Bought AVGO and Oracle and they both fukin plummeted. Wtf is wrong.
Oracle is cooked. Only MU earning can change the AI trend from bearish to bullish. And once again Fuck you AVGO
ORCL doing the same to semis that AVGO did. It’s officially joever
ORCL can have perfect earnings and guidance and still die 10% like AVGO. I learned this the hard way bros
Got out from semis last week after barely breaking even on $AVGO (held too much through earnings). Riding healthcare ($UNH - exited today, $CLOV) and consumer/entertainment ($KO, $NFLX, $WMT) with a sprinkle of retardation ($GME, $OPEN) on top. As always, tomorrow I'll feel like a genius or say to myself "this was obvious, why didn't I see it". Welcome to the casino.
ORCL just like AVGO slaughtering the semis
AVGO is dead to me. I took the L and moved on.
So I guess pre-AVGO earnings was the top?
Lets hope Oracle won't do an AVGO!
Just leaned into AVGO hard. EEk
AVGO went the same way though so could be anything really
Guys, AVGO and crowdstrike tanked the market. There cant be a second huge tank with oracle. Calls
My S&P short opened at 7373.75 Friday afternoon, so while it's doing quite well I'm still missing a lot of the start of this downward move. My positions in AVGO and QCOM got hit pretty hard. It's not a big deal.
When is AVGO supposed to go back up? I put all my money in at the top and now I need my money back.
MU holding 900 and AVGO holding 373 are the only reason I still have pants to wear
Well, AVGO didnt raise guidance, it's a good signal for the end of this hype cycle
ORCL gonna be the next AVGO and Microslop!
Just bought AVGO and TQQQ to average down
I’m with you. I’m completely out right now other than one SOXL put to play the oracle earnings if it goes the way of AVGO
Too many ORCL bulls, it’s gonna do what AVGO did
If only AVGO lied about its guidance and margins
I blame AVGO earnings for popping the bubble
I’m sitting on long calls for the rebound: AVGO Aug 21 370 C NVDA Aug 21 190 C AMZN Aug 21 240 C 72 DTE window covers my thesis of a tech rebound after SPCX IPO dust settles and capital rotates back to tech. I believe tech profits were harvested for IPO capital and general profit taking. AI is strong and the thesis is intact. This past week has been a gift to those with dry powder, so I’m in deep right now on the 2-3 month rebound window.
GOOG $330 AVGO $350 MU $750 NVDA $190 Come closer to me children
Selling AVGO at this level is moronic
MU and AVGO stop going down
$AVGO down 25% since the earnings peak. RIP bagholders
Gonna sit out ORCL. AVGO fucked me over enough to cause me anal prolapse
Is Oracle gonna massacre my boy like AVGO?
How is it that NVDA, TSM, MU, and AVGO are down more than INTC? Even on red days this market is uniquely retarded lol
ORCL going down before earnings actually makes me more bullish! AVGO ran up into earnings, they know you wanna buy puts on ORCL and ADBE! Calls it is ✅
# AVGO and MRVL callholders are ya winning, sons?
Whatttt the fuck I seriously need AVGO to behave
AVGO seems to be bottomed out
I went all in on AVGO calls, pray for me
This is how Lisa Su reinvests into growth 😉 Seriously tough is AMD as strong as the sentiment implies.. They had to give 10% of company to META and OpenAi to get them to use their products. I don't think AVGO or NVDA would ever do something like that..
If Oracle fucks up guidance tonigh, that'll be the second domino to fall after AVGO.
I’ll trade you for my AVGO bags…
Come on Oracle. I’m not asking for much. Just save the entire market. That’s it. Amazing ER + guidance and we can reverse what that bitch ass AVGO did.
MU probably going to recover going into earnings and then pull another AVGO
Dam it AVGO, down 4% again
You can also buy AVGO as they would directly benefit from a good report from ORCL
AVGO is dead to me. Taking the L and moving on.
NVDA and AVGO will make me poor
I’m bleeding out my ass on AVGO
I buy the AVGO dip and it craters harder!!!!!!!!!!!!!!
AVGO going out of business again?
When is AVGO going to recover realistically
AVGO disrespecting my money
Remember all this started cuz of GOOG and their fucking share dilution shit. it wasnt even AVGO with his last year's ER speech n shit. FUK U SUNDAR U RUINED MY LIFE
The memories of AVGO are still very very recent.
will Oracle nuke the market like AVGO did?
Last Week : BoFA Anlayst raise price targets of NVidia, AMD, AVGO by 20%. This Week : Bear Signal flashing
what was started by AVGO will be put to an end by MU.
I bought some ORCL. Saw they already had the AVGO crush applied so will just be a long term investor on their transition to AI supplier
hoping AVGO drops a little more so I can dip my toe in
Sigh I wanted to go all in AMAT but went in AVGO instead
AVGO should consider POS as its new ticker
So you're basically saying you hope to make money from people who have no idea how to put valuation on a stock, and you hope there is more of them, then there are of you so you can take advantage? I made my life changing gains from actual profitable companies such as NVDA AAPL AVGO MSFT GOOGL AMZN MA V. That is what most investors do. I guess you just want to roll the dice.
At the IPO price, SPCX is being valued close to what AVGO is worth and more than META. SPCX lost about $5b last year. Meanwhile AVGO makes over $20b in profit and META over $60b in profit. AVGO earnings growth is very high and expected to remain that way for some time, hence the valuation differences. So in SPCX you are buying a comparatively overvalued stock by any and every measure, and only comparable to TSLA. TSLA by the way makes 4x less profit than KO, but valuation is 4x more. Forget about even trying to compare TSLA to AVGO META and the true mega caps.
i just need AVGO to 420 in two months, is that too much to ask?
AVGO 360 and SPY 720 tomorrow. Can’t wait
I 100% agree with you and did not hold AVGO until after the continued drop on Friday. Respect to you
everyone should continue to ignore AVGO too, thanks
I actually think the market reaction was completely appropriate. In the current environment we have multiple new ETFs almost weekly that are exposed to the same companies over and over. This creates an artificial demand with money coming into the ETFs that buy the underlying causing prices to go up. This and investors pricing in potential gains multiple years in the future due to FOMO has caused people to price AVGO at a price that would require Extra-stellar earnings and when they reported that they were on track, a very steady track - that wasn't what investors were expected with the over-inflated price. The massive fall seems appropriate as a value reset. Is broadcom going anywhere? Unlikely, is this a buying opportunity - possibly unless the overall market retreats to value and dividend investing fearing a death spiral, but I don't think that's happening here either. So really this is just a price reset due to an overly hot season of yield hungry investors not wanting to miss out and reality coming round to set in. In the long run, they likely recover this and continue to grow, but if they keep reporting "on track" earnings - its reasonable that the price resets each time investor psychology gets ahead of real cash flow results.
I think we can all take consolation not only in the fact that he will lose it all very soon, but that he also *deserves* to lose it all very soon. Time to get back to my one expiring AVGO covered call.