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
A $1,000 investment in 2015 would be worth $349,960 today, according to Yahoo Finance data. The same $1,000 in Advanced Micro Devices ([AMD](https://finance.yahoo.com/quote/AMD)) would've yielded $96,190, compared to $3,422 from the S&P 500 ([\^GSPC](https://finance.yahoo.com/quote/%5EGSPC)). But $1,000 invested in the then-industry leader Intel ([INTC](https://finance.yahoo.com/quote/INTC)) would become only $1,145 as the once-dominant chipmaker misses out on the AI train. If you have $1,000 to invest in chip stocks today, it's no surprise that the pick for many analysts is still Nvidia. Goldman Sachs analyst James Schneider noted that despite growing talk of "peak concerns," the company has further upside due to its product leadership, diversified customer base, and an "attractive valuation" relative to growth prospects. The firm reiterated its Buy rating and $185 price target. Broadcom ([AVGO](https://finance.yahoo.com/quote/AVGO)) is another top pick. The California-based chipmaker has become a leader in custom silicon for hyperscalers like Google ([GOOG](https://finance.yahoo.com/quote/GOOG)) and Meta ([META](https://finance.yahoo.com/quote/META/)). Schneider said Broadcom will continue generating steady, growing profitability in its infrastructure business and estimated AI will account for more than 40% of the company's revenue by 2026. AMD has also gained market share and positioned itself as a rival in GPUs. Despite strong execution in traditional computing, AMD's stock upside is likely "capped" given its more limited share in AI, Schneider wrote in a recent note. "I would argue they \[AMD\] have the greatest growth potential, but also potentially the greatest risk to their growth potential," Bryson said. Read more: [https://finance.yahoo.com/news/nvidia-stock-soared-35000-over-the-past-decade--but-its-not-the-only-top-chip-stock-for-the-future-131446604.html](https://finance.yahoo.com/news/nvidia-stock-soared-35000-over-the-past-decade--but-its-not-the-only-top-chip-stock-for-the-future-131446604.html)
AVGO going to be the real winner these next 2 weeks
Don't think the simulation allows for a AVGO red day
I unloaded my position in AMAT earlier this year. The most I have in an individual stock might be 3,5% of my portfolio. I can’t remember how much I had - maybe $40k. I’m a buy and hold investor, but occasionally sell. I have a diversified portfolio across different sectors, but do own positions in many of the top tech and semiconductor companies. AVGO has been doing well for me lately. I don’t expect them and NVDA to keep up their current returns, but plan to hold them for the next 5+ years.
Hasn’t AVGO overcome TSLA by capitalization already?
Why isn’t TSM replacing AVGO?
Kick out TSLA, put in AVGO
But why is AVGO not replacing Tesla in these? I’m confused.
AVGO and CRWD sure shit the bed in the last 10 minutes.
Market structure looks like there's signs of distribution going on especially with previous market leaders such as AVGO, GEV, and MSFT. Looks like a good time to progressively lock in gains and deleverage longs.
AVGO at 100+ PE. If NVDA doesn't outperform by a huge margin, AVGO is definitely going down with it
I have a dickload of AVGO calls expiring September so if the stock could go up and to the right that would be v cool
Stephanie Link: we have 11,000 data centers and need 30,000 by 2030 so you do want to own the buildout That's why I made AVGO 5% of my porttolio
NVDA + AVGO + PLTR buy on dips
The fundamental problems of Intel is not solved with government money or any other investment. There is not a single semiconductor company that can do both design and fab well. It is so difficult to do either design (such as NVDA, AMD, AVGO) or fab like TSMC or Global. For Intel to succeed, they have to somewhat catch up to NVDA and AMD on design, and catch up to TSMC in fab. If Intel will keep both design and fab, they will not succeed.
What other stocks tend to raise when NVDA beats? META, AVGO…?
VMware Explore event Tuesday with keynote speech from Broadcom CEO Tempted to yolo into AVGO 300C weeklies
This is exactly how I started. Small account, bidding about 50% on NVDA/HOOD/PLTR/AVGO swinging it. Very high success rate. Then next thing you know some random Chinese AI surfaces and NVDA has a record loss for the entire stock market for a single day while I’m holding calls. Strategy was unbeatable, until the market decided I should lose on a rumor. Thanks deepseek. I swore off that strategy for a bit and only bet on QQQ/SPY and there that went. Except I anticipated the April 2nd drop. But after that drop, I kept thinking there would be additional pullback, and before I knew it, here we are higher up than ever before. What a gimmick.
Only $AVGO is solid stock so far!
Think on her latest filing she bought AVGO.
Its very clear that in technology, optimization is always an on going process. Right now the focus is hardware. By “focus” i really mean where CapEx is going. Don’t listen to me just look at the market. All of the biggest public growth stocks within the past few years either develop hardware at the component or system level like NVDA, TSLA, AVGO, AMD, MSFT, AMZN The next phase will be the deployment of AI software operating system, this is where i think PLTR will shine, just my opinion tho. After that the top of the stack will be AI software application players.
Futures already recovered. Google soaring, NVDA already bounced 1% off its drop, Tesla coiling, bitcoin melting up, Uber soaring, IWM soaring (the most rate sensitive index - wink wink), Msft green, AVGO, Carvana green, ZOOM up 8%, Redcat (absolute steaming pile of shit) went up 10%, paramount soaring and squeezing. Bulls on parade
CCP focusing on inference chip development. New Huawei release is imminent (competition-AVGO, MRVL, GOOGL TPUs) [https://www.reuters.com/world/china/chinese-ai-startup-deepseek-releases-upgraded-model-with-domestic-chip-support-2025-08-21/](https://www.reuters.com/world/china/chinese-ai-startup-deepseek-releases-upgraded-model-with-domestic-chip-support-2025-08-21/)
Hi again. I found your Barchart screen parameters in a recent post like you said, and tried my best to replicate them. I'm not sure I got them all right, but I'll play with that more. What I found last night were: NEM, WDC, AVGO, UBER, and OSCR. (TSLA too, but I don't play it, and I think you've said you don't.) Would any of those make your screen right now? I ask because I'm not seeing that great of a ROR from CSPs 2+ weeks out with delta < 0.25. Running the numbers tonight, all 05Sep, 15DTE from tomorrow, at Midpoint: NEM 23-delta: 0.97% --> 1.9% monthly WDC 25-delta: 2.5% monthly UBER 27-delta (cheated a little): 2.5% AVGO 25-delta: 4.3% AVGO's close to the monthly returns you're seeing, and I can see how if you closed it in less than half the time and did it again (maybe), you could be over 5, pushing 6%. You've given enough clues, I just don't feel like I'm hunting in the right berry patch. Would you mind sharing a few of your current picks so I can get an idea of their characteristics? Thanks!
AVGO go green you slut, also change your dumb ticker
IMO, I'd say do your own research on what you thing the long term roadmap is for semis, go from there. It's a long term hold for me. Like someone else said it's volatile and inherently more risky. Might as well skip FSELX and buy NVDA AVGO and TSM if high risk is your thing
AVGO 290 support maybe? Swinging this.
I thought I invented the diagonal call spread. First 2 weeks and I turned 1k into 40k then weeks lager i was down to 5k, then up agian, then trumps tarrifs ruined me, but now im back to all time highs. I've learned alot along the way, especially when I decided to look i to how pros do the stategy and learned how to avoid basic mistakes and risks. It helped that my favorite stock was HOOD and AVGO. As long as the stock goes up or sideways for 1 to 2 months I make money. If it goes up alot in 1 week i cash out and buy 2 more. I generally spend 500 to 800 on each one and sell when it hits 100% gains. Then buy 2, then get 4 and so on. Sometimes the stock can drop and I still make money. I'll even use it to bring down the cost of long calls, or to get long calls on a stock that just had huge gains. If the stock drops too much ill sell for 100 or $200 loss and buy the lower strike price.
Capital. I think INTC probably needs to hire better talent. What happens when your company and stock is floundering? Your top talent is going off to greener pastures. When you're working for companies at this level, your salary can only get so high, but your stock compensation is limitless (considering potential future gains). Imagine 5 engineers working at same skill level and salary for past 15 years, but one at INTC, AMD QCOM NVDA AVGO. Well 4 have potentially life altering opportunity from equity compensation and 1 does not.
INTC foundry business is failing. That's the part of the business the government wants to "save". Whether it's your US based NVDA AMD QCOM AVGO AAPl MRVL, they only design chips, and leverage Taiwan based TSM foundry to manufacture their designs. The US government wants foundry to take place domestically as semiconductor chips are more critical than ever. It may seem like desperation to save INTC - but the reality is foundy is very capital intensive and requires expertise and experience. It's not realistic to expect a new US entrant into the market. INTC is the best hope. Problem is INTC has really fallen behind in tech and had many missteps. 20A process scrapped; word is NVDA and AVGO tested 18A and AVGO said yield too low; word is now INTC trying to move to 14A - basically moving to new process without success/adoption of prior one. I can't remember if it's in INTC 10Q or just a press release, but in discussing their foundy, they had a footer to mention some 15-20 words used as not meant to be forward looking, but possibility- hard to believe such a thing can be real.
You never thought to trade UNH at $250? You never thought to play AVGO at below $150 this year? If not, how credible are you actually?
Diversify. NVDA, MSFT, AAPL, AMZN, GOOG, META, AVGO, TSM
Loaded AVGO calls when it goes went under 300 bucks, not regretting it at all. Quite the opposite in fact
Color me skeptical. Either this guy is full of it and they have thousands of outsourced IT roles or he's just talking nonsense. Also, why has AVGO increased their workforce by 35% in the past 9 months? That seems excessive.
AVGO needs to be included in mag7 in place of TSLA.
Actually, if you want a good comparison, $FNGS has the same holdings as $FNGU but it isn’t leveraged. FNGS 1y: +41.67% QQQ 1y: +25.47% FNGU holdings are NVDA, NFLX, NVDA, AAPL, AMZN, MSFT, META, CRWD, NOW, AVGO all weighted around 10%
I have some $AMD and a very long $NVDA position. AMD will probably only get a total of 5% of the global market share. There's a reason why $AVGO is $1.5 market cap and that's because the order of chip buying and allocations are as follows: 1. Nvidia (gotta have the best of the best and it's not just GPUs - it's the full stack solution) 2. In-House custom ASICS like AWS Graviton, Google Ironwood etc. 3. AMD which is still far behind, doesn't have the partnerships scaled out etc, still behind on networking and will have to rely on a consortium. Following logic and rules such as Jevon's paradox, this will be an all boats rise type of situation where everyone is a beneficiary. AMD is really late to this game and they're further behind than they lead on. Which means some noticable improvements in their product means their market cap could easily double. From a retailers perspective, there seems to be this idea that they will double or triple which I think is going to be actually harder than what everyone thinks on these subreddits. After reading multiple analyst reports they are pricing in a small piece of the overall pie, where AMD gets \~5%, Nvidia gets 80% and the rest is custom in long term views.
Crazy stat about AVGO: > Stanley Toh, Broadcom’s head of enterprise end-user services and experience, said the chip giant employs an IT staff of about 40 workers to support its roughly 50,000 employees https://www.wsj.com/articles/it-departments-are-overloaded-with-busy-work-can-ai-change-that-19a9f667
Kind of surprised the market shrugged 🥭comment about 300% tariffs on semi, especially in light of Intel stake news. This administration is going to upend the semiconductor supply chain as we know it. TSMC may be the big loser, but NVDA, AMD, AVGO, BRCM, even AAPL and others will soon be scrambling to figure out how to deal with 300% tariffs rate on importing chips and services from Taiwan, S. Korea, or Netherlands (ASML). I am sure these companies will eventually figure it out and adjust, but the next 6-18 months are going to be absolute chaos if he does enact these tariffs.
Right: still holding AVGO wrong: held NVO too long
Large cap growth and tech funds. Mag 7 stocks plus a few other individual fan favorites like AVGO, PLTR. …
I like ATM - OTM calls 50-60 delta. Especially if I have conviction in the stock. For example, In February I purchased at the time ATM call on AVGO (30 contracts) 220c 20 Feb 2026. What I didn’t see coming was liberation day. Where my calls went from $38.50 per share to $6.60. Since i was high on the stock my faith has been rewarded with a share price over $300 today. By November/December I’ll consider my exit strategy. I know I’ll get killed on this but I’m not a fan of PMCC. Just recently I bought OTM calls on NVDA (20 contracts) 200 18 Dec ‘26. I believe my faith will also be rewarded. Let’s see.
Sold my AVGO 305p’s this morning for $0.90 :(
I think its just algos reading the headlines saying 300%. Cuz we alreayd talked about all this last week, and NVDA, AMD, MU, TSMC, AVGO etc ec all the big boys are exempted from tariffs... so it doesnt matter if its 300% or 100%, since they pay 0%. So idk, why theres a fuss now again. Im 99% sure ur calls are fine. this should blow over next week im assuming
Come on bears don’t fuck this up!!! I need my account saved from the blow up of stupid AVGO calls
I was so glad to get out of my AVGO puts at open but it keeps going down :(
Sold GOOGL, AVGO and PLTR. Too much exposure to tech. Bought UNH, LLY and BRK.B instead.
I try to hold on to a good company on til they consume more than 25% of my portfolio. Right now that’s NVDA and AVGO
As long as the stock goes up who cares? Anyway Intel is too valuable to lose to Taiwan Semi or AVGO
Sold out my GOOGL, AVGO and PLTR positions and rotated them into UNH, LLY, and BRK.B. I had too much exposure to tech.
Did I buy AVGO puts at the bottom?
Does it make me a bear if I just want to buy MSFT at 350, GOOG and AAPL at 100 and AVGO at 180?
If I’d just held my AVGO puts I’d be rich. Instead I like to fuck around and make 100 trades a day
I wish I didn’t sell my AVGO puts yesterday damn
People said same things about NVDA, AVGO, META, PLTR, etc a couple years ago. Don't be naive. 360 is not at all a stretch for over 2 years out. Will it happen? Who knows. I have a 250C for 01/27 +shares. They'll more than likely be at 500 by the end of 2027 as long as the economy doesn't go to complete shit
AVGO about to tick up
I sold my AVGO puts for a loss this morning lol. Would’ve been up now.
lol I bought AVGO puts yester
AVGO ATH during premarket is a warning lol
I have a 4.1K portfolio as well, $3K invested (I use CashApp). Amazing gains! I say hold and keep adding. I always keep an eye out for their performances and daily news $META $CRWV $AXON $PLTR $AVGO $AMD $GOOGL $NVDA & More
NVDA. AVGO haven’t reported yet.
Been watching AVGO for a while. Broke through $300 and has been popping off
Doesn’t negate the fact that this is not AVGO’s wheelhouse.
Do you realize that ANET sources chips from AVGO for their data center networking equipment? They’re the leader in silicon for white box networking equipment. They experienced 140% YoY growth in AI networking. Custom silicon is a portion of their AI growth but networking is where they are killing it.
AVGO. You made an argument for AI interconnectivity and left out one of, if not the biggest player.
All of this and not one mention of AVGO. Wild.
AVGO has made me great $$$$. HODL!
same same. love me some AVGO
A question without a specific question. What stock are you talking about in particular? APPL, AVGO, GOOG, META, NVDA are still good long term buys in the Mag 7.
AVGO up, at least.
Broadcom is top notch. There has never been a bad time to invest in AVGO. Decent dividend, too
> If you're a company spending 15 billion dollars on a compute data center you're not going to worry about losing out on a bit of compute at the expense of having less usable software. It's the opposite, if you're spending $15bn you can easily afford to drop a billion on software - AVGO customers are writing the stack from scratch. If you're a smallish operation, you might not be able to justify those additional engineering costs.
> AMD spent 20 years trying to catch up to Intel, and only succeeded because Intel fucked themselves, multiple times. This is like saying NVidia only succeeded because Intel and AMD dropped the ball.. > AMD had spent 30 years (back to the ATI days) trying to catch Nvidia, and had still failed to do so. Yes, but under Lisa the budget went to server CPU, with GPU kept on life support. NVidia faced well capitalised competition from Intel, but not AMD. > Nvidia has about 10,000x more liquid cash than AMD. They could hire 15 parallel engineering teams, poach and pay all of AMD’s top people 100x their salaries, and still have more cash. Would crash their margins hard, so while it could happen, it won't because it doesn't maximise shareholder returns. > Nvidia’s future roadmap may not suck, and the 400 series may not be competitive with future products. NVidia roadmap doesn't suck, but the gap has been closing, and there's no reason to suppose that will reverse (doesn't mean it will reach parity either, that's not required to make bank). > AVGO is also competing in inference, and has way more capital than AMD. So did Intel. I'm sure AVGO will do well, I don't think everyone developing in house chips is going to succeed (Amazon..), which means there's part of the market AVGO won't be serving.
AVGO and some nuclear power stock like OKLO
GPT-5 is not running on TPUs and they wouldn’t roll out GPT-5 for the sake of declaring an infrastructure shift. Painfully clear that you don’t know what you’re talking about. Hell, Google doesn’t even make the TPUs. Broadcom designs them in collaboration with Google - take a look at AVGO and tell me the street doesn’t recognize their market.
AVGO is my favorite stock. Great growth and a decent dividend. I’m holding for years.
And this is why you invest in AVGO. Load up. For their Asics
I'm almost at a point I can say I've broken even from my early adulthood trial and error and I'm finally going to start making actual profit. I lost a few thousand so breaking even is going to be a big win for me. $NVDA $AVGO $VST $GOOGL $MSFT $AAPL
To be fair, AVGO's been a megacap since 2021
Q2 Revenue Growth, YoY % Change... Palantir PLTR: +48% AMD AMD: +32% Meta META: +22% Broadcom AVGO: +20% Microsoft MSFT: +18% Netflix NFLX: +16% Google GOOGL: +14% Amazon AMZN: +13% Apple AAPL: +10% S&P 500 SPY: +5% Tesla TSLA: -12%
You forgot AVGO but now AI is 50% of it's business. It's pretty much outperformed everyone, except maybe Nvidia.
My fav 6 stocks right now (subject to change if one of them trades weakly for a while): NVDA, PLTR, AVGO, META, AXON, VST. All bought at much lower levels than today. Esp NVDA and PLTR.