Reddit Posts
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
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
Mentions
!banbet AVGO 460 December 31
AMD buyers are always welcome to rotate to AVGO
People are sleeping on Broadcom. AVGO about to pump hard this month
AMD back to worst performer, AVGO looks good at these prices
AVGO lookin to break above 50 and 200 DMAs since they're so close together. Off to the races after that 🐎
Are we feeling ready to dive into AVGO calls again or will it get rugged as soon as we buy? 🙃
Rotate into AVGO instead
AVGO has only 6 six customers making up 50-60% of their AI revenue. They are very exposed to hyperscaler spending normalization risk. Plus, being associated to Anthropic doesn’t help their case at a time like now.
When AVGO ever been a quick gain bro this thing sucks
looking at AVGO and VST for a quick 20-30% gain.
why the fuck is $AVGO trending on X ! what are we missing or about to miss
AVGO getting some decent volume for a sunday night
what are the moves for tmmrw. Im thinking positions in AVGO
Rolling out some long calls if IV stays low. Or GTC orders will, bc I have to work on other stuff. Maybe add some AVGO if it dips, too. (Current favorite big tech.) And DCA a bit of Uber this wk if it hits 68 or lower.
Buying more AVGO and VST tomorrow
Everyone n their moms are talking about AVGO now. Lol
Oh and then you also said you timed the top on semis and definitely did not that was embarrassing. and then you bought calls before a 5% drop and we dropped for like a month. And so far I've seen you claim to half port like 45 different things but BE wasn't one of them but you did claim to half port AVGO and it hasn't really gone up since you said that so I just think you should keep track of tthe things you say or at the very least stop pretending.
Guys is RDDT and AVGO coming back anytime soon :/
You should extend the deadline to reach 200k or at least dont set a hard deadline. Thats 2 months for you to gain close to 50%. You can do options but theres a greater chance of losing more money trying to chase $200k. Id say buy stocks that have a good future that are in dip that have a lot of interest by people and hedge funds. Good example is AVGO. Dont buy shit thats near ATH.
Look at who the backlog is from. OpenAI was ~45% (~$250bn) of Microsoft's Azure backlog as of December. OpenAI projects ~$665bn of cumulative compute spending through 2030 against revenue of $30bn this year. Much of the "contracted" demand comes from labs that aren't yet profitable and that are financed partly by the chip vendors themselves (NVDA's $105bn OpenAI guarantee, AVGO in the Anthropic financing). Hyperscaler free cash flow margins are modeled at –3% in 2027–28. This AI bubble can't continue forever.
I like the Dividend from Broadcom (AVGO) - 0.7% - having a larget market cap stock to be more secure and earn good dividend on top.
October is AVGO’s month
AMZN is a buy around $235, GOOG around $325-330, NBIS 180-190, but up trending. CRWV is up trending, but usually around $80. AMD would I buy around $450-480. AVGO looks good, but can fall back to $330-340 again or run up to around $450 this year.
I sold because i saw other better opportunities especially on RDDT and AVGO so i sold APP and bought more of those. $285 is not bad at all. Whats your plan?
Advice for Monday: If AVGO holds this price and rises, buy calls or more calls. A breakout may be coming. I'm surprised it held and didn't dump into close today.
Ah yes closing out October: $5k from interest 8.6k from selling AVGO covered calls for this week. Up $35k from AVGO shares (unrealized).
AVGO, GOOG, NBIS and CRWV looking strong. Enjoy your weekend bols and bears.
Full port split between AVGO, AMZN, and RDDT. All I needed to do was full port BWET and I'd be fine now.
I did good this week. That means I can piss away some of my profits on some AVGO lotto puts that won't hit.
I am reducing MU and SNDK and buying more NVDA, AVGO and ORCL.
Ok can we pls pump AVGO for the love of god
Sigh. ADBE once again, ruining me. A month straight of dumping, when does it end. AVGO isn't much better.. ofc I pick the worst chip stock
I wanted to buy into AVGO. Wdyt ?
ARM is the most over valued company in this game. It’s leveraged like anything by Softbank which owns 90% of it and it’s volatile as hell. Please look into financials. You have much better opportunities like AVGO.
We seeing an AVGO reversal? 👀
GOOG & AVGO the way to go until EOY
My account up 10k and AVGO still stinking things up
Can AVGO be less regarded today pls
AVGO goign red watch
AVGO is one of my largest single holdings...I got in under 50 so I'm still up \~600% in 5 years, but you're probably right.
I just know that AVGO pump will fade till market open and ends up red
look at the SMH and SOXX etfs. TSM for broad semi coverage, MU or SNDK if ur a high volatility degen, AVGO if you like AAPL because its a boomer stock basically. most of the others are memes that ran ahead of their earnings way too much and trade at crazy valuations, and swing way harder without the earnings to back them up.
GOOGL, NBIS, AVGO, RDDT Names to watch tomorrow
DAMN AVGO is down -0.71% ytd wtf why
So AVGO dumped today because they agreed to finance $42B in chips to anthropic in exchange for anthropic shares..
Which stock will dump more tomorrow, AVGO or ADBE.
Praying for my ADBE & AVGO positions 😮💨 why am I so bad at this
AVGO is such a waste of time
I think AVGO takes the cake for biggest POS. Maybe competing with my ADBE position
I dumped that shit for COHR just a few days ago. I had been waiting too long to make a change. Thank goodness I did. AVGO is dead money at the point.
Start of September, I decide to buy a chip stock after missing out all year, so I look at the list and buy the logical one with a good forward P/E. All I'm gonna say is fuck you AVGO. Red on a day when literally every other chip stock pumps. POS
Bought 6 figures of AVGO calls on Monday's drop. Down 10%. Which is usually my abandon ship level. I'm holding through tomorrow at the very least.
AVGO: Up 50% Revenue, 100% net income YoY, down 0.4% YTD NVTS: Down 36.5% Revenue, losing 8x its revenue, but up 70% YTD FUCK man why is AVGO the most cursed of all semiconductor companies lmao
How come NVDA gets to pump doing this same shit but AVGO gets punished lol
AVGO to lend Anthropic $42 billions. probably why it is so shit today .
This dude is better looking that the 6 month chart of AVGO. Lower lows than this guys ability to get down.
God AVGO is such trash
So AVGO is just...never gonna recover huh
AVGO leadership has zero ability to hype or promote their crazy growth
AVGO and Google both are Gey .
I had CIEN and AVGO calls. Guess which one I sold to buy more of the other.
Man I’m loading up on GOOG and AVGO, let’s go 🚀 load up when everyone hates on them!
Why the fuuuuuuuuuuck is AVGO the biggest piece of shit on the planet? Like how the fuck is it only up 4% ove one year
why is it impossible for AVGO to go up?
Which stocks can be worse than AVGO and WDC past month?
47-14k in September. Red every day for a month straight. ADBE, CRM, INTU, AVGO.
AVGO is a sh$t company that was lucky to make some big deals with Google.
AVGO is such a pice of shit. I’m selling for a loss fuck it.
\*AVGO gets positive news related to sales to Anthropic \*NVDA gets to pump while AVGO is flat or red
AVGO and GOOG been rugging for weeks man
So every quarter it comes down to 3 companies: NVDA, MU and AVGO to defend the economy huh
I just on AVGO today. You are correct..I gotta look at the rest.
I'm a 25f with 40 years to retirement who makes 320k and spends 65k a year on all necessary expenses, so I have huge risk tolerance. My ~550k brokerage portfolio is half IGM (tech ETF), with the other half being a split between MU, NBIS, AVGO, GOOG, ABBV, LLY. I feel good about it and honestly it wouldn't hurt me if I lost 100% of it, but I've had good returns the past few years. I have another 100k between a Roth, 401k, and HSA that is 100% the SP500.
Honestly many feelings only. No actual changed data. I'm an AI bull at heart but MU has stalled out and I don't know why after so many attempts at $1100. MU deserves a rerate for HBM. Which is basically custom silicon. But meanwhile AVGO isnt getting a retrate beyond 20 to 30x forward despite AI revenue 2xing next year and again the next. My theory: the market doesnt know what to do with this new breed of company. All of these major $1t AI companies are the newest NVDAs. Theyre doomed to be locked into reasonable PEs because funds dont know where to put them. They aren't paying dividends and they aren't buying shares (tho NVDA is doing more). Instead they are securing loans and supporting the ecosystem. Not bad stuff on their own, but there isn't an ETF for stocks that support other stocks in their industry that are essentially becoming their own ETF. There are only ETFs for momentum, dividends, or growth. So this new breed of stock will languish. Purgatory for stocks. MU isn't where NVDA or AVGO is. But may soon be Sorry for the non answer. But im onto something.
You have buy opportunity with google, AVGO, ARM, TSM, AMZN, BE rn
What the fuck is honestly wrong with AVGO
Nah deadass, imagine eating AVGO in da morning with some fresh Canadian maple sirop in a lil dinner in the middle of the woods in Nebraska... godamn this sounds good :happy:
AVGO sounds like a fking waffle company
AVGO might be the biggest piece of shit in the semi game
So PLTR and MSFT is slowly moving to ATH as intended by MM. They drove AMD, META, AMZN just to name a few just to pull them back after. Let's hope AVGO is next in line
The only AI stock I own, AVGO is shiet
AVGO and MRVL feel free to join the pump. bro