AVGO

Straight_Turnip7056

Have faith in Mang0. INTC breakup of fabs - will be sold off to TSM and AVGO at a good price. $80, they say. But rather switch to mid-2026 options of varying strikes, than full cash.

Crazy_Donkies

Did you not look at your account?  Semiconductors and high performance compute had what I'd call a small correction.  Down 4% to 8% from AMD to AVGO to NBIS.  I get high PEs with swing dramatically,  but I think the question is valid.  Will the correction continue. No one knows.  This being said, I bought more NBIS.  I put a buy order in for 49.99 and caught 100 more shares.  

drkgla

SOXL green while Nvidia, AMD, AVGO, TSM, MU all red wtf.

bornofsupernovae

TSLA, NVDA, AVGO, PLTR are profit taking too. It’s just rotation day for hedge funds.

graavejrsdag

People really selling NVIDIA and AVGO to buy UNH? What is this 😂😂

MiguelSantoClaro

I sprinkled 25k on SOXL in the first week of April. Still holding that. Same amount on AVGX. I’m up today 204% on AVGX. Still holding that. Only 25 shares of PLTR from early April. 112 shares since early April are meh. Still holding. TSLL has been good. Sold a lot this week. Holding TSLA since April. We’ll see where it goes. Been taking profit here and there. Still holding 25k of QQQM since early April. Up 32.5% since. I’ll take all profit if I see the market going sideways or negative. No need to risk any profits. Long holds on GOOG, PLTR, NVDA, AVGO, AMD. This is play money in a brokerage account. I have a large Roth, a city pension, and rental properties. Wife has high salary in finance, a MBDR, a large 401k, etc. This artificial recession was too easy to pass up.

IHadTacosYesterday

If my entire port was AVGO I'd be chillin so hard

katrav86

the reason I ask is that I recently just had a close call with AVGO. had sold naked calls right before "cease fire" and digital services shit and then AVGO proceeded to moon. Last Friday came as a relief when I was able to get out with a small profit. that's why I was thinking of creating a hedge. like you, i never hedge naked options, i manage the trade well.

False_Comedian_6070

I personally think going heavy into tech is the way to go. The tech index has performed more than double the sp500 over the past 30 years (even accounting for the dot com crash). I think the 30% satellite is more reasonable than what I’m doing. However, I feel like if you go over 10% tech sector you might as well throw caution to the wind. My portfolio: 25% large cap (momentum/quality). 25% mid/small cap (momentum/quality). 25% tech ETFs, 25% single stocks (NVDA, MSFT, PLTR, BRKB, TSM, AVGO).

ringed_seal

TSLA is at the 11th Why is it even in M7, AVGO is doing much better

imsosorryicanthelpit

Just out of interest, what do you consider the other 9 to be? Personally, as well as GOOG/GOOGL I would say: AMD NVDA META AMZN NFLX RR AVGO RKLB RHM Would be interested what others think?

yaris205

So AVGO is the best name in the market?? Or is it MSFT?

Smooth_Ferret8081

Fuck it. Pull the trigger and bought lots of AVGO today

ThinkingOfTheOldDays

I think AVGO is making them for google though, iirc

Ok-Stage-8519

AVGO juicing all the way to $300

Spiritual-Sir6854

AVGO getting the hype it deserves 🚀

teamyg

my long positions (AVGO, META and AMZN) in retirement account, are doing so far so good. 💰💰💰💰💰💰

greenpride32

I do swing trades on stocks I don't have high conviction on long term. They are good companies, which is why I'm confident they'll rebound. But they wouldn't be my within my top picks for holding long term. Some recent examples would be TGT CVS BUD MMM LULU NKE. But when you're talking about the likes of MSFT GOOGL NVDA AVGO, these are some of my "forever" stocks. I add more on big dips. But I would never risk missing out on big gap ups because I traded out and my timing didn't align with how the market played out. Also you must consider capital gains for selling out.

Alone-Scholar2975

$CRWVE and $AVGO for AI play

greenpride32

>However for the past year, I have missed on the following: Who says you can't own more than one? I own NVDA AVGO NFLX, all for longer than you held your NVDA.

Spiritual-Sir6854

AVGO

Old_Bay_Boy

Biggest buys this year have been GOOG and AVGO. Thank you mommy milkers.

Straight_Turnip7056

**AVGO, AMZN, VST and GOOG - told you so, morons!** https://preview.redd.it/pxi6deguox9f1.jpeg?width=474&format=pjpg&auto=webp&s=98e71214c14a06c2719dd01ad290a12d0b8618a8

zendaddy76

It may perform just as well as sp500, bc ad revenue from search will drop due to Chat GPT, yet YouTube revenue looks strong and Waymo profitability is around the corner (although that could be 3-5 years still). I own 10k in Google, it’s my fifth largest position behind NVDA, META, AVGO, and TSM (and close behind are NFLX, CRWD, and ORCL). I jumped into these stocks during the COVID dip and only added to NVDA once in 2022 and CRWD in 2024

Working-Math-9610

Google TPU news is very bad for AVGO, and good news for a humble Taiwanese company called **MediaTek** #Ticker 2454 

norcalnatv

This right here says it's easy: "every single Hyperscaler can get better price/ performance by using ASICs" CAN get better price/perf JUST BY using ASICs. Well, where are they? "Nvidia price/ performance is absolutely terrible." You really have no idea what you're talking about. Nvidia is world class. Everyone is using them and paying their premium because there is nothing better on the market, and there hasn't been since ASICs first threatened to replace them in 2015. There is an obvious reason every CSP stands in line for a year plus to buy their parts. If you don't/can't see that you're living in fantasy land. There really isn't anything more to add. I'll keep getting rich on NVDA and you can take your chances with AVGO or GOOG or first loser AMD. good luck

norcalnatv

It was just an example refuting your point it's easy. And I've forgotten more about the GPU and chip space than most "investors" will ever understand. Not saying AVGO isn't a good investment, I currently own it. But they are not Nvidia, never will be. Good luck

starentbrett

AVGO

richbeezy

I'd wait until you have at least a full year of "investing" under your belt. Even that is a bit soon, as it typically takes a full economic cycle to finally have a "good feel" of the markets and how they act (usually in the opposite way you'd think they would - the past week with Iran shows you how the market can do the complete opposite of what you'd expect). I have been at this for 26 years now, I started right at the worst time (dotcom bubble burst). I didn't really have a good grasp on the markets until maybe 2004. Oh, and I went short right at the start of the 2nd war in Iraq (2003). The market soared higher while my shorts got ROASTED. That lesson made me go extra long right when the markets plunged when Russia attacked Ukraine. That day, markets were down BIG in the morning, and finished strongly in the green by end of day. If you start too soon on options now, you will lose your ass (and especially your confidence). My strategy: Find the 2-3 highest growth sectors. Buy the top 2 companies within each of those sectors so you have 6 different stocks. Keep holding those shares and add on dips. You WANT dips, so you can accumulate more shares. Later on when portfolio is a decent size, protect your longs by buying puts on shitty stocks (stocks trading under $10 for years). This strategy has led to a 79% gain in 2023, 60% gain in 2024, and a 30% YTD gain in 2025. I was adding to my holdings during the tariff BS, glad I did. Holdings: NVDA ($24 cost basis) PLTR ($41) AVGO ($172) META ($660 recent buy) VST ($165 recent buy) AXON ($640)

HugeAd5056

I think this will flop. I’ve been thinking there’d be a pullback since SPY hit mid 590s… but all I’ve learned is betting against strong momentum because you anticipate a pullback will get you every time. It’s a new all time high. NVDA flying upwards again even though it’s the largest cap in the world. Google, Amazon, and Apple are nowhere near their all time highs even though they’re a large part of the overall market cap of SPY. And TSLA is also nowhere near its peak… not to mention AVGO’s unflinching advance and now a China trade deal which was the only thing weighing the market down. Record high or not, this is nowhere near the peak.

Spiritual-Sir6854

AVGO

ze_meetra

Side note: AVGO builds their TPUs.

Holiday_Context5033

Calls on AVGO!!

No_Collection_3104

What is going on with AVGO?

NotGucci

Fun fact, ATH begets ATH. AVGO, msft, jpm, nvda, all running. Historically market trades an ATH.

reddit-abcde

my prediction for July NVDA 170 MSFT 525 META 775 AMZN 275 AVGO 300 NFLX 1500 RDDT 210 TSM 250

raisedeyebrow4891

Buy more GS, NVDA, QQQ, MSFT, AVGO Jan 19 calls

tabrizzi

Congratulations! Holding onto a 70% gain on a handful of July 18 AVGO 280 Calls. Hope to close tomorrow, so I can celebrate too.

yespleasethankyoy

Don’t worry guys AVGO will sky rocket this week (I sold my shares for a big loss)

joe4942

AVGO +94% since April low.

PayMyDividend

The trailing PE for the S&P is about 26. A bit high, sure. Forward S&P 500 PE sits around 21-22. Not really that insane. Not bubble territory by and means. Especially when corporate earnings have been quite good. We hit 35+ I’ll get nervous. Even when you detached the MAG 7 the forward PE is a bit under a 20. And I’m sure you could gut even more stocks like AMD, AVGO, to dumb that number down even further. Much of the perceived overvaluation is from a small handful of companies. But the PE makes sense considering they’ve had strong growth. A high PE doesn’t indicate overvaluation assuming enough growth is around to compensate. And I’m not seeing any significant heavily overvalued signs yet. At least not the large majority of companies.

Ok-Stage-8519

AVGO steamrolling to $300 baby lets go

CADwizzz

AMD and AVGO calls

Working-Active

This provides a fairly good overview of the company. https://csimarket.com/stocks/segments.php?code=AVGO Basically it's their custom AI ASIC chips and VMWare software subscriptions that are their big money makers, however a lot of customers are feeling squeezed with Broadcoms software subscription prices, but to be fair the entire software industry is moving to subscriptions and are doing the same thing.

Ok-Stage-8519

Not too late to hop on AVGO before it goes to $300

Chazzyboi69

i declare that the MAG7 is no more. now we all pour our money into the Holy Trinity. MSFT, NVDA, AVGO!

BrownBoiler

AVGO calls, TSLA puts

greenpride32

ASML is part of the supply chain, but they don't get revenue from chip designers, they get it from foundries such as TSM. ASML sells lithography machines which are used by foundries to manufacture the chips. In addition to the cost of machines, they collect revenue on service and consumable parts. While it's true ASML does have a monopoly, their growth is somewhat limited because foundries don't just pop up like datacenters. And lifecycle of machines is years. If you're looking for a play that gets the business of all chip designers, that is TSM. SMH ETF is also an option to diversify. In recent years it has outperformed QQQ. Expense ratio is a bit on the higher side, but it has all the semis you'd want to hold - NVDA TSM ASML LCRX AMAT MU AVGO KLAC AMD. Although keep in mind as NDVA is bouncing from 1-3 position by market cap, it will be the top weight in SMH. You're still adding some amount of NVDA buying SMH, but I think it's a still a worthwhile consideration.

AltMatrixs

Kinda surprised how green pre market is given the run last two weeks but let's go. AVGO. Msft, nvda, QQQ, jpm all with new ATH on pre market. Here's to hoping it holds and we see more buying.

KaleidoscopeNo828

Tesla and AVGO

Daddy_NYC008

Investor conference = confidence Contributing factors: - Consensus post earnings - CRWV earnings - AVGO earnings - MU earnings - “Datacenter Revenue,” indicating forever demand

legen_eth

Watching AVGO. Might degen some 0DTE puts

richbeezy

I was like you when I started at 19. I'm 45 now. If I took my advice of today back then, I would probably be worth $100 million. I had a decent amount of AVGO (then BRCM was the ticker), 500 shares of NVDA (which would probably be 10,000 shares after all of the splits). I started back in early 2000 and my god I wish I just held onto to those fuckers.

FlounderLegitimate45

But ofc my AVGO calls got fucked at earnings

PassengerOld8627

Yeah dude, NVDA is in full beast mode again and honestly it’s kinda insane. I remember when everyone was calling top at $120 and now it’s just casually moonwalking past $150 like that dip never happened. AI hype didn’t die it just took a nap. Earnings crushed, demand’s still nuts, and they’re not just playing the AI game, they are the game. It’s Applein2010 level dominance right now. That said, $250 PTs feel a little euphoric, like we’re speedrunning a trillion every quarter. But still Nvidia’s margins, their grip on data centers, the geopolitical chip chessboard… they’re playing 4D while others are barely drawing circles. I’m holding and not trimming. Might grab a few more if we see a small pullback but I’m not chasing candles either. FOMO is real but chasing at ATHs without a plan is how you get wrecked. If you’re on the sidelines, maybe start small and DCA in. Worst case you get in slower, best case you catch the next dip without the full brunt of the hype. If not NVDA, AVGO’s solid, AMD’s got potential but way more execution risk. Indexing’s always valid if you don’t want to stress, but NVDA’s the one printing godmode numbers right now. Not financial advice, but yeah we might really be doing this again.

Over-Computer-6464

NWJCX is a recent example of an index tracking mutual fund that had a capital gains whether of about 20% of NAV. > Funds tracking indexes aren’t immune to capital gains, either. For example, Nationwide NYSE Arca Technology 100 Index NWJCX tracks the NYSE Arca Technology 100 Index, which is a price-weighted index, and lands on this list. With stock splits of generative AI winners such as Nvidia and Broadcom AVGO, their weightings in the fund dropped significantly during the year. This forced the strategy to realize large capital gains in those holdings, and the fund will distribute roughly 20% this year. Source https://www.morningstar.com/funds/ready-big-capital-gains-tax-bill

daviddjg0033

NVDA and AVGO deserve the valuation

Ok-Stage-8519

Still astounding this AVGO $300c 9/19 vol

Panthera__Tigris

Adults finally in control today. Good stocks rising (NVDA, GOOG, AMD, AVGO etc.) while meme/ hype stocks tanking (NBIS, CRWV, TSLA).

zordonbyrd

That’s my thought too. I own a good position. I also own AVGO.

NVDAismygod

Google, NVDA, MSFT, AVGO all going crazy.

Ok-Stage-8519

The volume on AVGO $300 9/19 calls is absurd

Ok-Stage-8519

AVGO sellers got their exit this morning more ATH incoming

Otterpoopie

Sold at the top of that AVGO pop. 💪

greenpride32

>This lack of momentum has been especially frustrating given Qualcomm’s healthy diversification across handsets, automotive, and the Internet of Things (IoT), not to mention its recent M&A activity. Here's your "problem" - none of this is growing like gangbusters. We're seeing high single digit to mid teens growth at best. AVGO has doubled their revenue over the past 3 years , while NVDA has more than doubled their revenue over 2 consecutive years. It doesn't mean QCOM is a bad company by any means, but they're not even in the same league as AVGO and NVDA in the current lifecycle. Share price erformance of these stocks the past few years reflects the actual performance of the companies.

BrownBoiler

Still hanging on to AVGO leaps

Working-Active

AVGO

zordonbyrd

I <3 Marvell and I see a lot of potential but AVGO is the 800 lbs gorilla in the room in the same market and I shudder to think of a company competing. Nonetheless the end users (the hyperscalers) do want diversified suppliers and Marvell offers competitive products.

VegetableAspect4331

why is it that every stock i touch immediately tanks?? my next victims AVGO,TSLA,UNH

BrownBoiler

AVGO leaps

katrav86

Today was the first day that I am in the red . Sold naked calls AVGO 270, AMD 145. Strangely I don't feel a god damn thing. No panic, no emotions. I am only $323 in the red, all of it is extrinsic value, expiring next Friday. A total of 5 calls AVGO, 10 AMD. If those go in the money at expiry, then those shorts are what "I would have wAnTed AnYwAys" That, would be my cope. Mental gymnastics. A "reverse wheel" if you would; bagholding shorts.

mayorolivia

Read my analysis above. Btw, I’m up 180%+ on Nvidia. I also hold AMD but it’s a smaller position for the reasons I said above. There have been other better performing semi names as well such as AVGO and TSM. AMD catching up was only a matter of time but I wouldn’t have it as my biggest semiconductor holding. Their revenue growth won’t be as much as the other 3 names I mentioned and all of them have similar or higher profit margins.

VegetableAspect4331

!banbet AVGO 274 1d

FarrisAT

Wouldn’t that mean AVGO having a bigger marketcap than Google, its primary customer?

BrownBoiler

Staying in AVGO calls

JPOWs-Cum-Slut

AVGO does I believe

bladzalot

My trading account which I keep under $10k! I sold everything off when the first crash day happened, put everything in just the boring ass Robinhood gold where it earned 4%, then once we started correcting (I waited too long, but only missed like half of the rebound) I bought back into the MAG7 + PLTR, UNH, ASML, ORCL, and AVGO. Instead of losing ~ $3,500 on the crash and gaining $3,500 on the rebound, I lost ~$1k and then gained back ~$3k on the rebound. Overall I do not regret it, but it was a lot of stress, a lot of second guessing, and a lot of bullshit that investors should honestly never have to worry about. A market correction is fine, I get it… a self induced market manipulation 2 month holiday of madness is totally fucked.

AluminiumCaffeine

My AVGO -> AMD/MRVL swap continues to look okay. Today for example AVGO is strong, but AMD and MRVL are just a little stronger

FarrisAT

~20% of AVGO’s revenue comes from Google. AVGO is ~60% of the marketcap of Google. What other examples like this exist?

Working-Active

HSBC just upgraded AVGO to buy with a price target of $400. AVGO has outperformed all mag7 stocks except Nvidia. https://www.investing.com/news/stock-market-news/broadcom-stock-rating-upgraded-to-buy-at-hsbc-on-asic-growth-potential-93CH-4108701

AltMatrixs

HOOD, MSFT, SPOT, NFLX, AVGO all new ATH. Bears hate to see it. Still 0 data to prove tariff have had any affect on consumers or price. I haven't seen a single increase in price near me all year which is wild.

FarrisAT

Have AVGO, SPOT, and NFLX businesses grown 50% so far year to date? Or has the price investors pay grown 50% so far year to date? When do you know if a business’ value has grown or if the price investors pay has grown?

FarrisAT

Have AVGO, SPOT, and NFLX businesses grown 50% so far year to date?

cozy_vegetarian

AVGO is the new NVDA apparently 😮‍💨

yaris205

AVGO 💦💦

yaris205

AVGO 💦💦

Ok-Stage-8519

AVGO is going to $300 EOY

purpleinme

AVGO was the play

Decent-Improvement-7

time to pivot to AVGO

BrownBoiler

Wow AVGO

katrav86

Expirations: I never sell more than 10 trading days into the future. I sell only when a stock has had a run-up. Such as AMD these past few weeks, I waited until it started breaching 130, then sold a lot of naked calls. So again, never more than 10 trading days, preferably. I normally sell tuesday through Friday for options expiring the following week. This is for naked calls only. not for naked puts. I do not like to give the market much time to go against me. I like massive theta -- each day the stock does not go against me, I amass premium. Deltas: this will depend on the ticker. If it has had a massive run-up, then delta = 0.3 to even 0.35. If it is something mean reverting, but just green for the day like NVDA lately, then delta 0.2 to 0.25. If AVGO, delta 0.16. Full standard deviation. That stock is fucking crazy.

No_Collection_3104

Pay day tomorrow. Looking to buy only 1 stock. What should I buy out of AVGO, NFLX, VST, CRWD, MSFT, AAPL, TSM, CEG?

degenforlife69

Fuking AVGO just doesnt dump

Dibble-legend2104

Highest conviction with a bit of risk or less risk? Less risk are the obvious ones. Microsoft, meta, AVGO

SLNCRDZ

Ditto this! I have a huge amount of AVGO and it’s been an amazing ride

NVDAismygod

Oil doesn’t make spy go up. NVDA, AVGO, META, AAPL, GOOG and MSFT make spy go up

NVDAismygod

Markets don’t give a fuck about oil. What does that have to do with AVGO selling GPUs

greenpride32

That reminds me, BRCM was another stock I used to swing trade in the 2000's, and it is now one of my "forever" long positions (well as AVGO).

Working-Active

Exactly this, I'm holding over 2800 shares of AVGO and it's always gone up, even when people were saying it's overvalued. My goal is to hold 3000 shares by the end of the year and wait for it to make me a millionaire.

NVDAismygod

Calls are still printing. Blowing up some facilities in Iran doesn’t stop data centers, GPU production, liquid cooling and semiconductors. Bears never learn. You think AVGO is gonna stop selling chips? LOL