Reddit Posts
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
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)
Mentions
Any other choice, while the AVGO might be the popular choice but semiconductor is very cyclical and its likely the cycle is at its peak unless AI industry shows there is more leg to drive the demand and therefore extend the cycle. TSLA is hard to gauge, its 10% business and 90% musk.
AVGO is an absolute behemoth! I actually was toying of the idea with replacing anet/mrvl with it, but felt the upside from the current 2 was a tad higher. That said, I think conservatively you are looking at like 12% cagr for the next few years, with the following assumptions (which I don't think are outlandish): |Scenario|Revenue CAGR|2031 revenue|2031 op. margin|Annual share change|Terminal P/E|2031 value|5-year CAGR| |:-|:-|:-|:-|:-|:-|:-|:-| |Base|**24%**|**\~$310B**|**55%**|**0%**|**22x**|**\~$624**|**\~11.9%**|
VMware is like 20-30percent(?) of AVGO revenue. Head over to sysadmin or any other subreddit and figure out what’s going on.
I don’t mess with TSLA stock either way. I can’t estimate the future price on it based on information that I have. I think AVGO is a great buy.
Uhhh AVGO has real, good fundamentals. TSLA is the craps table...
TSLA is a bigger POS of a company, but AVGO is also an overvalued POS in its own right. If the AI bubble pops, both will be in trouble, but Tesla fans arguably may be more inclined to buy the dip, and Tesla also does not have much chatbot exposure (their AI is traditional specialized ML based).
Some sort of recovery is going on with TSLA while AVGO is just trading in a tight range. I can't post screenshot here.
Oooh boy, where do I even start with this… I know I’m about to make some of you WSB regards who bought AMD at the tippity top really mad, but it’s ok. Let’s see… To be fair, the fact that it’s gone parabolic recently makes an investor who doesn’t want to incinerate their money a little suspicious that this stock is a bit overvalued, but let’s ignore that; it happens. [Here are the values of some core valuation metrics for AMD](https://prnt.sc/dOM3ewxR0QGo); even when compared to its own ridiculous historical valuation metrics, it still prints as overvalued currently, or at the very least fairly elevated. But let’s ignore this too; at the end of the day, it’s a growth stock, right? And it also has low debt. That’s a good thing. Having a clean balance sheet is nice, but not going bankrupt is the absolute bare minimum for a company trading at such top-tier valuations. Let’s start talking numbers: ROIC is a measly 9.11%. NVDA: 72.42%, AVGO: 24.39%, MU:59.39%, TSMC: 31.23%, all way cheaper (in terms of multiples) than AMD too. The highest EV/EBITDA of all these is 33.87 for AVGO; AMD’s is 103.39. You’re paying $1T for $41B of sales and $6.4B of earnings, and all of that while AMD is also doing tiny buybacks and SBC is 18.8% of operating cash flow and 22.6% of free cash flow. The company is surviving on pure growth expectations; it’s not even funny. The TTM SBC-adjusted FCF yield is a mere 0.65%. AMD is actively diluting you through all this too; its shares outstanding have been increasing 5.78% p.a. for the last 5 years. EVEN after accounting for its good revenue growth, you’re still paying an unfathomable premium for the absolute bottom of the elite semiconductor pack; almost every other major player has been growing quicker, more efficiently, with better prospects of further growth, higher gross margins, AND without diluting their shareholders as much as AMD has been at the same time. Oh, and they are ALL cheaper. I’ll add my own little analysis here; I’m going to calculate a rough estimate of a fair price for this thing, and I’ll give you a little peek at how much you’re paying for actual existing cash generation and business, and how much you’re paying for pure SPECULATION and EUPHORIA. The 3-year normalized average owner earnings (FCF-SBC-CAPEX) is a tiny $3.01B. Applying an asset-light-business multiplier of 12.5x to that, adding the current $13.11B in cash, and dividing the total by the current float, you get a structural target price of $31.12 per share… Assuming a 4% equity risk premium over the 10Y Treasury yield of 5.24%, you get an annual cost of equity of 9.24%. Capitalizing owner earnings + current cash at that rate and dividing by a current float of 1.63B shares, you get a macro target price of $28.02 per share. Current share price is COMPLETELY detached from cash-generating reality; it’s literally funny how much hopium it takes to buy at the current valuation. The growth premium multiple is 608.49/31.12=19.55x meaning that out of the 608.49 you’re paying per share right now, $577.36 (1-1/19.55=0.9488 or 94.88% of the price) is PURE SPECULATION, and $31.12 is anchored on real current cash generation. The unlevered cash yield on this thing is only 0.3%, bro… Mind you, ALL the figures in that analysis completely ignore the $3.23B in debt you’d have to pay before paying the shareholders. Taking that into account, the intrinsic values have become $29.14 and $26.04 respectively, making the case for buying even worse than it already is. The growth premium multiple becomes 20.88x the real value of the company, meaning you spend over 95% of the share price on PURE SPECULATION and yet UNPROVEN growth expectations. At this point, I think it’s relevant to remind you that we are talking about a highly cyclical industry at peak euphoria; the real question here then is what exactly on earth makes you think AMD is anything near an opportunity at this price?
Are they? Goog/MSFT/AMZN are all FCF neutral or negative. SpaceX and Tesla, lolol. AAPL revenue is only up like 20% in the last 4 years. AVGO and AMD are more based on future earnings. Only NVDA and MU have materially changed the past 4 years
This haha... I turned $5k in my RothIRA to $2.5k then got lucky with some AVGO calls last year and turned $2.5k to $28k then back down to $6.7k overall I did profit around $1.7k haha imagine if I had stopped at $2.5k!!!!! The casino giveth... the casino taketh...
Really need everything in soxx to go +10% so I can sleep easy again. Except AVGO, that thing can go in the bin for all I care.
Need that good ole Hock Tan Spit on that Thang with AVGO
AVGO can make even a decent directional thesis painful when volatility and options pricing move against the position. The important thing is understanding whether the mistake was the market view, the timing, or the instrument itself. I use Moon for some market direction wagers and separating those three factors is useful there too.
Bye AVGO piece of shit
lmao i lose 15k yesterday s&p back to where it was and onl;y 5k up ok thanks AVGO and memory
If AVGO goes above 380 today, I will do the worst thing in the replies
Why MRVL is better than AVGO?
On that dump I bought more AVGO calls, COHR calls, RKLB calls, and CRDO shares. Sold my BE covered calls.
Sure! CRDO? DRAM? or maybe AVGO? HMMMM
Going to try memory again tomorrow, NFA 🧮: **Memory looks cheapest.** Micron (MU) trades at $1,037.36 with a trailing P/E of 14x. Kioxia ADR (KXIA.Y) trades at $32.18, sits 54.6% below its 52-week high, and has a trailing P/E of 21.7x. **Broadcom is the large-cap compromise.** Broadcom (AVGO) is at $360.88, a forward P/E of 29.5x, and 27.1% below its 52-week high. It also shows positive fair-value upside. **ON Semiconductor is a smaller, cyclical option.** ON Semiconductor (ON) is at $79.27, down 41.2% from its high, with modest fair-value upside of 5.8%.
I just posted my trades for today so I'd have something to show all of you and now I can't find them so I'm going to do it again. I started the day out with a buddy for a late breakfast/bullshit session then went and got gas, did some grocery shopping, stopped for a soda and went home where I put the groceries away, read the mail checked on my positions, fixed lunch, came on here and spent an hour or so answering questions/comments and finally decided to trade so as to have an example to use for our later discussions and now I don't where it went so I'm looking to do it again. Okay it worked once again. Take a look and tomorrow I will look to begin explanations of how I cam about those trades. Fair warning I may not have much time as tomorrow is expiration day and my wife is coming home after being away for two weeks. I miss her even if she is my royal pain in the ass I still miss her. https://preview.redd.it/8l1q7btiyauh1.png?width=1304&format=png&auto=webp&s=0a31955467da9fec75a943c4133154b3b7cc84fb |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||
$AVGO sliced through its 200 and 252 SMA lines on a day when bond auctions went well and the 10 year fell
Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||
35 stocks is basically running your own ETF without the management fee, trim the overlap first. You've got AVGO and NVDA in tech, plus PLTR and AMD which all ride similar hype waves so maybe pick two you actually trust long term. Also your consumer side is heavy with both COST and WMT just mirroring each other.
why is AVGO collapsing with a peg ration of .5?
Dam son, 5% down on MU AVGO
NVDA and AVGO are the entirety of SPY change my mind
I believe in electricity bottleneck stocks but the openAI news made me sell $AVGO
BTFD on those juicy dip on AVGO MU
u bet...AVGO is a huge buy fuk that noise...
Im not seeing anything online about AVGO buying NVDA chips. If youre in the know, spare the snark and just post a source, Im looking for information
Wait why is AVGO buying NVDA chips? Is that a typo? I dont understand that bullet point whatsoever.
AVGO and HOOD are my only two holdings right now
Here is the TL;DR on why the bulls are shaking: • OpenAI is Oracle's life support: A staggering \~50% of Oracle’s $664B backlog is just OpenAI promising to pay them later. • Massive concentration risk: OpenAI makes up 35% to 40% of Oracle's entire cloud revenue. If OpenAI goes belly up, ORCL goes to Davy Jones' locker. • The Burn is Real: OpenAI is projected to incinerate $278B between now and 2030. • Beggars at the Banks: Oracle and Broadcom ($AVGO) are already running out of cash to buy Nvidia chips, so they are hitting up private credit firms (Apollo and Goldman) for $50B+ loans just to keep the lights on.
AVGO cooked buy the dip :money: :money: :money: :dance: infinite tendies inc
AI GPU cycle = CPU cycle = memory cycle = storage cycle - AI GPU: NVDA (15x), AVGO (20x), AMD (40x) - CPU: AMD (40x), Intel (54x), ARM (126x) - Memory: Micron (6.2x), SK Hynix (6.4x) - Storage (SSD): SanDisk (7.0x) - Storage (HDD): Seagate (25x), Western Digital (21x) If AI spend goes higher, everyone in the cycle goes up. Memory would go even higher since they have the lowest multiples If AI spend goes down, all stocks crash. But Memory doesn't have that far to go down since the multiples are so low already Basically everyone should move in the same direction, memory has the largest upside, and the least downside on valuation
AVGO Options Signal: Heavy $410 Call Wall Suggests Upside Breakout Target as Price Tests Support....lolololol
AI's taking a hit allegedly because AVGO borrowed more money for buildouts.
Lmao AVGO went up a few % and ppl hopped on the band wagon. You really thought Fraudcom was a good call lmao
AVGO is garbo for the entire year. AVGO continues to be garbo WSB: :pika:
AVGO wtf is happening
Man I’m gone load so much AVGO, custom silicon is the major competitor of Nvidia GPU. The only ones buying nvidia are the neoclouds because of flexible workloads.
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
AVGO sleepin on us. just returning the favor
You are all sleeping on AVGO.
Every time the market pulls back I sell CSPs on AVGO, HOOD, RKLB, TTWO, PLTR… in which ever the opportunity presents. If assigned. Immediately sell CCs for $5-20 higher depending on the volatility of the specific stock. If assigned again, lock in profits along with premiums otherwise cover to keep 70-80% of premiums and sell new CCs. Rinse and repeat.
Let me see my big holdings in overnight: Networking up MU up AVGO up NBIS up Industrials up Shit even quantum is up overnight. I know this will fall on deaf ears. But you are ass first.
Yeah. I was lucky and put money in NVDA, AMD, and AVGO. 2017 was a good year for me I guess. My AMD avg price is $37 and my AVGO is $36. Though I have far fewer shares of both of those.
the difference between AMD and NVDA though is that NVDA actually had technology nobody other than 3dfx had, and they gobbled 3dfx up (arguably, they are a re-badge of 3dfx.) today, in the AI space, AMD is playing smoke-and-mirrors in the consumer segment, and eventually people buying Halos are going to realize that dollar-for-dollar they should have bought RTX chips instead of single-user, sub-par (in token decode and power cost) mini PCs. their short term success is entirely a byproduct of "memory shortage" which is just a fancy way of saying "memory manufacturing expansion delay". then again who knows, maybe AMD invents a dedicated compute chip that scales over 1000s of micro-cores +and+ they find some way to become compatible (or competitive) with CUDA ... but this is something Nvidia has been dominating for a very, very long time and so far nobody else is doing it, the paltry 32+ core CISC chips AMD has specialized in "for gaming" are going to hit a technological ceiling just like what happened in the early 90s -- only so many electrons can pass through those dies before the substrate becomes burnt carbon. this is precisely why we haven't seen major "GHZ" advances since the 90s, just careful maneuvering and clever marketing to make it seem like chips are faster -- multiple lanes, i/o multiplexing, on-die instruction muxers, and then multi-core scaling when miniaturization technologies allows for it, which soon is going to require sub-nanometer manufacturing to continue the trend we saw over the past 10 years. more likely AMD flattens out along with INTC next year when they can't deliver anything competitive/new. NVDA will continue to climb until they see real competition, even after the AI bubble finally pops they will shift heavy into the consumer market as people realize they don't need cloud LLMs, which is going to come quickly after consumer GPUs start to approachin 128-256GB+ of VRAM (less than 3 years) and the OSS LLM space starts to deliver quality on par with that of the greediest Cloud AI offerings. gamers that remember "holy crap! 4MB is a LOT of RAM for a game! nobody has that!" will understand how quickly memory markets adapt to demand. look at us now -- 512GB ram machines and climbing quickly in response to AI innovation. yeah, if i was forced to unload AMD or NVDA, I'd dump AMD the moment they showed signs of weakness (or as a precursor, when AVGO began declining, they're also enjoying an unhealthy level of investor ignorance in the AI space.) I would probably immediately shift it into NVDA or TSLA (because robots are the next logical progression for mankind after AI) but only after the dust settled, i surely would NOT put it into an index fund when that is happening.. you'd just suffer death by a thousand cuts until the market is done correcting.
so $ORCL, $AVGO and $SPCX are all begging for more money ?!
This morning I called AVGO at $375.81 by close. Now only if I put more than $5000 behind it. [https://www.reddit.com/r/wallstreetbets/comments/1wzskww/comment/peem3ah/?context=3&utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1wzskww/comment/peem3ah/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
$FPS GEV $AVGO $NOW $SAP to da moon as y'all say
The good thing about AVGO is even though it doesnt have as good of green days as other semiconductors, on the red days it falls just as much as the rest of them. ...seriously fuck this company lol
AVGO bulls getting greedy, you got a green day yesterday, isn't that good neough for the month?
$AVGO has retaken the 200 SMA and 50 SMA in the last 2 days
$FPS $GEV $AVGO doing well for me on the dip buy this morning
AVGO and MU holding on, finally helping my accounts for once
I used to think only identical shares or exact same strike counted, but after checking broker docs they flag any AVGO call as substantially identical. So yeah, better to be cautious.
That straddle method is the cleanest pre-earnings sanity check I've seen laid out here in a while. Most people just eyeball the chart and get burned. For MU specifically the last few cycles had implied moves around 8-9% and the actual moves were tame until the most recent drop. If we're pricing in 10%+ again then even a solid beat could drift sideways or dip once the algos finish their thing. Only real difference I see is MU's forward guidance tends to swing way harder than AVGO's ever did since memory pricing is a fickle beast. One cautious sentence about NAND oversupply and none of the math matters anyway.
Just bought $GEV $FPS $KAIT $AVGO all sitting on their 8 day EMA's, nice healthy pullback
omg wh0os buying AVGO at these prices 30% down ath 87% yoy growth its so bad!
AVGO $375.81 by close.
AVGO always drops at least 10 points after a nice run.....so today it won't. lol
People talking about going out of MU and in to AMD, seems like the top is in for AMD. I’m all in on puts today for MSFT and AVGO. No risk no fun, they ran to hard lately. MSFT is going to get whooped by OpenAi sooner or later. Money gone and cloud revenue correction.
Bought AVGO overnight. Panic sold. Then bought VST next overnight. Panic sold. FML.
Just need AVGO to go up 100%
Haha I couldn’t enter actually, was afraid to lose the very little I have rn as I’m 4 months late on rent too :/ So paper-handed AVGO calls as well as I couldn’t trust whether the pump was real 😩 I was happy when I saw SPY above 780 though - Thought of you and how your calls must be printing 💸🔥 Hope you have a good day and best of luck tomorrow 😊
Welcome to my "I was so close to buying AVGO calls at 345 but didn't" gang.....
Fuck AVGO. Those dumb dick motherfuckers lost me so much money last spring.
I don't like AVGO, they make massive profits but their customers are scrambling to leave them asap
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
Pelosi says AVGO, VST and Uber
If AVGO goes to 400 this week, I will stuff 100 pineapples up my butt
dam it , i've sold AVGO too soon
always trusted in $AVGO
AVGO will touch 500 by November
i closed out an AVGO CSP for 1200 gain but could have made 32 more bucks and I'm sitting here more annoyed about that than the win. wtf is wrong with me
Dear AVGO, Please keep pumping so I can finally unload my bags you POS that has lagged the semiconductor industry despite having some of the most reliable financials in the sector. Love, bagholder #78944
Lol bro this shit has been under $400 forever Fwiw I believe this will rocket higher after the Anthropic IPO since AVGO is a top supplier of TPUs
Take tech for example. They are selling products to each other. One supply’s the other. NVDIA, SMCI, Taiwan semiconductor. AVGO. One big giant supply loop. This is how
AVGO now above all moving averages. Liftoff confirmed 🚀
AVGO starting to catch up a bit now
Yes AVGO, ignore all positive news and then pump on some random day for no reason, I really need to offload my bags.