Reddit Posts
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
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
Mentions
Of all the chip manufacturers who have been rocketing this month, only I could have picked the only one that's still red MTD.. AVGO you pos.
If I were you honestly, I would close that covered call, which I assume you're gonna have to sell shares for. And just close out your MU position as well. OR close the covered call. Wait for Anthropic ipo which is supposed to happen in November. You might get lucky and see MU back at 1200+. Me personally I got AVGO commons and calls.
AVGO is basically NFLX at this point with how dogshit the PA is
NVDA and AVGO removed at this point in time?... nah, I am good
Yo will AVGO and DRAM go up 10% tomorrow at least? 🥹
**BanBet Lost** — /u/Mikeo92 (3W - 3L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $368.17 → $420.00 | +14.1% | 4w 2d | Lost |
AVGO's story is custom silicon and networking, not GPUs, so it doesn't always move with the AMD/Nvidia momentum trade. The post-earnings weakness feels more like rotation into names with nearer-term AI revenue visibility; the custom silicon pipeline is real but more back-loaded. Have you looked at how much of their AI revenue is actually shipping now versus guided for later this year?
I’ve used WSB due diligence for KGS and AVGO. Sometimes some people actually know what they’re talking about. You just gotta know when someone is bullshit or trying to pump and dump.
AVGO ages me in dog years :(
Can AVGO just finish this coil and rip already?
AVGO I see you twin 👯♀️
AVGO is like a dry pussy absolutely no juice
I mean there is still lots down if its gonna get chugging again tbh - AVGO, CLS, CRDO, FN, etc, etc
Nasdaq up 1k points in 2 days and AVGO has done fuck all
AVGO 400 this week or I delete the app
$AVGO has been lagging, feel like it’s due for a move back to $400
How is it possible that these dogshit semiconductor companies like ARM with a 330 PE go up 40% in 5 days but AVGO can barely muster 6%, when they have almost twice the revenue and income growth and much better valuation?
Can AVGO have a 10% day? How its not over $400 is crazy to me.
Ok AVGO time to go up now
open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass
you know it’s a weird day when AVGO and QCOM are outperforming AMD
AVGO on margin for me
AVGO's story is custom silicon and networking, not GPUs, so it doesn't always move with the AMD/Nvidia momentum trade. The post-earnings weakness feels more like rotation into names with nearer-term AI revenue visibility; the custom silicon pipeline is real but more back-loaded. Have you looked at how much of their AI revenue is actually shipping now versus guided for later this year?
AVGO has become a laughing stock, let's hope that changes soon
AVGO is trash but I just know the second I sell it it's going to $500
great time to accumulate shares but holy shit AVGO has been underperforming
And once again AVGO missed the memo
Literally wtf is AVGO's problem
**BanBet Lost** — /u/RLTZZ (3W - 7L, 30%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $347.57 → $364.95 | +5.0% | 5d | Lost |
I need to get my downvotes back from a couple weeks ago when I said Nvidia was going to be dropped to zero, and AVGO would also be removed 😂 I don’t love removing AVGO, bc I think it’s about to rip, but I hold it individually. I’m fine with removing Nvidia since it’s the biggest damn holding in every ETF under the sun. Apple was inevitable. MRK is a nice add as well.
Can AVGO just pump to like 375 today and when the fuck is SMH getting anywhere near ATH again?
yup that's correct. it can give 20-25% a year which is still very good. but AVGO can give 50-60%
The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.
And I am buying some AVGO. It is going back up. Same like QCOM at $160. Buy then sell the pop.
Yeah earnings.....they are neck deep in debt and priced in to beat with perfection. AVGO had amazing earnings last 2 quarters
AVGO Forward PE of 18 times is screaming buy.
Interesting to short AMD as a hedge when it's much more expensive than its peers like NVDA and AVGO.
I've been waiting on AVGO to do the thing for soo long💔💔
AVGO going to jump any day now......
Will you promise me that DRAM and AVGO will go up 10% each? 😇
Rather own shares in AVGO. It’s too large to move much like Credo can.
What's ur opinion of AVGO it's trading relatively low and IV is piss low compared to normal
As someone with a $314 avg on AVGO… I’m pulling for you. 😂
I don't use stop loss. Giving up on losing option is a personal risk tolerance. Sometimes even if I'm correct on the trade my mental can't handle it. CRWV/AVGO have been beaten down. CRWV is around the price it was before earnings + dilution have been priced in
Congrats on the run & thanks for the transparency and infos. A few quick ones, short answers are fine: 1. How do you spot money moving into a sector? Do you look at sector ETFs, a heatmap, or just the names you follow? Is it a move over days or over weeks? 2. You don't use stops, so what makes you give up on a losing option? Time running out, the sector turning, or something else? 3. Inside a hot sector, how do you pick the name? For example, why CRWV and AVGO right now?
Please god, just give me a +10% on AVGO and DRAM and I promise I'll never gamble 🙏🏻
Buying Vistra, AVGO, Oracle Leaps. Watch me print.
AVGO my gooooaaaattt 🐐
There was a growing realization of the importance of CPUs when it comes to AI data centers which boosted the price people were willing to pay for AMD. I don't know much at all about AVGO, but saying AMD is up therefore AVGO is now underpriced doesn't seem warranted.
AVGO and NVDA the market is not taking the guide seriously or thinks that it is the top. Funnily similar logic is not applied to other semis now.
Nvidia is a horrible entry point. AVGO has so much more upside.
Semiconductors on a casual 4% day, but meanwhile AVGO and SKHY only at 0.5% and -.1% respectively despite having some of the best profitability and revenue growth in the sector. Meanwhile you have some dogshit like ARM with its 280 PE up 16% in a day with only 25% revenue growth YoY, fuck off LOL
Agreed. Shorting via deep OTM short calls with tight stop loss. Small tactical hedge vs much larger long term NVDA/AVGO positions.
Like Madoff Ponzi or Enron style Algo push $META - Muse is another Ai model, nothing new, me too What’s difference with Claude, Astra, Gemini, Deepseek and so on. Me too, use CPU, GPU, HBM to make story We saw metaverse before with big push cash burning plan. $SPY $QQQ $MU $QCOM $AVGO $AMD look their market cap push
$META - Muse is another Ai model, nothing new, me too What’s difference with Claude, Astra, Gemini, Deepseek and so on. Me too, use CPU, GPU, HBM to make story We saw metaverse before with big push cash burning plan. $SPY $QQQ $MU $QCOM $AVGO $AMD look their market cap push
WSB hates AVGO; therefore calls lmfaooo
AMD top line growth is slower than both AVGO and NVDA, depsite being off a much smaller base number. You'd have thought the opposite based on the valuations. Now I would not short AMD, but it's very pricey.
Less than x2 as of today, gap isnt that big (obviously relatively speaking) Listen, I would be happy if AVGO had a 4.5% day too, ok?
How come AMD gets random insane 9% pump days, but AVGO cant even with better financials and higher revenue growth rate lol
They re loosing mkt share albeit in a growing market but everyone's trying to reduce dependency on AVGO and NVDA.
AVGO is fundamentally supported. Based on forward guidance, both NVDA and AVGO trade at <20x forward EV/EBITDA and have 50%+ net margins. By comparison, AMD is over 60x EV/EBITDA with 20% net margins. I just don't see AMD growing into its current valuation. Disclaimer: I am long NVDA and AVGO, and shorted AMD today as a hedge. Thesis: If semis fall, these names should fall together and AMD should fall much more which will offset my losses.
what you are missing is that i bought AVGO earlier in the year. sorry.
They are listed on the website of the Korean etf. Kiwoometf dot com. Same S&P momentum index. Big changes are no NVDA or AVGO. AAPL, GOOGL/GOOG, MU top holdings at 9% each.
AVGO has had a crap year, but its 3 year return is still more than 10% better than SMH and 40% better than SOXX, so it just ran up its gains ahead of broader semis. Even more than NVDA, it has been resting, but while resting its forward PE settled in to "very solid investment" territory. I wouldn't buy it to make a buck this month, or hold it in a non-taxable account, but if you are holding it with big gains in a taxable account it should give an above market return with relatively low risk over the medium-term.
All the pump that was supposed to go into my NVDA and AVGO 0DTE calls went to META, AMD, and INTC 😩😭
AVGO is a private equity company masquerading as a chip company
when did you buy?? i doubled my AVGO
You realize AVGO is just a dogshit company compared to AMD?
AMD up more than 30% since Cathie sold it at the start of the month and rotated to AVGO and CBRS
This perspective is so dumb. If AVGO rallied instead of AMD you would ask "Why AMD instead of AVGO".
I cant be the only one here getting fucked by AVGO right?
Why would you buy AVGO instead of AMD?
I’d rather have AMD’s YTD return than NVDA or AVGO lmao
nonsense, AMD is way overvalued compared with NVDA and AVGO on EBIT/EV as well. apply for wendys, piker
AVGO must be pricing in its CEO’s death in advance, because wtf? Sold meta for this pos stock a month ago… meta up 24% since 🤡
Youd have to go like 5 years into an extremely optimistic future for these valuations to make sense, and if you did the same for AVGO and NVDA theyd be even better valuations comparatively. The market doesnt have realistic future projections at all and almost nothing is priced in, its OK to admit it. For example, just look at how drastically oil stocks dumped at the end of June, what the market was "pricing in" was completely divorced from reality lol
Up 288% YoY with only 40% revenue growth. While having a 143 PE and 50 forward PE. I know this market doesnt work on logic so Im not exactly shocked, but it's still amusing to compare these metrics to say AVGO or NVDA.
AVGO or AMD or QCOM. Who has good earnings numbers? Check
Did you guys know AVGO is literally the most worthless dogshit company to ever exist? Well, you do now!
AVGO up 0.6% today. What a joke
Gotta feel bad for $AVGO bulls. Underperforming heavily, even compared to weak ass $NVDA.
Whatever I buy stops pumping...AVGO, AMZN, GOOG What I not buy - AMD, META, ARM
$META, $ORCL, Debt load fun pump end badly, at higher rate Spending big, ROI is story telling $MU $AVGO $INTC look market cap compare to $MCD $NKE $BA $CLX etc How it end when story telling pump catch fundamentals and face flash crash never recover many https://preview.redd.it/ueo41l7oxvqh1.png?width=776&format=png&auto=webp&s=f589da84f7334ce85a3f8bbc826da0abca7537dd
AVGO, MU cooling, rest semi cooling soon
WTF AVGO? climb you retarded piece of shit
After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent Even 60 % population can’t afford $2000 for emergency, can’t afford gas, groceries & housing &neglecting basic human needs. $AMD $MU $AVGO $NVdA $TSM see the market cap pump