Reddit Posts
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
I went through the AVGO transcript line by line. Here's what I actually found.
PDT rule change and Market Tanks
The AVGO after-hours put exercise story is a good reminder that options risk is not just direction
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Hang in there Canadian AVGO Butterfly Guy
wealthsimple exercised AVGO puts after hours. i'm down 1.2 million. is it over
$AVGO 480 P made me 300% - YOLO $27K 420 C after earnings
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Is the Sector rotation finally happening? Oracle reports earnings in 7 days
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Just when I thought it was time to get out of AVGO, I found myself buying more.
Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
AVGO into the print tonight — extended, crowded long, and the flow doesn't confirm. Beat-and-rip or sell-the-news fade?
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
Broadcom earnings tonight - bullish!
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
AVGO is ripping into earnings but the fresh money is fading it.
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
Foreseeing making a lot of money soon but not sure what to spend on? (29 yo)
After Dell's blowout earnings, what are your thoughts on Broadcom (AVGO)
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
SOXS is destined to die unless a world shaking event occurs
Going balls deep in $HPE because its not overvalued and I'm out of other ideas
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
In anticipation of NVDA earnings report, I bought a lot of stock.
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
Mentions
MU going to pull off an AVGO. Shit PCE Thursday. Russell index rebalancing Friday. QQQ $700
AVGO also brought down the market with it due to very good earnings instead of super duper amazing good earnings
Bought some calls, but it doesn't help gainst big bets done on June 3 before the big AVGO shitshow.
bro, mu earning is tomorrow, people are taking profit in case another AVGO earning is happening. You should know better by now, the entire stock market trade on vibe rather than fundamental
KEEL, CORZ, NBIS, and AVGO have entered the chat.
Yall think SNDK follows MU selloff after earnings? Is it likely the entire sector follows like AVGO? 🤔
Dip isn’t over til AVGO goes below $300. The north remembers that dogshit earnings call
AVGO getting wrecked
Damn AVGO, why you do this
This is all still AVGO fault btw, don’t get it twisted
People need to realize that while MU is a strong stock, it’s also incredibly volatile. This same situation happened on June 5th and 6th, look it up. There were no bad reports that came out against Micron. Technically you can blame the AVGO report when it tanked in early June. Similarly yesterday had no major report against Micron. People are taking profits for a lot of reasons but the main idea to learn is that: once the stock starts going down, it’s best to get out and wait until the panic ends. The stock will hit new all time high’s again soon, it’s just a matter of how long it will take to get there. It does tend to bounce back relatively quickly. Patience.
Koreans expect a repeat of post AVGO ER sell-off and they rushed to take their money off the table triggering a minor earthquake. The real shock will be tomorrow AH.
Koreans expect a repeat of post AVGO ER sell-off, they rushed to take their money off the table and ended up triggering a minor earthquake. The real shock will be tomorrow AH.
I still blame AVGO for this rugggg
Is this MU prereport selloff? Like everyone is afraid of AVGO Earnings part 2?
AVGO just flushed more. Some whale might have gotten liquidated.
You should port into AVGO and you might actually be okay
If I were a betting person, when AVGO hits 378, buy the market, but with stop limits 🤌🤌🤌
I got caught on the drop of earnings report of AVGO but won all back with MU and did rollover for some AVGO leap calls for march 27 520 strike but the PCE got me thinking if I should full port on QQQ puts intraday
So, $AVGO and $DELL ran up a ton before earnings but $AVGO crashed post earnings and $DELL ran up a lot more. $MU seems to be crashing a bit pre-earnings. 🤔 No idea what this means
It and BRKB are the basis of my new longterm conservative portfolio. Thinking they will hold value ok, anyway. Confused why MSFT isn’t getting any quantum love, tho. Are you thinking medium term it’s cooked? (AVGO position is in the works - buying a few each deep red day and will write a put if it tanks much further.)
$MU after big run, wait for 5% gain or 30% crash like $PLTR $AVGO $SPCX $MSFT $NFLX $META and many more recent earnings hiccups
$MU any earnings hiccups are nowadays 20-30% crash Saw $AVGO $ASML $INTU $ZS earnings 20-30% drop Any small hiccups at ER, either outlook , double triple order news, prepare for 20% drop in a day, after big run MU at 197% above 200-day
That’s what it seemed like to me too. Hoping that means if people come to their senses and GOOGL bounces back then so will AVGO. Feels like I’m gonna get my ass burned by them 2x now. At least at earnings I got out right before it plummeted, but this time I foolishly averaged down on my calls and somehow am now holding 15k of 425 calls for this Friday. Fckin idiotic. Risk management? Nah I don’t know him
What the hell happened with AVGO today?
AVGO will climb again within the next 6 months. Networking and AI revenue will 2x soon. COF as well.
Google and Microsoft own significant stakes in Open AI and anthropic, their time will come. Hype prior to IPO, and actual increases in value after those IPO's open with huge numbers, will reward both of them. Personally, I'm rebalancing now out of Semi's now, will be out before EOD wednesday (besides AVGO, which I've been buying back into, exposure to semi's and a good software business). I think MU's going to pull what AVGO did in their last ER. exceptional isn't enough. Just picked up leaps for Microsoft, Netflix, and Google today. In particular interested in expanding Google and Microsoft positions. Netflix just seems too cheap. Exceptionally well run company, willing to offer the highest pay for the best talent. They have cash to deploy from the paramount kickback. They will find a way forward.
MSFT might be the only dipper I stay away from. I agree with GOOG but I'd sub Amazon or AVGO in place of MSFT
Still holding semis: Nvidia, TSM, AVGO which have been my big winners gains between 190%-270% GLP-1s: Averaged down on my novo nordisk to $51 a share with plans for more as it stays under $50, good news is my Eli Lilly had offset those losses with those holdings up about 50% Ended up not buying Ferrovial but did buy Solstice Advanced Materials (SOLS) which is up about 84%, by selling my Indian banks for a slight gain, which turned out to be a portfolio saving move since they have tanked really bad since. My Hermes position is down, but I keep averaging into it. Overall my portfolio YTD is up 13.9% so pretty happy, I continue to buy these companies throughout the year.
Didn’t hear him mentioning anything about AVGO during his speeches. His own portfolio is not something the average American follows
I really thought I was going to be able to unload my AVGO bags. RIP
*As a PSA I would like to tell AVGO holders I'm truly sorry. I bought calls.*
All the positive news on AVGO, paired with it sinking again, makes me think that hedge funds are trying to induce retail to buy while they offload the stock lol
Bro trump owned one of his largest positions in AVGO and that shit is dead
AVGO is not being serious right now.
AVGO dropped at good ER, from 495 to 395 This week MU time
SOXL pumping while AVGO shitting
This is all AVGO's fault btw
Don't get what's going on with $AVGO. Last week they wanted to pump it on some bullish JPM note, right up until key 50 SMA technical level, and then immediately dumps relatively weak to the sector, start of a fresh new week. Could be more Mediatek + TPU narrative, but confused.
All forgot “Too Big to Fail” US. National debt \~39 Trillion 1929, 1987, 2000, 2008,always all analysts say, this time is different Lehman didn’t get $60 Billion bailout, all saw GFC Next AI-crash,which Trillion dollar company needs bailout? How it impact $SPY $QQQ $SOXX $XLF $SOXL $MU $STX $AVGO $DRAM
is that really why it's down though? seems like a broad sector selloff.. AVGO.. MSFT..
Why is AVGO not tanking mayn I want to buy
there is a very good chance this pulls an AVGO Any slight guidance the street does not like will tank this hard from its massive rally and entire index will drop for a week China possibly being soft on MU (25% of its revenue) CAPEX required without the revenue in place LOTS of risk on this earnings
I feel like come this time next year I'll appreciate loading up on like AVGO, MSFT and NFLX but fuck did I not plan on this
Which AI companies go bankrupt for big spending? Which Trillion dollar companies need bailouts, impact to economy? Still lot of unknowns for $QQQ $SPY $SMH $GOOG $MSFT $META $MU $AVGO etc https://preview.redd.it/708jo4fd9v8h1.png?width=654&format=png&auto=webp&s=29ae91c41068b48f2212df966cdfad5fad3de251 Always 1987, 2000, 2008, analyst says this time is different. Human greed is always same .
The optical revenue acceleration is going to continue for many years yet. When the AVGO earnings dumped QQQ -4.3%, I saw CRDO dropped little compared to the other networking bottlenecks, so I really jumped in. Calls are already up 100% in 3 weeks.
I can’t believe I was lucky enough to get out of the AVGO calls and cursed to buy GOOG calls right after
Hey don’t try to make sense of market. Walmart is trading at 40+ PE with Costco, higher PE than most of the top 10 companies outside of Tesla and AVGO but it’s acting like a “:defensive stock” lol … hasn’t even increased earnings last quarter but… AI Ai!
And that' when AVGO will rocket back to $420.
I'm just going to take my 20% loss on AVGO. Big mistake on my part.
there is a very good chance this pulls an AVGO actually Any slight guidance the street does not like will tank this hard from its massive rally and entire index will drop for a week China possibly being soft on MU (25% of its revenue) CAPEX required without the revenue in place LOTS of risk on this earnings
AVGO such a POS, so glad I sold that shitco last week
AVGO: makers of the finest rugs for pulling since 1824
Is MU going to pull an AVGO after earnings or continue this rally - guess we'll find out
AVGO doesn’t want to recover :(
AVGO bounced right when I get puts. Ur welcome
what is happening with AVGO?
Currently losing money on my $480 calls on AVGO for Sept exp, hold?
Investors gonna be disappointed by earnings, like AVGO
What? $AVGO not raising guidance has no bearing on what $MU gonna do.
MU won't raise guidance if AVGO didn't. Tank on Thursday next week then +3% QQQ Friday cause this is all hot potato and earnings don't matter anyways.
Glad AVGO decided to finally wake up. They've been weighing the port down since earnings. 🥂
You can go look at my history. I literally commented this on the AVGO sub and also here
Was half porting into AVGO leaps 3 days ago the best decision of my life? Stay tuned to find out tomorrow!
AVGO is going to rocket the next few weeks.
wtf you made money on AVGO? did AVGO have a massive sell and crashed hard? i dont understand how the F this works now
first off - today's highs were basically right back to where the market was before AVGO's earnings...so really not that damaging. second - AVGO's guidance was actually excellent for AI but lagged on the software side. if MU gives a similar robust outlook for AI, then everything keeps on keeping on. i do agree everyone should have their parachutes on but right now i'd enjoy the flight for some time longer.
Thank you I already enjoyed them, since the market did exactly what I felt it would do. My positions in AVGO, KEEL, GLXY, WULF, TE agree with you in part.
AVGO needs 1 more % and I can finally get arid of these bags
MU earnings is nothing like AVGO~ beat estimate every time with an atomic giga nuke
$AVGO Calls tomorrow would be my bet
I'm not a "bubble" guy but I can appreciate the argument. Unfortunately, you are likely correct; AVGO had great earnings and still tumbled - it's likely MU does the same "sell the news" drop. May end up being a great entry point into SK.
Hmm maybe I won’t be selling my AVGO calls for a loss
For me it was just AVGO green, because Im currently a bagholder for it from the last red day…
I’m not talking about AI adjacent companies or the fakers. I’m talking MU, SNDK, AVGO, NVDA, MRVL, etc. The real cash flow and tangible, enterprise value is in the capex of this cycle. I don’t recommend investing in the LLMs themselves (which will become more of an option soon)… I’m extraordinarily bullish on semis, storage, memory and the like. That’s where all the parabolic growth has come from anyways. Yes, AI from an IP sense is very valuable - we just don’t know the # yet - but the buildout is where everyone is cranking out crazy returns and as they should.
In order to support SPCX valuation right now, Elon should just increase revenue by buying NVDA, AAPL, META, TSM, LLY, WMT, and AVGO. Not MSFT -its a pos
$AVGO earnings had buyside wanting a revenue forecast upgrade from $100B, which Hock Tan didn't give. Also gross margins declined slightly (they said due to SW, not AI, but whatever). Today $AVGO had a bullish JPM note out saying they have TPUs secured for at least 4 generations and that Mediatek fears were overblown. Both moves make sense in that context.
How is it possible that the market plows ahead relentlessly through nonstop bad news for months, but then starts dumping on nothing such as expected unchanged fed rates and AVGO beating earnings. ...and AVGO then ends up being green on today's red day. What the fuck.
pump my AVGO bags new dad!!!
Because there's significant resistance around 370, and AVGO has already formed a recent bottom, yesterday's decline was simply filling the gap from Monday Of course, there's an element of luck involved here......I won't deny that
Right now, Ive just been loading up on more AVGO. Wbu trim?
I think it’s time we all agree that META can no longer be included in the MAG7. It’s barely larger than MU. AVGO is much more significant at this point.
is it time to sell AVGO im still in the red
Did you see their semi forecast and backlog? Time to buy and hold AVGO. Maybe risk off before FOMC
need my AVGO lottos to hit today
need AVGO to pull and AMAT and shoot up next few weeks
Did you buy AVGO puts at the top like I said
Imagine buying SPCX over MU, AMZN, META or AVGO