Reddit Posts
Who should replace Tesla as the newest member of the “Mag 7?”
Carl Quintanilla (@carlquintanilla) on X “spread between $TSLA and $AVGO market cap. Peaked at ~$1 trillion. Now only $1778B separates.”
Has anyone seriously looked at Global Foundries [$GFS]
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
E-Trade stock conversion issue after recent acquisition
Best Stat to track to decide whether to buy or sell stock?
Am I a genius or a regard? $VMW arbitrage attempt
AVGO earnings: non-GAAP EPS $10.54 (beat by $0.11), revenue $8.88 billion (beat by $20 million)
$AVGO Stock Forecast: Road to the Top
Rebalancing Dilemma: Should I Adjust My Portfolio Now?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Analysts are a silly bunch. They revise their price targets because they don't want to get laughed at, leading people to lose money.
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
AVGO 30% change of profit with iron condor next week (10% up or down calcualted)
Your thoughts on the near future of Tech AI hype stocks?
These are the resistance we are paying attention to on $AVGO (Broadcom) if we continue to the upside! --- News: $AAPL $AVGO - APPLE ANNOUNCES MULTIBILLION-DOLLAR DEAL WITH BROADCOM FOR COMPONENTS MADE IN THE USA
🚀 YTD returns of 12.46% with Portfolio Visualizer, WSB! Let's Goooo! 🌙
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Asking ChatGPT: 10 Fastest Growing and Dividend Paying Companies. ChatGPT provided a list of pretty good companies including AVGO, HD, NEE. What do you think?
Daily U.S. Stock Market News Ticker (Monday, March 6)
Hot Stocks: AAPL rises on analyst comment; AVGO, EGLE move on earnings; BMBL drops
Broadcom rises as Wall Street praises results, generative AI exposure (AVGO)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
ETFs to Watch: Retail and tech in focus with earnings from TGT, LOW, CRM, and AVGO
Next Monday AVGO will pay juicy quarterly dividend (after 12% raise). Current market sentiment and div gap will push stock down. It will be a good time to buy this company at an attractive price
Taiwan Semiconductor (TSM) Earnings
Bought puts yesterday and sold em in the morning into calls $$$ earnings win on AVGO and LULU as well.
Earnings for the Week of August 29, 2022
Qualcomm Is Plotting a Return to Server Market With New Chip
Qualcomm Is Plotting a Return to Server Market With New Chip
How did you originally pick your longest held and/or best positions? What did you learn from those picks?
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Let’s hope $VMW get bought by $AVGO by the end of the week. I’m down to gamble on that 💰💰💰
Most "good" stocks beat VTI over 5 or more years.
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
The top 5 most poorly timed stock purchases by US Congressmen so far in 2022
AAPL and AVGO correlation, along with increasing Fed Rates
$AVGO 24K YOLO (UPDATE). Happy Friday!
$AVGO 24K YOLO - Earnings are free money
I really like the Broadcom stock (AVGO) Semi conductors
Recent stock transactions by US congressmen alongside trade returns
Apple Slashes iPhone Targets Due to Chip Shortage, Report Says
Mentions
Im not a fan of SPMOs holdings. It doesnt make sense to make AVGO the #1 holding. I much prefer QQQ/QQQM holdings as it contains NVDA at over 10%, more mag 7 stocks and more tech.
Google, Nvidia, Microsoft, AVGO, & Amazon.
I used to work in manufacturing. I was in electronic assembly and then an electronics buyer. Company was bought by a company in Singapore or I'd still be there. I understand how important chips are. I would be in SMH along with you but I already own 7 individual stocks of the top 11 and have been in and out of 6 others. NVDA, MU, AVGO make up 33% of my holdings. The only thing I love more than chips is Cheetos.
NVDA, AAPL, AMZN, MSFT, AVGO carrying the S&P on their backs
Bought some FCNTX and FBGRX. I’m long AMZN and AVGO for the past several years but the concentration in AVGO became too much so I sold some and bought those funds. I’m not a good enough picker to keep getting lucky, let the funds with a good track record do it for me.
So how far we go in OTM options is really difficult to explain. It's actually easy. I don't know!! What I do is to figure out the Put strike which is my break point for that stock price. I then go ahead and sell the Calls at the same moneyness assuming that the prices are the same. So I don't really lose or gain in terms of premiums, but I do get a downside protection. Take NVDA for example. I was an Analog mixed signal IC design engineer for decades. I have a Phd in it from a US university, and I have worked at many of the popular companies. One consensus in this chip design community is that others will catch up to NVDA ... specifically AVGO and QCOM. They are not going to make their efforts public. You know how these things work? You wake up one fine day, and AVGO announces that their GPU is 10 times more efficient and powerful than NVDA's. At that point, market (aka idiots on Wall Street) will realize that others can indeed catch up to NVDA, and perhaps do m_uch better than them. This is all hypothetical but I am just saying that like a soldier, we need to be prepared for all eventualities. If there is an eventuality for which nothing can be done, at least let us be aware of it right?
Sorta difficult to answer that. I guage the trade based on how much the premium is, the number of of up/down earnings revisions reported in the prior 90 days, how much the stock moved after the prior earnings report and then I look at what the premiums are at for what I think the recent support levels are. The higher the stock price is riding vs its ath the more otm I’ll go. For instance I’ve made great premiums from mpwr but it’s at ath now and I expect people at some point to take their profits despite an earnings beat so not gonna play with this one again until a pullback. PLTR, AVGO, NVDA, COIN, CLS, CRWD, GEV, SNOW, STRL, TSLA are other ones that comprise the bulk of my trades. As the stocks go higher, instead of single contracts I increase the number of contacts at more otm stikes or ladder them downwards.
> Now that earnings on big tech is over still have my 3 amigos AMD, NVDA and AVGO
how cool can it be if AVGO goes to 405 next week
At what price did you buy this? You never put that much money into stocks like BYND. You put money like that into PLTR, NVDA, AVGO, or etfs like VUG, VOO. If you want to make some money back check out RANI ------
Love how I buy AVGO calls and it immediately drops off
AVGO should be mag7 thank you for coming to my Ted talk
>but who are the people buying it? Stocks such as PLTR and TSLA have been heavily pumped in social media. When your reach is tens or hundreds of millions of people, it doesn't take big money to hold the stock up, it's crowd sourced. I don't know why so many are triggered by PLTR and TSLA. I personally would not touch either stock due to outsized valuation. Therefore I own stocks such as NVDA AVGO NFLX MSFT AMZN AAPL GOOGL etc. I'm up just as much if not more, and I can sleep at night holding these stocks.
Yeah, hard to tell if it is the old black october thing rearing its head, the chicken littles, or that something is brewing. I decided to take profits on about half my TSM and NVDA. Thinking about doing it on AVGO too. Out in the world, it feels like things are really slowing down.
I did yesterday, shorted $QQQ after Amazons jump , SHORTED $AVGO $TSLA $SPY, that was the TOP . Waiting for my short entry in $NVDA . Bought $BITI TOO! Peace ☮️ to all
Do you just post whatever ? It‘s far from it. MSFT, AAPL, NVDA, AVGO are all much more expensive
I’m not saying AVGO is a good or bad investment but … > I estimate 2028 - 2029 for AGI. 🤣🤣🤣
I remember buying some of the names with high growth potential, AVGO at like 20 a share (it was like 300 pre-split) and the same argument was made. The revenue growth was insane as the years went on. Apple is an interesting one because it drives on innovation and doing IPhone 17 right saved them. Some companies do deserve the rise, like revenue growth from 1B to 200B type growth.
AVGO has done very well in my portfolio since i picked up some leaps on liberation day, definitely underrated
Buying more AVGO, TSM, ASML
too bad for AVGO and TSM. Hyperscalers are going to be fine even without AI.
I mean a lot of these companies are working with AVGO and TSM to build their own chips. You don’t think investors are going to question companies spending like trillions of dollars and getting no ROI? We are seeing like a modern day investment of the railroads.
It will soon be replaced by AVGO and TSM
A lot of the the SP growth have come from like NVDA, MSFT, AVGO. When owning stuff like BRK.B or indexes, it’s really all about thinking in decades and not years. If the AI trade looses any steam, you’ll be glad you’re holding BRK.B.
AVGO is the getting a lot of the Capex spending. Higher please!
At this point Broadcom has overtaken Tesla in both market cap and weighting in QQQ (by almost 3%), I think we should reconsider the new Mag 7. All are solid businesses: 1) Amazon/Apple slower growth, less implosion risk 2) Google, Microsoft are balanced between growth and risk 3) Meta more volatile due to having a single source of income 4) nVidia/AVGO high risk, high reward Google is probably the best Mag7 in terms of risk/reward balance.
AVGO is a better investment than TSLA, which doesn't belong there
And I’d invest in AVGO before most of the others if not all!
Nah we gotta redo the list, kick out TSLA, and add OPENAI and AVGO - Opulent 8
Fun fact, AVGO higher market cap than TSLA (and META) bumping TSLA out of the mag 7!
One of NFLX/AVGO might be in the convo with NVDA joining as a new Mag7 this year.
Got my ass handed to me with META but AVGO is killing it.
I own * GOOG, META, MSFT, AMZN * NVDA, AMD, AVGO, INTC, MRVL, and other supply chain companies One group is spending money (META, MSFT stock down after hours) and other (NVDA, AMD, AVGO) is making sales to them. So I guess net neutral
AVGO might follow META tomorrow 🩸🤔
I sold before jpow spoke, bought the dip with 50% port on GOOG and AVGO 😶🌫️😶🌫️😶🌫️
After what dud J Pow today, surprisingly I'm glad that I own AI stocks. AVGO, NVDA, & PLTR held my portfolio up
If GOOG beats and guides well, AVGO hits $400
I agree 100% . I just bet on the ones who sell the picks and shovels. $NVDA and $AVGO
BRKA bunch of value names plus Apple competing against the NVDA AVGO of the world. Theres no way its going to win in that environment.
100 stocks of each, Option C is what you got :) . DM me if you want free app access # Covered Call Analysis - 30-Day Medium Risk (~25 Delta) |Ticker|Current Price|Qty|30-Day Strike|Premium ($)|Yield % (30d)|Annualized %|Assignment Prob %| |:-|:-|:-|:-|:-|:-|:-|:-| |SPCE|$4.13|100|$5.50|$22.00|5.33%|63.92%|27.8%| |AVGO|$382.30|100|$420.00|$705.00|1.84%|22.13%|25.4%| |SMR|$43.53|100|$60.00|$169.50|3.89%|46.73%|22.6%| # Option C: Stock Fit Check for Covered Calls - Ranking 1-10 |Ticker|CC Suitability (1-10)|Liquidity Score (1-10)|IV Percentile (%)|Premium Stability (1-10)|Summary Comment| |:-|:-|:-|:-|:-|:-| |SPCE|3|1|100%|1|Poor CC candidate - low liquidity or unstable premiums| |AVGO|7|4|100%|9|Good CC candidate - adequate liquidity| |SMR|5|1|100%|6|Moderate CC candidate - watch liquidity|
I made a bag on AVGO recently. Moved into AMZN for earnings. Big lagger for the year. Has to do something tomorrow, right?
AVGO has to feel like whoever finishes second to Verstappen all the time. Like it's kicking ass and no one notices.
Sure, of course when the bubble bursts it's going to hurt our portfolios, but it's not like these companies are going to zero. The Mag 7 + AVGO are still worth a ton of money even if AI delivers zero value.
$AVGO is a nice sympathy trade for Google tomorrow, more AI Capex spending means more TPU orders for Broadcom.
What other companies are bigger than Canada's 2 trillion GDP? Maybe AAPL, AMZN, GOOG, MSFT. You've got some real winning concepts there buddy. TSLA, AVGO, META, TSM are right behind them.
We know that TACO wants China to unban the Rare Minerals for 12 months, but we haven't heard anything about if TACO allows China to buy NVDA's high-end A.I chips yet. This is kind of weird IMO. Hopefully, TACO/XI doesn't say/do something stupid on Thursday. If China allows the U.S. to buy Rare Minerals again and China is able to buy NVDA high-end A.I. chips, then Rare Minerals stocks will go down for awhile and anything with computer chips, NVDA, AMD, QCOM, AVGO etc. will probably moon hard.
VOO is definitely not safe from any sort of AI bubble burst. The Mag 7 + AVGO make up over 37% of it's holdings.
Not if it was AVGO or NVDA
I’m up 122% on AVGO and 60% on MSFT only about 40% on NVDA because I FOMOd into it above$120s
NVDA is cheap dude. Just because price is up doesn’t mean it’s expensive. Still cheaper on a fwd earnings basis than Microsoft, Netflix, Tesla, AMD, AVGO etc. With much higher earnings growth
Putting them in better stocks like AVGO and NVDA or even VOO.
AVGO! Made $$$ today bitches!!
#If you weren't in NVDA, TESLA, AVGO or MSFT, today was basically a red day for you LMAO🤌
yea definitely slept on..AVGO is the second largest testicle in my portfolio
I looked at the top 10 holdings of FBGRX and FSKAX and of the postions that are held in both, your total portoflio exposure is: NVDA 12.12% APPL 7.24% MSFT 6.17% AMZN 5.54% GOOG/GOOGL: 4.58% META: 3.79% AVGO: 2.44% Now that's definitely overweight NVDA, but at 38, I'm not sure I'd be too concerned about it, it's probably going to fix itself at some point, lol. The rest of the allocations I'd be pretty comfortable with. FBGRX is 16.13% NVDA and FSKAX is only 7.02% So if you want to trim, I'd probably trim FBGRX, it'll offload more NVDA weight per share than FSKAX. And maybe deploy new money to the other stuff you're talking about. And some of the money market funds if you really think you have too much. If your portfolio is $1 mln or less, I wouldn't say 12% in a money market fund is too much.
LMAO NVDA AVGO and MSFT literally carrying SPY on their back today. Nearly everything else red AS FUCK
Broadcom diss "An ASIC can do AI but not all of the others" AVGO -6.84%
When NVDA’s 75% margins begin to compress due to increased AI chips from AMD, INTC, AVGO, and QCOM from all that supply coming online then a lot of the AI investment circle jerk will start to unravel Or… that doesn’t happen and it goes to 10 trillion 🤷♀️
Feel like China's only point they're gonna care about is chips and Trumps not gonna give up NVDA or AMD, but maybe INTC and AVGO?
INTC outperforms AVGO NVDA what a world
It’s a meme stock that saw a short squeeze or a get rich scheme that ran its course. The stock was trading around .50¢ a week and a half ago and at best will hover between $2-$3 if you’re lucky. Not investment advice and you do you but I would ride it out til gets back to $2-2.5 and then sell. Then take that money and invest it in a real company like NVDA, Goog, AVGO, or a mega cap stock etc if I don’t plan on doing any research on companies I invest in…
I would not call it a niche. Btw, AVGO does not make GPUs or have any serious GPU tech. All they are is a chip designer and IP layout house. In other words, they are just making something for someone else. Google, OpenAI and everyone else is licensing GPU tech from either Nvidia or AMD (or maybe Qualcomm's Adreno stuff). Now consider if AVGO is overvalued.
Sitting on 60k in unrealized AVGO calls. Seeing the realized loss on AVGO was crazy. I’ve been killing that one but also took some big hits.
If you have conviction in a stock and have done your due diligence then go for it. I’ve purchased NBIS LEAPS as a speculative play. Also had purchased AVGO LEAPS expiring Feb ‘26 @$220 strike. Intrinsic value at around $147. Am waiting on earnings before I decide my next move and time decay starts to really kick in those last 30-60 days.
I sold 700 Google at $158. I sold 100 AVGO at $218 I sold 100 MSFT at $380 This shits all this year. I also have shares in Netflix and Meta which feel like that haven't done shit for months. At least my AMD and NVDA are still winning.
NBIS will win because it will eventually resell AMD, NVDA, QCOM and AVGO gpu's :D
Broadcomm (AVGO) is the 7th largest market cap stock, not TSLA. Tesla is about to get kicked out of the top 10 by Berkshire
My logic was caveman simple: Intel, AMD, NVIDIA, and AVGO all already mooned off the AI hype train. Meanwhile, I’ve been bagholding QCOM spot for almost 2 years and that fkn price barely moved an inch. At the beginning of this month, AMD went vertical, and after I witnessed that, I kept thinking, “All the big chip names printed off AI-when the hell does QCOM get its turn?” My smooth brain said, “Yeah, QCOM’s next.” No DD, no proof, just pure instinct and caffeine. So I yeeted \~$100K into 3-month calls. Fast forward-and the return’s sitting around $1.1 million.
And AVGO was looking so good this morning.
Yeah... I actually don't know we're in a bubble. But... lets say we are. I've been in NVDA since 2019, 1500 a share at 5.70 and then 1000 in '23 at 400 a share AVGO 500 shares at 550 in '22 and then 4750 at 160 during "liberation day," and AMD same thing, 5000 at 78 on liberation day. I don't think we're in a "bubble." I think we may see a pull back, but I don't think it'll pop and if it does and I lose... 20% of my gain... well, what the fuck, at least my tax bill will be less. No, I'll believe we're in a bubble and start to panic sell once companies are ready to stop handing over copius amounts of cash to NVDA, AVGO who give TSM a whole lot of cash and then my little AMD just needs... what they've already gotten. A deal that will grow their revenue by billions. Take out the Xilinx deal and the valuation is fine for me. Someone needs to tell me why they're just going to stop spending so much money on DCs before I decide to dump. I mean, yeah, delinquent CC bills reaching 2010 levels, new car defaults at the highest rate since around then, local banking, the trade tensions(which... fuck that, I'm not going to keep trying to guess what's going on there, they'll reach a deal... we need rare Earth too much and hopefully... we'll give them the green light to buy the B30. I'm not counting on it, but... I've been hearing bubble for 3+ years now and I'm up... a fuck ton since then, so I'll be up less I suppose if that happens.
Hey, just curious. Filing jointly, the first 95K is tax free. If I had 10K in losses for the year but they're short term losses, that doesn't mean I've got 105K I can claim, right? I plan to talk to my tax attorney as I've been in NVDA and AVGO long and I REALLY want to diversify, but for some reason, I just don't want to pay those Capital Gains. So.. thoughts? Thinking about just trying to take some out each year and maybe eat some of the losses until I trim enough.
Well okay, there's a theoretical point there I guess. But how would you practically account for it? Take the top 10 holdings of SMH, find their earnings dates, and then not trade that ticker during that window? That same window every single quarter? Leaving you what, maybe 2 months each quarter to hold SMH? Or here's an idea: find SMH when it's flat, check if that was due to a mega-cap earnings miss, then buy it to play the rebound? I hear what you're saying: an Nvidia miss will depress the whole sector for a day or three, but I wouldn't personally bother trying to avoid its earnings. Or TSM, AVGO, AMD, etc. Sounds like there might be a pattern there a smart guy could play though.
NBIS, CRWV, SOFI, HOOD, CRWD, APP, AVGO are the only ones who can go up by that much, but I am pretty sure there's going to be a 10% correction on January.
For me, I will continue to do it until proven otherwise. I think the whole “90% of people don’t beat the market” is because a scary large percentage of people are basically gambling and going after meme stocks rather than investing in great companies. It just takes a couple great companies that shatter the market to beat it. Over the last 5 years for example, VOO has gone up roughly 100%. I have a handful of stocks that have gone up significantly more than that over the same timeframe that basically dominate my holdings - NVDA, AXON, FIX, AVGO, among others. Will that last 10 years? 30 years? Maybe not, but until I am losing to VOO I’m just going to keep picking my favorite companies, many of which are in VOO anyways
how is AVGO not on this picture yet silently just giga mooning same with MU and SNDK
I agree, AVGO should replace TSLA
Because 7 is a prime number and I needed an 8th company. AVGO is a better fit anyway. Higher market cap, higher stock returns, much higher growth, much higher net income, much higher margins, consistently beats earnings, and fits the big tech theme.
China has basically banned its companies from purchasing chips from America, and the US has put restrictions on selling chips to China for national security reasons. So basically turning the second largest technology market in the world from $0 revenue to billions is going to be huge for NVDA, AMD, AVGO, QCOM. Also if cheaper access to rare earths comes with the deal, then their production costs will come down.
Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts
AVGO - Very well balanced between cyclic semiconductor business and predictable infrastructure software. They design chips for GOOG, META and now OpenAI. They don't just design AI chips, but also dominate the high speed datacenter interconnect market.
What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???
⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts
#TLDR --- Ticker: POET Direction: Up Prognosis: Potential M&A target. Catalyst: ALAB's acquisition of a photonics company (aiXscale) has put blood in the water for competitors. Potential Suitors: NVDA, AVGO, MRVL, AMD, or INTC might be looking to acquire a photonics company to keep up.
!Banbet AVGO 370 1wk
People are sleeping on AVGO.
i’m very confident AVGO will pull an AVGO