AVGO

Aggravating_Fig6288

AVGO makes up way more of these indexes than they claim. They utterly fucking DUMP when that sack of shit drills

Ill-Ad1603

Why AVGO bleeding to death?

Ill-Ad1603

What happened to AVGO?

No-Most2405

AVGO just died

Molten-Helldiver

wtf did AVGO do today

ClockFair8193

Watch AVGO.

onerandomcomputerguy

AVGO what in the actual fuck

Molten-Helldiver

Yo AVGO wtf

AIGenerated00

AVGO is another undervalued stock

VotedOut

Good discussion. I won't go into climate change much more - I've said what I had to say on that, and maybe humanity handles the transition well, or maybe it doesn't. Whether our hyper-capitalism system becomes part of the solution (via technological innovations in clean efficient energy) or becomes the primary driver of humanity's entire undoing (due to the incentivization structure of hyper-capitalism itself exacerbating the ill effects of climate change)... I'm not sure. Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks. Now, here's my rant about why I think the mega-caps should be paying reasonable dividends instead of prioritizing growth over all else. I think it's actually very insulting to the very philosophy of investing that cash cow companies like Apple, Google, Microsoft, Nvidia, and Meta STILL REFUSE TO PAY A DIVIDEND (that isn't a pathetic sub-0.75% yield) and are still trying to make-line-go-up-at-all-costs with financial schemes and social sociopathy instead of just transitioning to dividend stocks where line chops sideways. From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? It's like the company saying "I'm going to make a bunch of profit, but I'll never share a reasonable portion of that profit with you the shareholder - so go fuck yourself, and buy my stock bro." What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor? Enshittification: Enshittifcation is a real thing, and not just a meme. Facebook is a clear example of enshittification. The more money Meta makes, the shittier Facebook gets for those using it. Not being able to view a chronological feed and having your feed stuffed with 90% ads you don't care about is a deliberate decision Meta makes to make more money while having a product that is much shittier than it used to be. Nobody can realistically leave Facebook/Instragram for a better alternative because "network effect" and all that. I agree with you on some of the positive advancements we've had in technology. It's nice that some things like TVs and other small household items can now be bought for cheaper than they used to. But on the other hand, the big expensive stuff like housing continues to be more and more expensive (even adjusted for inflation), despite all our technological advancements that should in theory make production of those things less costly and more efficient. Overall, I think around 10 years ago we hit a shifting point where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO. AI making it easier to make art and writing is cute and nice to have, but if I'm being honest, the internet was already over-saturated with an over-abundance of that content before AI even came along. On balance, I would actually rather go back to the internet of old where I didn't have to seriously question whether I was reading/watching a human or a bot from a bot farm for every single thing I look at. Trust in the veracity of anything I look at on the internet is now dead, unless it comes from a fully trusted source. I can no longer rely on intuition or a "sniff test", because AI is pretty good at coming up with plausible-sounding bullshit. With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years -- affordable housing for all, affordable healthcare for all, and a better social safety net for all. But no, instead all the capital has gone towards an overabundance of B2B cloud/SaaS/AI circle-jerking in a virtual digital world on a computer screen (because that's where the best profit margins are bro!), which has sucked all the oxygen out of the room from allocating capital towards more important things that people need/want in the real physical world for a better quality of life. To illustrate, I can't think of a single major invention that has become a household staple (and whose primary function is to be something OTHER THAN computing hardware/software) since the microwave back in the 1970s.

BeVeracious

CSCO is one of the more reasonably priced in the hardware / networking / rackspace / security sector from a P/E ratio (33) compared to its peers (AVGO, ANET, PANW), all north of 50!

SteakEater137

This has been happening way, way too often. AVGO getting leaked screwed me over and I ended up a bagholder unexpectedly

whitewashedsyrian

What the fuck AVGO

MagneticRetard

AVGO keeps doing this thing where it goes up at open and then slowly bleeds through the hour. Very annoying

Status-Net2947

I only got winners in my port: mu NBIS AMZN GOOG amd ANET Meta AVGO SPCX ORCL … ask me anything gg wo

Riskismyapellido

man c'mon can I get a little more creativity? I already sold my AVGO today

Riskismyapellido

watch me sell my AVGO at breakeven amd it rips. Rotating into APP

DipSniper69

Cathie wood bought: NVIDIA RKLB NBIS AVGO NET SPCX CRLC During this week. you have been warned.

Sick0h

I ain’t trading that shit lmao. If anything the recent pattern suggest puts here but their last run up before earnings could play out and fuck that too. Too much volatility and momentum to try to catch the ride up and get smacked down as well. Just replying on how AVGO isn’t a great comparison.

Sick0h

AVGO already trading at much higher valuations though. AVGO is the only company in that stratosphere that has maintained even remotely such a high premium. Was bound to start hitting the wall at some point.

MikeCheck_CE

You're not wrong about the demand, but there's a few main risks: The price has already rallied an INSANE amount. That growth isn't normal, and it doesn't last forever. A lot of future growth is already baked in. The supply for the next ~2 years is already sold, so how are they going to deliver any surprise earnings for the next 2 years? They can't... The surprise will be increased CAPEX to expand risk for what is traditionally a very cyclical product as to whether the demand will still be there by the time the expansion is done). Also the hyperscalers aren't going to keep paying more and more for memory, it will eventually break their business case. The market MUST find workarounds to avoid handing all of money to Samsung and SanDisk or the hypergrowth stops. Companies like CXMT will close the gap. Companies like NVDA, AVGO and MRVL are finding ways to reduce memory through modifications to the chips, ASICs, photonics... That said, I would expect a rally on semis in the fall when most of them report Q2 results. Right now it's mostly software earnings.

prana_fish

Get fucked $AVGO you weak piece of shit. Can't even enter into that big ass gap above $430 cause you a BITCH. Selling covered calls at $430 fuck this.

prana_fish

$AVGO is the $META of semiconductor stocks. Absolute piece of shit that can't hold gains for fuck all.

QuatroCisco

None of the above… …NVIDIA is becoming the central bank of the AI infrastructure layer with more and more outside financing and backstops needed because contrary to Jensens belief, lenders don‘t take GPUs as collateral. To much risk involved for me. …AVGO took/takes on loads of debt to do their deals with a lot of the recent deals directly linked to either OpenAI and Anthropic, which makes me uncertain whether they will be able to pay, since they‘ve already commited so much to other especially Hyperscalers. …MU is (in my opinion) near a cyclical peak when it comes to RAM prices, since a lot of their recent revenue growth and margin expansion is directly linked to massive price increases and not volume. Meaning once the capacity that MU, Sk hynix and Samsung are building comes online, revenues might still grow but margins will normalize, leading to lower profits. So once again, too much risk for me. …TSM and also ASML are in my opinion the least risky infrastructure stocks out there, fundamentally speaking, when it comes to their current valuation, wouldn‘t consider them a buy at the moment. …AMZN also too much uncertainty for me right now. They‘ve taken on the most debt, the bond market is skeptical with their last offering only being 1,6x oversubscribed vs. normal investment grade sales at 4x. They are the largest cloud provider with AWS, however Like the other hyperscalers, they don‘t disclose their AI-revenues or their margins. They only use run-rates which is just any month times twelve, so as transparent as a phone screen in my opinion. Also not a fan of management recently. They talk so much about the insatiable demand for their services (cloud, renting chips etc.), take in huge amounts of debt, send FCF into the negative, but then simply wire 35 billion to OpenAI for nothing. That was money contingent on IPO or AGI, OpenAI achieved neither but got the money anyway. If you have real outside demand, you don‘t issue debt to fund your own customers. So like I said, too much uncertainty and shady management, in my opinion.

CosmosMasterMan

AVGO eating up while APPL, GOOGL, and MSFT start a Keto Diet xD

Pleasant_Way3879

Can everyone buy AVGO thanks

CosmosMasterMan

Sell GOOGL buy AVGO

CosmosMasterMan

AVGO is crushing :)

ham_sandwedge

It's 20% top marginal cap gains, 3.8% NIIT (23.8% fed) + 11.3% state. Plus I don't know for sure whether earnings catch up to valuations. So having a 35% handicap definitely influences the decision, but doesn't make it. I would certainly at least trim AVGO, LRCX, AMAT, ASML and a few others without this. But for now we let it ride

Pleasant_Way3879

Can AVGO rip one day please

Pleasant_Way3879

I have AVGO calls expiring in two weeks down 20% should I wait

Ankityagi

What about AVGO

prana_fish

$AVGO is like in September and one of the very last.

Molten-Helldiver

AVGO been slowly creeping up last few weeks

mayorolivia

AAOI is #1 due to asymmetrical potential. Lite and Cohr is #2 tied. I have some axti and sive as speculative plays. I don’t hold them but lwlg and poet are also speculative that might be worth a punt. I honestly think you can’t go wrong also holding AVGO, Mrvl, cien, crdo, and ALAB. Tsem is also good. I bought them at $130 and sold at $210. So many opportunities out there so I closed it to help me keep focused. Gun to my head, top 3 are AVGO, LITE, COHR. But I have no problem recommending AAOI, MRVL, CRDO, ALAB as their photonics numbers will seriously show up in earnings in 2027+. The market is front running all of them.

Western_Row1413

On a serious note AVGO full port! Sept 10th you'll would have recovered all this and then alot more.

Kantmzk

AVGO is trading at a significant discount more so than MSFT/GOOGL/NVDA

onerandomcomputerguy

Just need 10% on AVGO and I'm good. Think I'm gonna make it 🥺

LuckyNum2222

Hoping for AVGO to go $480+, regain the lost SP

robotlasagna

There is clearly monetization but the accounting is a bit loose when it comes to the way capex is reported. Something like AVGO can easily reprice from 60PE back down to 15PE while the company still reports great earnings. If this thing pops it wont be in a wave of surprise bankruptcies but rather a bunch of write downs that affect earnings. Investors who are leveraged, and there are a lot, will get clobbered.

theflubberdubber

That is the approach at this time. Little while back went with a little more tech/ai build out thesis with things like AVGO, ASML, MRV, VRT, GEV and some others. Did okay with that but learned the volatility with of ups and downs was too much for me. The dividend blue chip route seems my speed. What are you holding as I am not fully set on a couple of these (mainly DE)

JackLVNV

I was being facetious. There’s a stark difference between 0DTEs and buying a shitload or MSFT, AVGO etc.

Interesting-Iron2587

AVGO huge spike

Molten-Helldiver

AVGO has been ever slowly creeping upwards the last few days

Ok-Nose29

Some of the best looking charts are the first AI stocks that started failing in may. AVGO, LITE, etc. theyve had the longest periods to consolidate

Low_Dish9781

AVGO puts are killing me

prana_fish

They won't yet again, but it doesn't matter lmao. Everyone knows they'll smash because EVERYONE (except $AVGO) reports before them, so you have a good idea where all the money is going.

Abe2025

Sandisk destroyed the tech market. Thanks a lot. First it was AVGO now them

Due_Marsupial_969

I agree with your decision. I got rid of 200 shares of META today, sold puts at a strike of 620 and 585 instead. Added QCOM and UBER. Sad to let GOOG go, but not my choice for now. Will continue my mission after riding MSFT, AVGO, NVDA, AMZN another month... hopefully not a mistake, cuz we'll probably replenish miissles or think up new lies by then.

Luketeiro

Im very happy for you bro, I also lost all last AVGO earnings, came back last week and climbing up little by little. Congrats for that!

OkAlternative7705

google, msft, nvda, amzn all are doing great meta semi good after it pumped i got a watchlist of 40 stocks and all of them are close to ATH or a general higher end range of what they trade at BRKB,LLY, AMD, AVGO, AMZN

anonymous_ghost-1

People who sold AVGO at $495 right before ER, and bought back in the $360-380 also did something really smart.

Ok-Nose29

$CLS $BFLY $AVGO let's ride baby

Creep89

Like AVGO weeks ago

Due_Marsupial_969

Happens to me a lot...I'm pretty sure I'm not the only one. Sold all my 100 shares of Micron and 100 shares of AMD at about 124...Sandisk below 100 IIRC. Also unloaded AVGO at 165, bought back 200 shares last month at 385. Unloaded almost 1000 shares of HOOD at 9, 13, 20. Bought back 400 shares of it at 83 a pop. Also unloaded a bunch of IREN, HUT under 10 bux IIRC. The list goes on, but only cuz we've been in this tech frenzy for months now and it doesn't seem to fade. I'm actually barely breaking even on GOOG, as I also took a short position by selling a covered call at 350 hoping to get out before the next European court date. I'm nervous about holding stocks that are used as political pawn pieces (which is why I'm struggling to hold on to NVDA and BABA).

No-Lavishness1524

AVGO boutta RIP UP

IHadTacosYesterday

I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW

imustbegthequestion

AVGO TAKES 10. 9 and 11 please.

davidbigham

And AVGO still not recover from the last earning dump

Dude_HaHa

Rotating into proper businesses with great balance sheets like CAKE, KO, CMG, CELH and PEP instead of ahitcoins like AMD, IBM, AVGO, MU and SNDK.

LuvSicPt5

man this AMD dip is giving me AVGO vibes

A55BAG

When AVGO eranings disappointed the market a few months ago, all semis sold off for 3 days. Now semis are much lower, so I'd start to buy the dip earlier.

AnotherRandomGuy34

I hope AMD does not become another AVGO

vermilli21

A straddle ending on Friday is not a bad idea. 🥭 either has a deal or not and if AMD, AVGO, Sandisk drills or moon

Interesting-Iron2587

AVGO huge

midpointspread

AVGO trying to stay above 420. Speaking of 420…

A55BAG

selling some semis here. AMD could easily crash the ai trade. Remember last AVGO earnings. Market front running a beat&rise makes risk/reward poor

A55BAG

AVGO broke out of penalty box

anonymous_ghost-1

I am not a demanding person, just want NBIS over $300, GOOG $400+, AVGO $500, RDDT $200+

FinePerformance1046

Holy shit AVGO up 7.5% with no news

tnecniv2021

Imagine missing the boat on AVGO

NotGucci

AVGO, and MU next month.

Puzzleheaded-One-607

AVGO rallying back. It’s got room to run into earnings

Tobyjoe7292

What was it , 0dte on Spy or multiple 0DTE ? I did same as you lost my ass on AVGO had a flop port ever since , Ive gotten some back in gains, nothing like this play

Spac55

$AMD earnings crash like $AVGO earnings crash 25% red after ER

Incognadeau

AMD either sends spy to 800 or it’s the next catalyst for a dump like AVGO

JayRoo83

Those AVGO and MSFT CSPs pissed me off enough from holding them for so long that I've officially closed those out for profit and immediately swapped to puts Fuck those two companies in particular

BatChemist

Sold covered call on AVGO yesterday. Massive regret.

Midpoint60

AVGO -- Is that a bird or a plane -- no, its BroadComet! Hop on the Comet !!! We are going for a ride.

Particular-Cake-6430

Quick thousand, thanks AVGO and NVDA

NoBlock3917

Let's just hope we don't have another AVGO moment...

A55BAG

AMD earnings are risk to semis atm imo... remember AVGO crashing the whole semi trade globally by not rising guide enough. Expectations are sky high and AMD is trading at very expensive multiple 🤔

Queasy_Olive5832

I'm thinking the same, maybe some good entry for AVGO soon, but I might have missed the boat when it bounced off 370 support recently

Queasy_Olive5832

what do you think about AVGO?

Queasy_Olive5832

I'm more interested in what their guidance on data center build out looks like. Im trying to use that as indication for AVGO

verified-trader

None. Here's your data: NVDA +2.92%, AVGO +0.80%, AMAT +2.06%, LRCX +0.50%. All of them. Today. Semis are rallying. SOXS is a 3x *bear* ETF. You'd be betting against green candles across the board. The PHLX has been in a bear market since June — sure. But right now it's bouncing. Buying SOXS at $53 on a day where every major semi closes higher is you catching a falling knife with both hands and blindfolding yourself. Morgan Stanley just came out talking cloud capex. That's tailwind for semis, not headwind. Sit this one out or buy the bounce direction. Not this.

orcassharks

The shitty part of memory stocks is they are dragging down semiconductor stocks that are truly what allows our AI revolution. After the Mag7 ramp up, I would say stocks like AVGO and INTC are cheap.

Wew1029

AVGO finally time to shine again?

falling_knives

ORCL, META, MSFT, NBIS, CRWV, NVDA... take your pick. Or maybe stocks that haven't quite ran yet like AVGO.

Next_Palpitation8401

Leveraged plays on a binary event like earnings or a biotech readout. Maybe buy AVGO on huge margin.

Prestigious_Pen_4756

AVGO at straight up zero macd this bich is stiller than pond water

MyNameIsntSharon

huge volume spike on AVGO

Krigrim

I'm asking myself the same question and I genuinely don't know Thinking META NVDA MU AVGO

Krigrim

Seeing how AMZN and MSFT played out I'm considering some MU or AVGO Idk

davidbigham

AVGO kind of sucks lately

Spac55

$AVGO 500 by end of year, highly possible

Standard_Tea8250

AVGO is long overdue for a face ripper

CivilizedSteve

I agree with that. I did trim and move a bit to the spenders but I'm pretty locked in on the capex spending theme... on the supply side, TSM, ASML, AVGO, memory... Leos's fund thing is a crazy story and there was also a lot of volatility trading. So yah the semi trade is far from being done. Spending is still increasing!!

CivilizedSteve

Ok so still the supplier side. I'm in semis too. TSM, ASML, AVGO, etc. Volatile. Crowded. Was just thinking about what is AI actually good at. There's a lot of magic thinking about AI but it's very good at processing information. That got me thinking about businesses where that could lead to strong upside.

BullMoose_207

Disney is a fine business but there are so many better businesses. Fair value is what people will pay for it COMPARED to NVDIA, APPLE, AVGO, etc. these business have incredible moats, unbelievable TAMs, and are extremely profitable. DIS with the exception of streaming is an extremely risky venture that require a ton of capital investment with relatively bad returns that come with a ton of risk. Even if this is the bottom I don't see it climbing back to ATHs. Nothing exciting to give it a pop.... Another Star wars movie... Tight...