AVGO

IHadTacosYesterday

I got lucky this year because Google and AMD were my two biggest holdings. I was crazy overweight in AMD and it's paid off huge. However, what a lot of people don't say, is that they sold too early. Like me. I sold 15% of my AMD at $293 per share. Then, I sold another 10% at $342 and another 10% at $442. I recently sold some at $503. It's still be fantastic, but man.... I'm thinking about the shares I sold for $293, because I wouldn't be the least bit shocked if AMD hits $586 in June, and I'm going to feel like a massive dumbass for selling those shares for half of what I could have sold them for. Oh well, I guess it's better to be pissed about leaving $$$ on the table, instead of being pissed about zeroing my entire account. After Google and AMD, rounding out my Big 5 is NVDA, AVGO and PANW. So yeah, kind of a magical year so far :)

WallStreetThreats_

AVGO usually runs up during earnings week and dumps after earnings, but there's a good chance it doesn't dump after earnings this week. Contingent on how hard it runs, it had a good spike from 2-4PM Friday when I was looking

RJNavarrete

I mean, yeah. That's a pretty basic investment strategy. Holding tons of MU, AVGO, CRWV, and NBIS. I'll pick it back up if it re-tests a lower level.

AKNJ907

If AVGO hits $500 by Wednesday I can finally afford to live indoors again

EarthsYawner

Are you holding AVGO through earnings next week?

tnecniv2021

AVGO to moon. Literally free $$$

jroache

AVGO needs a colossal surprise beat like Dell’s or it will drop bigly. Even if they beat as expected, it has to go crazy style or no cigar.

Putrid_Article9866

I’m glad I sold my NVDA shares for AVGO

AKNJ907

AVGO is the next to pop, get your calls Monday morning

eskhalaf

AVGO to 480

Putrid_Article9866

I have a feeling AVGO going to rocket this week

wazzur1

I feel like by the time we lazy asses see this, the market already moved in position for earnings lol. Like AVGO calls last week would have been good.

Ghostehz

AVGO big dick energy into close. Can’t wait till this shit face rips next week

riteofpass

What just happened at the end and why did only MU SNDK AVGO spike like crazy?

daytrader7222

Funds were swapping their profolios last 20 mins? MU, SNDK, AVGO, and AMD all rebounded while NVDA, GOOG, and INTC drilled last 20 mins.

Puzzleheaded-One-607

AVGO running into their print next week.

NotMe357

Probably Big Fund month rebalance. They probably just wait until near the end of the day to sell so people dont panic the other stock. NVDA and INTEL was down but at the same time AVGO pump like 2% in the last 15mins or so. So maybe money from NVDA/INTEL goes to AVGO.

housemoneyrocketship

Buy AVGO don’t regret it

TheOnlyBrainCellLeft

I was late to a stop loss order for my 440 AVGO calls. Got the Friday afternoon launch as a reward.

arbitraryBlue

Calls: PANW, AVGO, PL, DG, CRWD Puts: VSCO, M

Aphelion27

AVGO. Wtf?

EdoTensei10

AMD and AVGO both pumped the moment NVDA dumped.

NotMe357

AVGO pump. They both making chip. So maybe AVGO got some good potatoes chip in the making? 🤔 Or maybe it's just Earning next week

Necessary_Fly_9266

AVGO beautiful

Ziegelmarkt

Seems like most of these stocks **announce** their splits around $1600-1800. This is mostly off memory with AVGO and KLAC. NVDA was announced at just $1200 I think. I'm totally throwing a dart (in the dark) on this one but I'm guessing they'll announce once they get over $1500.

Newflyer3

After what happened with Dell, we're not making the same mistake on AVGO. Just bought $400k worth of shares.

illegaltaco420

How we feeling on AVGO next week chat

Livid_Concern_4597

Hold AVGO and ASTS or quick sell to short?

Ghostehz

Fuck it I’m not waiting, in HPE and AVGO and closing my broker until next week and idc what happens. GLTA HF

tnguyen5057

Holy shit AVGO is next week already? SOXL TO $300!!!

ksyoung17

Man fuck AVGO

Captain_Lameson

HPE and AVGO calls?

Ghostehz

Keeping AVGO on my watchlist next week for sure

Putrid_Article9866

Puts on AVGO 👀

Jtex1414

AVGO. Has a lot of the same things that made other companies parabolic, without having gone parabolic its self, yet.

Few_Discount_7632

$AVGO JULY calls $450

AKNJ907

AVGO gona fuckin moon next week baby, don’t miss out!

haze_from_deadlock

AVGO is a $2T company

Jtex1414

Full ported AVGO ahead of next week. They have all the components of other companies that have gone parabolic, without having gone parabolic themselves. Just have to fight the need to check every minute.

tnecniv2021

AVGO u sexy bih

Jagged_Tide

Notice the chart similarities between SPY and AVGO, Broadcom: the real market maker

drankleanonce

yall remember me screaming AVGO yesterday? guess who didn’t buy XD

drankleanonce

AVGO just had a fat red candle then went back up? corruption or glitch?

Fakemage

AVGO broke ATH premarket and is a Donald stock feeling good rn with MU and AVGO

Spiritual-Sir6854

Load up on AVGO before earnings!

Fakemage

AVGO ATH, AVGO MU and SPCE today

Upstairs_Whole_580

LOL... that'd be nice. But I've been in NVDA for 7 years. 1500 shares in 2019, 1500 more in 2023. I've watched it split and run back up, crash, run back up... and now no matter what they do, they dump on earnings! Of course, AMD, AVGO are pumping... irrationally. Two I stayed away from until the retarded liberation week and they went on sale, about 40% off and now they're doing the same thing as NVDA was. So is MU, but... even knowing it could go to 1500, I didn't buy any at 600. I'm assuming you're being facetious, but... don't say that on the NVDA sub. You'll get banned!

Mammoth_Bank_7886

Taking profits on the DELL call now. Nice +125%. For the next move, either AVGO, HPE, Palo Alto or Crowdstrike. Earning calls next week for all of them.

Hanshee

I’m on Reddit daily and have never seen this tickers mentioned. If you just bought the actual Reddit folio you’d be rich… MU, NVDA, RDDT,ASTS, AVGO, SNDK … how did you manage to miss all of these?

smiling-politely-97

How much AVGO should I buy before earnings next week?

mikeytho1

If anything maybe AVGO. Market cap is 2 trillion. Dell is not even 300 billion after this pump

drankleanonce

AVGO. trump has bigger stake. can’t go tits up

scott0482

My cost average is $49. It’s one of my “hold forever” stocks. I fully expect it to retrace after this insane run up. But I am not selling. I got VMW stock when they spun off. That is now a good chunk of AVGO I am holding. I took the cash from that VMW to AVGO and bought QLD. That original investment I put into DELL about 6-7 years ago is probably up about 850%.

yokosucks97

Same!! Might just play my $700 safe and buy DRAM. Or say YOLO to AVGO lmfao

drankleanonce

buy AVGO next week

missedalmostallofit

Right now I’m still adding to AI infrastructure and semis. My biggest convictions are NVDA, TSM, AVGO and the SMH ETF. The thesis is pretty simple: regardless of which AI applications ultimately win, the chips, networking and data center infrastructure are getting paid first. I’m also watching robotics names. If AI actually delivers on productivity gains, I think automation ends up being one of the biggest second-order winners over the next decade. One thing I’ve found useful lately is comparing different investment theses before buying. I actually use an app called Cats of Wall Street (https://catsofws.com/) where different AI “cats” pitch stocks from different perspectives. Sounds completely ridiculous at first, but it’s surprisingly useful for stress-testing ideas and finding tickers I might have missed before doing my own DD. My focus is definitely growth over dividends right now. I think AI infrastructure, semis and automation still have more runway than most people expect.

TexMexAlien

AVGO is next

drankleanonce

so apparently trump has a $1.5m stake in AVGO which is bigger than his DELL postion. earnings is next week. it can’t be this easy right..

Upstairs_Whole_580

Yeah, they can. It's largely corporate spending. NVDA, MSFT, AMZN, AVGO, META, GOOG(L). It's NOT discretionary spending.

drankleanonce

is anyone holding AVGO rn?

Got_Engineers

I’m pretty sure they do that. They just assemble expensive other components because the CEO even says that himself he’s like our customers are probably not happy we are charging out the ass to them for all of these super expensive components. Our customers are probably not happy. Their margins and costs are going up exponentially every year, but we’re happy because we saw 83% revenue growth YoY or whatever. There’s so many other large technology electrical companies that I have no idea what they do. And they’re just next to the semiconductors. AVGO KLAC etc.

drankleanonce

can anyone tell me where trumps linked to AVGO?

Star_Lord924

Im conflicted on AVGO.

IcyDiver3484

AVGO, ORCL, ADOBE, NOW.... next 🥭 plays?

quietWolves

This dude just saved my pre-earnings calls on ORCL and AVGO a bought a week ago.

dolla_bill21

AVGO is also a $2T cap so takes a lot more for them to move. But this market is insane so anything can happen

big-mo

AVGO is always solid, I hold 200 shares. Earnings are always dicey with them though. The past 4, it's only went up once.

TheSeeker331

So, I’m trying to find the next $DELL or $SNOW earnings gapper for next week lol. Here are my ideas: $AVGO, $PANW, $CRWD, $HPE. Thoughts? 🎤

Samjabr

What do we think about AVGO earnings next week. +100 like all these other AI companies.

Beginning_Many8089

AVGO earnings next Wednesday. Ban bet AVGO at 500 6/5

juicevibe

MC relative to AVGO lol

PlasticBirds

HPE and AVGO I think

SuffiecientSapian

AVGO last earnings dropped over $100 straight

PlasticBirds

Dell means AVGO will moon too

illegaltaco420

Anyone else pumped for AVGO next week

kandepohe

Feeling queasy esp about the CPU stocks right now AMD, ARM and the likes - parabolic moves day by day doesn’t feel so sustainable but idk when the CPU narrative picked up compared to the GPU/ASIC behemoths like NVDA/AVGO

Life-is-beautiful-

NVDA and AVGO have been sidelined in this agentic AI and memory craze AI play (compared to other AI plays). They are due for a breakout.

Pereise1

If yall had to guess, would you say it's more likely for AVGO or PANW to make some big movements up or down *before* their earnings reports next week?

irockgod

Its fucking sad that I have never held a stock that at least doubled! 8 years of trading and my portfolio hasn't doubled yet even though I have held AMD, MU, AVGO (pre-split)!

Oil_Shock_2026

I did a deep dive on this with Gemini. Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC) This takes market share away from Nvidia training and inference chips. On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side. So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META. Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.

aka_crashoverride

AVGO

Youkiame

Basically says they will partner with AVGO or MRVL but they can’t say the ticker name of course

No-Pick5798

AVGO

gkdjsl

Yeah I missed out on big jumps with NVDA and AVGO by doing CCs. Didn't repeat that BS with AMD.

COBRA_DROGO

AVGO 1W chart is forming a Batman pattern! bullish

Frequent-Length-9966

Rtx, Amazon, AVGO

sandstone-oli

sold MU way too early, same story. saw the HBM thesis, took profits at what felt like a stretched valuation, then watched the rerate happen without me. lesson learned. my take on the next bottleneck: power is the one that looks most like where memory was a year ago. everyone knows data centers need more power but the market hasn't fully priced in how constrained the build out actually is. nuclear and SMR plays are getting attention but the real bottleneck is grid interconnection and permitting timelines, not generation capacity. the utilities and infrastructure names that own the connection points to existing grid capacity are the quiet winners. networking is real too. every time you scale a cluster the east west bandwidth between nodes becomes the chokepoint before the compute does. that's the AVGO and MRVL thesis and I think it holds. custom silicon for inference is the other angle, the training capex cycle is peaking but inference demand scales with actual usage and that curve is still early. the one nobody is talking about yet is the software infrastructure layer between models and users. hardware memory got the rerate because it turned out to be the physical bottleneck. software memory governance is becoming the application bottleneck. every AI product that scales past demo stage hits the same wall: the model is smart enough but the context management around it breaks. that's not a chip trade but it's where the next wave of enterprise value gets created. of your list I like MRVL and AVGO most. networking is the bottleneck that compounds with every new cluster deployment.

hoopaholik91

I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.

Spiritual-Sir6854

AVGO 🚀

Longjumping_Box973

AVGO Chip industry's inaugural end-to-end 50G PON Edge AI portfolio is being introduced, with its core being the innovative BCM68850 gateway chip. This new System-on-Chip integrates 50G fiber broadband, an embedded AI processing unit (NPU), and inherent Wi-Fi 8 support, catering to the demands of future smart homes and advanced enterprise connectivity. Used AI ChatGPT to make TLDR [source ](https://www.globenewswire.com/news-release/2026/05/26/3301129/19933/en/index.html)

Independent_Rent_315

The May 8 top thesis had merit at the time — positioning was crowded, vol suppressed, NVDA carried unusual concentration risk into earnings. But the catalyst broke the right way: +85% revenue, Q2 guide raised to $91B (±2%). NVDA going into the print was the single biggest reason markets *could* have rolled — and the print resolved the uncertainty bullishly. The top-call needs a different anchor now. If you're still leaning short, the better setup looks like late summer when hyperscale capex commentary updates on Q2 earnings calls (late July / early Aug). If MSFT/META/GOOGL flatten their AI capex trajectories or extend deployment timelines, that's the credible deceleration trigger — not vol positioning. The K-shaped breadth concern is fair though. SPY ex-NVDA / AVGO / MU is barely positive YTD. If the market is going to roll, it'll be the leadership cracking — and the leadership just printed +85% revenue. Hard to fade that until you see hyperscale capex guides bend.

Specialist_Exam_8433

Dump on earnings like ARM then moon the next week as a sympathy when AVGO pumps on earnings

Imaginary-Case3976

I don't believe in Meta, Tesla, Netflix out of the Mags. Meta was great but they are being attacked from all sides: social media fatigue, advertising fatigue, useless AI, bad brand. Netflix keeps raising prices and their shows aren't that great anymore; too dependent on consumers who are cash strapped. The first thing to go when wallets tighten is discretionary like streaming plans. And Tesla is tesla; over priced and will be rangebound for the next 10 years. If you want the Mags; just buy the QQQ or SPY. Nvidia is reaching it's stagnant stage and it's hard to grow as fast when you are so big. Microsoft is suffering the same fate. What's pushing the markets is the largest companies outside the top 7: Intel, AMD, AVGO, JPM, etc.

Spiritual-Sir6854

This just shows me AVGO is on sale

energycrystal7

AVGO trapping me like the barista at Starbucks who wears programming socks

MaterialGuy007

ORCL or META downgrade would probably cancel thousands of purchase orders w prob companies like SMCI CRWV MU SNDK AMD NVDA AVGO - AI only gets pushed out!!

doctorqaz

AVGO>AMD valuation wise

Any_Life_6178

AVGO chart

Status-Net2947

AVGO and AMD carrying my stupid a$$

big-mo

AVGO