Reddit Posts
Apologies to those who hold AVGO
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
$AVGO CEO Hock Tan described some AI investors as casino gamblers lacking understanding of the technology and setting extreme expectations
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
If market takes a shit wishlist — what prices are you betting your house on ?
China surveys Broadcom switch use in state data centers, FT reports
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
Mentions
Prayge for $AVGO reversal pls
I’ve been taking profits on the pumps and exiting positions to harvest loses where reasonable. When it dumps I reinvest where I can. It hasn’t gone perfectly I have 230 shares of AVGO and I’ll definitely half to lose 25-30% of that just to have safety cash. During this recent crash I averaged down: STX, MU, NBIS, MP, NVTS, APLD, and a bit of NOK. And sold AMD and some MSFT to buttress my cash. Along with some random small positions that weren’t doing anything except tying up cash.
Saying this as someone with AVGO in my Roth, it looks like it can easily fill the daily gap down to 310 if AI sentiment continues to be bad.
AVGO can fall A LOT more and I say that as someome with a pretty large position I am sad
What am I missing. At these levels AVGO seems like a great candidate for recovery but at same time minimal risk for a huge drop. Dont mean a 100% gain. But 20%+ gain in a year without risk of a -20%
And AVGO. Revenue doubling in 2027 to $115B and again in 2028 to $230B. Driven primarily by Anthropic and OpenAI.
The chips are staying valuable longer than people thought. The fear last time was people said they would be obsolete in 3 years. h100 gpus are now going on 7+ years of operation and still producing income. Anything after the initial payback period is profit. NBIS can pay back a data centre in 22 months. 22 payback months and you have another 60 months of profit. NBIS doesn’t not sell to anthropic and open AI. They sell to META, MSFT, and they won’t do another hyperscaler contract. They have now pivoted to selling their compute on the open market and to companies that will pay a premium. New AI labs, hedge funds, and they’re all pre paying for the opportunity to use NBIS. If you think that Open AI and Anthropic are not going to make it then CRWV, AMZN, MSFT,AVGO, ORCL are in for a lot of pain. Do you think those 5 companies are run by stupid people that don’t know how to run a business? Some of the greatest money compounders in the world wouldn’t make these massive bets that can kill the company if they weren’t very certain they could make a massive return. I trust them much more than any fear mongering person on Reddit.
baffling choice tbh, vibez are so rotten with AVGO that i'm always tempted to sell just so i don't have to see it in my port
Anyone want to subscribe to my OF to see NBIS AVGO HOOD all fucking me
Lots of ppl bearish on $AVGO atm, hopefully that means a rally next week
I bought a bunch of AVGO but not entirely sure where the bottom is. There are catalysts if the economy doesnt collapse
Which one, AVGO or SKHY? and which gap?
#how much each stock dropped from its 52-week high: #SPY: -2.5% #NVDA: -13% #GOOG: -17% #MSFT: -17% #AMZN: -14% #META: -10% #AVGO: -34% #MU: -30% #AMD: -20% #If SPY drops 10% these stocks will all die LMAO🤌
Full ported into $AVGO shares at the end of day, someone tell me it's gonna be okay
Pretty much 50/50 AVGO and NBIS with a little HOOD. I’m fucked
$AVGO is totally the right choice. That stock will go down even if Jensen Huang replaces Hock Tan
AVGO is the most tied to openAI and Anthropic though so if these two companies in particular are under pressure (openAI with $50B instead of $70B in revenue and Anthropic having a $1.5T instead of a $2T market cap) then AVGO goes down the hardest (hence why it is \*down\* YTD despite great earnings reports
AVGO is a shit stock bro lol
AVGO GOOG and DRAM small pos 10 shares ea
Is AVGO the only chip stock that has a negative YTD?
Id never have guessed 6 months ago that AVGO and FSLR would be the biggest holes in my port
When did AVGO became a meme stock
Any 480 AVGO bag holders in here?
Holy fuck AVGO is going below 330
AVGO going to zero
What? AVGO has a 42% profit margin and a 48% operating margin. AMD has a 15.5% profit margin and way worse P/E, and yet has had way better price momentum
im building out a position in AVGO, Broadcom
I'm just very fucking confused as to how AVGO is trading at a higher valuation than a lot of the other semis on the lightest margins. I wanted to know if anyone knew a secret about them I didn't. But it seems not.
why are you shouting and why would that make a difference? Sales are sales. There are even more limited semi companies that make 0 income and they still have better price movement than AVGO
Its genuinely impressive how much of a shit stock AVGO is. Doesnt get to join the euphoric crackhead semiconductor pumps, but will drop with the rest of them on a dump. Down 4% over the last year somehow with +50% revenue and +100% net income
Yeah VMW is a private equity move bolted onto AVGO. On the chip side, AVGO has sold shovels for over 25 years and will sell them no matter what happens to their biggest AI customers.
Can AVGO please follow NVDA please?
AVGO easy buy here. set and forget
Man AVGO just can't catch a break
AVGO worst trade of the year
AVGO CRWV calls yesterday morning. Am I good or am I cooked
Everyone buy AVGO! Shit’s about to MOON!
Sold and AVGO and bought DELL yall been warned!
Fuck AVGO, I still love the stock but it's painful to hold
Well, you have tards buying heavily overinflated AVGO on the “semis” category. So you’re not really convincing me to go uppies on it
AVGO 420 end of next week
Need a AVGO & NVDA collab
Honest question, how could AVGO have reached $480 back in June if its been trading in the 300s for the last 5 months? Was it overvalued then by that much?
Guys, tell me AVGO to 420, please guys
I don't think we are experiencing a bubble pop, but I think we are seeing a rotation from high beta/high risk semis and cloud to well-established "quality" companies. The sectors that were up yesterday were energy, consumer staples, and healthcare. Then you look at the tech names that did not take any real damage - like AAPL and GOOG - and it seems like some big boys have decided that the high beta names have already run and are unlikely to reclaim ATHs (other than a mini-run here and there). Then the big semis like NVDA, AVGO, TSMC, etc. cannot do anything to really impress the markets because they're on the same steady path higher. The memory names are in the same boat but with downside risk from oversupply and competition. So big picture, I wouldn't be chasing AI names that already ran up 100%+ in the past 24 months. I think you'll see limited upside and huge downside on those.
Semis bouncing and AVGO not doing shit , trash
Gonna hurt to check on my AVGO calls this morning
if i didnt replace 90% of my CRWV position with AVGO a while back id be deep in the bottle tonight
Waiting for my guy Hok Tan to light the market on fire again on AVGO earnings.
Buy great stocks that are at cheap valuations. Loads to choose from today as the market is having a pullback. I’d go MU, META, AMZN, GOOGL, AVGO and NFLX. All of them are easy money.
Does anyone on this sub still have AVGO stock? I feel like I’m the forgotten retard on the short bus to school when everyone else already left
My theory is that the AI trades have had different phases, where some of the names where the first wave of the AI trade, like NVDA and AVGO. People moved onto the neo clouds and memory names and photronics since then, looking for alpha. I do think AVGO is a great company and should be a solid long term hold, but the big question is if the capex cut will ever happen. No one knows the answer to question and up to you around your risk tolerance and what you think might happen.
AVGO is value or value trap? They should be more valuable I think but market doesn’t seem to think so… they got into financing their sales lately is that what messing them up
Getting difficult to ignore AVGO leap opportunities
I will shave my balls and then i will buy AVGO
even if hyperscalers save cash by cutting capex, that capital was literally the main revenue engine for the rest of tech (NVDA, AVGO, TSM, power/data center suppliers). cutting capex nukes earnings across the entire hardware/semiconductor supply chain instantly. buybacks on a slowing core business won't stop the broader index re-rating.
This is the sort of thinking that sent AMD from 200 to 550 in 2 months. Or rather the thinking that kept it at $200, just for everyone to realize they were missing the train. What's hilarious to me is there are maybe 5 companies making ai chips and only 2 for resale (nvda, amd). AVGO and MRVL are making custom ai chips on commission, and are trillion-dollar companies. OpenAI isnt using them for sol ultrafast, publicly, yet. Mostly cause why bother if the largest edge is more likely to be inhouse and self-recursive use. Why let a regard ask yet again how to get rich with an app when it can be used to iterate faster than anthropic? Even if its not automated self-improvement, all frontier models are trained using inference of past models. Why WOULDNT you do that with the fastest chips? If theyre limited why use them just to have users hit their rate limits faster for no increased revenue? And finally, OP said 10 years. They may not hockey stick in the next quarter, but their market cap is $35b. Find me a smaller company with as much to speculate about. You think space mining has a faster, larger rate of return? Competing with Spacex? You think spacex is going to double to 4T faster than CBRS can double to 70B? CBRS investors did not hoard its growth in private. You know the stories of people who forgot about PLTR stock 9 years ago? CBRS will make many of those stories.
Just sold all my MSFT shares to buy AVGO. Who with me ?
if it's a casino, AVGO is the closest thing to a sure bet. All the ticker does is go up and to the left.
Broadcom relies on big tech companies like GOOG , MSFT , META , Anthropic , OpenAI requesting to buy its chips as an alternative to NVDA , these companies have placed massive custom AI accelerators ( XPUs ) and networking chips to Broadcom , so AVGO has already a contractual pipeline for long term profitability , not sure why Broadcom's CEO thinks AI wave is a casino and gambling place , if so Broadcom is selling roulette tables ..
why cant fucking AVGO do what AMD does this fduckign avgo fucking sucks donkey nuts
AVGO never holds a pump
MU META AVGO SNDK calls and puts before close, cant lose!
Read the AVGO CEO comment - "A lot of investors have no clue what they're investing in, but set very extreme expectations, only to find out that it's almost like they are in a casino gambling," he said, when asked about the impact of cheaper AI models - this guy is an idiot no wonder why AVGO is in the toilet
AVGO what a worthless fucking piece of shit
When you don't believe in AVGO, AVGO believes in you! Support your favorite alt-NVIDIA stock!
Yeah, AVGO's comments yesterday are sinking the Industry. What a complete A$$hole.
wow AVGO actually not sucking
Added AVGO positions, long
Some things are starting to look cheap again. RDDT, MU, AVGO
Imagine thinking that AVGO CEO has something to do with this Imagine his ego lmao he must feel so important
Market is not taking kindly to AVGO CEO calling investors of AI degenerate gamblers in a casino.
AVGO had to open it's mouth and say casino ffs
90% feels like a stretch when the valuation is already pricing in autonomy and robots, but the point stands that TSLA has way more downside than AVGO if sentiment flips.
The AVGO CEO had to FUD the entire sector all because he read that post from that regard that made the 6 million dollar AAOI bet
One of the few sane persons out there still since Buffet retires and Munger is spinning in his grave: Broadcom (AVGO) CEO Hock Tan says too many people have blown past those boundaries and are blindly investing. "A lot of investors have no clue what they are investing in," he said in Singapore, Bloomberg reported. These investors, he added, have "extreme expectations only to find out that it's almost like they are in a casino."
Not investing in AVGO purely cause I can't stand Hock Tan. Listening to him talk in earnings call is frustrating as fuck
AVGO CEO Hock Tan step down/resign when
He’s telling us that companies like AMD and Intel are trading at very high valuations compared to their sales, and he recommends investing in AVGO.
Stop letting the AVGO CEO speak to the media
coz of Anthropic, AVGO was tanking too for ~2 weeks. This market is rigged beyond belief
AVGO is going down to $320-330. Thats when ill buy the juicy dip
If you bought AVGO exactly a year ago from today youd make 1 cent
here's todays trades as you can see there aren't many just enough to cover the bills https://preview.redd.it/fn53ypiue3vh1.png?width=1385&format=png&auto=webp&s=49216b2ff1742024ed3028567352d4161f68d97f |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close|| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/12/2026|12:16:25 PM|MU|Bought To Cover|1|MU Oct 12 '26 $1000 Put|$5.59|$0.01|$0.15|($559.16)|Close|| |10/12/2026|12:16:25 PM|MU|Sold Short|1|MU Oct 14 '26 $980 Put|$8.29|$0.03|$0.15|$828.82|Open|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Bought To Cover|4|MCD Oct 16 '26 $237.50 Put|$3.84|$0.05|$0.60|($1,536.65)|Close|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|12:18:13 PM|MCD|Sold Short|4|MCD Oct 30 '26 $235 Put|$4.26|$0.09|$0.60|$1,703.31|Open|| |10/12/2026|1:23:58 PM|MU|Bought To Open|2|MU Oct 16 '26 $955 Put|$7.97|$0.03|$0.30|($1,594.33)|Open|| |10/12/2026|1:23:58 PM|MU|Sold Short|2|MU Oct 16 '26 $960 Put|$9.17|$0.06|$0.30|$1,833.64|Open|| |10/12/2026|2:05:31 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.30|$0.03|$0.30|($60.33)|Open|| |10/12/2026|2:05:31 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.49|$0.03|$0.30|$97.67|Open|| |10/12/2026|2:05:58 PM|AMZN|Bought To Open|2|AMZN Oct 23 '26 $242.50 Put|$0.56|$0.03|$0.30|($112.33)|Open|| |10/12/2026|2:05:58 PM|AMZN|Sold Short|2|AMZN Oct 23 '26 $245 Put|$0.79|$0.03|$0.30|$157.67|Open|| |10/12/2026|2:07:40 PM|AMD|Bought To Open|2|AMD Oct 16 '26 $557.50 Put|$2.35|$0.03|$0.30|($470.33)|Open|| |10/12/2026|2:07:40 PM|AMD|Sold Short|2|AMD Oct 16 '26 $560 Put|$2.69|$0.04|$0.30|$537.66|Open|| |10/12/2026|2:22:50 PM|AVGO|Bought To Open|2|AVGO Oct 23 '26 $320 Put|$0.54|$0.03|$0.30|($108.33)|Open|| |10/12/2026|2:22:50 PM|AVGO|Sold Short|2|AVGO Oct 23 '26 $325 Put|$0.82|$0.03|$0.30|$163.67|Open|| |10/12/2026|2:23:21 PM|AVGO|Bought To Open|2|AVGO Nov 06 '26 $315 Put|$1.68|$0.03|$0.30|($336.33)|Open|| |10/12/2026|2:23:21 PM|AVGO|Sold Short|2|AVGO Nov 06 '26 $320 Put|$2.28|$0.03|$0.30|$455.67|Open|| |10/12/2026|2:24:24 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $247.50 Put|$0.31|$0.03|$0.30|($62.33)|Open|| |10/12/2026|2:24:24 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $250 Put|$0.52|$0.03|$0.30|$103.67|Open|| |10/12/2026|2:30:22 PM|PNC|Bought To Cover|1|PNC Oct 16 '26 $230 Put|$11.64|$0.01|$0.15|($1,164.16)|Close|| |10/12/2026|2:30:22 PM|PNC|Sold Short|1|PNC Nov 20 '26 $230 Put|$13.47|$0.04|$0.15|$1,346.81|Open|| ||||||||||||| ||||||||||$1,390.97|||
he isn't The irony is that this would describe many AVGO investors too
FUCK AVGO DOWN FUCKING 80K on shares
AVGO Ceo discovers what investing really is 🗣️🔥
she sold AMD right before it ripped, reallocated to AVGO and CBRS. lol
Why would anyone other than long term holders invest in Tesla today? They are a pure hype company. If you didn't get in early and lock in 500-1000% gains, lock elsewhere. This is a trash company. AVGO 100%. Hock Tan is a ruthless businessman and has a *proven track record* for delivering results. In 2025 he was paid over $200 million, most of it *performance-based*. Meaning, he delivered. Tf has Elon *delivered*???