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
AVGO GOOGL full port calls, cannot possibly go tits up
Lol, okay show yourself whoever just dropped $2k picking up 5 $400 AVGO shares
I love AVGO, amazing stock, but yeah, puts at open tomorrow
After AVGO passes 400, it’ll crash and spy will finally crash. Bull trap
It helps to look at more than just charts and valuation metrics, AVGO has been taking market share from NVDA because they make the TSU chips that use dramatically less energy than NVDA's.... at a time when the public's starting to complain about sharing the costs of AI energy use.
You’re basically valuing Broadcom as a “worse Nvidia” – i.e. asking whether its current P&L justifies being 40% of NVDA’s market cap – but that isn’t really the business Broadcom is building. Broadcom’s edge is that they’re the category leader in custom silicon. Their whole strategy is to sit next to the OEM / hyperscaler and design the ASICs that stop those customers being held hostage by any one merchant chip vendor. Google TPUs, Meta’s custom silicon, the OpenAI work, the network silicon in all the big clouds, that’s exactly the sort of thing AVGO does. Is it really that far-fetched that this spreads well beyond a few hyperscalers? Cars, industrial equipment, networking gear, consumer electronics (basically anything at scale with a tight power/cost envelope) is a candidate for an application-specific chip. If Siemens, BMW, Schneider, etc. all decide they want their own silicon, who’s the obvious partner? The company that already designs, integrates and manufactures custom ASICs at scale. In that world AVGO isn’t some “mini Nvidia” that has to match NVDA’s growth to justify its price. It’s the toll-collector on the secular trend of everything getting its own ASIC. If that plays out, today’s valuation is paying for a durable custom-silicon franchise, not just current VMware optics or a one-off TPU deal.
AVGO, on a bullish run due to the TPU frenzy with Google. Basically the flavor of the month right now. NVDA, AMD had their moment in the sun. As for expectations after earnings, I’m also expecting a pullback. Par for the course probably as most of the earnings announcements have seen pullbacks short term.
NVDA so oversold, the market doesn't seem to understand the difference between GPU and ASIC t. Sold AVGO calls yesterday to buy more NVDA calls
AVGO is up 10.5% for the month but up 16.93% in the last week. It's been quite a choppy month but Christmas rally should be starting soon.
Two years out is anyone's guess. But given the baseline valuation, if AI continues strongly, NVDA has the greater upside in an AI bull case scenario. Numbers were laid out by OP, if AVGO were not 43% the valuation of NVDA today, it would make sense.
AVGO is up 71.48% YTD and they are highly profitable with free cash flow and are growing 60%+ year over year in AI chips.
The think the reason the market is putting money into other stocks is because after NVDA became the largest company in the world, people thought further upside is limited, so they're looking for the 'next NVDA'. Yet no other company has actually delivered or guided to anything close to what NVDA has delivered. AVGO's own guidance for this quarter will be 17.4B, which is 24% growth YoY. There's a chance that they guide to accelerated revenue growth. NVDA guided to 65% revenue growth YoY. There's no other company that comes close to that. There's nothing wrong with the market being cautious to the downside, but it means if NVDA just hits their guided figures, there is substantial upside.
NVDA has a lower PE because they dominate the market. Their projected growth is reliant on the hyperscalers continuing to buy product regardless of price in mass and an expanding AI market. As we have seen, there are threats to that premise in the name of cheaper and more energy efficient products. Ultimately the market could grow to such an extent that it won’t matter much to NVDA / AMD. Remember the market is forward looking and AVGO partnering with most of the Mag7 is why they’re getting a higher PE. Hock Tan has already stated he sees custom ASIC overtaking GPUs in the future. Meanwhile Jensen believes most of those ASIC projects will never materialize. Idk make your bet, but deciding on PE alone is foolish.
Decided to buy out my AVGO covered calls. Sucks but it was for the best. Rather take the hit than lose out on share profit or pay tons of taxes if exercised. Didnt think it would go so high this week.
Looking at avgo history they will pivot. They are more of conglomerate than anything else. You have to be bullish on them Google chips dram is made by MU designed by AVGO Mega bullish what you should be.
My AVGO calls are the only thing making me not sad, LOL
Yeah those AVGO puts have no reason hit this Friday, very dumb buy Also grabbed some ORCL call spreads for after earnings 40 minutes ago and somehow I’m already down like 25%
I fucking knew it, bought puts at $375, $385, and $395 TODAY! AVGO will hit $400 to fuck me
If AVGO hits 400 ill buy a frostie for everyone.
AVGO was the real play this week holy fuk lol
If I were to gamble on options, I'd buy calls on all three of GOOG, NVDA, and AVGO
AVGO goes from -$12 pre-market to +$12 now. what in the fuck
AVGO all time chart is absolutely incredible
Are you in doubt? NVDA vs GOOG/AVGO? GPU vs TPU? No worries All in TSM
Doh AVGO is going up too high. Bad week to do a covered call.
Become kingly retard today and buy the ATH of AVGO off feels. Be the tard you know you can be
My AVGO covered calls are in danger. Please dont exercise stranger.
If we’re talking about a bubble AVGO makes a good case instead of NVDA
So AVGO recovered and left google stuck in the mud L M A O
Nice I hope so! I own a lot of AVGO too and Google is my #1 position overall
I'm gonna force AVGO to $400 by buying puts. You're welcome call holders
This isn't going to impact NVDA. It's going to maybe impact AMD but more likely AVGO... IF anyone. Since images aren't allowed here, I can't post the line actual text, but the co-designer of the Google TPU said with regard to NVDA selling off; ""The selloff shows how clueless the market is about Hardware and demand." This is ChatCCP 2.0. It's not going to have an appreciable impact on NVDA.
What the fuck is AVGO doing? Sure as shit not its investors know.
AVGO has the worst YouTube channel of any 1.8 trillion dollar company
Looks like OpenAI trade back on vs. TPU WILL TAKE OVER EVERYTHING trade in pre-market. $NVDA/$MSFT up. $GOOG/$AVGO down.
Think i will be called on the AVGO 12/5 $410 covered call i sold? Next week might get dicey.
Ok so money rotates from GOOGL gang(GOOGL, AVGO) to OPEN AI gang(NVDA, AMD, MSFT, ORCL)
SURE, lets all momentum trade from NVDA to GOOG and AVGO, then NVDA again, then AVGO and GOOG again over and over and over :-) Very smart. None of them can fill demand either way, just hold shares of both you dickheads.
hot take, AVGO has a brighter demand picture than NVDA right now.
SURE, lets all momentum trade from NVDA to GOOG and AVGO, then NVDA again, then AVGO and GOOG again over and over and over :-) Very smart.
SURE, lets all momentum trade from NVDA to GOOG and AVGO, then NVDA again, then AVGO and GOOG again over and over and over :-) Very smart.
It's not.,.look for movements that collaborate the theory...clue one AVGO. recent upgrade price targets ✅ clue 2 insider selling ✅ clue 3 Currently, public information suggests that discussions are still in advanced stages, not completely finalized ✅
Amazon, MU, AVGO, TSM, ARM, VRT
Anybody know about this AVGO TPU that they are taking about? Can’t find any product info on it.
Covered calls is a dumb move, man. Theta gang means you’ll miss huge moves. Imagine holding covered calls on AVGO or GOOG lately. You’d be crying when it rips and you’re giving up your shares. Buy good companies, hold the shares. Sell when the story changes. Buy calls or puts when you feel it’s the best option at the time. Theta gang is weak sauce and too much work for too little money when you’ve got a winning stock.
Poor company can’t catch a break. Sold off AVGO back in 2005 and probably regretting that.
Moves for tomorrow: buying in the money TSLA and PLTR LEAPS with Dec 2026 DTE. Once GOOGL and AVGO drop throughout December (hopefully) will do the same with them. Any thoughts or opinions?
This has been the year of the Nvidia doomsday sayer. Like they say: "Heavy is the head that wears the crown". Some of the headlines this year: January Nvidia drops nearly 17% as China’s cheaper AI model DeepSeek sparks global tech sell-off https://www.cnbc.com/2025/01/27/nvidia-falls-10percent-in-premarket-trading-as-chinas-deepseek-triggers-global-tech-sell-off.html April Nvidia, caught in the US-China trade war, takes a $5.5 billion hit https://www.cnn.com/2025/04/16/tech/nvidia-plunge-h20-chip-china-export-intl-hnk July Huawei shows off AI computing system to rival Nvidia's top product https://www.reuters.com/world/china/huawei-shows-off-ai-computing-system-rival-nvidias-top-product-2025-07-26/ Early November Nvidia stock drops 5.7% after Michael Burry reveals $187M put position https://tradersunion.com/news/financial-news/show/802332-nvidia-stock-drops/ Late November Nvidia stock falls after report says Google, Meta in talks for multibillion-dollar AI chip deal https://finance.yahoo.com/news/nvidia-stock-falls-after-report-says-google-meta-in-talks-for-multibillion-dollar-ai-chip-deal-143725770.html And yet, NVDA is up 30% for the year. I remain bullish on NVDA, but have to admit that my AVGO shares are not complaining.
Which one of you is going to be a real hero and buy 460c on AVGO and become rich in 2 weeks?
I own similar amounts of: * GOOG (my cost basis $167 vs. current price of $323) * AVGO (my cost basis $181 vs. current price of $385) * NVDA (my cost basis $116 vs. current price of $177) * AMD (my cost basis $108 vs. current price of $206) * INTC (my cost basis $23 vs. current price of $36) * TSMC (my cost basis $172 vs. current price of $284) * MRVL (my cost basis $44 vs. current price of $83) Currently: * GOOG and AVGO are fairly valued (room for some growth in 2026) * NVDA, AMD, MRVL are undervalued * INTC is undervalued (high potential) but might need more time (check price by EOY 2026) * TSMC slightly undervalued (Taiwan risk)
Goog replacing NVDA is totally fake. Probably a NVDA short holders pipe dream. AMD, AVGO, INTC all tried to replace NVDA and could not. Takes 5 mil chip orders to get price lower - Goog is not in market to sell 5 mil chips- and why in 2007 - you’ve lost 2 years of AI advances which is forever….
Buy AVGO and don't look back
#🫵 don’t seem to understand that AVGO is the biggest dong stock in history
Isn’t part of the AVGO rally a thesis that TPU and not Nvidia-style GPU is the next leg?
What does AVGO even do?
GOOGL AAPL AMZN AVGO safe haven
As per google: "Broadcom (AVGO) does not build TPUs (Tensor Processing Units) entirely on its own; rather, it has a long-standing partnership with Google to help design and manufacture them. **Google designs the proprietary architecture of its TPUs**, which are a type of Application-Specific Integrated Circuit (ASIC). " \--- It's literally googles proprietary architecture - they design them. There are always a ton of people with hands in the pie / helping to build hardware - the important thing is who owns the final product. You stated "avgo is basically the one with the TPUs". That is blatantly false - the ownership & architecture & final product lies with Google. That makes it theirs. There are 100 companies with their hands in the pie of every piece of hardware we use today (ie: MU, TSMC, ASML, AVGO, etc, etc). The only thing that really matters is who owns the final product. Yes, AVGO plays a large part in the R&D of TPUs, but they are googles.
AVGO and TSMC are my sleepers, they aren't talked about much but are definitely making money in this AI boom. Was a great pick up in the April tariff dip
Correct, which is why they moved in lockstep with Google on this news. They have 3 paying customers/partners for custom silicon. They have acknowledged at least 4 additional “prospects” they are working with in prior earnings calls. AVGO doesn’t consider them customers until they have an actual PO booked. But yes they don’t manufacturer because of the margins.
NVDA isn’t the only game in town unfortunately. I’ve hedged my bets with TSMC and AVGO along with NVDA. Trying to cover all bases as best I can. OP, the markets a rollercoaster be prepared. If today concerns you, I can’t imagine what last week did to you, when NVDA did a complete 180.
what's next? AMD making chips??? AVGO????
Yet another article shared about Nvidia with a thread full of comments and no mention of AVGO.
I'm looking at adding to AVGO if we get an opportunity for some deals
https://preview.redd.it/e75bgtx8ef3g1.jpeg?width=1600&format=pjpg&auto=webp&s=28bc0d9787fd6a5861137c914ecc9c734178c5b1 This trend is gonna continue and TPUs are gonna dominate. That's getting priced in now with NVDA. TPUs are often misunderstood as something dumb like crypto mining ASIC rig that can only understand SHA-256. But in reality it can do broader calculations needed for LLM. That's why other AI companies in talks with AVGO to design their own TPU. Definitely it's gonna eat away NVDA's revenue. However not gonna destroy NVDA. Small player would still buy GPU. NVDA has long tail of small customers.
Jim Cramer said AVGO was most likely winner in Google Meta deal 2 hours ago so…
all the semi money should be dumping into AVGO right now. https://preview.redd.it/08h33qaw8f3g1.png?width=169&format=png&auto=webp&s=b930b4708d50368bd3096ea759e597a2f2dcd24b
AVGO is the only semiconductor that matters now.
cost bases on AVGO share lots are 19.63, 381.60 and 373
GOOG and AVGO pulling miracles the past couple of months
flipped AVGO shares, rather than holding, in the premarket. thank goodness
People knew to AVGO/semis bouta learn an important lesson 🤡😂
Nvidia is on a 1 year back order for its top line and this is what people are concentrating on? Don’t get me wrong, I hold GOOGL, but think… Google could explore AI chips and explode their chip design department for the next 2 years and still not be ready to meaningfully enter the market as a competitor. If there’s a competitor out there, it’s gonna be another chip manufacturer like AMD or AVGO. Even if the Tensor chips prove successful, why would TSMC bump their massive workload to produce enough Tensor chips to make a dent in Nvidia sales? It just doesn’t hold water. Typical market manipulation.
AVGO +20% in 2 days. GOOG +15% in 2 days, ANF now pumps 20%, NBIS pumps 10%, KSS now up 20%. Lmfao we are in a pure greed and vibes market. Say anything positive and boom you will pump. How sentiment changes in just a few days
AVGO Pumps 20% in 2 days lol wtf
I bought $AVGO under $100 in my wife's 401k so now I don't touch it in my own account because I'm a fucking retard, right? you see what I'm saying?
Just sold out of AVGO to buy more NVDA. AVGO 333 on Friday to 393 today is nuts.
GOOG and AVGO can literally be like batman and robin. for sure they're gonna take out the joker (NVDA)
Loading more NVDA on this drop, while still holding AVGO.
Because AVGO just took a large piece of their market share ^^
AVGO/ GOOG is taking market share with TPU chip.
When does AVGO get to join the MAG7? Or are they and GOOGL in their own club now? The Broadoogle Brahs
15% move on AVGO lmao clown show
AVGO going for 400 preopen
AVGO just getting the traction it deserves
GOOG and AVGO are the only 2 stocks on my watchlist that are at ATH and I don’t own either one.
GOOG and AVGO are the market now.
so is today the day everyone rotates out of NVDA & AMD, and into AVGO & GOOGL?
Literally no one forgot AVGO
AVGO and GOOG creating ATH‘s every day lmfao. What a rebound the last 2 days. Insane
How much of potential TPU revenue would go to GOOGL vs AVGO? Is Broadcom only involved in design consultancy? Does Google own the IP and design of their TPUs?
GOOGL & AVGO sucking off NVDA & AMD like they're vampires