Reddit Posts
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
How I think Anthropic's latest release reads for investing
Space Sector Mania before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO Thesis (Regarded Vibe DD)
How I think Anthropic's latest release reads for investing
what is going on??? AVGO just dumped double digits after record earnings
Broadcom M&A (Hock the acquirer and the conquest for IBM)
I no longer have the money to pay for surgery to get my tear ducts removed so I don't cry in the casino
I went through the AVGO transcript line by line. Here's what I actually found.
PDT rule change and Market Tanks
The AVGO after-hours put exercise story is a good reminder that options risk is not just direction
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Hang in there Canadian AVGO Butterfly Guy
wealthsimple exercised AVGO puts after hours. i'm down 1.2 million. is it over
Mentions
I have a feeling $AVGO goes 400+ this September
I only have 5% invested right now. At least its in sandick. I want HOOD and AMD and DELL and 2 of GOOGL/AMZN/AAPL/MSFT not sure which 2 yet tbh but I'm heavily biased towards google and amazon and some NBIS and maybe OKTA and AVGO as well. Hopefully we can get some actual momentum this week.
Buy a lot of AVGO so I can unload my bags on you 😇 Seriously, I have a suggestion but that would require you to stop being a 🌈🐻
Long AVGO. It will be part of retirement fund
MU, NVDA, AVGO from that list. I do like CVX long term but only after you are rich.
People shit on AVGO for their OpenAI loan. OpenAI’s newest model Astra, is now the best model in existence. Making Anthropic look behind Developers will start using GPT and dropping Anthropic The race continues The bull run begins
Thanks. I feel comfortable with NVDA + TSM (been growing my position to be \~50% of my NVDA holdings) and adding AVGO as the smallest holding of the 3. Will then monitor AVGO going forward to see how to adjust the weighting.
Thanks for this. Yes, looking at GFS because it's not very sexy at the moment. The general dislike in this thread for AVGO actually increases my conviction. I think AVGO will be a good long-term hold as a core position as well as something to do a lesser portion in it of swing trades since everyone loves NVDA too much at the moment; and lot less volatility in NVDA.
Yep, I agree. AVGO is my pick.
Yes I'm leaning toward AVGO based on the responses I've received here. Down from its high, good growth narrative, not as speculative as MRVL. Many also have knee jerk reactions. I'm not trying to diversify into other sectors. I'm trying to diversify within the semiconductor sector. I don't care if people hate this idea or refuse to understand it.
**BanBet Created** ▲ | **Record:** 3W - 5L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **AVGO** | $374.91 (above) | $357.06 | +5.0% | Sep 11, 6:18 PM |
!banbet AVGO +5% 5d never owned AVGO b4
Look at it on a cash flow basis. The SPX earnings are inflated by the profits from the reevaluation of the participations in SpaceX, Anthropic and OpenAI. Also on a SPX consolidated basis, MSFT GOOG META AMZN are spending a lot of cash in investments in data centers and amortising it over 5 to 20 years while the profits are being taken upfront on the sale of semiconductors by MU NVDA AVGO… Net the Price / Cash Flow is at its highest in history
This is a very bullish post for NVDA 😂 MRVL right now is just way too expensive and slow growth compared to NVDA and AVGO. Like they only had GAAP EPS of $0.33 on a+200$ stock and they only guide to grow +40% next year?? That is way slower than their competitors, so they are losing marketshare.
AVGO, so I can unload my bags on to you ☺️
Also, if all of reddit says buy more Nvidia or Mrvl, dont listen to them and buy the opposite (this case AVGO). I swear I've been gaining because of this app and I'm having a blaster. NVIDIA is great but imo right now the bigger gains are in AVGO favor. That 5.5T market cap are two sides of a coin, dont forget.
I've invested into AVGO, probably will be 500-600 next year may. Don't see how the stock won't grow if the AI story doesn't collapse. They've got a near monopoly in AI networking silicon, basically linking thousands of GPUs together avoiding bottlenecks, also makes custom ACICs and many hyperscalers partners with them because of those two. It's a good investment imo. If Nvidia is a shovel then AVGO is your arms dealer which supplies these hyperscalers.
Don’t make it complicated… AVGO is 40% off its ATH and reported a solid double beat quarter with the growth narrative still intact and *Wall* St. analysts bullishly projecting to meet and exceed their ATH. For NVDA to grow 50% the market would have to find and allocate NVDA another 2.75 trillion.
AVGO has a forward PE of 19 and NVDA has a forward PE of 22
If AMD is out of question, I would tend to AVGO
I sold MSFT to get into AVGO but my gut tells me not a good idea to sell nvidia to get into AVGO.
I would just stay in NVDA or go MU/other memory. AVGO>MRVL though. MRVL has already priced in the next 2 years of growth.
OP, AVGO will do right by you in the long run. It’s a great company.
Don’t do it. NVDA and MRVL are both in uptrends. AVGO had a killer year last year but now appears to be in a downtrend.
I usually pick a delta of .18 to .2. But often I’ll pick one at .25 and that’s my ‘gamble’ Just cashed out my September ones and now I’m holding these that expire Oct 2 to 18 3 AVGO 1320 premium 4 SPMO 600 premium 5 PLTR 1400 2 PAYC 1200 premium
Recent yrs. reality is that NVDA and TSM do move with quite a high degree of correlation, which I guess makes sense on the basis of NVDA’s leadership and size, but, as TSMC grows and services more and more chip makers I would think that correlation should weaken, but it hasn’t much. But if you’re looking to move $ from NVDA to TSMC, now could be as good a time as any. NDVA is \~3% off its all time high, while TSMC is 12% off its all time high and has appreciated +5% in the last wk. (so last week would perhaps have been better, but whatever). TSMC will grind higher. It will in tandem with NVDA, but it will also move on their own earnings and revenue growth, it will respond to AVGO, it also responds to their own monthly reporting of net sales and yoy growth. It also delivers a 1% div. yield which is about 1.5x NVDA’s, 0.42%,m. Neither are much, but if you’re holding for a few years, it’s better than a kick in the head. But… it’s also worth considering this: Broadcom (AVGO) just delivered strong earnings. Their growth rate remains intact, yet AVGO is about 40% off its all time high. There’s clearly a mean reversion rerating in the pipeline in Q4/2027 and if they eventually meet and exceed their ATH, there’s 50%+ upside. (For NVDA to achieve that the market would have to find $2.75 trillion. I’d call that pretty unlikely).
I assume you mean you bought shares to sell calls and those shares lost value and you’re like damn those premiums don’t offset the loss in value. Yeah that sucks but technically they haven’t lost anything if you don’t sell. As long as you believe in the stock and it’s a good profitable company. I got lucky and road the AMD wave and the premiums were insane. Sold that recently though because it’s a little too volatile for me even with the nice premiums. Also PLTR and more recently AVGO. Also SPMO etf but the premiums pretty weak. I also got lucky with taking a risk on a far OTM LEAP with Paycom (PAYC) that went ITM pretty quick and I still have like 2 years left. So I’m selling poor man calls on those. I used to work there so I knew it was selling too low and they have a good product. I always pick favorable deltas and people like OP always gamble on it. Sometimes have to buy them back to close if they actually do get too close to strike for my liking but more often than not they expire my favor or I cash them out and keep 80 to 90% premium and do it again. All in all I probably collect 3 to 5k a month depending if I have to buy back any because I don’t want to get assigned. Won’t get rich but it’s nice extra income and safe (covered not naked).
Netflix. I bought it after an earnings miss and pullback due to a Brazilian tax payback. I expected the price drop to be approached logically and the stock to recover. Instead the price drop became confirmation bias for people that don't like Netflix and it just kept getting beaten up. I learned a similar lesson from Reddit and AVGO recently that a beaten up stock can always be beaten up more.
Hopefully buying RDDT, AVGO, UNH calls end of day yesterday for two week out isn’t going to bite me in the ass
Come back in 2 years and your AVGO shares will give you a nice profit.
AVGO is going to print withine the next 6 months.
Here I am bag holding fucking AVGO.
Buy AVGO tesla and oracle Calls - thank me next week :)
Missed out on a chance to make money. Should I buy AVGO?
Look at AVGO pump and dump all day lol It's impossible to make sense of these price actions. The only time it actually makes some sense is the first half an hour. The rest is pretty much a coin flip to bet on if you are an outsider. Sounds like crap that someone who lost money would say
AVGO is gonna be the end of me, I swear
After a couple earnings seasons under our belt with AI being at the forefront. People are starting to realize that this is real, and it's creating vast amounts of wealth for many companies. The next leg up is coming, there is no more denying that AI is here to stay, and it's making a FUCK TON OF MONEY for everybody involved.....NVDA, AVGO, SNDK, MU, COHR, CRWV, SMCI, I COULD DO THIS ALL DAY......stocks are going to reprice over the next couple quarters....as in PAMP IT!!!
People are ripping out VMware nonstop AVGO is toast
$AVGO can you do something for me?
Time to load AVGO, with AMD, MU, SNDK & SMH
What is this crackhead movement for AVGO? lol Its not drastic, bouncing around between +0.2% an -0.5%, but it just looks so weird.
I made a little on AVGO bounce but it was like a one day stand and not a long relationship.
**BanBet Lost** — /u/Salty-Bar-1975 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $370.52 → $400.00 | +8.0% | 2d | Lost |
!p AVGO,MU,NVDA,KORU,CRDO,BE
AVGO is behaving like a drunkard and it's pissing me off
AVGO earning calls > QQQ Puts > Goog calls. Three strikes, thats an out
fucking regards couldn’t wait to buy up AVGO in the 345, now they can’t wait to sell at 355. 🤡
$AVGO fans should sell their Hock Tan stock and go for Hawk Tua
LULU gonna crash the market not AVGO lmfao 😂🤌
I’ve been buying up AVGO like crazy in the mid 350’s
AVGO is cheap and a good opportunity. NVDIA is also cheap.
Insane that semis didn't rally in that NVDA and now AVGO guide. Literally free money to buy them now 🤣
All I want is AVGO at 400 by tomorrow and I'll be a happy puppy ☺️
This and AVGO basically wiped me out
you will need to wait for next earnings for AVGO to move substantially -- recent earnings were ok -
Dell went from 200 to 4k per contract. So that's 8k then AVGO from 250 to around 800. NO ALL Post earning moves. Drop and pop
It's called earnings catalyst. Dekl did a 360. AVGO pumped
Yeah, well we all should have been in SNOW or NVDA last week, but we were in AVGO. Hock Tan executes his business plans very well. He doesn't jump on stage like a clown and hype things up. It'll come around. Slowly. Very slowly. Of course, it needs a catalyst. Would be sweet to see another big customer order come in. Or some positive press.
AVGO is down 28% from its June peak
You thinking $AVGO is producing bag holders is peak stupidity
You know someone with a massive position in $LULU was in here yesterday shitting on people holding $AVGO # LMAO
The MediaTek point is the interesting one here. AVGO can still grow massively even if it gives up some TPU share, the question is how much dominance the current valuation already assumes. I’d separate that from the earnings reaction itself. Moon works well for taking the shorter catalyst view while the bigger AVGO valuation argument can play out on its own timeline.
No I am busy getting destroyed by AVGO instead.
Bought CIEN and AVGO calls. Am I stupid? We'll see.
**BanBet Lost** — /u/Eggman36 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $367.15 → $400.00 | +8.9% | 1d | Lost |
Mostly AI stocks are into many competition and still each AI stocks have their ground just a matter of time, but still AVGO perform well this season
**BanBet Lost** — /u/Molten-Helldiver (1W - 4L, 20%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $368.63 → $400.00 | +8.5% | 1d | Lost |
SNOW, growth at any cost, burning 1.3 Billion cash, negative cash flow company See AVGO, HPE, still positive cash flow
How much did Cathie Wood lose on AVGO?
AVGO has a p/e of 60, SNDK 7, AXTI 3300. 2x lev? Like what are you talking about?
This. AVGO is literally the opposite of a value trap. Value traps do not exceed their revenue the way AVGO has, they have low p/e ratios, and Broadcom and if you just zoom out and look at a chart you can see that AVGO is not a value trap. It also has an insane backlog which value stocks don’t.
**BanBet Lost** — /u/SupportMedium9487 (1W - 6L, 14%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $368.63 → $405.50 | +10.0% | 1d | Lost |
CDS's are treating AVGO and NVDA like high-yield companies. Fundamentals even in a bust scenario say otherwise. If the stock is treated the same way, I say buy.
If you ain’t buying AVGO at this discount you are truly regarded
Back into AVGO. Sorry bulls. I'll never financially recover from this.
wrong AVGO will go green
SNOW is holding up good. i think green tomorrow. on the other side, guessing AVGO wil bleed again tomorrow lets see
Actually AVGO forward PE is 18 and NVDA forward PE is 24. Which is the better metric considering the market is forward looking.
Okay, yesterday's AVGO guy was so wrong. Let's see if you're correct. I'm going in 5x leverage
I think AVGO has more upside today. But eyeing entry. Don't want to get theta'd all the way to close.
AVGO-rips-in-5mins-Gang COOKED
Scalped AVGO a few times, are there any other plays that people do not know about today? $WEAT ?
$AVGO testing a key level at $356.60 here. Needs to break above and hold it as strong support for more upside today.
AVGO SNDK AXTI all 2x leveraged
Crazy week, snagged 300 SOFI shares 17.40, 20 AVGO $343 and now had 3/5 Dell put orders execute around $530
I think AVGO may go green, but not sure. I did feel the dump was way overdone and that it would play out like DELL did.
Whom ever said AVGO was so obvious an hour ago thank you.
AVGO reversal was too obvious- Wish I hadn’t stared at it for hours before finally buying a call - It’s been like 3 minutes and already at +25% profit lol
I wish I had jumped on AVGO earlier, but I wasn't available to watch it due to having a student needing to make up a lab. I did get in on this last leg up though.
ASIC demand is super high for the inference buildout. That’s why AVGO trades at a higher PE ratio than NVDA.