AVGO

Valkyrie_Skuld

Broadcom (AVGO) EU/UK competition scrutiny of the $69B VMware deal (cleared 2023 with commitments); since then, ongoing EU heat over VMware licensing. Cloud trade group CISPE filed suit at the EU General Court in July 2025 seeking to annul the original merger approval.

Prudent-Corgi3793

AVGO is a great buy right now. After a great 2025Q4 earnings, as it climbed to $420 after hours, I expressed in stocks daily thread that I never started a position because the valuation was always slightly too rich, and some permabull argued that I should have FOMO'd in at the top. Well, now the stock has been cut by nearly a third, but the EPS is projected to be almost twice what it was year over year. There are some risks, particularly with financing deals, but Broadcom also has diversified its customer base and signed longer-term compute deals. Unlike other pure semi companies, it also maintains a high margin software business and generates over 75% of its revenue from overseas, so it should be more insulated than other semi companies to any shocks that may occur in the AI buildout in the US.

cbusoh66

AVGO is the weakest AI name out there, make sense.

OvertaxedOne

It's the fear over the circular financing, IMHO. Is that justified? IDK, I think the frontier labs are in deep, deep trouble, but how much of a hit will wind up on the books for AVGO? If I knew, I'd be rich. ;)

mayorolivia

AVGO and NVDA criminally undervalued. Both growing 50-70% next year. Quick service restaurant stocks have outperformed them the past year. Makes no sense.

Louisthehippo

Isn’t forecast heavily related to Anthropic ? A lot of questions around their valuation and IPO and if they can pay AVGO and all other hyperscalers they have contracts with?

Ill-Ad1603

Why doesn’t AVGO get the same kind of love that other semi’s do?

No-Interest-1842

Of course of all the chip stocks I picked the one that doesn’t recover…. AVGO

The_Brand94

K bro. lol I will bookmark this and let you know about my AVGO 2029 leaps when I sell.

vsheran

AVGO is close to if not at 52 wk lows

The_Brand94

AI trade isn’t dead although, I’m sure a lot of people panic sold and lost their marbles. Figure out where the money is going and invest there and since free cash flow is now more in the spotlight, fucking balls deep in AVGO. We get no policy changes for the next two years and a change in where companies need to build at. Doesn’t mean the spending stops. Chipmakers with high FCF will be rewarded, the setback is temporary and congrats to the bears that timed it.

wattap

Has anyone actually ever made money on AVGO

Everyday-Joe-Invests

While I've held AI-related names like AVGO, GEV, MU, and POWL in my portfolio for quite a while, I have a very low cost basis for each and am not planning on making any significant additions to any of those positions any time soon. The reason is simple - there's just too much uncertainty about data center build out. I have no doubt that data centers will still be built, but additional regulations will slow the pace, raise the costs, and possibly reduce the total number. That will affect the suppliers - either deliveries will be pushed out or orders will be reduced or canceled all together. So, in my mind, the AI trade is still alive, but it's going to transition from a "mad dash" to a 1600 meter race.

PenguinOfB00m

I'll go long at 716 SPY, 167 NVDA, 267 AVGO, 275 GOOG, and maybe donate something to MRVL which is going bankrupt the poor little shits

Happy-Champion1661

AVGO went bankrupt lmao +5 into red 🤌

tldamico

AVGO doing stuff.

-Ophidian-

AVGO lowkey dumping

_hopkins

Why is AVGO so shit

hioman01

AVGO joining WDC

doctorqaz

Honestly whats wrong with AVGO? All semis bounced back today except for broadcom

tobrie02

Buying AVGO was the biggest scam I ever fell for.

Kickboy21

Bought the daily top of AVGO at $305 LMAO 🤡

Deadbugsoup

Friendly reminder the Pelosi's portfolio is all NVIDIA, GOOG, AMZN, MSFT, AAPL, AVGO, etc. I know she's retired but still.

SerEx0

QCOM’s price reflects them losing the iPhone business. They’re trying to pivot to AI data centers to recoup the imminent lost business, but that’s no guarantee. NVDA, TSM, and AVGO are all at really attractive prices imho and I bought a bit of all of them yesterday near close of market.

tsunamiwaves_

AVGO is trash man lol

MagJack

i am glad i closed out my DKNG CSP bags last week and now only have to worry about INTC and AVGO bags. So only 6 months income at risk instead of 8

dermsen

Fair points, so I reran it with that. With 2.5% growth forever after year 10 instead of zero, every number drops slightly: ARM 35%, AMD 28%, AVGO 18%, NVDA 17%, QCOM 6.5%, MU 0.3%. The ranking doesn't change. On the first point: read the rate as the 10-year average. NVDA growing 50% now and slowing to single digits later can average out to \~20%. A front-loaded path is actually worth a bit more than an even one, so if anything the flat rate overstates what's needed.

Lucifer_Abyss

I bought AVGO and Nvdia 1 stock each like a year ago through webull and everything is going down as y'all know. I keep hearing from the news people are selling. It is very concerning so should I sell it? I'm new to this so please be kind. Thanks

Kickboy21

Damn u got big balls. Im entering AVGO tomorrow. $305 seems like a steal

Just-Explanation4533

I was getting worried about my AVGO leaps expiring Dec 2027 being down over 60% on them but I just found out Cathie Woods sold her position in AVGO. Now I’m more bullish than ever lol

Stunning_Star_6019

Puts on AVGO, UBER, VER, TEMP today!

orcassharks

Yeah AVGO is a good buy I think at 280

thatsmymayo

Very tempted to do AVGO leaps at this price

stock_dude9

For individual stocks AVGO and NOW, and then just tech ETFs which are broader tech essentially.

Strong_Intuition

I would allocate 5% into OTM calls on SPY, put the rest in AI stocks because they're gonna come rushing back. Especially $CLS, Celestica. They just posted 83% earnings beat, and guided for 100% growth next year. Partners with GOOG, AVGO, AMD (Helios chip).

broke_person

Nvidia and AVGO wrecked the index 🙂‍↔️🫪☠️

emptyMania

You're attributing idiosyncratic returns to systematic returns. What about BE, SNDK, AVGO?

MyNameIsVigil

Buying up AVGO. Lots of high-moat products that customers aren’t going to stop wanting. I think data center buildouts might slow down a bit, but modest regulation isn’t going to stop people from wanting to use the internet.

YellowBananas123

I bought AVGO and QCOM. I can assure you the dip has just started :'(

Prudent-Corgi3793

Buying NVDA and GOOGL. I am looking at AVGO and MU as well, I like them as well, but they are more uncertain. However, I don't expect a V-shaped recovery. No one knows if the dip will last a few weeks, a few months, or a few years. I just closed my hedge of 30,000 barrels of WTI crude over the last few months, which gives me a decent amount of extra ammo to deploy. There are also a lot of frothy high-beta unprofitable junk that I'm more than happy to short to pair with my longs.

XSC

I am thinking of selling my dwindling AVGO profits and putting them into GOOG to consolidate. Bad idea or just wait?

Euphoric_Guide_8788

My button finger is ready: AVGO, CAT and VERTIV

ARogueAnt

full porting AVGO

Czerny740

Time to buy NVDA, AVGO, and META I think.

silver_mayonnaise

AVGO is dying

StarvingOprah

AVGO can't catch a break.

hermeskino715

Anyone know how much AVGO 11/20 300 puts are going for in premarket?

Molten-Helldiver

Glad I sold my SNDK MU and AVGO bags at a loss a couple weeks back holy fuck

CMDR_Shepard96

Yeah I'm a retard. Should've just FOMOd into memory at the start, probably would've had some profits left. Instead I bought Gold Miners & Software in March, rode that down to basically zero, then pivoted to AVGO, and held onto some ADBE (Which so far has managed to be the only software stock that hadn't really recovered at all). I should start inversing myself.. Did buy an ARM put yesterday though so maybe this is the bottom for chips.

CMDR_Shepard96

I rode the SaaS stocks all the way down, cut my losses and pivoted to chipmakers. AVGO & SOXL put the final bullet in my head over the last month.

doctorqaz

Imagine AVGO is down almost 10% YTD despite growing their revenue 90% lmaoo

_rockthemike

This morning hurts my AVGO

peter_pok

WTF is going on with AVGO ? why suddenly like this

PenguinOfB00m

Really cause NVDA and AVGO broke structure

Kickboy21

If thats the case why is AVGO also dumping

hermeskino715

Can we let AVGO die? At least for this week :cry:

Maximum-Sign-5983

Alright give me some hopium boys NBIS HOOD AVGO

CMDR_Shepard96

After losing all my money on ADBE, AVGO, and SOXL calls, I'm having a go at ARM Puts

topofthebrown

Much of AMD’s value is forward looking with deals they have announced. The same goes for AVGO, which shot up long before it started realizing profit on deals that it had announced

PenguinOfB00m

Just so you know, I've been bearish since early june and mostly sitting on cash with some very failed trade here and there. Notably I singlehandedly crashed SNDK, WDC, VRT, CBRS, and GOOG. Today, in premarket, I bought NVDA and AVGO during the liquidation wicks. Consider this a warning.

DamageAdventurous433

INTC - bought at 35 NVDA bought at 102 AVGO bought at 380 Dell bought at 110 Not down, but my 1-200% gains are gone. I want it back

-Ophidian-

Surely this time AVGO is actually undervalued...

InternationalKiwi401

long AVGO so biased. the part of the story i keep coming back to is 2018, hock tan had the $121B qualcomm deal basically lined up and washington killed it by signature. four months later he pivoted to software instead. now the same company sells the custom chips and the ethernet fabric in every cluster, plus an AI backlog near $73B. the toll road bit is the whole thesis really

Tricky_Recording5222

buying more AVGO i dont care what anyone says

Bagholder4lifez

Don't touch SOXL today. TSM is literally sitting on the 200 MA. NVDA just a few cents under. AMD will be on crack cocaine because of the earnings (still over the 200 MA). AVGO, QCOM, INTC and a few others are way under the 200 MA. Do leveraged DOW or Russell if it's your thing.

Due_Marsupial_969

Almost every stock listed here I paid higher in my portfolio. And I consider myself a bargain shopper. And yeah, I'm mostly tech. I thought they were cheap when I bought them...especially AVGO at 397 and RDDT at 140 and GOOGL at 353.

_hopkins

Maybe I will be freed off AVGO tomorrow

SignificantError6221

Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I'm not convinced...

SignificantError6221

Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I just don't see it...

Kickboy21

Lowkey criminal for AVGO to be at $320

_hopkins

Please God. Let me break even AVGO. I will never buy this POS again. Trades like shit

Ill-Ad1603

I made a dumbass fucking move in after hours today and bought AVGO at 336.59 and now taking a beating. Buying/selling anything in after hours has never done me any good.

Cav829

NVDA earnings don't matter. Everyone knows what their earnings are because their biggest customers all report beforehand. And you left out AVGO, but also I think we dread AVGO at this point since they're the ones who fucking started the tech sell-off.

hermeskino715

MMs going to cuck my AVGO calls #Fuck you :cry:

hermeskino715

Lisa "Cucker" Su trying to cuck my AVGO calls :cry:

Ambitious_Snow840

MRVL and LITE are a wait, as now LITE is a proxy to MRVL with the 2028 merger. COHR reports this week, maybe tomorrow. I'd wait to see what they say, but I think COHR has a reasonable PE, is growing fast, and have growing and accelerating revenue and margins. AVGO is my favorites stock, but also one I can't seem to figure out why it's so beaten down. Likely its debt backstops of Anthropic.

Ambitious_Snow840

I sold ANET and ALAB in July. I now hold COHR, MRVL, LITE, and AVGO as my networking bets. AMA.

CMDR_Shepard96

Me looking at my ADBE & AVGO Positions

ScarcityPositive6001

If I were you, I wouldn't be selling GOOG and AVGO both are value driven companies. Remember, you won't get a loss unless you sell them in red. If there is no emergency money requirement, I would wait it out. Perhaps you can also try to DCA your holdings. The market currently is offering good price for these stocks. I wouldn't move everything to Vanguard by taking a loss. I would rather slowly start to accumulate Vanguard. People forget that investment is a game of patience and most of them see the rewards in years. Else it just becomes gambling. I have seen people losing money by selling in red, reinvesting somewhere else and then again selling in red. This will take a psychological impact. The market is extremely volatile for any experienced investor to really gauge it. The only way is to have Value driven company stocks and DCA them when they are in good price.

Cilantro_Larry

If it comes down by 10%, I'll buy more. TSM is by far my favourite company in the AI sphere, along with NVDA, ASML, and AVGO.

Kickboy21

Joined the AVGO bagholder sub to become a community member and it sucks that theres no daily thread there

FuckleUp

Made $ on puts today. Didn’t swing any. AVGO paid a couple times

Ill-Ad1603

I bought “heavy” when everyone was freaking out last week, and got torn a new asshole. AMZN, AVGO, META and GOOGL

CMDR_Shepard96

AVGO being down YTD really is the icing on the cake for my shitty port.

Spac55

Buying $INTC $AMD $MU $NVDA $AVGO $MRVL $KLAC $AMAT

Tricky_Recording5222

AVGO at this price is free money

Asleep_Emphasis69

5 years from now, GOOG META AVGO will all be higher than the levels you bought them at so just ignore the noise and chill because you have shares anyway....hope you didn't need that money

WorkingCorrect1062

AVGO is completely dead

Muted-Woodpecker-469

Bro. When did you start buying? Not being green in anything is impressive You can also buy the etf FSELX through fidelity which is their semi conductor etf. You’ll have exposure to MU, NVDA, AVGO, AMD, and many others  https://fundresearch.fidelity.com/mutual-funds/summary/316390863

drakilian

Pretty interesting that the perpetual underperformer semis (i.e AVGO, SKHY, Samsung) are green today while the entire rest of the semis industry is red Almost like a bunch of pod tard funds were short broadcom and korean memory and long everything else, and now they're unwinding their AI exposure

Spac55

$MRVL deal for $LITE before $CSCO and $AVGO even get it $1500

Kickboy21

Imagine not buying AVGO rn

mayorolivia

That’s how amd, Nvda, AVGO did it.

verified-trader

**BanBet Lost** — /u/thenorthernwhiteboy (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $330.33 → $380.00 | +15.0% | 2w | Lost |

General-Oil293

AVGO leaps make great stocking stuffers

Kickboy21

Why is no one buying AVGO at this price

Cav829

Yeah, this is the bit everyone doesn't get. We were getting spammed with the opposite posts back in August about how something like 5 out of the last 6 Midterms we had giant 10%+ corrections in the S&P. We're nowhere near that. Tech is weak and losing its leadership position with no clear replacement. We'll basically be through earnings next week once AMD reports. Yes, Nvidia is coming, but everyone knows Nvidia's earnings in advance because accountants can calculate them roughly off of companies that report first. I think the market is more terrified of AVGO at this point than looking forward to that given they kind of started the rollover in tech. Really to me any bounce should be seen as a counter-trend rally unless no for realsies it's happening the war ends and oil dumps back to $75/barrel or less. But man, I look at months and months of pent up gamma that built up and where we've sold off to and what the charts look like, and I think we've got to go much lower before we can really rally back. These rallies are weaker and weaker, and there's to me a good reason this last one failed. This is the problem I find with seasonality: it can be very reductive and cause you to miss the actual reason behind stock movements.

GlobalVillage30

Thanks for the reply. Funnily enough, these were the exact same stocks I was considering (except AVGO). Difference is GOOG and AMZN are my two biggest stocks. GOOG up around 20% and AMZN down around 5%. Meta I have $10k in it but already made very good profit buying pre release Muse and selling post release. Chips I’m very nervous about as historically highly cyclical. Meta I’m still not sure I trust their capital allocation strategy - massive AI capex but not a cloud player. Means they need to monetise huge capex via improving its ad machine and selling AI subs- competing with Open AI and the others. My next buy trigger is alot lower. GOOG I’m a hold. I just can’t justify adding more to my position or it become too much single stock risk. AMZN ditto but I’m not quite as bullish on AMZN than GOOG although think it’s also an amazing capital allocator. If I could only own one stock GOOG or AMZN would be on the short list that’s for sure. So RDDT is where I still don’t have a full position and where the upside is much higher - and the risk of course.

Jazzlike_Thanks_1869

AVGO

Kickboy21

AVGO calls