AVGO

Asrikk

TSM has an absolute vice grip on semiconductor manufacturing. Samsung and Intel are their only real potential competition and Samsung has had issues scaling and fulfilling contracts and Intel arrived very late to the party and are still trying to play catch-up. INTC definitely has the 5x potential IF they can pull the catch-up off. Google and Microsoft both have massive, stable core businesses to build off of which gives them a massive advantage. META is arguably the most forward-thinking consumer-wise, but that's largely at the expense of near-term margins. Their social ads platforms aren't as stable revenue streams as Google's or Microsoft's core businesses IMO. AMZN, AVGO, PLTR, ASML, CRWD are all very heavy growers with their own respective niches in the AI sphere as well.

misterspatial

I stopped reading as soon as AVGO was mentioned.

Aretardinvestor

That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.

Junkingfool

Making bank on selling my META & AVGO calls this week! A combined $21.50! Sizzler Bitches!

HugeAd5056

So, I do this. Except I wait for IV crush first. Then: 1. Buy way OTM strangles, but somewhere the stock has recently been (examples: ORCL at 220/180 AVGO at 330/370). Add a double calendars closer to the money (examples: ORCL 210/190 and AVGO 240/360). Make the calendars 1 week short 2 week long and the strangles as far out as is reasonably cheap for you (preferably 2 months or more, if still inexpensive). Theta harvest the shorts and close out whichever side of the calendar gets breached early. Did this on ORCL around earnings and it worked despite fumbling it. Would work better even now since its recovery is apparent and it’s still likely IV crushed. Can also do a put to call ratio based on your speculation on bullish/bearish developments.

AppropriateGoat7039

73 is AVGO’s trailing P/E, not fwd P/E. At its current price of $350 a share, AVGO’s trailing P/E is 71-75x. Its fwd P/E on the other hand is 33-39x at the time of this writing.

Nearing_retirement

That’s why hard to beat these companies, they just buy out key technology. AVGO has bought over 200 companies out over the years.

Total_Comfort9208

Disagree. S&P hit all time highs thanks to rotation. Most of OP's stocks aren't anywhere near ATH or 52-week high so some good upside potential. NVDA and AVGO are trading at fairly discounted forward PE and listed as top stock pics on most top analysts charts for next year. As for Oracle, although I've not yet personally bought, I think the street overreacted to earnings call and debt issues - this should pump through 2026 given the solid fundamentals. As for AMD, HOOD and Coreweave, If it were my money, I'd hedge by selling Jan 27 ATM calls. Should get a decent premium with downside protection.

Beginning_Fly5818

AVGO

culturefan

The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America. While AI skeptics have pointed to eye-popping valuations as a reason to run, the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO). I'm sticking for the most part with Mag 7 stocks as they aren't quite so speculative. Plus it doesn't hurt to own some companies outside that sector. https://finance.yahoo.com/news/these-6-stocks-will-lead-the-1-trillion-chip-surge-in-2026-bofa-says-130008431.html

Left-Foot2988

You need to get out of trading and just INVEST! EFT's would have been better FFS IYY, SPY, SPYG. Individual stocks - NVDA, UI, AVGO, MU for starters, but there are many many more. You need to stay the hell away from options man. Just use index funds, I like 1 Dow and 1 S&P personally, and a few fast movers, but in your case, you need to stay the Fuk away from high risk until you build that shit back up. Best wishes, but we all learn from mistakes. Hopefully you can make that shit back up. I took 10k out of an investment account, which led me to a $3k balance. In 18 months, I am back up to over $12k, adding only $75/week. It can be done.

NomSaneMan

What yall think about AVGO and AMZN right now?

NomSaneMan

Road some google leaps hard in 2025. I’m riding AMZN and AVGO LEAPS in 2026. What ya’ll got?

Fauster

I own micron and it is by far my favorite stock and most concentrated holding right now, before late last year, NVDA and AVGO were jockeying for that spot, and of course I still own them, but they almost certainly won't grow earnings as fast as Micron and Hynix. Shoutout to EWY, just got a healthy dividend payment, the index forward PE is 14, despite it doing great this year, 40% of it is Samsung and Hynix, though Hynix is eating Samsung's lunch. Hynix US ADR incoming in 2026. Korea's stock market is only 40% foreign owned, it should be a lot higher by any metric that considers PE dividends, and earnings growth. Just some notes that Micron is paying down its manageable debt now, and buying back shares now. Micron has major new supply coming online in NY in 2030, maybe. Delays keep happening. Little hiccups. Micron is telling customers that they will have supply, but they might have to wait a bit, and will definitely have to wait until 2027 if they want high-speed ram now, because it is sold out in 2026. Ram is a bigger bottleneck than GPU and ASICs chips right now. Korea is investing heavily in is state-sponsored RAM production (another reason to own EWY), and new supply will be coming online, around 2030. Nanyang is the 4th ram maker. They may produce high-speed ram by 2030. Consumer DRAM prices have spiked around 100% in a very short period of time, and despite these higher prices, Micron is closing Crucial, its Consumer DRAM line, in February. Sucks to be me with only 32 gb of RAM, but in America we buy from the company sore, so I at least have shares in that. Why would a company close a division that is suddenly wildly profitable? Is that a crazy decision or does it scream bottleneck. With faster chips, you can get more out of RAM, so I would expect NVDA and AVGO earnings misses (which haven't happened yet except for a China quarter) to be the leading canary that the AI trade is over. If micron's earnings go flat after next quarter, when they guide for another huge surprise, though less growth in 3 and 4, they can pay a 5% dividend and justify their valuation. They usually guide low. Yeah, memory is cyclical, but if micron plummets, due to actual data and not speculative bearish conjecture from people who know a lot about debt but not a lot about this field, then the entire AI trade is done, for a while at least, until the cycle comes back. I posted earlier this week that micron's PE will mechaically compress from 32 to 23 with that one quarter's worth of surprise. Next quarter's earnings will be bigger. Micron's current PE is 27.45. I think it's totally reaonable that it slowly grinds back up to 32 at least. The forward PE is uber-low mainly due to the mechanical compression when bad record-earnings quarters from early 2025 fall off and are replaced by much larger quarterly earnings. Not investment advice. When institutions accumulate, they buy then stop, and things lurch down a lot, then they buy again, then stop again. Micron is super volatile. Know your Kelly criterion and size appropriately. Don't trade on margin.

Superandrewable_

Thank you $AVGO $anta

cow_grass

AVGO never fails to plummet after it opens

Extra_Side796

NVDA, AVGO, Lam Research, KLA, ADI, Cadence Design.

Junkingfool

And AVGO

_ii_

At some point of the scaling curve Google and Amazon won’t want Boardcom taking a bite of their margins. The other AI ASIC designers probably can’t scale like Google or Amazon. So I don’t think AVGO has a good long term prospect.

Western_Row1413

Since no one has mentioned AVGO! I am throwing the kitchen sink at it! Lets go.

Superandrewable_

!banbets Waiting for the AVGO Rugpull and never talking to you fuckers again

callsonreddit

How we feeling about AVGO?

Junkingfool

Not to jinx us by AVGO might be good to go...

featherbirdcalls

Anyone buying AVGO or MU leaps,

pistachiopias

$AVGO dip buyers rejoicing today.

Superandrewable_

AVGO pulling through, but I know that rug is coming out tomorrow :)

cow_grass

Very intresting AVGO, very intresting.

Ble_h

So retards finally realized that AVGO actually had great earnings after shaking out all the sellers.

ispooler

Holly shit! $AVGO

enc-nyc

AVGO call I sold at -50% around 10 am is now x2. AMD calls I sold at -50% around 10 am are now at breakeven.

cow_grass

AVGO running from the china semi terrif news?

Key_Variety_6287

You are right. But AVGO is not based in Taiwan. And therefore, no direct geopolitical risk.

No_Cow_8702

Funny you say this, since AVGO depends on TSM for semis. AVGO is a designer, TSM manufactures it.

No_Cow_8702

Buddy, AVGO depends on TSM manufacturing. If Taiwan goes down, the semi market also comes crashing down along with every other tech company. TSM has about 90% of the intelligent semi market.

Moppmopp

oracle lives on promises and debt. Overvalued in my opinion. Nvidia could face good competition if ai transitions from cuda gpus to google tpus. Now it seems tpus are only a little bit more than an idea but it could gain traction and on top we dont know what chinas is doing. AVGO had a good correction, more space to expand. I think broadcom is the pick over 2-3+ years

ONSLKW

AVGO is not hindered by geopolitics like TSM, thus bigger upside. Both are great tho. I own neither and prefer to own NVDA but i used to own AVGO before i cashed the highs

dataCollector42069

Yea I cut back on my options and built a boring portfolio - ie: Goog, AMZN, CME, PM, AVGO, GS, SLV, WMT and such was looking to add some risk. My goldman I got at 750 did quite well :)

KrazyCoder

Lets just say this. Lets see end of each week for MU. And see where it goes to Mar, next ER. To be transparent, I have about 550k USD in MUU (yes I buy leveraged 2x etf when I can), the bulk (80%) of my current portfolio as I sold out HOOX and SOFX between aug to sept, converted 50% of my holdings in HK Hynix (German ADR) and Kioxia (Japanese stock market) to MUU. My early bets up 350%, bought more during the dip in Nov and pre-Dec 17. MU is the most fundamentally strong moving forward 2 ERs with the only NVDA being stronger, and maybe AVGO. PE 25 with FWD PE 8-11 (depending on analyst). If yoy know the details of their next ER guidance, its pretty much gauranteed, also only being able to supply 50 to 66% of customer orders, you will understand why their operating margins hitting 60%+ and will be this margin until at least 26Q3. Consumer market for ram is a good indicator of the seriousness, just look up memory prices, and the expected price increase of pcs, mobile estimated tp be at least 8% due to RAM prices. Sky Hynix internal memo states this shortfall will continue to 2028, with Taiwanese memory sellers stating until at least 2027. Yoy gotta be really special type of smart to talk bs and not know anything of the subject topic. Just put 50k in MUU, even now you'll probably get at least 40-70% before next ER. Low risk, good gains (not as good as aug-nov) and predictable outcomes, without the risk of Mike Burry trashing NVDA (I hold some NVDA from when I bought $60 bucks but only about 80k, keeping because if I sell, my rax will go crazy this year). Literally yoy keep yapping and you have NO CLUE what you are talking about. Look at the last 2 ERs. And understand the market before stating stupid numbers like 180.

Johngodfrey

"I totally agree with you AVGO definitely has more short-term potential Do you think it could go up to a certain point in the near future And do you expect a pullback after that Thanks for sharing your thoughts"

johnnytshi

Try to catch a falling knife rarely works. AVGO sells commodity, AMD could do that, Nvidia could do that, mediatek could do that, Qualcomm can do that Networking would be standardized

Last_Preparation_446

As a long term holder of both, you can't go wrong with either. But from the current price on each, AVGO has the most up up side potetial in the short-term.

Tricky-Town717

Recently, I nailed all three bets on PL, AVGO, and MU

Junkingfool

Throw AVGO into that and right there with u..

Nefarious_AI_Agent

Wait a sec... That AVGO logo... 🤔

TimBergling91

AVGO for sure

Satoshinakamoto99

I bought META, AVGO, AMD, MSFT during then recent dip last few weeks. Still holding spy and continue to DCA into it

Superandrewable_

!banbet $AVGO 5% 2D

Muted_Thought8382

Broadcom’s ticker should be BCOM not AVGO. Regardless, it’s going up, calls.

Biscuit_Eater2591

AVGO

SongCautiouse

Man, I got smoked. I figured MU would follow the ORCL and AVGO trend, but I learned the hard way that memory is a different beast right now. Total 'GUH' moment

VegableProperties

thought AVGO was the new NVDA. Youre only getting 1 new NVDA, you barely used your old NVDA

Iamnotarobot82

Hold on to your butts, bois. AVGO is sprinting home.

cow_grass

Holy smokes AVGO

SlfImpr

Whoever thinks that AI trade is dead: * In 2024, Google CEO had to apologize for AI mistakes: [https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable](https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable) * In early 2025, Google stock was heavily beaten down because AI was going to replace search revenue * Look at Google stock now If you think we have reached peak AI in 2025 and there is no more growth left for NVDA, AVGO, AMD, INTC, TSMC, MRVL, ASML, VRT or other semiconductor stocks, you have no idea what is coming in next 2 years!!

Ble_h

AVGO, for the love of god go up more.

cow_grass

The fucker that sold a million shares of AVGO a minute into open really fucked my calls. Fuck you mf.

purpleinme

The minute I buy AVGO, it fucking tanks lol

andsto2

The price action on AVGO every day since earnings: Open up 2-4%, immediately sell off to red, close down 2-4%

Impossible-Fun2027

AVGO 😖😖

Impossible-Fun2027

Is there any hope for this mother fucker AVGO?

Ble_h

AVGO is such a piece of shit.

AMX_revue

AVGO with the usual morning drill

cow_grass

Wtf AVGO. Mother fucker go up

RedParrot94

I am long but I also day/swing trade, so I check every day. The benefits for me at least is I get to know the stock and the people who move it. If you didn't know, every stock has a fan base and the stock moves up and down based on them. Understanding the fan base lets me know when to day or swing trade it. For instance watching a stock you will see things happen like if it drops 5% in two days it will be back 3%. So you can do a swing trade. If you have enough money to throw at a swing trade, say $100,000, you can make all your payments for a month doing it a few times a month. I average $14,500 a month by following five stocks -- NVDA, ANET, SOUN, RGTI, AVGO.

Oingomyboingo

AVGO

an_erotic_walrus

Wasted all my money on AVGO calls when I could have blown that ten k on hookers and blow

MB510420

Puts or shorts last month paid extremely well. One example would be $AVGO. So much money being made on the short side...That being said, I'm hoping the market absolutely rips this week cuz Im bagholding like fuck.

925Splicer

In alphabetical order: 1) Alphabet- GOOG 2) ASTS Spacemobile- ASTS 3) Broadcom- AVGO 4) Eli Lilly- LLY 5) GE Aerospace- GE 6) GE Vernova- GEV 7) Palantir- PLTR 8) Vertiv Holdings- VRT Bonus 2: 9) Lam Research- LRCX 10) Micron Technologies- MU

sudharsansai

Time for an AVGO comeback?

Upstairs_Whole_580

Which height? Because it's done this... 2 dozen times since I bought my first 2,000 shares in 2019. Hit 149, pulled back to 90s and then sat around the 120s for a while. Prior to that, it'd hit 145, pulled back to 120-130 for a while...and the carry trade. Prior to this last split, hit 974 and then pulled back to 800-840 and then pulled back to 720 when SMCI just didn't reported early earnings preview. I regret selling good companies when they're still in a massive growth phase. I'm about 3M from "it's height." Another 1M with AVGO. Since I don't need the money in the following weeks, months or even years... doesn't bother me at all. Also, you're using the benefit of the hindsight and basically saying, "I wished I'd timed the market perfectly." Everyone does. That's why it's wiser to just invest and hold while the fundamentals are good(and getting better) than jump in and out.

sheapmor

AVGO

doctorqaz

AVGO

LawlessNJ

It’s the same thing with AVGO after the VMware acquisition.

LargeSinkholesInNYC

I wouldn't recommend any of them. These stocks are the safest and are most likely to outperform the market: NVDA, AMZN, GOOGL, MSFT, AVGO, HOOD, PWR, VST, 000660.KS, 005930.KS

Sea_Ambassador1839

AVGO about to move 5-10% up this week

Junkingfool

With the short week, good time to sell META & AVGO calls?

SojournerInThisVale

Only about 7%. It was 15%, but AVGO and my cyber security ETF, and Rolls Royce had pullbacks in the last few weeks. It was closer to 15% before that 

dont_downvote_SPECIL

Google’s Gemini 3 Pro trained on AVGO/Google’s latest TPUv7 Ironwood ranks the highest with 91.90% GPQA (reasoning) score, alongside a relatively high 76.20% SWE (coding) score. Gemini 3 also excels in token generation cost at just $2 input/mn tokens and $12 output/mn tokens for the Pro version

Yul_B_Alwright

Got my eye on BE. Quick swing on AVGO, riding META down. That's it for the next few weeks.

Upstairs_Whole_580

You're goddamn right I do and I don't think it's anywhere NEAR the top. I've watched this stock for 8 years now since I first invested. 2,000 shares in at 136 I believe in 2019 and another 1000 at in early '23. NVDA is cheap right now and I realize there are some ugly Macro conditions...which is why I went a year out. They're going to come in around 70B in Q4 and that's assuming no revenue from China(and I think there will be some) and I think their Q2 F'27 earnings will be \~90B, net revenue of \~50B). I think the whole "The AI bubble has popped," story is nonsense and the next cycle of earnings will prove this. Hell, I think THIS cycle has proven it's not a bubble, it was just due a little bit of a correction, but I think AVGO going from \~425 after hours during the earnings to 325 is a gross overreaction to them beating across the board. Even Oracle had a decent earnings and it's down... what, 30%(I don't have a position in ORCL). I read the comments of the designer of Ironwood regarding the sell-off of NVDA after rumors they may sell their TPUs(no different than when META was on the verge of their own big breakthrough in '22 and '24 or AMZN every year) about the NVDA selloff and how clueless the market is about hardware and the demand. Cloud service is supply constrained and I think NVDA will hit 275 end of calendar 2026. That's my belief and that's where I'm putting my money, but I think saying "the top is in," on Nvidia at \~180 or whatever it is exactly, is... not accurate. I we're going to see several million H200's sold to China this year and AI CapEx shows... absolutely no sign of slowing. 500B in backlogged sales through the end of Fiscal '27 without OpenAI and without China. 200 contracts, bought last week when it was trading at about 172 cost me about \~215K I should probably be hedging given my position, but... I'm not going to. I could sell right now and take a... little 10K win, but I think this stock just pulled back, corrected and it's getting ready for another run. Maybe not until after next earnings. I think it'll likely trade mostly sideways until we get more clarity on China, but I think it'll sail past a 5T market cap to 6T in 2026. I'm primarily an investor and I just picked up another 7500 shares of AMZN... which I think is the safest of the large caps next year ahead of only TSM, but I liked the pullback. If I lose the entire \~220, I'm fine. If it goes the way I think it will... I'll be out by March and re-evaluating. It's just play money. My retirement is in Vanguard, my Roth in Fidelity. My cash is in a separate fidelity account. Only other thing I may do is buy 5-6 more BTC, but... I'm holding off.

123reddituzer

AVGO

Key_Variety_6287

AVGO, NVDA ang Google in that order, in my opinion

raisedeyebrow4891

I did the same shit with AVGO by accident after specifically researching wash sale and understanding that it would be a wash sale. I’m a tetard.

talbotron22

Ditto. How would you rank AVGO, NFLX and AMZN on your interest in LEAPS?

Brochoa

TSM, NVDA, MU, AVGO, and AMD. Enterprise and AI will continue to boom Q1 and Q2

arcanition

"Diversification" means spreading out your investments between more companies/sectors. VFAIX (and other S&P500 funds) are already diversified between the hundreds of companies in the S&P500. Adding VGT or something similar wouldn't change much, for example you can look at the top holdings of both FXAIX (NVDA, APPL, MSFT, AMZN, & AVGO) and compare it to VGT (NVDA, APPL, MSFT, AVGO, & PLTR) and you'll see a lot of similarities... so it wouldn't add any diversification.

ispooler

AVGO opening at 350 on Monday

thinkneo

Nice timing on the META puts. That end-of-day dump was brutal. Good luck on AVGO - post-earnings momentum could carry it. Hope the calls print!

Yul_B_Alwright

Im usually only 2-3 days early, and usually catch the top within a few dollars, or will scale in as it moves away giving better entries. I bought puts on meta at 1:35 yesterday before giant red drop at the end. I'm expecting a sell off to 600 or further. Holding AVGO calls too. Think I got them under 330. 🤞 will be watching...

Life-is-beautiful-

AVGO

seagame2008

AVGO and NFLX at good entry long

No_Proof_2736

I am a semi-conductor hound and love AVGO for its leadership and brand. I used the drop to buy more.

Spicy__Urine

+19% ytd, VOO, VUG, and then a small AVGO position because Nancy' Pelosi

AppropriateGoat7039

Broadcom was kind of expensive before the drop. AVGO’s Fwd PE was mid 40x’s while NVDA’s was in the low 20x’s.

horrorparade17

AVGO

cayoloco

That happened to a lot of stocks today. Lots of them companies that aren't going bankrupt. I mean, that's how the market is, if there's money to be made somewhere, someone is going to attempt to make it. Some will lose money trying. Take a look at AVGO today. The last two 5 minute candles. If you bought a 0dte $335 C at 3:45 for .10 (I'm making up the numbers here) it would have an intrinsic value of 5.00 at the close. That's just lottos on quad witching day, baby.

enterusernamethere

I have the worst luck. I call AVGO, it drops like a lead balloon. I put Micron it goes up sky high.

Satoshinakamoto99

AVGO, MSFT, AMD, META. Also slowly DCA into SPY

snack-ninja

Grace, my friend. Breathe. So you are cash heavy right now. My personal recommendation is to choose an index fund ETF and DCA back into the game. You will have ups and downs but not like AVGO did this week. Maybe like 2% drop days at most-unless the administration decides to liberate us again. If you REALLY feel the need to buy into a company, pick a few that you have researched and put no more than 10% of your investment in each company. If you want consistency, JP Morgan is consistent and is not overbought.

LargeSinkholesInNYC

The stocks I would recommend are: NVDA, AMZN, GOOGL, MSFT, AVGO, PWR, VST, 000660.KS, 005930.KS.