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
META keeps reminding me I sold 690c too soon. AVGO keeps reminding me I sold 400c too soon. FML!
AVGO 300 to 400 in 11 green days straight
As I indicated. I do not follow the medium and smaller players and you could very well be right. I do not know so do not have an opinion. I tend to follow the mag 7 and then AVGO, TSMC, BYD, OpenAI, Anthropics, and then a few for other reasons.
AVGO pinned the whole day. You just can’t make this shit up lol
Port went straight from 140 to 210. This is unreal. But I’m hella anxious . Holding AVGO AMD SOFI
AVGO daily chart looks very normal
AVGO went front down 20% to up 10% for me
I didn't buy AVGO but I bought NVDA and MU
Yeah SPY up 2% YTD, I’m up 1% SMH. Could’ve hold my AVGO 400c for longer
Next couple day NBIS is about to drop MAJOR NEWS I gave you all CAR weeks ago and AVGO. NBIS LOAD UP
Biggest mistake of your life, but you do you. I'm an investor, i.e., I always keep "dry powder,"e.g., I added more AVGO, NVDA, AMZN, BTDR, CI and VOO when all of them went down in late March. You have quality names, GOOGL, AMZN, etc., why in the hell would you sell??? Your future self will hate you. 'Nuff said . . .
Waiting for AVGO and AMD to ATH. MU, ARM need to go higher.
AVGO up 36% in 2 weeks 2 trillion company
If you sold AVGO calls before it went ballistic....I know that feeling
Alphabet is the only AI that does everything from chips to AI models, btw broadcom uses Google IP while everybody is busy with AVGO this is the time to load up on Alphabet no second thoughts
Did you sell all your positions at once? I generally keep 60% of my positions in investments I don’t touch, no matter what happens in the market. If you have a lot of cash now and thinks stocks are to high, just hold on to it instead of FOMO. But there are still bargains even if stocks are up last few days. MSFT is still down 28% from 6 months ago. NVDA is around same price as 6 months ago. NFLX is down 15% from 6 months ago. Many stocks up from 6 months ago aren’t really up that much. AAPL up 5% AVGO up 4%
AVGO 🚀hang on! This stock surpass NVDA in the coming year(s)!
I'm riding with AVGO. Careful with MU, Koreans are ramping up memory production faster than Micron. https://preview.redd.it/76rxgsb90cvg1.png?width=1187&format=png&auto=webp&s=b246499e20685f7fd1929563c9e3715dcd6df980
Got 5 figures taxes due in 2 weeks, $350 in the bank, $330 in a credit card bill I have to pay off in 2 weeks, $50 cash in my wallet, and 300 shares of $AVGO. Do I sell some shares to pay my taxes / bills and live comfortably, or do I use a line of credit at 8.4% interest to pay my taxes and bills so I can hold as many shares as possible for earnings..
FYI, pretty sure when AVGO pops, MRVL and AMD dump. Swing it.
Guess who bought AVGO and HOOD puts just at market close today, bro you just can’t make this shut up LMAOOOOOOOO
i have started to play that game, writing CSPs on AVGO QQQ NVDA this year have made me about as much as my stupid real job.
Bought puts on AVGO at the close and of course this fucking news is announced
damn AVGO dump and pump should have bought more but i had an all day all hands
really fumbled selling AVGO at 346
You wanna talk about insider trading, massive gamma exposure on AVGO 4/17 400c. Someone knew some shit
New Meta deal with AVGO AVGO poping
Why did AVGO pump after hours?
AVGO and networking bottlenecks are inverse SPY and 2x SPY.
holy shit i am glad i didnt close out my AVGO csp before close like i almost did
Im Heavy in AVGO … such a beast man
If you shorted NVDA, SPY, AVGO…..you were not wrong - just late or maybe even early
closed out all my CSPs for damn near max profit except 1 AVGO 320 65dte left. up like 70%. $900 to close it. should i close it or be greedy and see what happens?
Love AVGO, made tons on it but wasn't holding on this last run up. It just dropped $10, gives me a chance to buy back in.
AVGO showing top is in for semis? Seeing retarded prices like $65 intel LMAO
AVGO falling off the cliff....
More ARM and AVGO, in case you're allergic to NVDA
INTC, MU, SNDK, AMD, TSM, NVDA, AVGO, MRVL all will benefit from ATOM's next generation semiconductor manufacturing technology for chips with more performance boost and energy savings and more chips per wafer
AVGO, or MU if you dont mind the volatility. I really like MRVL and NBIS too but theres risk
AVGO doing so good makes me wonder if its on a true run or if i should take profit and close CSP. I usually time this shit wrong.
AVGO keeps reminding me that I sold my calls when it was at 340 instead of holding them!
This isn't "new technology" like NVDA AI chips. Yes, DRAM and NAND is absolutely required to build out AI data centers. However, as I type this Samsung, SNDK, MU, etc., are building out new manufacturing capacity . . . In other words, this is a CYCLICAL STOCK. No way, no how, will this remain at a thousand dollars a share. Consequently, If I typed "moron" or "rube" into my GPS I'd end up in a SNDK "bagholder's" driveway that invests in this stock today (after what has been an incredible, deserved run up). In effect, there are so many more safer, high quality stocks to buy right now, e.g., NVDA, AVGO, AMZN, CRDO, MSFT, etc.
Port went from 140k to 190k so fast. Thank you AMD AVGO MU
I did the same thing after Liberation Day, and realize in retrospect that there were still lucrative opportunities in American stocks (GOOG, AVGO, MU, SNDK).
The market values strategic positioning over immediate price-to-earnings ratios. This isn't necessarily a rejection of fundamentals, but rather a forward-discounting mechanism where investors favor AI and infrastructure on future productivity; they’re betting that being first to the infrastructure layer is more defensive than having a high-margin legacy business. I am a long time investor, so on this recent downturn, I bought more AVGO, AMZN, CI and NVDA. Consequently, I am up approximately $300k in the last 2 weeks. Did I sell anything? Hell no! Everything I own was already high quality equities. Most disciplined investors (IMO) are "barbell-ing:" holding the "narrative" leaders in AI for growth while using strict fundamental screens for everything else to avoid getting caught in the eventual "Proof of Work" phase where the market stops buying the story and starts auditing the balance sheet.
these AVGO calls are going to feed my family for generations
Sold my spy puts this morning for a small loss My PLTR calls are doing great! Just bought AVGO this morning, but I should have bought ORCl instead! 😭
AVGO going farther than any human been
What are you waiting for to get cheap during this nonsense? For, I’d appreciate a discount on AVGO
AVGO and AMD puts Wednesday before close, will drop like a rock on Thursday when TSM earnings trigger semi sell off.
These euphoric pumps on AVGO AMD MRVL will come crashing down at some point.
Personally, I'm expecting semis to gap down on Thursday because of TSM. I would go with sympathy plays. AMD or AVGO puts before Wednesday close.
Semiconductors are at bonker valuations right now. Both suppliers (ASML/AMAT/LRCX/KLAC) and traditional chipmakers (AVGO AMD MRVL). NVDA is reasonable, memory stocks debatable if it's another boom bust cycle or permanent. A correction to semis would send the market tumbling. I think that may happen off the next Nvidia or Broadcom earnings.
Hey bears. Learn from the past 17 times this has happened. You desperately need to well time your puts and exits, and that you should NOT hold overnight. I will be buying the dip. Not a lot, but a little every day. Especially my favorites. MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more. You do you. You may make a buck, but when it reverses I'm going to make 3 bucks.
But what makes them better than AVGO? What are they involved in that makes it promising, interested to learn more
So you’re saying that there’s a chance and I should keep my buy orders for SOXX and AVGO?
We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June
Alright folks welcome to midnight podcast I'm your host, today we're going to talk about the best stocks to own for the booming sex robot market: NVDA, AVGO, MU, SNDK, WDC, and STX
This is a really good breakdown. You're right that the AC/DC split would naturally reflect the character of the underlying stock, and the buyback point is quite interesting - that's the kind of event that becomes much more visible when the components are separated. Your edit about the Verizon AC becoming high beta is a great observation. When you strip out the dividend stream from a stock that's primarily held for income, whatever's left on the capital appreciation side becomes a very different risk profile than the whole share. That could create some interesting opportunities for people who want exposure to specific risk characteristics without the full package. It's worth looking at what Permuto has published about how the trusts are structured. They're starting with MSFT, then expanding to AVGO and AAPL. I'd imagine the balance between AC and DC would look quite different across those three, which might be part of why they picked that lineup.
This is going to be the quarter that Tesler dumps 10% on earnings. Same with PLTR, and same with most stocks. AMD MRVL AVGO etc most of them will go down on the next earnings report.
Cashed in my AVGO leaps in February. I’m looking at PLTR at these levels. I’m thinking $130 and below is a good entry point. Took some QQQ LEAPS a week ago. Quick $20 gain in less than a week.
The best risk reward you’ll get right now is stuff like ASML, AMAT, KLA, AVGO, MRVL, and to a lesser extent MU. Couple weeks ago would have been much better valuations for all of those but the way things are going, you might get another shot in a couple more. Then in the lower risk level, like others are saying, power and related stuff. ETN, NEE, VRT, VST, and when it calms down a bit, CAT.
What a glorious week it was! Wish I made the AVGO play I was considering but hey... win some, miss some.
Sold a bunch of AVGO at $375 so it’ll probably relentlessly pump to 500 now
Why them over LITE, COHR, ALAB, MRVL, AVGO?
Not TSM specifically. But 1 hr before close on Wednesday I am buying both AMD and AVGO puts, probably a month out.
how can QQQ be flat with NVDA nearly +3%, AVGO +5%, AMZN +2%, what's pulling it to the bottom ?
I sold AVGO yesterday too. Totally forgot TSMC were reporting last night, bound to give chips a pump 🤦🏽
Why is it when I take profits the stock climbs higher the day after (AVGO), but when I keep holding it keeps flat or low (MSFT)?
NVDA sucks, AMD & AVGO are up 20% this month. Leather jacket boy barely breaking double digits. Sad.
legacy chip makers been on fire recently, $INTC $AVGO $AMD $ARM all getting action
really paper handed my AVGO and AMZN shares smh
LOL. Look at NBIS, networking bottlenecks, chips, and custom chips \[MRVL, AVGO\].
Woohoo closed out my NVDA and AVGO csps for decent profits. They were scary for a few weeks there.
Did I miss news on semis? Maybe rallying in tandem with AVGO?
fkin AVGO i tried to catch it for months and then it moons 30% in 10 days without me ffs
AVGO is going going gone
INTC now has deals NVDA, TSLA/SpaceXAI, Google, and Softbank's SAIMemory Still to be announced: AAPL, AVGO, QCOM, and possibly AMD
My insider was right about AVGO. Now he’s telling me SPX will dump. He was wrong about APP. Said it would go to 340 by tomorrow idk.
The only reason is diversification. Spare a bit of cash for RDDT NBIS RKLB AVGO as well
AMD pumped AVGO pumped META pumped AMZN pumped MSFT dumped lmao
Maybe start diversifying?? AVGO is an amazing long term play, they haven’t even scratched the surface of their potential.. But you’ll be fine with MSFT, for a stock that’s never split, it’s pretty impressive what they’ve done. My brother is a senior coder there and their leadership is very strong. If you had to pick a company to keep doubling down on during the “war effect dips” then MSFT is a good one to have. I have 30% AVGO and I feel way overweight with them, but I’m spread out like crazy everywhere else. Also have a solid 3200 shares of VCX that I had from my time with Fundrise which was just a small Hail Mary and it’s already paid off even if the price dips when my locked shares open up in Sept bc I got 500 shares in the pre ipo we were offered at a max of $10k per Fundrise investor and I def got lucky when I saw the day 2 spike and set a sell limit at $500.. that $250k covered my tiny shot in the dark and I have 3200 free shares of what could potentially be a huge fund when the companies all go public. Today still was a great day overall for us deep in tech, but there’s still WAY too much uncertainty in Iran and until it’s 100% resolved the market will continue to be volatile. Once it’s all over, MSFT could reach $500, easily within the year. Maybe just stop looking at your portfolio everyday. “Patience is the hardest thing to do” as Warren Buffet once said..
Semiconductors like AVGO and NVDA will get wiped out tonight. It will be supported by a major black swan event so people blame it on the event.
AI Stocks are super bullish $AMD $INTC $NVDA $MU $QCOM $AVGO The artificial intelligence boom is reshaping the semiconductor industry at an unprecedented pace, prompting analysts to significantly upgrade their outlook for the sector. Bank of America now expects global semiconductor revenue to reach $1.3 trillion in 2026, a sharp $300 billion increase from its prior estimate just four months ago. The revision underscores how rapidly demand for AI-driven infrastructure is accelerating. At the center of this surge are companies powering AI compute and data centers, including Nvidia and Broadcom, which continue to dominate the market. The expansion is being fueled by growing demand across compute, networking, and memory, as enterprises and cloud providers race to build out AI capabilities. Analysts now project the semiconductor industry could reach $2 trillion by 2030, implying a 20% annual growth rate—more than double its historical average. Beyond chipmakers, the opportunity extends across the broader ecosystem. Firms such as Advanced Micro Devices and Marvell Technology are positioned to benefit from AI compute demand, while equipment suppliers like Applied Materials and Lam Research stand to gain from increased manufacturing complexity. Even software players such as Cadence Design Systems and Synopsys are emerging as “picks and shovels” beneficiaries of the design phase. However, the outlook is not without risks. While AI-related segments are expected to grow sharply, traditional markets such as smartphones and PCs remain weak. Companies like Qualcomm continue to face pressure from sluggish consumer demand, highlighting a growing divide within the industry.
I hold 20 stocks in my personal account, 8 of them are up +4% or more. Been a while since i had a day this good. RYCEY, MU, META, TSM, EMBJ, RDDT, AVGO, ITA and GOOGL.
Are you looking at any of the big names? NVDA TSLA MSFT AMZN AVGO META