AVGO

Flimsy_Honeydew5414

> Curious how everyone else is doing are you guys making money in this market or getting hit like this too? I’m up 70k this month with NVDA, BDT, NBIS, CRWV, AVGO, MSFT. Idk why you’d be bearish right now on semis of all things 

Yncome_Mercato

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

DJ_Mimosa

Google: Competing with semi-conductor companies with their TPUs. Competing with AI companies with Gemini, which will soon be integrated into Apple devices and will have an edge by integrating throughout the Google eco-system. Competing with TSLA with Waymo. Competing with META and TikTok (Oracle) with Youtube. Google, NVDA, and AVGO are the only Mag8 companies I would invest in right now.

InvestAISavvy

Intel's only like 1.5% of QQQ — you're right... the math doesn't work on direct weighting alone. What's actually happening is sentiment contagion across the whole semi complex. When Intel prints a data center beat that big, the market re-rates AI infra demand broadly — NVDA, AMD, AVGO, MRVL, MU all caught bids. Those names are massive weights in QQQ. NVDA alone is something like 8-9% of the index. So the tape isn't really reacting to Intel, it's reacting to what Intel's numbers *imply* about everyone else. The social side of this is interesting too. I track attention across about 10 platforms and the chatter volume on AI infra names spiked hard right after the print — not just Intel, all of them. That's the kind of cross-ticker sentiment sweep that moves indexes more than any single stock. The Tesla partnership piece probably added some fuel separately but the semi rerate is doing the heavy lifting.

IHadTacosYesterday

I did a post a few years ago in one of the FIRE subreddits explaining that I'm doing a "high-risk" FIRE. Said that all my money was in GOOG, AMD, AVGO and NVDA. They all laughed at me and said I was marinating in uncompensated risks. UNCOMPENSATE THIS....... BEE-OTCHES!

Accurate-Exchange298

Done this exact trade on NVDA a few times, some good, some not. Couple of things I'd think about before you pull the trigger: The IV ramp on NVDA usually kicks in around 10 days out and gets steep in the last week. But it's not guaranteed — I've seen cycles where IV basically flatlined until 3 days before and then only moved a little. Last cycle was weird because AVGO reported first and took some of the wind out of the NVDA ramp. So the "historically it works" thing is real but not as clean as it sounds. Strike choice is where I've gotten burned. OTM calls feel cheap and tempting but theta eats them alive if the stock drifts sideways for a few days, which happens more often than you'd think. I've had better results going slightly OTM or even ATM — you pay more but the position actually moves when IV lifts. Far OTM basically needs the stock to cooperate AND IV to lift, and you're betting on two things instead of one. June 18 is fine but honestly further than you need. If you're exiting before the print you're only going to hold it \~3 weeks max. 30-45 DTE tends to be the sweet spot for this kind of play — theta is tolerable and vega is still a decent chunk of the premium. The thing most people don't plan for: have an exit rule BEFORE you enter. Mine is usually "out if down 30% or if IV stops climbing with 5+ days to go, whichever hits first." Without a rule you'll talk yourself into holding through the print, which is a completely different trade than the one you meant to put on. Also worth logging entry IV, exit IV, and the stock move every time you do one of these. After a few cycles you'll see whether you're actually getting paid on vol expansion or just getting lucky on direction. Two very different things even when the P&L looks the same. Good luck with it.

Far-Requirement9180

AVGO straight down while AMD and Nana Straight up lol

NoProfessional4650

Genuinely don’t think there’s anywhere close to the Bay Area in terms of wealth and insanity. AAPL, NVDA, META, GOOG, PLTR, TSLA, Anthropic, OpenAI, NFLIX, MU, INTC, AMD, AVGO, MRVL… list goes on

Far-Requirement9180

AVGO shitting the bed while Nana ripping, make it make sense lol

Whole_Sandwich_4227

AVGO(Broadcom)

Himothy8

They’re still buys but you’ve missed attractive price action. $AMD, $AVGO, $MRVL

NicoPapaFrita2509

Who needs AVGO when you can buy MRVL babyyy

bzl33

the chip puts are so juicy. $AMD P/E >100. $INTC losing money. $NVDA ~$5T market cap. $AVGO 80 P/E.

JPowTheDayTrader

Why are Asians so good at semiconductors? NVDA - Jensen, AMD - Mama Su, AVGO - Hock Tan, INTC - Lip Boo Tan, TSM - a whole bunch of Asians Can an Asian explain this?

prana_fish

Man $NVDA bulls, it's gotta sting huh. $AMD, $ARM, $AVGO, and now the literal shitco $INTC have been recently trouncing it while $NVDA sits around $200 playing with its dick. Also, inb4 "hurr durr zOoM oUt".

rioferdy838

Look at some of these charts like AVGO and ARM. You can't tell me this isn't manipulation to fuck over retail. Lockout rally.

Working-Active

AVGO hit 2 Trillion market cap this week and up 150% in 1 year.

IHadTacosYesterday

My life is boring as fuck. At least AMD and AVGO are pulling their weight. I'll cry on my way to the Lambo dealership, lol

Crazy_Donkies

I sold my AMD calls at $300 and AVGO at $415. Thought forsure $300 would trigger a pullback.

katsudon-jpz

well, do your deep dive before commit.... when i retired just recently i 'parked' all my money on $spy before dividing them out to smaller portions in mostly ETF and stocks that i'd hold while i travel the world, like AVGO, NVDA, WMT, GOOG, ....

Imaginary-Case3976

I think this is the way for the future; customize chip solutions built to their specific needs and standards for big tech. If Apple is able to make M chips that are equal/superior to x86 then I can see Google/Meta/Amazon/Msft/Baba/Chinese bigTech pour resources into customize chips for their specific needs. There is just too much money companies are losing out on by NOT making their own chips. I prefer AVGO/Marvell/intel over nvidia/amd going forward. They can fab and build others chips.

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap? It’s $SIVe

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier by Market Cap?

37366034

For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. SSIVE: $302m 2. SAAOI: $8.35B 3. Yuanjie (688498): $13.55B 4. $MTSI: $17.4B 5. SLITE: $56.1B 6. $COHR: $49.2B 7. Suzhou Everbright: $5.95B 8. LuxNet (4979.TWO): $1.7B 9. Henan Shijia (SHA: 688313): $6.2B 10. Furukawa Electric (TYO: 5801): $16.06B 11. Sumitomo Electric (TYO: 5802): $45.113B 12. Mitsubishi Electric (TYO: 6503): $71.2B 13. $AVGO: $1.53T Do you see the outlier in Market Cap?

prana_fish

What will be funny, if today really was the top, is that $NVDA bulls did not sell out at $200 for the like 5th fucking time, and $AMD bulls didn't think $300 was a natural selling point, and $AVGO bulls didn't think $400 to sell at was reasonable. All such nice, natural, round numbers too.

RedSkyFlyer

I rolled $1.5MM in NVDA gains into the poor man’s NVDA (AVGO) last month at $296. Gonna stay fully in her thru $500.

onDetop

VM, price target for AVGO?

bartturner

This is not true for the inference chip. It is only true for the training chip. Google is not using AVGO for the bits they are not yet able to do. But instead using Media Tek.

bartturner

That is the biggest change. Google will continue to use AVGO for the training chip. But the chip that most matters, the inference chip, Google is taking on more and using Media Tek for the bits they can't do yet. This will lower Google's cost for their own use but also increase margins for the TPUs they sell to other companies.

Crazy_Donkies

to monitor and find a winner I'm in many networking bottlenecks, COHR, LITE, MRVL, AVGO, ALAB.

be_o3

Thoughts on AVGO now?

Roxorek

congrats to NBIS, MU, SNDK, AVGO gang

federico_84

Google does the high-level architecture of the chips and network topology, but AVGO are essentially doing the low-level chip design, implementation, and validation. Broadcom has a similar co-design arrangement with Meta and OpenAI. It's a good business model, it allows SW-focused companies to out-source the grunt work of chip development.

Return_ofthe_MacYeah

AVGO is literally draining all the life out of the market, everything is fading! Damn vampire stock 😠 

Perfect_Painter_7863

AVGO

ayayron55

AVGO 420 blaze it

lordofthecheeks

What’s AVGO’s role in this ?

isolated-cat

who tf is buying AVGO at these prices

gkdjsl

Can we get a pullback or something? I sold out of AVGO way too soon and I want another ride on that donkey cart

Roxorek

AVGO up 40% in april

Pastalavista4000

All this text and not even one AVGO reference

SeaofSounds

Hey VisualMod what are your thoughts on AMAT versus AVGO....

ze_meetra

Happened to me with AVGO.

sudharsansai

!banbet AVGO 410 15d

greenpride32

SP500 (VOO/SPY) has returned 10.5% CAGR with dividends reinvested. Another way to look at it is your investment doubles roughly every 7 years. If you can't beat the index, you should be joining it. Me personally, I'm more of an individual stock picker. But even though I own stocks suchs as V MA MSFT NFLX AMZN GOOGL NVDA AVGO for many years, I still put money into VOO and QQQM. Why? Because the index is a consistent winner too. And I realize that no matter how successful a company was in the past, does not guarantee future success. Just look at members of the DIJA30 over the years and how much they have changed, or even 100 weights in SP500.

Put3socks-in-it

5 years ago I put $2000 into Qualcomm instead of Broadcom cause I thought Broadcom was a ripoff of Qualcomm and the AVGO stock ticker seemed odd given the company name and I’ve felt like a dumbass ever since

IHadTacosYesterday

I'm a bit overweight in both AMD and AVGO, so I need to trim some. Hoping for AMD to hit about $295 and then I will trim 15% of my position. Will trim about 10% of my AVGO position around $235-ish. GOOG and NVDA are my other AI plays and I probably should prune about 10% of each when they spike dramatically after their next earnings

Actual_Difference617

I have a feeling I should buy AVGO puts tomorrow morning. I feel it in my bones.

Mister__Mediocre

I've sold AVGO puts and my broker will not margin call me because it's a small fraction of my total. The point of leverage is about understanding how much you can take on and for how long. I'm perfectly fine with a broad market crash happening in the next 5 years and in fact will almost benefit from one.

MeanCryptographer585

“I’ve sold AVGO puts AND bought NVDA. I’m diversifying”.

go0n_acTuaL

Friend of mine bought AVGO calls afterhours on Friday, put 30k into it. Expiring today, he thought they expire tomorrow, wonder how that positions doing

Mister__Mediocre

Thanks for the compliment, I feel like I belong now. Yes, for instance I recently got 10K in premiums for selling at-the-money puts (dated December 2028) on AVGO when it crashed and used that to buy random stock. The premise is that I'm usually a buy-and-hold investor and I sell puts only when I'm fine with buying at the break-even and holding for a decade. If I could sell puts dated 15 years like Buffet I'd do that, but nobody lets me do that.

Few-Chemist-3463

MediaTek also works with Google to produce TPUs, so the idea of Google diversifying isn't exactly new. The bigger question is whether any of AVGO's competitors can produce a product of similar quality (for less $) and at the same time have the expertise to mass produce it.

GatorBo69

I see a MASSIVE drop coming this week. Last Friday I sold all of my positions in AVGO 50%, Tesla 25%, and left the remaining 25% spread out equally in VOO, VTI, SCHD & THTA untouched. Along with the $100k I hold in physical precious metals 75% Silver 25% Gold; both in American Eagle coins, all of which I have no plan on selling ever and will pass down to my children. I sold on Friday right before close on AVGO and Tesla, not because I don’t believe in them, but bc we just hit RECORD highs across the board and I’ve been holding these companies for 4 years. As a 45 year old man, I now am holding onto $420k in cash in my 4.25% high yield savings account for the near future. I personally, see another massive drop coming but like everyone, we have NO fucking clue. One thing I have learned under the Trump administration is that he has manipulated the stock market more than any other President I have seen. I learned that lesson the hard way his first go around. And although I don’t like the guy, I have profited GREATLY off of his second term. Selling all of my crazy gains on April 1st of 2025.. I did miss this year’s peak bc of the war threw me off, but luckily I held strong with AVGO & Tesla through the nightmare drop to make another absolute killing. I will be sitting on this cash while slowly buying up certain value stocks either during this week or the next, or maybe waiting out the month. But I have learned to time Trump’s actions ridiculously well, and I admit gotten very lucky, that he has made me outperform my Fisher Investment portfolio, which is 70% of my total assets and they have been averaging an insane 25% annual return these past 4 years. I started with my $200k in cash about 3 years ago and have turned it into close to a million. And this was just my “play around money”. Make no mistake, I am CONVINCED that Trump has manipulated the stock market to make ridiculous sums of money for himself and those close to him. I don’t like the man, but I like what he’s done for me. Now, watch me be looking like an idiot while AVGO and Tesla continue to climb, but like any investor will say, never get greedy, especially when I saw over 1,000% gains over the past 4 years combined in these two companies. (Mainly AVGO when I got 2,000 shares at $40, and 500 shares of Tesla for $113) But if they stay strong then I’ll simply wait for them to eventually correlate so I can get back in, especially with AVGO. I already feel dumb for exiting what I personally feel is a massively undervalued stock. Tesla is way overvalued and volatile for me. Now I’m buying up RKLB & PL as I believe as being the #2 & #3 publicly traded Space companies, you’re going to see a big boost in their performances by proxy from SpaceX. Which SpaceX is another stock I will be getting heavy into only after a good month when it drops from the initial FOMO it receives.

music_is_gud

MU, SNDK, AXTI, AVGO and the rest of semi conductors all recovering lmao

Crazy_Donkies

Every call I bought 2 weeks ago is up 100%.  AMD, AVGO, AMZN, RKLB, NBIS.  I sold half at 100%. The rest I'm riding. And these are all 12/18s. If the market dumps I'm buying more.  No debate You nerds buying puts will get wrecked twice.  First will be when there's a tweet and the next is when you miss the initial 2% pop.   Have fun pretending youre correct.

Crazy_Donkies

If you believe AI investment will be $1t+ a year in a few years due to growing margins, than yes, these all will 3x in a few years on 3x revenue.  If you don't than stay away. I'm personally heavy into ALAB, LITE, COHR, MRVL, AMD, AVGO, ETN, CEG, BE.   I'm an AI bull and I have yet to see anything that gives me even the slightest worry AI is a bubble.

playstationjeans

COHR, LITE, CIEN, MRVL, AVGO and..............Intel. This sector is packed with companies experiencing excellent growth right now but those are the the ones I have positions in. Go watch the Asianometry videos on YouTube where he coveres photonics topics, It's a great watch.

imrickjamesbioch

Personally I consider it the Mag 9 or TSLA/Amzn should be booted and replaced by AVGO/TSM.

fashgod

I have AVGO leaps that are up. Thinking about adding a trailing stop

Garbage-Disposal-938

I don't follow Broadcom, but just looking at the chart I'd say, "yeah, somewhat." but maybe the whole market will sell off Monday because of all the Hormuz closure noise and AVGO will close below 405?

go0n_acTuaL

Alright guys, so I yoloed 30K on writing AVGO 405 calls expiring Monday, am I fucked????

go0n_acTuaL

Buddy put 20K on AVGO 405 calls expiring Monday. Is he fucked?

cakebytheoceans11

AVGO dipped under 300$.

greenpride32

I don't see the point of comparing QQQ to DGRO - they have different investment objectives; one growth and one income. But QQQ absolutely crushes DGRO in return, so what does it matter on the SFV metric? You'd buy QQQ if you are young and don't need the money until decades out. You'd buy DGRO if you need your investments to generate income; typically for later in the life cycle. Also you can just buy RSP ETF (SP500 equal weight) if you are concerned about high concentration. Historically it's pretty close to SPY/VOO returns. But more recently with big gains from NVDA GOOGL AVGO, the weighted index has done better.

Arrowhead_Pride15

AVGO forward PE of 37 is nearly double NVDAs low-20's, while NVDA is growing revenue at 70% yoy, AVGO is growing in the low 30's. AVGO is a near $2T company, profits from their last two earnings reports were $7.5-$8.5B. NVDA did $31.9B and $42.9B.

KingN0

Yeah it was not out of the question for someone to turn 1K into 1 million just rotating between META, AMZN, TSLA, AVGO, and MSFT on this rally. You would have needed balls of steel to size bigger after each trade tho.

bartturner

Own AVGO and pretty bullish. But the one thing nobody is talking about and concerns me a tiny bit is the fact that the new Google TPUs, V8 called Zebrafish, that is used for large scale inference will not use Broadcom. Google has taken on more of what AVGO was doing themselves and then the bits left they are using MediaTek instead of Broadcom. Google will still use Broadcom for the other V8 chip, Sunfish, but that one will have a lot less sales as used for training.

Desperate_Stretch855

Don’t listen to people who have no idea what they are talking about. Taking a salary means paying taxes- not doing some defers taxes. I’d work on getting him to focus on building a diversified portfolio of large cap and profitable companies first, before moving onto something like this. A lot of time it’s not “is this a good stock to buy?” But “is this the BEST stock for ME to buy?”. Take a look at stocks like: AVGO MSFT GOOGL BRK B MRK JPM

Far-Requirement9180

AVGO flat all day until the last five minutes lol

MagJack

AVGO trying to take over the world

WickedSensitiveCrew

I agree it is people looking for the next NVDA/AVGO. NVDA is a great company but life changing gains are over if you buy at 5T market cap. You have a better shot looking in the 1-100B market cap space for multi baggers. Im fortunate I bought SNDK. Just because I realized earnings was about to explode and they have limited debt. That felt like a combination for a multi bagger. Since they could do so many things with that cash. And it worked out I dont know when to get off either.

_hiddenscout

Totally. Like people see these companies at like AI trade 1.0. I get the idea the market caps having impact, but that's part of the whole alpha searching thing. People are looking for the next NVDA and AVGO, but doing the bottle necks. I'll never knock anyone for making money, just for me personally, just don't know when to get off those rides and I'm totally cool with that.

WickedSensitiveCrew

I think the difference between the memory plays and AVGO/NVDA is AVGO/NVDA are over 1T. NVDA is almost 5T. So it takes way more for those to double than something like MU, SNDK, etc.

_hiddenscout

I'm there with you, same with the memory stuff. It feels like investors are pilling into the "bottlenecks" looking for alpha and not really even buying the stuff like AVGO/NVDA anymore. I wonder if some of those names are like the AI trade 1.0 while investors are looking for alpha. I haven't touched any of them. It sucks missing out on some crazy gains, but I do feel like a lot of people are going to be holding bags on some of these names.

MagJack

Its almost all in long term holds atm. Only options are some CSPs ive sold and are so far OTM now I am ok being risky and seeing how much they drop. Like AVGO 320p and NVDA 160p I usually play some small options but shits so cray right now I'm just mostly sitting on sidelines watching things grow

Far-Requirement9180

AVGO flatter than my ex chest lol

COBRA_DROGO

META keeps reminding me I sold 690c too soon. AVGO keeps reminding me I sold 400c too soon. FML!

doctorqaz

AVGO 300 to 400 in 11 green days straight

bartturner

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.

Far-Requirement9180

AVGO pinned the whole day. You just can’t make this shit up lol

Typical-Layer-1253

Port went straight from 140 to 210. This is unreal. But I’m hella anxious . Holding AVGO AMD SOFI

knoqd_

AVGO daily chart looks very normal

CoatAlternative1771

AVGO went front down 20% to up 10% for me

VoidMageZero

I didn't buy AVGO but I bought NVDA and MU

COBRA_DROGO

Yeah SPY up 2% YTD, I’m up 1% SMH. Could’ve hold my AVGO 400c for longer

Cantthinkofacoolnam

Next couple day NBIS is about to drop MAJOR NEWS I gave you all CAR weeks ago and AVGO. NBIS LOAD UP

Blade3colorado

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 . . .

Impossible_Gift8457

Waiting for AVGO and AMD to ATH. MU, ARM need to go higher.

Roxorek

AVGO up 36% in 2 weeks 2 trillion company

Flat-Focus7966

If you sold AVGO calls before it went ballistic....I know that feeling

Educational_Exit_5

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

Elegant-Magician7322

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%

Spiritual-Sir6854

AVGO 🚀hang on! This stock surpass NVDA in the coming year(s)!

A55BAG

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

Pete26l96

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..

Crazy_Donkies

FYI, pretty sure when AVGO pops, MRVL and AMD dump.  Swing it.

Far-Requirement9180

Guess who bought AVGO and HOOD puts just at market close today, bro you just can’t make this shut up LMAOOOOOOOO

MagJack

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.

cowboycookie1337

Bought puts on AVGO at the close and of course this fucking news is announced