AVGO

CD274

Isn't AVGO above Tesla now

Beneficial-Chair-333

Some of them has a real moat. Like NVIDIA has CUDA and that's why it's not easily replaceable. Also, though hyperscalers are making their own chips but still they need GPU for computing so they have to pay high premium until they will build their own chip for computing. Currently their own chip are only capable for maintenance not computing. Intel is one manufacturer apart from TSMC who control manufacturing and have 80% yeild. These foundaries have different business model than memory makers. Their replacement cost is very high. TSMC don't charge high prices in the event scarcity that's why they have 90% market share and keep good relationship with hyperscalers and that's the reason other foundaries have to keep prices low. Still Intel stock price is high due to speculation. AVGO has moat too, hyperscalers can't replace it in their own chip making it has switching cost. Other alternative is NVIDIA who charge premium for GPU. So, these all have certain moats which makes them irreplaceable but still they are vulnerable to some extent. With memory makers problem is memory has international standard so its replaceable mean hyperscalers can replace one manufacturer with another who will bid low price when enough supply will be available in the market. Currently they are charging premium taking opportunity of shortage which they are bound to loose. Semiconductor is very complex sector.

PositiveChemistry710

So how do you evaluate Nvidia, AMD, Intel, AVGO (Check PE RATIO for them). Old memory cycle before AI and after AI is different. Market started realize it is the same value as like GPU producer.

Kooky-Address-4598

2. how exactly? the hyperscalers guided higher capex for 2027 also why would your thesis play out just for the memory stocks and not other semis (TSM/ASML/AMAT/AVGO/etc.) ?

No-Most2405

current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing

Riskismyapellido

thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)

_rockthemike

We just clearly bottomed. 357 AVGO by next week is retarded you won’t even be close to profit

Midpoint60

My largest stock holding at the moment is AVGO.

NomSaneMan

What’s yall’s largest holdings if you hold any shares? I’m sitting on that citadel play of SKHY and AVGO

davidbigham

NVDA and AVGO have been shit lately .

No-Most2405

Current positions GOOG AMZN MSFT AVGO INTC to the moon baby

Brigantius

Wrong way AVGO.

No_Current3675

KLAC ASML LRCX AVGO NVDA still good buys.

1098duc_w_the_termi

Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.

MaleficentBus1863

Their demand for compute is going to be enormous, and justified. AMD, NVDA and AVGO should moon.

LowCryptographer9047

The same shit with $AVGO

Lihuman

No money bro, I brought memory close to the top. AVGO at 400, SKHY at 173. I still haven’t reach entri from that…

No-Most2405

Current positions AMZN MSFT AVGO SNDK INTC straight to the moon

whodey84

Interesting his last 13F in June he was short NVDA,AMD,AVGO etc

Samjabr

Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.

Maximum-Side-9391

The puts weren't even good ones lol dude loaded up on puts end of Q1 on the likes of AMD NVDA and AVGO but all of those stocks sky rocketed right away in April so assuming he didn't paper hand them even the fall back down would have likely been down on them with theta.

throwaway9gk0k4k569

WULF still undervalued here. AVGO almost certainly will pump again. This recovery has not even started.

george_alto

Agree. It seems oversold and already making a slight comeback today. They are the HBM leaders and it will take "new" competitors years and maybe a decade to catch up. Everything I read says HBM memory is not cyclic based on high end chip demand; it's not just NVDA and AMD but also all the custom chips being made via AVGO and even Amazon, Google, and SPCX have their own chips that need HBM.

Riskismyapellido

OP, is this your first sell-off? Because I was down on SNOW, RBRK, AVGO and a bunch of others. Joe in here is that u become a "community member". Well, tirns out after a couple of months my investments turned positive again big time. AVGO for example is a quality stock. MU also but it was just hoplessly overbought. U always gotta consider and do a SWOT-Analysis. What fucked it up for memory stocks is the T, the threat from chinses competition

Zipski577

Most mega caps are. I’ve always viewed AVGO that way too

Spac55

Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612

thefrogmeister23

Which large cap semis are you thinking of? I was hearing that NVDA, AVGO, etc are fairly valued if not undervalued

DuePomegranate

I upvoted you, but still, the "dividend thing" isn't pointless. People don't articulate it, but what they really mean is that they have more faith in the consumer goods, healthcare, and generally defensive stocks in the top holdings of SCHD or value ETFs, than they do in the top holdings of S&P500 (Mag7 and now AVGO and Micron). They don't want to be caught in a tech bubble bursting right when sequence of returns would undo them. Total return isn't the only thing that matters. Volatility also matters. The dividends themselves are a pleasing side effect that's "correlation but not causation" with defensive stocks.

prana_fish

Well, if anything, the Kospi is an indicator for the next day whether or not "sell the rip" is the viable strategy for short term intraday scalping. Usually can check if $NVDA and $AVGO stall at key levels on rips to time puts if and fucking piece of shit $ADBE is still retard strong.

IBUYVOTES

Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.

SpaceXLord

AVGO. Where did you go?

orcassharks

This is true but a company like AVGO is pretty broad lol

WorkingCorrect1062

It's over for meta, MSFT, NVDA, AVGO, MU, MRVL, ORCL

Spac55

See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8

Delicious_Stomach278

Just woke up from my pre-AVGO q2 earnings, how are my calls looking?

GneissFrog

NVDA and AVGO are the last two holdouts for SOXX constituents, the only ones to still be in positive territory over the past 1 month.

Dude_HaHa

I hate NVDA, AVGO and AMD so much its unreal.

_AntiSaint_

I’m middle of the pack. Mostly priced at 4-5 weeks ago. My portfolio is down 25.33% rn. Equities: SNDK @ $1,451 SKHY @ $164 MU @ $952 Calls are: NVDA 190 C 6/17/2027 @ $39.60 AMZN 250 C 3/19/2027 @ $33.60 AVGO 400 C 10/16/2026 @ $42.12 CRWV 85 C 1/15/2027 @ $12.23 I have serious concentration risks here, but I understood that going in.

Traveller_2099

AVGO supplies most of their custom chips. Do the math.

Life-is-beautiful-

AVGO is a very safe solid bet at this point.

orcassharks

Hopefully AVGO and NVDA stands ground or it’s going to be real GUH since far more are in those stocks than the meme memory stocks.

Top_Cranberry_3254

Happy hump day regards, and by hump I'm referring to the downward slope of SPY. Had my first green day in a week today thanks to the regards still selling NVDA, DRAM. and AVGO. Now, bear down because tomorrow we got some big dippers acoming. Limit buy low at your dream price, but make it reasonable. GOOG, DRAM, MU, AVGO, and ASTS are calling your name. 🤌🤌🤌💰🤑💰

orcassharks

At some point we will need to separate companies like AVGO and MRVL from memory stocks. The latter is fukd. Don’t lump them all together.

MyNameIsntSharon

AVGO u ok?

gkdjsl

I can't believe AVGO and NVDA are green today

Mitche420

AVGO

Serious_Try_69

AVGO and GLW revised down forecast which is a lil concerning

Zatelli

There's absolutely nothing wrong with tech. Earnings are much better than a year ago. Take AVGO for instance, its P/E compressed significantly from 185x for calendar year 2024, 70x for 2025, 60x on a trailing 12 months basis, but a forward 12 month P/E of ~23. The real reason behind the systematic dumping of tech stocks is risk management (beta), right after the FED dropped forward guidance. Too much tail risk for some institutions. The overvaluation narrative therefore provides convenient cover that retail understands. It's only a matter of time before PMs start feeling pressure and buy back in no matter the price. Michael Burry, oh well. I'll remain professional and courteous: he's entitled to his opinions, he pays to play. Concerns about circular financing? Overblown. Is the buildout over? Not even close. We're not even scratching the surface: physical AI, AGI, warehouse robotics, Cobots, drone software, true self-driving vehicles, next gen urban mobility, clean, scalable & reliable power, etc etc. I doubt we'd be served the same outcomes if there had been continuity at FED (dropping forward guidance Volcker style is absolute heresy and signal profound lack of understanding of how the markets operate, price risk, etc). That's the core reason of the rotation out of tech.

AdMysterious8464

AMD and AVGO fw p/e in the 70s, ARM in the 100s? Memory stocks are "cheap" but they were so once already during cloud buildout. Wasn't exactly the best time to buy their stocks then either. But it's different this time right? And NVDA will keep their margins forever

quantomian

$AVGO to $600

Vincentnvl

Same. I took a big chunk out of Nvidia and AVGO to move it over to Apple.

Dude_HaHa

SPY, NVDA, AVGO, MRVL, MU. Destroy.

Crazy_Donkies

Personally I'm seeing quite a few stocks at their 200 MA \[and their 200MAs are on an uptrend\], growing revenues 25%, sold out to 2028, and only have 30 - 35 forward PEs. WMT has a 36. I've started buying dips: CRDO, AVGO, NVDA today. I think things can still go lower, but that's fine, I'm 20% cash.

Past_One3442

Sold then went into AVGO for 20k premium on CSP at 360$ strike for 39 days.

Past_One3442

Ok I sold and booked 10k profit, on to the next thing since I like the idea of CSP I sold puts on AVGO for 360 with a strike of 360$ 39 days out, net was 20k premium so I'm ok with owning AVGO at 360 with 20k premium or just collecting premium. Nice part is its on margin that you don't pay intrest onuntil it executes.

Riskismyapellido

Company expects first-half revenue to rise more than sevenfold. Pump my AVGO

scott0482

Split it between META, GOOG, MSFT, AVGO, and ASTS Or buy QLD :)

CoatForeign2948

JD around 28, AVGO around 365, RDDT around 145, Robinhood around 75 are all good to wing trade. I normally sell an OTM call once I buy them. For example I have been buying AVGO around 370 and selling around 385. Around 300 or 400 shares. Stick with profitable companies and good value stocks

papakong88

Take a look at the Mag 10 index options (MGTN). Mag 10 is Mag 7 plus AMD, AVGO and PLTR. They are European style.

Dude_HaHa

I remember retards buying AVGO 650 calls right before Hok Tan knocked over the first domino 🤡

Beginning-Fig-9089

"S&P only -2.8% off ATH!" meanwhile.. SPCX -49% MSFT-31% MU -27% AVGO -23% GOOG -21%

95Daphne

Yeah, the thing is is that the tech centric move didn't even start off being oil/rates related. I'd link it back to the big dump by AVGO earnings early June. Memory tried to run some afterwards, but you look at some of our chips who don't have a major memory link, but do have a major AI link and they have been struggling for longer than memory has. The KOSPI has thrown gas on the fire, but this probably doesn't end overall until AVGO stops struggling, and honestly, the way things look is similar to when it dumped big in December, so it's quite possible you're adding on another two months here. Or maybe its earnings sometime in August can stem the bleeding perhaps.

gs-

Bubble started bursting last AVGO earnings

Etherius

So according to you, AVGO doesn’t make their own silicon And they don’t pay TSM to make their silicon Kay

Beginning-Fig-9089

idk, i know theres benefits, but maybe its not where i am positioned. semis have already ran up, could be AI ROI is now in the enterprises they are currently being implemented across? for instance Healthcare and Financials have been looking better risk to reward, considering they can start unlocking the benefits of AI for business. earnings from GS, JPM, and BLK all pumped while semis dumped, INTC, AVGO, TSM

Weak-Pomegranate-435

AVGO does not pay TSM as well. Google pays both AVGO and TSMC. And TSMC further pays a fraction of those increased profits to ASML for expansion. But AVGO does not funnel that to anyone else unlike TSMC. Learn the supply chain correctly

orcassharks

It’s basically over. Semis like AVGO and MRVL will still have some room to run.

bearhunter429

#Performance from 52-week highs: #SPY: -2% #NVDA: -13% #GOOG: -22% #MSFT: -33% #AMZN: -18% #AVGO: -23% #META: -26% #TSLA: -38% #MU: -28% #NFLX: -46% #LMAO🤌

Exciting-Bag-5445

AVGO seems like free money

IndependentUsual7444

Why AVGO and AMD getting cooked

Independent-Use-228

AMZN is my hedge. I'm rolling the dice on AVGO VS TSM. Someone say it for me. The bank is ready.

Spac55

$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41

GneissFrog

AVGO being traded entirely by algos today, lol, not even a smidgen of human activity

Rare-ish_Birb

and AVGO right behind it

magneticpasta9

Does Google earnings have potential to ripple the market like AVGO did that one time

MaximumDiscipline843

The muted discussion itself is a data point — SNPS doesn't have a clean single catalyst people can rally around the way NVDA or AVGO do, it's a slow-compounding moat story, and those get ignored in momentum-driven markets regardless of quality. What I'd watch for before buying: ANSYS integration cost synergies showing up explicitly in the next couple of earnings calls, not just revenue combination. If management stops mentioning integration costs as a margin drag, that's usually the tell that the expensive part is behind them.

MagJack

cmon need AVGO and INTC to pump this week

Top_Category_2526

I sold Google at $162 I sold META at $92 and bought back at $588 I sold NBIS at $36 I sold AVGO at $246 and bought back at $455 I sold AMD at $130 i'm something of a fucking idiot myself https://preview.redd.it/xhr5sak0b8eh1.png?width=647&format=png&auto=webp&s=e3592d02dafb00c025a68793c51020e692ba52de

WowKay100

I think time will tell if Micron has escaped the cyclical phase. A few important things to note are: 1. DDR5 prices has increased by 15% since Micron’s last earnings, so they will probably smash earnings. 2. All the robotics/autonomous vehicles that will start mass production is underway, which is a new segment - The scale of which we can’t predict yet 3. If Micron’s business is cyclical, and we are in a super cycle that has peaked, then by default, NVDA, AVGO, INTC, AMD are all cyclical too. The Semis has experienced a huge demand boom all from AI, away from their traditional business, and would drop to their pre-AI hyperscaling levels 4. Micron’s windfall cumulatively will be hundreds of billions, extending to 2030 at least. They could diverse so easily if they chose, for example becoming a holding company and spending all that free cash on buying out companies, a play book we are experiencing with NVDA at the moment. 5. NVDAs new generation products, which require a huge amount of HMB4/DDR5 is sold out through 2027, indicating agentic AI is still rising not falling We shall see if the market is pricing MU wrong, but if they aren’t and it’s cyclical, I think NVDA will take a 30-40% hit, and AMD 50-60% hit to stock price

Crazy_Donkies

Either. ASIC will keep price down. Which is why you should be considering MRVL, AVGO, or ARM.

Shoddy_Possession_38

They need to replace Hock Tan with Hawk Tuah! $AVGO will never see a red day again! Well, only when she’s on her period.

TheSeeker331

But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month. $MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings. $TSM didn’t have a run up before or even a pop in the immediate after.

Plane-Research1843

After the Broadcom aapl deal announcement AVGO should not be anywhere under 375

Particular-Cake-6430

AVGO calls in the morning paying well

Diligent-Stable-8239

Y does the market hate AVGO

djai50

Lol bro… sell, buy NVDA or AVGO and thank me later.

IndividualNo7155

Anyone buying AVGO?

iiGoodVibesii

Right. Depends on the buy-in timing critically IMO. He said below he bought RKLB sub $30 which is gorgeous. I probably wouldn't have doubled down on 2 space stocks though with SpaceX ipo approaching and now here. (pl, rklb) Just chose one. RKLB has amazing space utility and PL idk alot about, but enough.. NBIS is great if you got in before $100. But this run has surpassed even my expectations and I used to be the biggest NBIS bull lol. Got my family in it. But it's way passed its skiis now. MRVL.... idk man. I traded it and made a small win. But I see Qualcomm and AVGO being a safer bet with connectivity and wiring. However, the fact NVIDIA is invested in them is YUUUGE to me. I admit.

throwaway9gk0k4k569

Look at that dip on AVGO and how it got bought, but the trend keeps going down. That's fucky.

slothropdroptop

First MU, then AVGO, now TSM—all crashing the semis markets with good earnings, sad

throwaway9gk0k4k569

There is the panic sell. AVGO, WULF, JOBY,

MagJack

im selling AVGO puts to someone here rn

usually_guilty99

this is because of ChangXin - the new Chinese startup. The dust will settle and MU will be back along with other hardware that got impacted (Hynix WDC SNDK AVGO NVDA) - I think the impact has been wide spread. But Nvidia - is really cheap - however, I dont think it will be a money maker anytime before earnings. Hoping to see the China play making a difference into their revenue

Particular-Cake-6430

AVGO premiums are outrageous

alone-in-the-chat

my dear AVGO!!, what are you doing

95Daphne

Look, I get it. I hate Trump myself. But some of y'all need to back just a little bit off on blaming Trump for every single little thing going on. This has been another case where the Nasdaq ends up being bothered by stuff that's not directly US macro linked (for now at least). It started with AVGO earnings and has been exacerbated by an Asian margin call, mostly Korean, but now Japan is not helping either. Trump could keep his mouth shut and the Nasdaq would still be struggling right now. There is nothing that can be done here except for wait for the margin call to finish.

NerdSlamPo

I'm going to keep buying deep into AVGO and NVDA anytime they dip. Not confident in memory or cloud infrastructure, but the panic everyone has here is silly

ryallen23

Glad I bought a ton of AVGO at 401 instead of all this bullshit when it was flying. Covered calls for the win

SuffiecientSapian

I’m not asking much I’m just asking AVGO recovers everything it lost immediately after earnings

95Daphne

It just isn't macro linked, or else everything except oil would be struggling. It is woe is me AI again because AVGO earnings jumped it off.