AVGO

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

mayorolivia

IMO SKHY sndk mu Nvda and AVGO. Grossly undervalued

Kickboy21

Trading map using claude was awesome man. Is there a script you use? I’m also down 40% but i think AVGO will bring me back.

Idkmanitcouldwork

Bruh, I agree, what is their source? *Ai flag ship USA company NVDA down 11% in one month during earnings season, Intel down 30% in one day, ASML down 15% in one month, AVGO down 9% in a month, GOOGL down 19% in one month, consumer staples up 9% in one month* *with the highest mortgage rates in 20 years.* *“Source???” LOL*

UnlicensedKnowItAll

AVGO was a steal today

FuckleUp

Very not happy cutting AVGO QQQ puts yesterday at bell.

General-Oil293

AVGO, Cramer hates it…

UnlicensedKnowItAll

Bought 100 AVGO at $326

All_YourBase

|Stock|YoY EPS growth|Trailing P/E|Forward P/E| |:-|:-|:-|:-| |PG|\-3.1%|24.4x|22.8x| |KO |\+12.3%|27.8x|27.1x| |PEP|\+51.2%|17.3x|16.2x| |COST|\+14.0%|48.8x|44.4x| |WMT|\+4.2%|44.8x|41.1x| |NVDA|\+125.3%|25.9x|16.9x| |MU|\+879.3%|11.9x|5.0x| |SNDK|N/M\*|9.3x|4.8x| |AMAT|\+38.3%|33.7x|22.1x| |AVGO|\+100.0%|41.6x|18.7x| This. Some examples. The highest P/E out of all of these if Costco. With 14% growth.

PhotonicsIsFried

I like how AVGO sentiment is 96% bearish. Everyone is waiting for it to shit the bed again.

Locus_In_Quo

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

bearhunter429

#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾

Spac55

BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today

SmoothNSteady1

AVGO or GOOG longs? I can only choose 1

SamQuentin

Tech is super cheap. Over the last year there has been major multiple compression. NVDA, AVGO and AMZN should be double There is nowhere near the growth needed to fundamentally support defensive stocks

Locus_In_Quo

> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉

Ill-Ad1603

Full ported AVGO at 327.21. Not going so well so far

Kickboy21

AVGO chart looks horrendous. Anyone buying this shit?

Sweaty_Platypus69

$AVGO going below $300 :kek:

Ill-Ad1603

AVGO caught a stray there for real

deslyfox

I've also become highly regarded after gambling with HUB, NOW, BA, ADBE, INTC, AVGO

Important-Swim3873

AVGO trading at 16 forward pe yeah this easily doubles to 600 by end of next year imo

gregzicstock

Will this be a repeat of what happened June 2nd when AVGO crashed the market? We were down Thursday & Friday, then we shot up Monday.

MaroBoyy_2ss

AVGO & Amd just made new lows currently & soxl made 52weeks low... tell tell sign

FuckleUp

I dumped QQQ and AVGO puts at close. 👏 💩

Maximum-Sign-5983

I’m down so much money on NBIS AVGO HOOD

Kantmzk

I went in big on MSFT and bought 343 shares at 410. It continued to go down as low as 350 usd/share before smashing an earnings report and since going up significantly. I imagine the same scenario will happen to GOOGL. Most of all, I look at PEG/PEGY ratios, FCF, EPS, and various other ratios and buy based on what is cheapest. MSFT fit the bill earlier this year. As of now, GOOGL is getting there but I actually want to see it sink more before I consider it a worthwhile buy. There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. Victoria Secret has done much better, as wel**l**, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.

Throwawayz911

AMZN, GOOG, AVGO and chill, a lofi playlist

_hopkins

Is there a reason AVGO trades like a meme stock despite being a trillion company

_hopkins

I should have sold AVGO when I had the chance today

arkham1010

To get into the weeds a bit, the S&P 500 uses a cap weight rather than equal weight. That is, the more the market cap a company has, the larger percentage it is within the S&P 500. Here is the top ten, as of May from this Investopedia article: * Nvidia (NVDA) 8.59% * Apple (AAPL) 6.87% * Microsoft (MSFT) 4.71% * [Amazon.com](http://Amazon.com) (AMZN) 4.13% * Alphabet Class A (GOOGL) 3.67% * Broadcom (AVGO) 3.09% * Alphabet Class C (GOOGL) 2.92% * Meta Platforms Class A (META) 2.11% * Tesla (TSLA) 1.96% * Micron Technology (MU) 1.42% 1, they are ALL tech. 2, notice that google is included twice. So google exposure is actually closer to 7 percent. (wat?!?) 3) Add those percentages up, and thats 40 percent of the S&P 500 there alone. There are 490 other companies (ok, a bit more or less, its not EXACTLY 500 companies) that comprise the other 60%. Do we see a problem with this situation? Worse, people sometimes like to 'diversify' by buing S&P 500 funds, total market funds and other large cap funds. But if you look what those funds hold and what percentages they are, you'll see there is a lot of overlap. Even some midcap funds buy megacap stocks to goose their returns a bit. Be safe out there, do your research, know what you are buying.

babyd42

lol. damn. Reminds me of when I had both Planet Labs and AVGO calls at their peak. The next day really hurt. Still recovering

General-Oil293

Don’t go AVGO, you can do it

MansBarelyHot

Ain’t even AVGO earnings down 3 percent lol

Taspaco

I offloaded AVGO after their 65 billion dollars deal with Anthropic. Smells like a bad recipe

Abe2025

Google destroyed the market. It was AVGO early this year.

Ill-Ad1603

AVGO is so frustrating to hold bro.

CMDR_Shepard96

AVGO & SOXL re absolutely fucking murdering me

bluethereal98

when $AVGO was $495 the first stock I bought and at that exact price lol

Ambitious_Snow840

Here's why you're wrong: * Massive speculation. The companies with high forward PEs or revenue multiples today are doubling revenue YoY. This isn't speculation. * Unsustainable business models. MSFT, GOOG, SPCX, and others have already proven AI is profitable. Stop armchair quarterbacking what you can easily read with financials. GOOG's profit margins INCREASED before ANY mark-to-market. All you read here are non-accountants and FUD telling you what you just typed, but the actual people making decisions have the proven track record of EXCEPTIONAL ROIC. Stop believing Redditors living with their moms. * Drying up of capital. Just FUD. There is zero shortage of people willing to take buy the debt. In the past week, NBIS $3.5b, AVGO $63b, SPCX $40b, META $95b. * Interest rate hikes. This is the SECOND most laughable point. In 99 to 2000 rates moved from 5% to 6.5% in a year. Today we're still WAY less than either, paused hikes today, and are smack in the middle of historic norms. Plus today's inflationary pressures are supply side with oil. Just because rates increase doesn't mean crash. It's NOT a light switch. It's a stock by stock investor by investor decision. * Disappointing earnings. **THIS IS THE MOST LAUGHABLE. AS OF SEPTEMBER 22 86% OF SPY BEAT EARNINGS! WHAT ARE YOU EVEN REMOTELY SMOKING.** AJG and AON just both commented on how AI is increasing their efficiencies and profits.

_hopkins

I did not listen to the earnings call But why chip manufacturers like AVGO, NVDA are also down if GOOG ads are messed up.

Kickboy21

Down $20k from peak today and i dont even have GOOG. I have RDDT and AVGO 🤡

Ill-Ad1603

Why AVGO down so fucking much on GOOGLE news?

StarvingOprah

Is this why pos AVGO is red ah.

CD274

Better than AVGO

davidbigham

TXN AMAT LRCX AVGO . Some of them down 50% from ATH . Good dip to get in

fetchengretchen

AVGO

Ill-Ad1603

AVGO has got to be the most frustrating stock to hold

SpecialTrust2045

Hold AMD or AVGO?

imustbegthequestion

Should I buy GOOGL GOOG and AVGO before or after ER? Please and thank you.

StarvingOprah

Soon it'll be imagine not buying AVGO at $400

bartturner

TSMC is the fabricator. For the new V8 inference chip they are using Marvell instead of AVGO. They are still using AVGO for training chips.

michnewmann

AVGO calls.

WorkingGuy99percent

What is your definition of cheap? A cheap share price? Like less than $10? Is that a cheap stock to you? What if they lose a billion dollars a year? What if the company has never posted a P/E? What if you $10 stock goes to a $1 stock? Was that an expensive stock or a cheap one when you bought in at $10? Meanwhile, what if I bought a company at less than $900 a share, right at around $898? What if it had a high over $1200 within the last six months? What if I think that stock is going to hit over $1800 within a year? What if...they show one more 40 to 60% growth Q over Q in the next four? They had two Q over Q revenue gains over 70% twice last year. What if that happens and that company crosses the high analyst bull case of over $3000 a share within the year? Whose stock was cheap? You would have lost 90% and I would have almost 400% gains. https://preview.redd.it/9q4n4jy5i4yh1.png?width=2011&format=png&auto=webp&s=c9e0c70abda887a97470c54a144e87ad02634050 I have been buying up MRL, INTC, META, GOOG, AMD, AVGO, CBRS, CRWV as their prices dropped. I got them down 10 to 20% off recent prices, more than that off their highs. I would have been buying more NVDA, but I have way too high a percentage of them.

Thisispaartaaa

Who makes the TPU's? doesn't GOOG just design them. Does AVGO manufacture them for GOOG?