AVGO

ikasey24

AVGO just wants to be a giant piece of shit I see

corcurastone

Buy AVGO or still overpriced?

greenpride32

Only broad details have been released. But I suspect the NVDA angle is every PC/workstation/server of the future would be "AI infused" and could potentially have both an INTC procesor and an NVDA chip, as they would be packaged together. That would be a huge win for NVDA as it gives them a new and substantial market. INTC is already trying to sell "AI" CPU's with NPU (I would imagine AMD is doing the same). But now NVDA could step in get their share too. I would still say NVDA is the play here over INTC. Too much uncertainty over INTC foundry. If foundry takes off, it could restore INTC to former glory and restore their megacap status. I feel like foundy uncertanties will persist for at least next couple of years. INTC themselves had said they no foundry customers other than themselves. Leaked reports were AVGO tested and was not happy with yield.

Beginning-Fig-9089

hell no, theyre one mention away from going nuclear.. all it takes is one NVDA/AVGO news for it to be on another leg up

Powerful-Call5148

NVDA AND INTC combining forces to take over AI on the EDGE! AVGO, ARM, GROQ, CRWV, they are all going to zero. Wait until they change the CUDA core, with the current rewrite, and shut out all the players that build on the CUDA top stack. Rug pull by Jensen on all players in the AI space. AMD with ROCm is the only chance at this point. All that investment money in edge AI competition going to ZERO. Hear me chumps? ZERO

Powerful-Call5148

NVDA taking that stake in INTC is brilliant. Compete with Broadcom (AVGO), and ARM, and take over the edge. AMD will be shut out completely. This is a great deal for NVDA and INTC. They will wreck Coreweave (CRWV), Groq, other inference players and that crap going to zero.

Powerful-Call5148

NVDA taking that stake in INTC is brilliant. Compete with Broadcom (AVGO), and ARM, and take over the edge. AMD will be shut out completely. This is a great deal for NVDA and INTC. They will wreck Coreweave, Groq, CRWV and that crap going to zero.

OrcinusXO

!banbet AVGO 360 8d

North-bound

AVGO -1% 1d

Life-is-beautiful-

Mag8. AVGO in there big time.

cbusoh66

U.S. Government, then Softbank, then Nvidia. Next is AAPL, AMD, AVGO, BRCM, And TSMC. Not to mention other investment arms and sovereign wealth funds. You're either part of team Trump/Intel or...

cbusoh66

AAPL, AVGO, TSMC, and AMD more likely next. [You could see the writings on the wall](https://www.reddit.com/r/wallstreetbets/s/jNZpnBE046) the moment the administration took that 10% stake.

cbusoh66

[It's as if anyone could predict the future](https://www.reddit.com/r/wallstreetbets/s/jNZpnBE046), and it's the beginning. AAPL, AVGO, even AMD and TSMC are next. You either invest in ~~In~~Trumptel or you get his wrath...

cbusoh66

[It's as if anyone could predict the future](https://www.reddit.com/r/wallstreetbets/s/jNZpnBE046), and it's the beginning. AAPL, AVGO, even AMD and TSMC are next. You either invest in ~~In~~Trumptel or you get his wrath...

killed_by_fsd

NVDA revenue will plummet by 50% by the end of mid 2026. Lots of custom chips incoming. AMD 200c Dec 27 AVGO 400 Dec 27 NVDA 150P Jan 27

corcurastone

AVGO calls?

Junkingfool

AVGO...if you could rise back up, that would be great.

ListerineInMyPeehole

mfs buying AVGO after it rose 900% in 5 years

throwaway78907890123

AVGO fuck you

OrcinusXO

!banbet AVGO 360 9d

clarkent281

I've been buying mostly 1/27 dated LEAPS on random buzzy stocks & selling up 25-30% in a month or so over & over again when they pop. LYFT today. NBIS, AVGO, RDDT, PSKY, BEAM, UUUU, etc... I probably could have let some run more, but I'm stacking little wins. Feels good.

dustsmoke

Why would they care about AVGO? They mainly just make network chips and China has Huawei to make those. Plus the 10 other companies that make perfectly comparable NICs

ikasey24

Absolutely fuck AVGO, fuck you, dipshit ass fuck

throwaway78907890123

AVGO is fucked

Best-Adagio-9888

After missing out on ORCL, OPEN, AVGO, SNPS I have FOMO'd 99 percent of my portfolio in. Today I feel like I belong here

greyenlightenment

lol AVGO what wrong

Jerikolol

china (good) > usa (bad). Sell NVDA and AVGO, buy BABA and tencent

Tiny_Chest_6028

I hear that. I had AVGO on my watch list at $17.68. Both Feddie and Frannie at $3. Facepalm

Dakhnas

AVGO keeps tanking, has China banned them as well?

ikasey24

This is the most fake ass dump by AVGO

NaluknengBalong_0918

AVGO dance! 💃💃💃🤣

heyitsme_12345

AVGO in the shitter

vizio1989

AVGO has dumped nicely since yesterday, now it’s time to fill dat gap. Bullish now right back to ATH after jpow!

prana_fish

$NVDA taking a dick on yet again another China "fuck yo chips" news I get, at least for the initial dumb podboi kneejerk reaction, but the $AVGO dip makes zero sense lmao. Like dipshits should've turned off the correlation in the algos by now.

graavejrsdag

Loading more AVGO instead

Gdap1992

AVGO ded

i99990xe

But not AMD/AVGO?

greyenlightenment

I am long tech stocks as well. I am still making gains overall . TSLA AVGO and RDDT are big winners this month

Varrooom

Wrong choice. You are investing like a retail investor not an institutional investor. Ignore analysts recommendations, ratings, or reports. Focus on beating the SP 500 Index. I am going to show you a simple common sense approach to investing like a pro. Keep in mind that the rule of thumb is that 80% of the mutual funds or ETFs out there cannot beat the SP 500 Index. Now let’s look at a sample of SP500 index funds (ETFs). The popular ones are VOO, IVW, and SPY. Take a look at each funds’ top ten holdings. You will be surprised to find that they all have the same stocks like Apple, Google, Tesla, Amazon, AVGO, Microsoft, Nvidia etc. Why? Because in order to be listed in the top 10 holdings these stocks have to meet stringent performance criteria or they wouldn’t be listed there. Criteria such as excellent management, profits, cash flow, low leverage, high cash balances, growth rates, etc. Even if the economy crashes, these stocks can weathered an economic downturn, survive, and come right back up. So pick stocks that portfolio managers of large SP500 index funds pick. They did the dirty work for you. Assuming you’re a young person and you want growth and are not retiring for the next 20 years then this is how I would divide the 200k. Put 10% in an SP500 Index ETF (I like IVW) and 80% in 5 stocks that you see in the top ten holdings. Just pick 5. The remaining 10% in cash - so you can buy more shares on price dips. Or just put 90% in 5 stocks. Keep buying shares every month and watch your net worth grow. You’ll beat the SP500 returns every time. Good luck.

Dry_Bank_3516

Or is it caution for only NVDA? AVGO’s recent deal with OpenAI to design custom chips for them along with the ORCL deal show signs that OpenAI wants to pull away from relying heavily on NVDA.

DueWork1234

MU next AVGO? High product price sensitivity and shortages in HBM, DRAM and NAND. Expect something bullish from management?

Junkingfool

AVGO better get some love from this!

pheonixz95

ORCL & AVGO to the moon

Crazy-Bluejay4388

I am also buying some calls, delta is good on the ones expiring Friday, and remember how AVGO never gave back anything just keeps going up, wouldn’t be surprised if this shit also won’t go down

Ok_Annual_4532

My positions: APLD NNE QBTS CCJ SMR ETN MTZ AVGO PLTR NVDA I’ve been holding I don’t really trade or even check my account too much. I probably won’t sell or trim at all in 2025 to avoid realizing gains and paying short term capital gains (learned my lesson last year paid 400k in taxes)

I_Own_A_Fedora_AMA

The AI revolution is just beginning! We are in a new paradigm! AVGO is the next NVDA! ORCL is the next AMZN! Tariffs will all be refunded! TSLA will put robotaxis in every city! Billions must buy!

I_Own_A_Fedora_AMA

MSFT, NVDA, ORCL, AVGO, the four horsemen of the sour hour

VegableProperties

GOOGL down, MSFT down, NVDA down, AVGO down, but TSLA? People cant get enough of that guy. It's actually kind of incomprehensible to me that someone sees more potential in TSLA than any of those other stocks at their current levels.

Powered_by_Ghost

AVGO is ded

vizio1989

NVDA might be overvalued but AVGO is absolutely fucking ridiculously overpriced. It’s been way more expensive than NVDA during this entire AI run!!! Puts on AVGO!!

Venice_LA

Yep, traded it for AVGO. Very glad I did. AMD is the 3rd rate player

Bjamnp17

Well I have RYCEY, GOOGL., AVGO. Among others. But you have good selection there.

Mharciello

AVGO not giving up earnings gains and NVDA always in bound. Calls

Future_Hyena2562

Bigs gains on stupid shit like OPEN, AIRE, ATCH. Also AVGO, QQQ and SPY calls.

redditissocoolyoyo

Rklb and AVGO and rzlv.

shasta747

Buy MU before earning regard, will be another epic run like AVGO/ORCL

MM0dt

Nvda to AVGO

pheonixz95

AVGO?

IHadTacosYesterday

I'd only need to be out of Cali for two years. I'm one of those FIRE people. Financial Independence Retire Early. Most FIRE people have all their money in VTSAX. So, when they hit their FIRE number, they don't have a massive tax problem with unwinding their risk. Unfortunately for me, almost none of my money is in VTSAX. All my money is in Google (48%), AMD (15%) NVDA (13%), AVGO (12%), VOO (10%), META (2%). I have to unwind my risk, which means selling out of huge percentages of these positions. Positions that have doubled. Some of them have tripled. Which means huge amounts of LTCG (Long Term Capital Gains) Obviously, I'm blessed to have the problem of too many LTCG's and thus too much taxes, but I still have to deal with the taxes. I could unwind the vast majority of my risk over a two year period, and I might save like 15 to 18k each year in doing so.

StrawberryOk8459

I think what op is asking is how people use their leap profits to buy shares. My new thing is buying 2 leaps. For instance, when the trump dump happened, I sold my stocks. I bought 2 leaps in Nvda for 105. Right before earnings, I sold 1, took the 4 grand profit, and bought 100 shares. My other leap expiring Jan. 26 is still making money. When I sold the 1 leap, it still had value for the leap, and my profit was locked in. I didn't exercise the leap because it was more valuable to sell and buy the shares out right. I also bought others like AVGO and err only bought 1 leap. My dilemma is do I buy shares now or exercise. It's a 210 call and worth 16 grand currently. I also had a 300 call before earnings and sold it for 6 grand profit. I bought 2 leaps in Pstg and Sndk. I did the same as Nvda with them when they hit on earnings, and they have been doing well. Anyway, that's my strategy, and if I buy a leap that sits, I don't wait to the end, I'll sell it. So basically, buy 2 leaps if the stock hits, then I sell 1 and buy 100 shares and let the other option ride higher to sell later to basically lower my share cost more.

h4bs22

Same ones + AVGO + RDDT

DoinIt4DaShorteez

Dude, everybody does it. I had 20 AVGO at $425 and sold it at $739 on the first spike of AI hype. Now it's $3,600.

hv876

“On the 10th of September, Harry You bought around 4k shares (of AVGO) on-market at roughly US$346 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade.” Let’s go, AVGO!

Working-Active

AVGO has been really good for me.

dvdmovie1

IMO, we've seemingly entered into a cycle of escalators and elevators and do we continue with that for some time to come or is there a more lasting bust at some point? 2020-21 (escalator up, "stocks only go up", people on here talking about going all in on Ark funds; "price to narrative" valuation) 2H21-2022, (elevator down, growth stocks obliterated, people rent value while waiting for the right time to run back to growth; price-to-earnings) 2023-2024 (escalator up but for a narrower group of stocks) early 2025 (elevator down; there was stuff down 30-40-50%+ in a matter of 2-3 mo) Since 2025 bottom (escalator up like crazy; there are things that have more than doubled since April and not just speculative/meme stocks; I mean, look at AVGO at $360 - it was $140 in April.) This will not go on forever, but the market has been turned more and more into a casino and people are going to get what they can out of it and in many cases trying to yolo to keep up with the cost of things. This sub has gone through extremes too - in April people were scolding anyone talking about buying a share of anything; it wasn't that long prior to that that people were scolded for not being wildly bullish. We'll get back to the former sooner than later at this rate. At extremes, things are never as bullish or bearish as this sub makes them out to be. You have had these escalator up periods in the last 5 years or so that are big enough and go on for long enough that by the time the turn happens, people are 100% risk-on and their only option is to de-risk. IMO, the majority of investing is somewhere in the middle. A lot of the time you're going to lean bullish, some of the time it's closer to neutral and on rare occasions it's lean bearish but imo it's not a good idea to get too caught up at either extreme.

Soulcraver

AVGO and TMP. AVGO for screwing NVDA and pulling an Oracle but not dropping yet, and TMP for its normal bipolar bullshit.

I_Own_A_Fedora_AMA

Many of the biggest names are a normal days trading range away from their 50 day moving averages. NVDA, MSFT, AMZN, META, NFLX, COST. SPY is teetering on the edge but it doesn't look like it because the ORCL AVGO and GOOG pumps added enough market cap to send the overall index far above the 50. GOOG is solid, AVGO is a coin toss, but the ORCL fraud won't hold. There's gonna be a flash crash on Wednesday, which I will miss because my strikes are too far OTM and this is my last play. You can profit tho.

pheonixz95

AVGO lets gooo!!!

Ater0sin

Trim your over achievers, (mine=AVGO!) and have your dry powder ready. Old lady in Oregon

PostNutClarity787

Anyone thoughts on AVGO today? Just got a price upgrades

teamyg

I was buying AVGO in April like a regard; peeps laughed at me; and it's been up 70%. And I am buying ORCL now, peeps laughing again; go figure.

sw3d

Check out AVGO and NBIS

snickerscashew

But did you catch the ORCL, SNPS and AVGO bus?

Clear_Anything1232

6% interest is considered as low and 10% inflation more like it by 2035. GLD at 2k and Tesla at 100 trilion market cap with robo taxis and optimus launch told to happen the last quarter of 2035 of course. ORCL projects RPOs of 1000 trillion on 2035 yearly revenue of 25 Billion. Stock removed from trading due to the software running out of zeros to represent it. AVGO is trading at 120 after splitting 10 times.. approximately once every year. Analysts still trying to figure out how they make money.

BigDipper0720

There are two main ways to view valuation of a stock. One is computing intrinsic value by estimating the discounted value of all future cash flows. The sum of those is the fair value of the stock. This is a very common method used by analysts. The other method is relative valuation using Price/Earnings (PE) or Price/Cash Flow. Typically, this involves comparing the current PE of a stock with PEs in the past for the same growth rate. A metric that tries to capture the effect of growth rates on PEs is the PEG - P/E to Growth rate. If the stock has a PE of 20 and the growth rate of earnings is expected to be 7% per year, then the PEG is 2.86, which is somewhat high. Let's use AVGO as an example. In the past 10 years its earnings per share growth rate has been 28% per year. The PE has consistently tended to be about 16 times earnings in that time period through about March 2023. Since early 2023, the PE has shot up to be 55 today. In simplified terms, this would indicate investors expect the AVGO earnings growth rate to triple in the near future. Is that reasonable? Should the PE be somewhere between 16 and 55? Would 25 be reasonable? At a PE of 25, AVGO would sell for about $235, using 25 times 2026 earnings. At a PE of 30, AVGO would need to sell for $282. It closed today at about $360. This would indicate to me that AVGO is somewhat overvalued. Of course, nothing about the future in the stock market can be computed exactly. Much depends on sentiment. Right now the AI boom is like the gold rush of days past. Some people are going to get rich in the gold rush. Some are going to go bust. It will be hard to tell until it plays out. So AVGO may remain overvalued for quite some time. Who knows?

nomadknight

If AVGO continues to surge in the weeks ahead, will you sell to lock in the gains or hold on for more gains?

dimdada

I’m long AVGO, and doing very well on my contracts ($220 Feb 2026). SOFI, is my next choice. Should do well over the coming year. Hoping $40 in 2026.

IggysPop3

It was a 10:1 split. I believe AVGO was maybe $1700 or so when it split. I had a covered call at like 1150, so I ended up short 10 $115 calls.

dont_downvote_SPECIL

AVGO's 2025 AI revenue is $20 billion Hock Tan received a performance stock unit award of 610,251 shares of common stock as part of a recent contract extension. The award will fully vest if Broadcom reaches $90 billion in revenue from its AI products over any consecutive four-quarter period from fiscal 2028 through fiscal 2030 That award will double if Broadcom earns $105 billion in AI revenue and triple if revenue totals more than $120 billion. Should Broadcom fail to hit $60 billion in AI revenue during the period, Tan would forfeit the entire award. Payouts vary incrementally between those levels. As of Tuesday’s close, the shares would be valued around $205.5 million. Compare that to a $1 trillion pay package that Elon Musk needed lol 🤡

IHadTacosYesterday

AVGO doesn't belong in that list. They're making REAL money

IggysPop3

No. But you can roll up and out until you can’t. You’ll at least increase your profit - especially if you do it for credits. Eventually, if RDDT keeps going up - it’s going to pass you Never sell calls against stock you wish to keep. I learned this lesson the hard way. Here are a few of my experiences: Bought 300 shares of GS at $175. Figured I’d sell calls and roll the premium into additional shares (GS paid a nice div). GS jumped faster than I could roll. At a certain point, time value = shit, and in my case - my shares were called away 2+ months before opex. Bought 100 shares of AVGO at $370 (the first time it was at $370). I’m currently rolled out deep ITM calls until June of ‘27. I am short 10 calls because the stock split. Just don’t. Not unless you are happy with your stock getting called away regardless of how it performs.

callmeladygrey

Of course I bought AVGO calls instead of MSFT late in the day.

Beginning-Fig-9089

i had cold feet with AVGO and ORCL, then when i finally pull the trigger...its ADBE smh

Diamondhands4dagainz

Has there ever been a time quite like this? Literally any bullish news announcement and stocks rocket 40%+. Look at OPEN, ORCL, HOOD, AEO, AVGO, CRWV, NBIS to name just a few. This is absolutely crazy right now. I’ve never seen anything like it

Beginning-Fig-9089

In talks with AVGO and NVDA to create integrate a fully autonomous AI infrastructure to power the next generation of hyperscalers and blockchain gpu cloud with a pipeline of contracts from 99% of the Fortune 500 as far as the eye can see.

hermeskino715

Glad to see AMD going back to being a pos stock. -AVGO holder ^(and lost money to AMD long ago)

Sweet_Crazy571

whats happening to AVGO :(

Rav_3d

AVGO is the new NVDA

Nefarious_AI_Agent

AVGO shouldnt die for ORCL's sins

starentbrett

wrong way AVGO

EyeSea7923

Yesterday was the rotation into Nvidia, today is a rotation into TSLA. Previous rotation into AVGO. Come on... They are just moving money around.

joe4942

Both NVDA and AVGO reversed gains.

rioferdy838

fuck i should just copy pelosi and delete the app. I'd make a shitload. TEM. AVGO. FUCK

CatcatcTtt

AVGO is where at 1month later?

Repulsive_Ladder8137

OCRL + OPEN + TEM + AVGO tell me yall didnt miss out!

gini_lee1003

Note the word “making”. In 2023, Apple announced that it had reached a multibillion-dollar agreement with Broadcom (AVGO) for the latter to produce 5G radio frequency components over a multi year period. Will Apple take away NVDA chip market? Let’s see. But either way, it’s good not to be depend on nvda chip empire aka not giving them billions.

KaleidoscopeNo828

I said before $AVGO and now I say $DHI

SlfImpr

AVGO is on the higher side now. If you are patient, there could be a pullback.. but who knows, the market is regarded right now 😂

sandygws

ORCL, AVGO and GOOGL all red.... for the first time in a week. I think we'll see SPY 640 before 670.

corcurastone

Was thinking AVGO but think it's too high now?