AVGO

_hiddenscout

My theory is that there are waves in the AI. Wave one was like energy, infrastructure, and names like NVDA and AVGO. A ton of these names have already seen pretty wild returns in terms of assets. Wave two was like networking and optical. Wave three is the computing and memory bottlenecks. Feels like investors keep looking for the next edge in the trade, so a lot of the wave one names have just been passed over for the most part. I think long term, the energy names are great. Outside of AI, there is still the general overall trend of electrification. However, as trades, just feels like investors are looking for the next bottleneck to find alpha.

Rosella2562

Any reason NVDA started to pump independently from AVGO, etc. aside from me selling my single call option earlier to buy Tesla?

hioman01

ARM and AVGO wtf?

Primary_Olive_5444

[https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) IBM can somewhat be regarded as a chip design company (similar to Nvidia, AMD, AVGO and QCOM)

Primary_Olive_5444

https://preview.redd.it/9ism95t8y6dh1.png?width=1059&format=png&auto=webp&s=47b0929d96625582f5380eeee315801ec8102abe Since market likes chips (hardware) IBM (like Nvidia, AMD, AVGO and Broadcom) makes their own chips.

LaserBeamer17

Never forget, AVGO earnings started this whole downtrend ☝️

M13alint

AVGO a bitch fr

tomis_24

AVGO is $1.8T, MU is $1T What a joke!

greenpride32

AVGO and NVDA are a very outsized part of my portfolio due to their gains (over several years to decade adding). I am slowly liquiding portions when I feel it makes sense if from taxable account or just trying to cut at near term highs rather than at lower points in tax advantaged. I still believe both will continue to outpace the SP500 for years to come. But regardless of conviction, it's foolish to be too heavily concentrated because you could be wrong and anything can happen. But I still want exposure to semi - so my funds go to a mix of VOO QQQM SMH SCHD VIG VYM and a little bit to QQQI and JEPI.

WorkingCorrect1062

I will personally kill MRVL, AVGO and ORCL

Kickboy21

Maybe you shouldve bought TSM and AVGO?

Dude_HaHa

People shit on SPCX, why is AVGO almost $2T?

Riskismyapellido

Why shouldn't I buy 200 shares of AVGO?

PicklesAreTight

Welp at least I broken even today because of Microsoft. AVGO fucked me .

WorkingCorrect1062

I am so fucking triggered seeing MRVL and AVGO and NVDA

Wapmen

Don't you remember AVGO earnings report? 

Typical-Layer-1253

You probably said the same about AVGO and NVDA in 2023 during their 30% drawdowns in the fall

Past_Bumblebee6302

Buy $AVGO and be patient for the next 2 years

old_Spivey

1500 in each NVDA, AVGO, GOOGL, ANET, and MSFT. Then put 2500 in other things

bearhunter429

#SPY is within 1% of its all time high even though most stocks are down 20-30% or more from their recent highs. MSFT down -30%, Google and Amazon down -15%, TSLA, MU AVGO and META down -20%...and these are the biggest stocks with most weight LMAO🤌

user4443337

Perhaps AVGO should swap with Tesla in the MAG 7.

PirateCorrect

Try AVGO

Salty-Bar-1975

Should get AVGO

Flag_Shagger

relative to demand, yes. recent deutsche bank forecast shows the supply glut actually widening over the next 5 years. SK Group Chairman says even if they double capacity in the next 5 years they won’t be able to meet demand. HBM requires 3-5x more wafers per GB than standard memory. Also, by expanding HBM supply they are creating another bottleneck in standard memory, so they win on both fronts. the only way for them to crash is if demand disappears (i.e. if hyperscaler capex drops)…if demand disappears then NVDA also crashes…but market keeps a 5x multiple on memory and a 30x multiple on NVDA…it’s a joke (even though technically, memory is better positioned due to diversification of income & less competition. NVDA had a free ride but now they’re losing market share to AVGO, NVDA, AMD & now even MediaTek lol

Western_Row1413

AVGO!

Flag_Shagger

that’s true, but that problem is the exact same for NVDA & AVGO. Market only assigns this bullshit problem to memory.

octopus_serenader

What do I do with this information? Pile into ARM, AVGO, TSMC?

Agreeable_Bear6812

I'm not assuming hostility, I'm pushing back on your assumption that all individual stocks are akin to gambling. I am not concerned about a tech crash, because my basis for GOOG is $18 per share, $68 for AVGO, so, I keep my total investment in each of these uner 3% of my total portfolio and I've been selling it off and rolling profits into indexes when it creeps up over that 3% threshold. Don't make the mistake of assuming that ALL individual stock investors are gambling.

Agreeable_Bear6812

It's not pure luck though. One of my early strategies was to buy individual stocks that I noticed were held by the best performing index and mutual funds. For example, I bought AVGO, MSFT, GOOG for those reasons and they grew exponentially. I didn't just YOLO into crypto.

Spac55

What is new vibe or tweet, when miss earnings & crash 30% to many like $AVGO $INTU $ZS like last Er drop

neaturee

AVGO gonna mind fuck everyone like I said.

razeusv2

How do I file a report that AVGO is going the wrong way?

SteakEater137

Just a couple shares of AVGO

Flimsy-Elevator-5693

Don’t know enough about APH. As for AVGO, I just prefer the capital equipment providers instead of the designers as I believe they have stronger moats.

PMmeuroneweirdtrick

I hold and buy all of these regularly. NVDIA AMD AVGO TSM ASML are the safest. Anytime they are 10% off 52 week high I buy. MU 15% off, and AMAT LRCX KLAC 25%.

triezPugHater

NBIS is a 300 dollar stock trading at 212 for some reason Can say this about many things MRVL AVGO even MSFT it's just rng HOOD should be higher sure but why not everything else I said?

Difficult_Fact_2849

What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%

neaturee

I knew AVGO bers would pay for their sins

neaturee

AVGO babay

Crazy_Donkies

Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.

AnonRepAddict

AVGO is also my biggest position but I’m confused by your YTD return

Riskismyapellido

Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO

Specialist_Knee6871

Not exactly MAG7 but I bought AVGO around $360 recently to hold for the long run

Nice-Ad3881

Did AVGO even hit $407 today?

092Casey

Man AVGO, GOOGL, and NVDA dips have saved my summer ☀️.  MVPs 💪

dagwood1990

AVGO taking their lunch money

Midpoint60

The comet (AVGO) just keeps soaring.

lordyyz

By now this is old news, but AVGO locking in deal with AAPL. AAPL will expand AVGO manufacturing by $1.5B.

MrLeaps

I mean there’s always a buyer and a seller, but the volume bars on options volume charts are usually green bars for buyer aggressor (buyer paid at or above the ask price) and red bars for seller aggressor (buyer paid closer to the bid price) https://financhle.com/company/AVGO/options/O:AVGO260717C00430000 that morning bar is straight green

MrLeaps

I like watching volume on this site look at the huge green boy at 9:32am https://financhle.com/company/AVGO/options/O:AVGO260717C00430000?day=2026-07-09 someone bought $400k worth

MagJack

made $1600 on the AVGO csp's I wrote lst thursday. they were like 50dte but took the profit, im sure some tweet will send it down again and I can repeat. If my dumb ass can do this, why doesnt everyone?

neaturee

AVGO bers are hurting real bad🤣😂. Love it

neaturee

Eat shit. AVGO is life

joeyeats

Bulls are undefeated! +2.8K on the dip off AVGO and i’m out!

anonymous_ghost-1

AVGO such a beauty. Let's hope it lasts

razeusv2

Dear AVGO, Your mom's a ho.

WorkingCorrect1062

Anything can go up but NVDA and AVGO cannot

hioman01

Fuck AVGO

hioman01

AVGO wrong way

Ayydeeez

AVGO on a tear past couple days and I love them for it

razeusv2

MU and AVGO are PUMPING. Go baby go!!

orcassharks

I sold my SOXL at 200 today. Went in around $160. Any capex reduction guidelines would be bloodbath. So I’m going cash. Still long term invested in AVGO etc

tke248

Exactly. This is not just a random supplier headline. Apple is already one of Broadcom’s key end customers, and Broadcom says its top five end customers account for about 40% of total revenue. Locking in a $30B+ Apple custom silicon deal through this U.S. manufacturing push is meaningful for AVGO.

doctorqaz

AVGO will easily be back to $500 by eoy

Crazy_Donkies

Wish I bought NVDA calls at $193. Instead I bought SNDK, MU, AVGO, and CRDO.

Dealer_Existing

It’s a rhetorical question to let OP know that AVGO is in fact nowhere near undervalued or underrated

mahend72

Broadcom rising makes sense. Apple deal is big trust signal. But after this much AI hype, AVGO still need to prove growth with numbers, not just headlines.

k3t4mine

>NVDA competes with both AVGO & now especially AMD. Yes that's what I said. They have competition, and the threat to their margins is **competitive** and not cyclical, unlike memory. Both are threatened by demand from the hyperscalers >if HBM is a commodity so are AI accelerators. Are you talking about NPU's? If so then no, not at all. Whether something is a commodity comes down to whether there's a cross-vendor standard that makes competing products interchangeable. Accelerators have none, where as HBM has one (JEDEC). Blackwell, MI, TPU, Tranium etc.. are all very different chips, with completely different architectures, bills of materials, performance, etc... you can't swap one for the other and expect the same functionality. But with HBM, It's a JEDEC part (HBM3E, HBM4) so the pinout, geometry, and electrical interface all specified and exactly the same across manufacturers. The standardisation lets the accelerator designers qualify multiple sources and treat SK Hynix, Samsung, or Micron as interchangeable. This is the key part, they are all the same, so the consumers are indifferent between manufacturers. No company is able to command a premium. >Not all HBM is the same especially with differences in manufacturing & the base logic dies. Whether that makes them a commodity or not still depends on interchangeability. SK, Micron, and Samsung don't design those dies, they just fab them through TSMC. If I am designing the base logic dies, and the end product is going to be identical between manufacturers because they all fab them at the same place, then were's the pricing power? >Also the argument is the same. If AI capex drops, they stop buying as many AI accelerators from NVDA Both are obviously exposed to end consumer demand, that goes without saying. I am saying that with memory, the commoditzed nature of the product means that margins will compress regardless of demand. A collapse in AI capex would obviously crush them quicker and faster, and bring NVDA down as well. My point is that in memory, margins will compress on their own, but not with NVDA, at least not the same degree. You'd need competition in some way, or demand to fall relative to supply but since only NVDA makes the specific, differentiated NVDA accelerators, they can control supply without losing market share.

Remarkable_Cat_8696

So overall this may not be a bullish signal for AVGO, considering their margin may be compressed? Their gross margin is currently near 70% which is quite high. How much profit does Apple normally leave for its suppliers?

No_Ticket2438

Recently AVGO at 368, and RIVN at 15.90

fersati

I also thought the semiconductor sector was going to get a severe blow today. Perhaps that's the problem—everyone thought so. The news from NVDA and AVGO gave funds a reason to buy, and the selling pressure ultimately failed to control the situation. However, I think it's too early to say that funds are rotating back into semiconductors. If the Fed really does raise interest rates this year, we'll soon see just how strong today's buying is

Traditional-Badger58

Sell puts 30-45 days to expiration , delta 15-25, cover @ 50 to 75% profit, next. Doesn’t always work of course but I sell puts on stocks I’d like to own. Also don’t sell around earnings, I own some unplanned AVGO as I broke that rule. GL all.

Crazy_Donkies

High speed networking. CPO: LITE, ALAB, COHR, MRVL, AVGO High Speed Copper: CRDO and ANET and above. I'm in all, big. Especially CRDO.

theJimmybob

Afternoon Update: $SRPT bags, $SMCI ... $AVGO ? [https://www.youtube.com/watch?v=P0nbcguXrRI](https://www.youtube.com/watch?v=P0nbcguXrRI)

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Intelligent-Bell7452

I put 10k on weekly options on Dell. which was about half of my portfolio. dells earnings went wild and it was up 30% which took my up to a port of about 70k. Then I played HPE and AVGO earnings and made the rest. After that I yolo'd into rklb and echostar thinking spacex ipo would shoot them to the moon. trump attacked Iran and i lost 60k that day. After that i got riskier and riskier. the hardest loss for me mentally was 20k loss on trying to scalp 0dte spx options. I have seen so many people say the same thing here, the second you get confident enough in what you're doing and feel like doubling down, it is time to sit back and relax for a minute.

Salt-Cap-9304

Keep both, AAPL just signed a contract to buy AVGO chips. An advisor 2 years ago said he would not buy AVGO, since then it tripled. Last qtr EPs was 2.44, next forecadt3.24. 12 mo target 523.00.Since 2021 every quarter EPs has increased yoy

Riskismyapellido

AVGO up 6% today u dummy

NerdSlamPo

Investment-wise, the announcement today makes me so bullish on AVGO long term. Glad I bought during the brief drop. Fck AI stocks for options this month, but AVGO looks solid for growth coming into the next year

_AntiSaint_

Quick shout out to PENG, CRWV, and AVGO. Everyone in my office giving me shit for buying calls on them last week and I ended the day up 11% on my portfolio lol

WordsHappenedHere

Eventually it will. The question is what’s the high before the 50% haircut. NVDA is much safer here in my opinion because domestic memory can be replaced with cheap subsidized Chinese chips. You can’t do that with NVDA or AVGO

Spac55

$SPY $QQQ $AVGO $SOXX stock market is score card for midterm, all effort and deregulation to pump market . Enjoy red days to buy more $MU gave 42 Billion revenue this quarter, all HBM capacity sold out till 2028

i_empathetic

All that doom and gloom this morning only for NVDA +4%, NBIS +12%, AVGO +5%, IREN +8%, WULF +12%, etc etc Always buy the dip cause you know it's TACO

aronnax512

It better. AVGO's revenue could double in the next 2 years while. NVDA revenue went flat and NVDA would still have greater earnings.

Flag_Shagger

Uhhhh, NVDA competes with both AVGO & now especially AMD. All of them are supply bottlenecked. NVDA doesn’t have the moat it used to. HBM is about as complex as any other product on the planet. The physics changed too much. The only question now is how will supply expand. The answer seems pretty obvious: fairly slowly. I know Deutsche just published their forecast saying there will still be a supply glut all the way out to 2031 (when the forecast ends) and that glut is bigger than it is today. if HBM is a commodity so are AI accelerators. Also, it’s a race to see who gets to HBM5 first. Not all HBM is the same especially with differences in manufacturing & the base logic dies.

chancepack

Good day as an AVGO bull.

Unusual-Lie8889

I sell AVGO and the day after it starts a generational pump. Destined to lose.

MrGunny94

AVGO is an absolute power house of a company especially outside of AI.

nbaphilly17

Semiconductor stocks are being treated as if they are fragile. Hyperscalers are in a CapEx war and by end of month we will see it continue to outpace expectations. The idea that prices will ease with a less constrained supply is a total myth based on nothing. Nothing META or Korea does will affect anything until EOY 2027 or beyond. They will continue to sign long term contracts with companies from every industry. Institutional sees the last several weeks as a healthy pullback and the algos will dump huge amounts into NVDA, MU, AVGO for the next run up.

MegalodonBite

AVGO will do more than NVDA in the next 2yrs.

tachyonvelocity

I nibbled semis yesterday, ate some more semis index today, memory isn’t the only thing bullish, Nvidia is already quite cheap for the quality. AVGO and semicap equipment a no-brainer. So the entire index is a buy

i_empathetic

NVDA 200+, AVGO grinding back to 400, nature is healing

Wall_St_Bussy

They have AVGO at $650

pineapplekiwipen

they also say 350 or some shit is fair value for AVGO and call it aggressive

Typical-Layer-1253

Where’s the bubble? MU forward PE under 10. NVDA and AVGO under 20 lmaoooo

e10n

AVGO 405 eod.

Particular-Cake-6430

Thank you MANGO!!! $12K bags of AVGO unloaded on that pump

throwaway9gk0k4k569

They are pumping AVGO.