Reddit Posts
Who should replace Tesla as the newest member of the “Mag 7?”
Carl Quintanilla (@carlquintanilla) on X “spread between $TSLA and $AVGO market cap. Peaked at ~$1 trillion. Now only $1778B separates.”
Has anyone seriously looked at Global Foundries [$GFS]
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
🧙Unlocking 100x Returns: The Power Big Psych Levels and Options on High Dollar Stocks
E-Trade stock conversion issue after recent acquisition
Best Stat to track to decide whether to buy or sell stock?
Am I a genius or a regard? $VMW arbitrage attempt
AVGO earnings: non-GAAP EPS $10.54 (beat by $0.11), revenue $8.88 billion (beat by $20 million)
$AVGO Stock Forecast: Road to the Top
Rebalancing Dilemma: Should I Adjust My Portfolio Now?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Is Nvidia Overvalued? AVGO Boasts 62% Higher Net Income than NVDA, Yet with a 65% Lower Market Cap?
Analysts are a silly bunch. They revise their price targets because they don't want to get laughed at, leading people to lose money.
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
Some Earnings Today After Market Close $DELL $AVGO $MDB $LULU
AVGO 30% change of profit with iron condor next week (10% up or down calcualted)
Your thoughts on the near future of Tech AI hype stocks?
These are the resistance we are paying attention to on $AVGO (Broadcom) if we continue to the upside! --- News: $AAPL $AVGO - APPLE ANNOUNCES MULTIBILLION-DOLLAR DEAL WITH BROADCOM FOR COMPONENTS MADE IN THE USA
🚀 YTD returns of 12.46% with Portfolio Visualizer, WSB! Let's Goooo! 🌙
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Asking ChatGPT: 10 Fastest Growing and Dividend Paying Companies. ChatGPT provided a list of pretty good companies including AVGO, HD, NEE. What do you think?
Daily U.S. Stock Market News Ticker (Monday, March 6)
Hot Stocks: AAPL rises on analyst comment; AVGO, EGLE move on earnings; BMBL drops
Broadcom rises as Wall Street praises results, generative AI exposure (AVGO)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
ETFs to Watch: Retail and tech in focus with earnings from TGT, LOW, CRM, and AVGO
Next Monday AVGO will pay juicy quarterly dividend (after 12% raise). Current market sentiment and div gap will push stock down. It will be a good time to buy this company at an attractive price
Taiwan Semiconductor (TSM) Earnings
Bought puts yesterday and sold em in the morning into calls $$$ earnings win on AVGO and LULU as well.
Earnings for the Week of August 29, 2022
Qualcomm Is Plotting a Return to Server Market With New Chip
Qualcomm Is Plotting a Return to Server Market With New Chip
How did you originally pick your longest held and/or best positions? What did you learn from those picks?
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Let’s hope $VMW get bought by $AVGO by the end of the week. I’m down to gamble on that 💰💰💰
Most "good" stocks beat VTI over 5 or more years.
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
The top 5 most poorly timed stock purchases by US Congressmen so far in 2022
AAPL and AVGO correlation, along with increasing Fed Rates
$AVGO 24K YOLO (UPDATE). Happy Friday!
$AVGO 24K YOLO - Earnings are free money
I really like the Broadcom stock (AVGO) Semi conductors
Recent stock transactions by US congressmen alongside trade returns
Apple Slashes iPhone Targets Due to Chip Shortage, Report Says
Mentions
AVGO is a “group” of companies. Its infrastructure software business is growing and the profitability there is insane. If you listen to all the commentary about folks moving away from the VMware stack because of cost increases, you are misguided. And it is not just working with google on TPUs. It has its hands full on all the components that make up the data center stack from Serdes to the networking chips. Never underestimate Hock. He is not your typical tech CEO. He is laser focused on improving the value for the shareholders. I won’t be surprised if he pulls out another big acquisition before his term expires by 2030.
I am definitely shoe shine boy material. From what I see China holds majority of Silver globally and although the rest of the world, including the US is ramping up mining, we're not catching up anytime soon. As we've been witnessed to with equities and crypto, very large players can manipulate the market. What I'm saying (and could always be wrong) is that I expect those forces to drive down prices significantly to flush out individual investors before price continues upward. Commodity supercycles tend to run for years and we're still not out of year one. There is definitely nothing wrong with diversification and we might as well do it with metals and miners. I still own companies like NVDA, AVGO, PLTR, WMT, LLY, etc.. along with some crypto and cash. What I've noticed the last quarter of the year especially there's been quite a few days where I've been greatful for gold and silver gains keeping my investments balanced. Best of luck.
MU isn't cyclical for the next 5 years. Can't argue your question. It's massively undervalued and the market will see this after next quarter. Rosenblatt just gave them a $500 PT. AVGO is growing their high margin business lines, and will grow into their PE. They may be "valued" but to your point it's a potentially negative asymmetric risk. Only reason I haven't sold is it didnt hit my abandon-ship price.b
AVGO - $1700 Billion Net income forecast next quarter - $9 Billion _____ MU - $320 Billion Net income forecast for next quarter - $9 Billion
You're very young. You can definitely take the risk. Carve out 25% of that portfolio to higher risk, speculative stocks. But find good ones with solid CEOs, visions, actual earnings and products with a roadmap. The volatility will be fine. You have the blue chips and the ETFs to keep your overall portfolio stable. Rklb is a great one that fits into the speculative growth candidate. Almu as well. Also. Buy some AVGO to go with the blue chips.
Pelosi’s "Cheat Code" "AVGO" [https://www.youtube.com/shorts/AelEaE400jY](https://www.youtube.com/shorts/AelEaE400jY)
Yes. AVGO is also ATH? 🤣🤣 Who tf writes these comments
I've been consolidating my chip/AI plays. Currently debating dropping ARM. It's only a small part of my portfolio but it's not gone anywhere and top line growth hasn't been spectacular. Thinking of rolling the proceeds into AVGO.
I'd say META and AMZN might be good 2026-2027 picks given they lagged this year. However I always thought META was always the weakest of the original big 5: Apple, Alphabet, Amazon, Microsoft, Meta. Mainly because it relied heavily on it's social network monopoly/duopoly and strong network effect moat while not having any other plays or tier 1 hardware. Google has Pixel/chome/youtube/waymo, Amazon has fire while basically being the most diversified of the 5, Apple specializes in hardware but also has the services, MSFT does cloud/xbox/enterprise/bing while strangle holding PC, etcetcetc. That said, I wouldn't bet that META goes under. I'd probably rank the Mag8 in terms of stability & relevance in the long run: 1. MSFT/AMZN 2. AAPL/GOOG 3. META/TSLA/NVDA/AVGO However maintaining stability and relevance is not the same as potential upside. I think TSLA might become way more dominant because of Elon's vision, risk taking, ability to get things done, and financial engineering options (with loans or other M&A with Elon companies).
I'd say MU, but if I had to chose between the two, I'd say NVDA AVGO's price to earnings ratio is just more expensive compared to NVDA, and its not like its beating it in growth either from at least what I could tell, in fact thats probably why it tanked so hard after its earnings, it was even at like a 100 pe if I remeber correctly
they define it as at least 3 of these occurring within 90 days - NVDA down 50% from ATH, SOXX down 40% from ATH, OpenAI or Anthropic declaring bankruptcy, OpenAI acquired, H100 rentals below $1.00/hr for 5 consecutive days, and/or one supplier (TSM/ASML/AVGO/ANET/SMCI) down 50% from ATH
AVGO or NVDA for the next 3 months? Defend your choice with a few words.
Bought June AVGO leaps in the Roth so I hope it goes up big. 360c
Bro no one should be entering at those prices Jesus. It’s basically the ATH for most of those stocks. Are you one of the people that buys high sells low? AVGO, ORCL, AMD and NFLX are expensive at those prices and way too high for me personally. AVGO could drop 30% and I’m not even sure I’d touch it. ORCL about 120-130 seems reasonable NFLX 85-90 I like. Still expensive but easy money there. AMD about 110 I’d get in.
Current largest position is NVDA, I also like AVGO
AVGO has a broadening pattern right now. Don’t trade those.
|**Ticker**|**Company Name**|**Price**|**AI Score**|**Recommendation**|**Sentiment Score**|**Sentiment Confidence**| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=ADI)|Analog Devices, Inc.|276.84|43.06|Hold|\-0.25|67%| |[AVGO](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=AVGO)|Broadcom Inc.|352.13|38.59|Hold|0.08|60%| |[CDNS](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=CDNS)|Cadence Design Systems, Inc.|318.89|43.39|Hold|\-0.17|73%| |[KLAC](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=KLAC)|KLA Corporation|1279.60|46.75|Buy|0.36|81%| |[LRCX](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=LRCX)|Lam Research Corporation|178.07|42.22|Hold|\-0.05|61%| |[NVDA](https://www.aiportfolioanalyst.com/aiportfolioanalyst/Bank/Utilities/StockHistory.cfm?symbol=NVDA)|NVIDIA Corporation|190.53|46.12|Buy|0.34|65%| Like you, I am still positive regarding AI related companies for 2026. Yes, the road is bumpy but if it was not the stock market could not exist, and we would not be here to discuss it! If the market was predictable with 100% it could not exist. As I was curious about the assets you discussed, I ask the AI code I use and this is what it says: It takes in account both 5 years of data and the last articles published in the press regarding those companies.
Preface by saying that most of my money is in an EFT, but I have a lot of money in tech stocks too, e.g., NVDA, AVGO, BTDR, AMZN . . . Right this moment? Easily the Health sector because it is beaten up. About 2 months ago, after earnings, I bought CI - which cratered that day. I bought a 1000 shares and I am up 10%+ and expect to be up more than 30-40% by the close of next year. UNH, ELV, etc., will also see these types of gains.
Five years is a sufficient period of time for it to double. Not just saying this, as I have significant "skin in the game" not only for NVDA, but also AVGO and AMZN, i.e., over a million $. Frankly, NVDA is a bargain right now and it is that fact, that amazes me that it's below $200 a share at the moment.
MU feels like it's starting to roll over for profit taking. Could see an AVGO like move down l, even on good news.
what is the worst stock in your watch list and why is it AVGO
Lol Nvidia icing out AVGO and Google yet all 3 are green. Clown market 🤡🤣
Oil dead, dollar dead, inflation dead, GDP mooning, big budget deficits to stimulate economy 2026 will be fantastic year for stocks NVDA, AVGO, AMZN, RDDT, META, NFLX, UBER some NBIS, ALAB and ZETA are my 2026 bets
I wanna buy AVGO but not sure of the timing...
AVGO, you should go with a momentum play that is inexplicably off its highs. Its biggest customers are all still spending like gangbusters and none of them are named OpenAI.
Right now i am 65% VOO, 21% NVDA, 5% AVGO, 2% RKLB, 2% META, 2% GOOG, 1% ASTS, 1% RDDT, 1% APLD. Not diversified so much but 27% YTD at least.
META NVDA GOOG NFLX UNH AVGO ASTS Yeah...long list
MU, NVDA, AVGO, AMD calls really printed this week
Selling BRKB NVDA NFLX AVGO tomorrow and going full blown autistic into metals and miners, wish me luck
AVGO…Love it at current $350 price and $65 off its high.
This is what the subreddit summarizes: 1. NVIDIA (NVDA) AI demand surging 2. Tesla (TSLA) Robotaxi optimism high 3. GameStop (GME) Forever short squeeze 4. Micron (MU) Earnings blowout rally 5. Palantir (PLTR) AI software winner 6. Oracle (ORCL) Cloud expansion wins 7. AMC Entertainment (AMC) Meme momentum play 8. Nike (NKE) Dip buy opportunity 9. BlackBerry (BB) Cybersecurity turnaround bet 10. Broadcom (AVGO) Chip infrastructure growth
Morgan Stanley's top picks for 2026: • NVDA - still the highest ROI in AI compute. Vera Rubin ramps in 2H26, delivering a step-change vs Blackwell. Faster, denser, more profitable. This is infrastructure, not a trade. • AVGO - the cleanest way to play custom silicon and AI networking. ASICs don’t replace Nvidia - they expand Broadcom’s lane. Supporting pillars: • ALAB - hyperscale AI needs connectivity. Smaller cap, direct leverage to data-center buildouts. • MU - HBM stays tight, pricing power holds, memory matters more as AI scales. • AMAT + TSM - no advanced chips without tools and fabs. Capacity = leverage. • NXPI + ADI - the quiet winners as AI demand moves from servers into the real economy. I know MU trades at a lower multiple because they are cyclical, but their forward PE is under 9. Their last ER was simply amazing and blew away all expectations.
I may have bought a chunk of the AVGO shares you sold several years ago. I began investing in AVGO back in 2019 and now I am up over 10x. And, based on Broadcom’s focus on increasing AI Revenues, I believe AVGO is actually in a better position for exponential growth - during the next 6 years. Broadcom’s AI Revenues grew 74% in Q4-FY25. Within the Broadcom Earnings Release, Broadcom provided forward guidance for AI Revenues to “double” in Q1-FY26 by 100% YoY on a massive scale to $8.2 billion. As AI Revenues become more & more of larger % of the overall revenue product mix, Broadcom’s total revenues will increase at a faster rate going forward — especially as more hyperscalers embrace the “Inference Phase“ of AI to capitalize on all of their CapEx spending. And, of course, Broadcom specializes in inference via their ASIC Custom AI Chip unit. For example, a hyperscaler deploying a 100,000 ASIC AI Chip cluster can expect to save over $2 billion in up front costs and also save up to 50% on energy costs. The incentives to utilize lower costs ASIC Custom AI Chips is compelling. JMHOs. GLTU.
Hyperscaler CapEx spending will be monetized via ASIC Custom AI Chip development — which is Broadcom’s focus. Broadcom CEO Hock Tan made this comment during a prior conference call to an analyst: **“Let the numbers speak for themselves!”** Note that Broadcom’s Q4-FY25 ER provided forward guidance of **AI Revenues to “double” or increase by 100% YoY in Q1-FY26.** Broadcom’s strategy is 3-fold: 1. Mission critical Enterprise Software via VMWare — This is high margin recurring revenues to support the fast-growing dividend (16 years of dividend growth). Note that Broadcom just raised the dividend by 10%; 2. Organic innovations — ASIC Custom AI Chip development; Advanced Ethernet Switches & Co-Optics; 3. Growth-by-Acquisition — Broadcom has been a serial acquirer and an expert at successfully integrating acquisitions. Typically, Broadcom cuts out the layers of waste in the company acquired, and, at the same time, invests in areas of the acquirer to increase growth. In my 30+ years of investing, I have never seen a company execute & deliver with the financial discipline that Broadcom does. Broadcom (AVGO) is textbook example of how to invest with a Growth + Income (Fast-Growing Dividend) Stock. Additional information at Sub-Reddit - BroadcomStock. Happy Investing!
The market can overprice or underprice a stock by a lot. AVGO was way under priced last year before the market caught up. AVGO broke above $200 and kept going higher as the market catches up to the equilibrium price. On the flip side, UNH was over priced after the market understood this administration’s target. UNH’s shares just kept dropping until it found that equilibrium price around $250-$300. Earnings dropped with it to a level that was more sustainable.
META, AVGO (currently discounted), ACHR, ZETA, VG and BMNR
TSM has an absolute vice grip on semiconductor manufacturing. Samsung and Intel are their only real potential competition and Samsung has had issues scaling and fulfilling contracts and Intel arrived very late to the party and are still trying to play catch-up. INTC definitely has the 5x potential IF they can pull the catch-up off. Google and Microsoft both have massive, stable core businesses to build off of which gives them a massive advantage. META is arguably the most forward-thinking consumer-wise, but that's largely at the expense of near-term margins. Their social ads platforms aren't as stable revenue streams as Google's or Microsoft's core businesses IMO. AMZN, AVGO, PLTR, ASML, CRWD are all very heavy growers with their own respective niches in the AI sphere as well.
I stopped reading as soon as AVGO was mentioned.
That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.
Making bank on selling my META & AVGO calls this week! A combined $21.50! Sizzler Bitches!
So, I do this. Except I wait for IV crush first. Then: 1. Buy way OTM strangles, but somewhere the stock has recently been (examples: ORCL at 220/180 AVGO at 330/370). Add a double calendars closer to the money (examples: ORCL 210/190 and AVGO 240/360). Make the calendars 1 week short 2 week long and the strangles as far out as is reasonably cheap for you (preferably 2 months or more, if still inexpensive). Theta harvest the shorts and close out whichever side of the calendar gets breached early. Did this on ORCL around earnings and it worked despite fumbling it. Would work better even now since its recovery is apparent and it’s still likely IV crushed. Can also do a put to call ratio based on your speculation on bullish/bearish developments.
73 is AVGO’s trailing P/E, not fwd P/E. At its current price of $350 a share, AVGO’s trailing P/E is 71-75x. Its fwd P/E on the other hand is 33-39x at the time of this writing.
That’s why hard to beat these companies, they just buy out key technology. AVGO has bought over 200 companies out over the years.
Disagree. S&P hit all time highs thanks to rotation. Most of OP's stocks aren't anywhere near ATH or 52-week high so some good upside potential. NVDA and AVGO are trading at fairly discounted forward PE and listed as top stock pics on most top analysts charts for next year. As for Oracle, although I've not yet personally bought, I think the street overreacted to earnings call and debt issues - this should pump through 2026 given the solid fundamentals. As for AMD, HOOD and Coreweave, If it were my money, I'd hedge by selling Jan 27 ATM calls. Should get a decent premium with downside protection.
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America. While AI skeptics have pointed to eye-popping valuations as a reason to run, the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO). I'm sticking for the most part with Mag 7 stocks as they aren't quite so speculative. Plus it doesn't hurt to own some companies outside that sector. https://finance.yahoo.com/news/these-6-stocks-will-lead-the-1-trillion-chip-surge-in-2026-bofa-says-130008431.html
You need to get out of trading and just INVEST! EFT's would have been better FFS IYY, SPY, SPYG. Individual stocks - NVDA, UI, AVGO, MU for starters, but there are many many more. You need to stay the hell away from options man. Just use index funds, I like 1 Dow and 1 S&P personally, and a few fast movers, but in your case, you need to stay the Fuk away from high risk until you build that shit back up. Best wishes, but we all learn from mistakes. Hopefully you can make that shit back up. I took 10k out of an investment account, which led me to a $3k balance. In 18 months, I am back up to over $12k, adding only $75/week. It can be done.
What yall think about AVGO and AMZN right now?
Road some google leaps hard in 2025. I’m riding AMZN and AVGO LEAPS in 2026. What ya’ll got?
I own micron and it is by far my favorite stock and most concentrated holding right now, before late last year, NVDA and AVGO were jockeying for that spot, and of course I still own them, but they almost certainly won't grow earnings as fast as Micron and Hynix. Shoutout to EWY, just got a healthy dividend payment, the index forward PE is 14, despite it doing great this year, 40% of it is Samsung and Hynix, though Hynix is eating Samsung's lunch. Hynix US ADR incoming in 2026. Korea's stock market is only 40% foreign owned, it should be a lot higher by any metric that considers PE dividends, and earnings growth. Just some notes that Micron is paying down its manageable debt now, and buying back shares now. Micron has major new supply coming online in NY in 2030, maybe. Delays keep happening. Little hiccups. Micron is telling customers that they will have supply, but they might have to wait a bit, and will definitely have to wait until 2027 if they want high-speed ram now, because it is sold out in 2026. Ram is a bigger bottleneck than GPU and ASICs chips right now. Korea is investing heavily in is state-sponsored RAM production (another reason to own EWY), and new supply will be coming online, around 2030. Nanyang is the 4th ram maker. They may produce high-speed ram by 2030. Consumer DRAM prices have spiked around 100% in a very short period of time, and despite these higher prices, Micron is closing Crucial, its Consumer DRAM line, in February. Sucks to be me with only 32 gb of RAM, but in America we buy from the company sore, so I at least have shares in that. Why would a company close a division that is suddenly wildly profitable? Is that a crazy decision or does it scream bottleneck. With faster chips, you can get more out of RAM, so I would expect NVDA and AVGO earnings misses (which haven't happened yet except for a China quarter) to be the leading canary that the AI trade is over. If micron's earnings go flat after next quarter, when they guide for another huge surprise, though less growth in 3 and 4, they can pay a 5% dividend and justify their valuation. They usually guide low. Yeah, memory is cyclical, but if micron plummets, due to actual data and not speculative bearish conjecture from people who know a lot about debt but not a lot about this field, then the entire AI trade is done, for a while at least, until the cycle comes back. I posted earlier this week that micron's PE will mechaically compress from 32 to 23 with that one quarter's worth of surprise. Next quarter's earnings will be bigger. Micron's current PE is 27.45. I think it's totally reaonable that it slowly grinds back up to 32 at least. The forward PE is uber-low mainly due to the mechanical compression when bad record-earnings quarters from early 2025 fall off and are replaced by much larger quarterly earnings. Not investment advice. When institutions accumulate, they buy then stop, and things lurch down a lot, then they buy again, then stop again. Micron is super volatile. Know your Kelly criterion and size appropriately. Don't trade on margin.
AVGO never fails to plummet after it opens
NVDA, AVGO, Lam Research, KLA, ADI, Cadence Design.
At some point of the scaling curve Google and Amazon won’t want Boardcom taking a bite of their margins. The other AI ASIC designers probably can’t scale like Google or Amazon. So I don’t think AVGO has a good long term prospect.
Since no one has mentioned AVGO! I am throwing the kitchen sink at it! Lets go.
!banbets Waiting for the AVGO Rugpull and never talking to you fuckers again
How we feeling about AVGO?
Not to jinx us by AVGO might be good to go...
Anyone buying AVGO or MU leaps,
$AVGO dip buyers rejoicing today.
AVGO pulling through, but I know that rug is coming out tomorrow :)
Very intresting AVGO, very intresting.
So retards finally realized that AVGO actually had great earnings after shaking out all the sellers.
AVGO call I sold at -50% around 10 am is now x2. AMD calls I sold at -50% around 10 am are now at breakeven.
AVGO running from the china semi terrif news?
You are right. But AVGO is not based in Taiwan. And therefore, no direct geopolitical risk.
Funny you say this, since AVGO depends on TSM for semis. AVGO is a designer, TSM manufactures it.
Buddy, AVGO depends on TSM manufacturing. If Taiwan goes down, the semi market also comes crashing down along with every other tech company. TSM has about 90% of the intelligent semi market.
oracle lives on promises and debt. Overvalued in my opinion. Nvidia could face good competition if ai transitions from cuda gpus to google tpus. Now it seems tpus are only a little bit more than an idea but it could gain traction and on top we dont know what chinas is doing. AVGO had a good correction, more space to expand. I think broadcom is the pick over 2-3+ years
Yea I cut back on my options and built a boring portfolio - ie: Goog, AMZN, CME, PM, AVGO, GS, SLV, WMT and such was looking to add some risk. My goldman I got at 750 did quite well :)
Lets just say this. Lets see end of each week for MU. And see where it goes to Mar, next ER. To be transparent, I have about 550k USD in MUU (yes I buy leveraged 2x etf when I can), the bulk (80%) of my current portfolio as I sold out HOOX and SOFX between aug to sept, converted 50% of my holdings in HK Hynix (German ADR) and Kioxia (Japanese stock market) to MUU. My early bets up 350%, bought more during the dip in Nov and pre-Dec 17. MU is the most fundamentally strong moving forward 2 ERs with the only NVDA being stronger, and maybe AVGO. PE 25 with FWD PE 8-11 (depending on analyst). If yoy know the details of their next ER guidance, its pretty much gauranteed, also only being able to supply 50 to 66% of customer orders, you will understand why their operating margins hitting 60%+ and will be this margin until at least 26Q3. Consumer market for ram is a good indicator of the seriousness, just look up memory prices, and the expected price increase of pcs, mobile estimated tp be at least 8% due to RAM prices. Sky Hynix internal memo states this shortfall will continue to 2028, with Taiwanese memory sellers stating until at least 2027. Yoy gotta be really special type of smart to talk bs and not know anything of the subject topic. Just put 50k in MUU, even now you'll probably get at least 40-70% before next ER. Low risk, good gains (not as good as aug-nov) and predictable outcomes, without the risk of Mike Burry trashing NVDA (I hold some NVDA from when I bought $60 bucks but only about 80k, keeping because if I sell, my rax will go crazy this year). Literally yoy keep yapping and you have NO CLUE what you are talking about. Look at the last 2 ERs. And understand the market before stating stupid numbers like 180.
"I totally agree with you AVGO definitely has more short-term potential Do you think it could go up to a certain point in the near future And do you expect a pullback after that Thanks for sharing your thoughts"
Try to catch a falling knife rarely works. AVGO sells commodity, AMD could do that, Nvidia could do that, mediatek could do that, Qualcomm can do that Networking would be standardized
As a long term holder of both, you can't go wrong with either. But from the current price on each, AVGO has the most up up side potetial in the short-term.
Recently, I nailed all three bets on PL, AVGO, and MU
Throw AVGO into that and right there with u..
Wait a sec... That AVGO logo... 🤔
I bought META, AVGO, AMD, MSFT during then recent dip last few weeks. Still holding spy and continue to DCA into it