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
Hope Nvidia AMD and AVGO sue the clown just like Costco did. Another casino bankrupted.
AVGO flat until earnings
Recently bought some AVGO, glad I did!
You can also dollar-cost average into shares like Ford if you’re underwater, which can bring your cost basis back to a level where selling covered calls makes sense again. That approach is a lot harder with something like SPY or AVGO because of the capital required, but for lower-priced stocks it can be a really useful tool. A lot of newer traders overlook this and give up on covered calls too early when price moves against them.
Simply put, does the business have tailwinds \*besides\* AI? Eaton is a great example, they're already an excellent, growing business with a 20+ year track record. High ROIC and reasonable debt especially considering they are asset-heavy. Forward looking, you've got electrification and grid infrastructure that is happening outside the AI sector. Then, within AI both of those concepts are very important for microgrids. Put it together, you've got something that won't crash if AI does, but has all the tailwinds behind it of AI-focused infrastructure companies. On the flipside, $AVGO is all about the AI play. It's far more bound to the success of AI and the need for specialized XPU (e.g. TPU) capabilities. If AI crashes and burns, $AVGO will fall dramatically.
Sell or hold my 200 shares of AVGO? 🧐🤔🧐
I was taking a bit of profits on tech these past few months.. Sold all my AMZN, Sold half my MSFT, Half of NOW at bigly loss.. Moved the money of EMBJ, IAU, SLV, AVGO and just today VDE. Got a bit cash left for dips. Still hold mostly at tech because ER still looks great and I think once Warsh cuts rates, tech will pop again.
US Large Cap Index - 51.8% NVDA - 13.9% Home Equity - 11.6% Int'l Developed Mkts Index - 9.4% VGT Tech Index - 5.4% AMZN - 2.7% CD & Money Mkt - 0.9% Pension - 0.8% MSFT - 0.7% Brokerage Cash - 0.6% GOOG - 0.5% COST - 0.5% PANW - 0.4% Checking - 0.2% AVGO - 0.2% SNDK - 0.1% High Yield Savings - 0.1%
On the surface I totally get why you’d pick it. But looking even only at the rest of the top 100 companies, there are so many with much cleaner and clearer upside the next few years. If you really are gonna hold for 5 years I think you’ll be fine, but… this whole mess they’re in could really test your patience way way faster than that. Yes, it’s basically at the one year low. But the multiple is still almost twice as high as MSFT. you still have a ton of realistic downside from here. Yesterday I closed an AVGO cash secured put and bought MSFT, INTU, NOW, SPOT, and SNDK. all of those have more upside and less downside this year and probably next year too. Especially if it’s a huge position for you, I would sell at break even or for a tiny gain and reconsider your available choices. Look at what happened with NFLX exactly 4 years ago. I remember that one well. And that one didn’t involve a bloody knife fight with the government. Just a really tiny one quarter dip in subscriber growth. Careful out there.
36 on disability but fortunate enough to have built a savings prior to that I've been able to grow. 80% U.S. Stocks (I have done well in tech over the years, currently in the following: GOOGL, NVDA, MU, KLAC, TSM, EME, AVGO) 15% International ETFs (EWY and EWJ) 5% Cash
Man AVGO intraday always looks the same, moon at open fade near close!
What are we buying? Currently stacked on AVGO GOOGL AMZN and HOOD
That's right, but at the same time, the TPUs they make for Google are pretty good. I guess everyone is expecting AVGO to announce more partnerships in the next earnings report. We will know on Mar 5th.
AVGO dropped a little on this news.. does it mean META won't be developing custom chips??
There's really not much. The plays you're seeing right now are the standard late cycle rotations. And I mean like the type of stuff you see when institutional money expects a crash sometime between tomorrow and a month or two from now. So the best stuff to look for now is the oversold stuff that is likely to have a short-term bounce unless you \*have\* to be in something. And honestly a lot of that \*is\* certain tech companies that got oversold. Like Microsoft is straddling ridiculous long-term support that has held up for 3+ weeks now. You could have gotten in on AVGO for that $300-$350 bounce. Like bond yields spiked yesterday so there might be a second-chance to get into long-term bonds. I don't think that's exciting many people here. I already started taking profits on my Coke and Pepsi.
More likely because isn’t a big shock. META announced huge Capex spend at their earnings. We knew it’s either going to be NVDA/AVGO/AMD
AVGO 430 post earning you heard it here first
On January 26, 2026, Nasdaq launched Monday and Wednesday weekly options for a select group of high-profile securities, following SEC approval. TSLA is one of the nine names included, along with NVDA, AAPL, AMZN, META, AVGO, GOOGL, MSFT, and IBIT. no one told me.
weak ass market. but at least AVGO looks strong right after I open a fucking CC no less lol
I wish everyone rallied to buy Google, AVGO and META and drove the proce up. These are companies with good revenue, earnings and forward PE.
AVGO is going to pull everyone out.
Recovery will happen in alphabetical order AMZN & AVGO first...
AVGO is trying to float up. Something keeps trying to drown it.
Sold my ORCL to double down on AVGO META and GOOGL
AVGO back to green. NVIDIA to follow
Opened CC's on AVGO, then it blasts off. Thanks bogdanoff.
I am starting to scale into AMZN, AVGO, and MU as core positions based on earnings visibility and forward valuation. I am selectively adding SNOW and NFLX around earnings where valuation and sentiment look more balanced. SOFI and PLTR are smaller, opportunistic positions based on longer term growth assumptions. TSLA is a tactical add depending on price action and volatility.
Yes and he is like -1.9% year to date. When the market tanks soon, just buy LEAPS on GOOG, NVDA, AVGO, and META.
I bought AVGO after seeing Nancy did. It has done really well
In theory maybe, but in reality the delay doesn't matter. Check out her $AVGO and $GOOGL trades and the timing. She was down like 40% on both and now she is up 100%+
Legally she has 45 days to disclose but she usually does way sooner. She also hasn't been timing the market perfectly and I've actually had better entries than her for stocks like $AVGO and $GOOGL
Google isn't punting nvidia money -- they're using TPU's which are produced by AVGO. They don't even use GPU's for their models.
My Stock Portfolio: NBIS MVST HAL BLK AVGO MU META RIOT MSTR
There are trash collection companies that have higher forward valuation than NVDA, AMD or AVGO. Just saying.
Why is AVGO getting brutalized despite all this increased capex? It had a short-lived pump and nothing but pain since Google's ER
Reason why the market won’t truly crash? Bag 7 is spending 500-600B annually with projections to increase. Direct benefactors of this are memory and chip companies. Chip companies will continue to blast profit margins and EPS out of the water because all that money is funneled into their pockets. AMD, TSM, NVDA, and AVGO will go ballistic for the next 2 years at least.
Retest the all time high after earnings. Money has to go somewhere, they trade near a market multiple, but rev and profit are growing 60% yoy. And the semi purchase cycle will just keep going from what I understand NVDA / AVGO feel very safe to me
I just spread my tech holdings over the strongest companies and hold. AVGO, MSFT, AMD, NVDA, MRVL, CRTO, TSM, META, GOOGL. I watch the action, but I'm in for at least the next ten years.
Be careful because sometimes that can be revenge trading. Your subconscious mind could be thinking....: *"Oh.... So you're going to keep dropping the price... Ok... ok...Then I'll just keep buying more... Oh... you're going to drop the price more? Then, I'm just going to keep buying more..."* I've had this happen to me where after buying something and it dropping badly, I feel like I need to get "revenge" by buying more of it and lowering my overall cost basis. Lowering my cost basis made me feel better, but the problem is... you get crazy overweight in whatever it is, and then your future is tied to that singular investment which can be quite dangerous. You can get lucky at it all works out, but maybe when MSFT is $360 per share, you look around and see what price is TSM? NVDA? GOOG? AVGO? CRWD? AMD? Maybe something else of very high quality has also plunged dramatically and you can have at least a little more diversification instead of fullporting MSFT
ANET founded by Andy Bechtolsheim after Sun Microsystems. Stellar engineering culture. AI infrastructure, networking switches - sell to hyperscalers. Often buy advanced network chips from Broadcom AVGO. Compete with Cisco and hyperscaler in-house “white box” switches. CLS also makes and debug switches for hyperscalers. These are companies receiving the capex from hyperscalers.
Loading up on AMZN META and more AVGO
drawdown today from 52w high: MSFT -28%, AMZN -23%, META -20%, AAPL -11%, NVDA -14% now also GOOGL -13% ORCL -54%, NFLX -43%, PLTR -37%, AMD and AVGO -22%, banks -10% what's even left to correct at this point, they already crashed everything basically...
Threw all my money into AVGO at last moment.
Agreed. MSFT -28%, AMZN -23%, DELL -30%, AVGO -21%, HOOD -50% just to name a few of the bigger names
Alright who decided to beat up AVGO with a baseball bat today
26% of the QQQ weighting (NVDA, AVGO and AAPL) is down 1.5%, with remaining mag7 looking like they are cancelling each other out and QQQ overall is up 0.6%…
I think if there is one company that can make money out of AI, it's Google, and it's ecosystem providers. The only other company part of that ecosystem is AVGO, and obviously ASML/TSMC Nvidia will find it difficult to compete simply because of Google's vertical integration, and they have been playing tricks to extend their reign, often relying on clueless partners who don't have the ability to execute, but showing them a rosy demand picture. I believe companies without high technical expertise in AI will simply be washed away. This includes companies like orcl (they're really most at risk), but also companies without products that can use AI to charge end customers (Amzn). Msft may still be somewhat ok. But yeah, if you believe in the promise of AI, then the best long term bet is Google. And they will likely make far more money than people imagine.
CALL AVGO 350.00 EXP 04-17-26 I say that but I'm going to hold and watch them continuously burn
I don’t like you AVGO, you blue balled me at 352 and now you wanna be all quirky and shit
NVDA, MU, SNDK and AVGO are all red, what are you talking about?
AVGO go the fuck up already, god damn
Yes for NVDA and AVGO, but AMD might die because of their super special friendship with OpenAI. They need to announce a new hyperscaler partnership soon to balance that shit out.
I think it means NVDA, AMD, AVGO, etc stock is gonna go up as MSFT starts pumping capex into them for their in house AI.
They’ve successfully FUD tanked Meta MSFT Apple Amazon Tesla is somehow above 50 dollars NVIDIA has disgusting 1yr chart AVGO tanked after earnings Netflix was overpriced but still look @ Tesla Google next?
Who benefits from all that CAPEX? Picks and shovels. NVDA, AVGO, …
Tough one right now. ANET just popped 15% after hours on earnings so I would wait for a dip. AVGO at $330 is more diversified.
Been following AVGO and ARISTA, out of these these two, which one would you opt for?
Broadcom (AVGO) going to rocket up tomorrow
My fucking AVGO calls were green this morning, puta madre of a market
Cooling infrastructure: \- Agree on water. Vertiv (VRT) is already running on this thesis - liquid cooling for data centers. \- The desalination/filtration angle is interesting but hard to find a pure play that's directly tied to AI demand. Networking/interconnects: \- This is the one people are sleeping on. As clusters get bigger, moving data between GPUs becomes the bottleneck. Broadcom (AVGO), Arista (ANET), and Credo (CRDO) play here. But everything is volatile now, so things may go worse before it becomes better
It’s a good portfolio that looks well positioned for the future while diversifying and managing risks. Some stocks that may be worth looking into are CEG for the energy sector. They’re being up existing nuclear plants back online and already have contracts with hyperscalers for the AI build. AVGO for custom chips to run AI inference faster than what Nvidia GPUs can do.
1. WM - we keep making garbage 2. MSFT 3. TSM 4. AVGO
#For some tech names this is as big of a buying opportunity as 2022 was. For example MSFT, AVGO, NFLX. LMAO🤌
If it wasnt for AVGO my port wouldve been hell
AVGO ffs break above 342 already
AVGO green my biggest hope for 2026
#Microsoft down, Google down, Amazon down, Meta down, AVGO down. Big tech is pretty much dead. LMAO🤌
Semis are up big today. Only AVGO -1% and AMD -0.5% are slightly down.
Preface by saying that I own quite a few individual stocks to the tune of a couple million dollars, e.g., NVDA, AVGO, CI, AMZN, etc. However, most of my money is invested in EFTs. Frankly, your dad is unequivocally correct. Specifically, I did NOT invest in individual equities until I had a very good understanding of how the market worked; and, more important, it was monies that I did not need immediately separate, from my day to day expenses; along, with my methodical investments in my retirement accounts (EFTs). 'Nuff said . . .
loading up more AVGO target 475 this year
<3 VRT waiting for AVGO to do the same - target 475-500
You should look it up in the files; it appears a manager of Jeff's portfolio from Apollo Capital has tried to short AVGO at the absolute very bottom in 2018 with monthly put options, about a year before he went to jail for a second time. His reaction to this is nothing short of hilarious.
You should look it up in the files; it appears a manager of Jeff's portfolio from Apollo Capital has tried to short AVGO at the absolute very bottom in 2018, about a year before he went to jail for a second time. His reaction to this is nothing short of hilarious.
why did AVGO just drop off a cliff
AVGO holding up like a champ today. Low volume consolidation. Next leg up soon. Remainder of my positions looking terrible. Fuck it.
Yes. I always maintain "sideline money."I bought a 1000 shares of CI over a couple of days in November when Health care stocks were tanking . . . Now, up $44.5k. I bought 800 shares of AVGO in December after they tanked after earnings last quarter; and, another 300 shares last week, when they tanked more. Now, up in that stock.
Bought AVGO last week. They will benefit from all that big tech CAPEX.
Take a look at those two green bars at 12:16 and 12:18, two 600k purchases https://financhle.com/company/AVGO/options/O:AVGO260306C00385000?day=2026-02-06
HUMA DOD is procuring bioengineer blood vessels. AVGO just warming up for run before earning.
It’s going to AVGO
Smart entry catching that institutional flow, but here's the thing—tech's getting hammered today (Oracle/Microsoft bouncing but fragile). If $AVGO closes below $382 support, your 1dte becomes worthless fast. Vol crush is real after earnings moves. I track the key levels here: [$AVGO](https://aimytrade.io/ticker/AVGO?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets&utm_term=AVGO&utm_content=variant_1770683090338_79zc0v)
Damn it well I’m just keeping AVGO now I guess
AVGO is going to hit 420 before next earnings and dump on guidance because Hock Tan Man wants to shake out paper hands.
Opened swing calls on AMZN, RDDT, AVGO, TGT, ORCL crossing fingers
You get the same data as everyone else? Only AAPL is red, AMZN flat. NVDA, MSFT, META, and AVGO all up >3-4%
Current port NFLX AVGO MSFT HOOD and ORCL thinking of adding SOFI and META any others I am missing? Current 36% ytd
AVGO 440 coming. Mag7 raising cash to fund AI expansion. Mag 7 will get bogged down on debt while AVGO will munch on their money.
I need AVGO back down to 440 by EOD please
AVGO I love you, all is forgiven
AVGO absolute beast mode today