Reddit Posts
SpaceX stock jumps 19% from $135 to $161 in record IPO debut, largest in market history
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Nancy Pelosi may have just lost 14x her yearly salary in one week
CNBC: investors are fleeing tech stocks in record numbers
Consensus view on oracle earnings?
Screwed up pretty badly with avgo last week… but learned something
How I think Anthropic's latest release reads for investing
Space Sector Mania before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO Thesis (Regarded Vibe DD)
How I think Anthropic's latest release reads for investing
what is going on??? AVGO just dumped double digits after record earnings
Broadcom M&A (Hock the acquirer and the conquest for IBM)
I no longer have the money to pay for surgery to get my tear ducts removed so I don't cry in the casino
I went through the AVGO transcript line by line. Here's what I actually found.
PDT rule change and Market Tanks
The AVGO after-hours put exercise story is a good reminder that options risk is not just direction
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Broadcom grew AI revenue 143% and lost $280B in a day. What broke
Hang in there Canadian AVGO Butterfly Guy
wealthsimple exercised AVGO puts after hours. i'm down 1.2 million. is it over
$AVGO 480 P made me 300% - YOLO $27K 420 C after earnings
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Is the Sector rotation finally happening? Oracle reports earnings in 7 days
Analog Devices $ADI could be the next Micron $MU
Analog Devices $ADI could be the next Micron $MU
Just when I thought it was time to get out of AVGO, I found myself buying more.
Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
AVGO into the print tonight — extended, crowded long, and the flow doesn't confirm. Beat-and-rip or sell-the-news fade?
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
Broadcom earnings tonight - bullish!
Top stocks hitting 52-Week Highs/Lows - June 2, 2026 📈 📉
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
AVGO is ripping into earnings but the fresh money is fading it.
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
$ADI Analog Devices options could easily 4x this year.
$ADI Analog Devices could easily 2x this year.
Why is my wife's boyfriend making more money on AMD and INTC than me? Seriously, why is NVDA lagging the entire SOX?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA
Foreseeing making a lot of money soon but not sure what to spend on? (29 yo)
After Dell's blowout earnings, what are your thoughts on Broadcom (AVGO)
Top stocks hitting 52-Week Highs/Lows - May 29, 2026 📈 📉
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
SOXS is destined to die unless a world shaking event occurs
Going balls deep in $HPE because its not overvalued and I'm out of other ideas
SPX at 21x P/E with 30-yr at 5.08% — is this a "mania phase" or just a new regime for rates?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
In anticipation of NVDA earnings report, I bought a lot of stock.
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Actual performance of Leopold fund Semiconductor PUTS
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
I finally rest and watch the sunrise on a grateful universe
I finally rest and watch the sunrise on a grateful universe
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
Mentions
I recommend holding it. My experience was similar a few months ago and watched it dip below my cost basis but it rallied back. If you believe the analysts AVGO has a 1 year median price target of 37%.
TTWO AVGO MSFT META Pick one or two
Fomo can be costly Try not to chase Rabbits I have a few rules to govern my trades.They seem to work well 1 To prevent going in head first and then feeling the pain when it sells off just when you have bought it. Buy in thirds Decide what percentage of your capital to risk on the stock and use one third of it on your first purchase Watch ,wait and research then if it’s performance matches expectations buy the next third Try not to rush it Look at lots of charts to see how stocks behave after tips and after breakthroughs. That helps with managing expectations Look for sectors of the market likely to be in favour and ride the rising tide Learn from those with experience of the sector I find U tube is better than mainstream Tv I follow boring people who have made millions Here are a few names to watch to improve your knowledge Don Durrett, Rick Rule. Felix and friends. Clive Thompson. The Asian Guy . Finally you have committed capital to AVGO and it’s more than your comfortable with losing Lesson learned Sell half when you have found something better to deploy that cash into Try not to chase flavour of the month because they inevitably get cheaper as the excitement subsides
I started buying before the last stock split. I bought in bulk. Bought the dips big. And I buy AVGO daily. It’s been one of my best performers.
I'd rather own the one that makes the chips:TSM. There's a lot of possibilities (SOXQ if you like them all), but TSM will get all of the business. If AVGO loses a customer, they may really feel the pain. But TSM has so many customers to lean on.
If you have done due diligence and believe in the company and its long term growth, now would be a great time to double down and DCA What were the reasons you bought AVGO in the first place ? And has anything changed your conviction?
Another issue with AVGO specifically, there is a huge difference with it's PE on some finance sites versus Interactive Brokers. interactive brokers said it had a Pe of 25 while other sites put it at 43!!!
AVGO financials are weak right now. AND the money flow is out. BUT... That's just in June 2026. It certainly could go up 25-30% in a month. No reason to continue down. IMHO.
AVGO leaps are okay after all. Thank fuk and thank Donny boi
AVGO is set up to be one of the winners in the AI infrastructure build out. Hold for long and you will be good.
Then if you haven’t changed your mind, then why post this question. If you haven’t done your DD and just YOLOed into AVGO because it keeps popping up on Reddit. That’s your fault, and that ain’t conviction.
Bcz AVGO is 3x as cheap as QCOM in growth adjusted valuations. Its not even close between them. And AVGO also have better revenue visibility and way less cyclical than QCOM
Right? Everyone's got the Iran dip and now the AVGO dip.
Yeah I picked up a little AVGO after their earnings, but that really lead the top so I held off since, waiting to see if we get a little back now the SpaceX shit is over, or if the whole sector does start to trend downward. To be honest I just don't see much story for more upside in the short term on any of the chip stocks, maybe even the hyperscalers.n the AI story is priced into the whole market now, it just took a while. Now it has to prove out, and that's either gonna be a grind at current levels, or something really hot needs to happen to create new places to invest. Admittedly, if the Iran deal tomorrow is real, that could help. But what're the odds?
Did you originally buy AVGO or Broadcom?
For the past couple of quarters it has been typical of the AI stocks to drop after earnings since analysts expectations are somewhat overextended. AVGO is a good company and they have strong growth; you just need to give it time to recover.
It's a great company. I would hold your position and buy a little here (depending on how much AVGO is of your portfolio). I bought most of my position around $300, and then bought a few thousand at $390, but overall I'm up quite a bit.
I dumped the NASA ETF and all other non SpaceX space stocks the day before assuming we’d see a “sell the news” event. I was right, but I was losing money on that ETF anyways. I was really just looking to cut my losses, the calls got so fucked last Friday. I should have bought some AVGO on yesterday’s dip. Price is starting to look tempting
Sorry to burst your bubble but you’re definitely not giving trader vibes, or you would have known what you were getting into, had a planned exit price and stop loss set if you tried to “trade” the earnings release. Stick to investing, and you’ll do just fine on AVGO.
It will go back to ATH for sure. I sold just before earning because my call was up 100%. But I wouldn't add AVGO again. I rather buy SOXX.
Most every big tech name has dropped after earnings, it’s been a buy the rumor sell the fact market for like 18 months. If you’re worried about short term price action, don’t hold through earnings. That being said, AVGO is a great company, hold for at least 3 years and that 20% down will only be a blip on the way to the next top.
AVGO is a “Hold” on Seeking Alphas quant system. It gets an A+ for profitability but a D- on valuation. Seeking Alphas analysts say it’s a “buy”, Wall Street has it as a “Strong buy”. In my view you could go either way. If you have gains from other sales you could use the capital losses against the gains to lower your taxes. Question is, where you gonna put it when you sell?
Find good price points to add to your position. AVGO is solid for long term and they're notorious for understating themselves around earnings, and rarely self-promote. If semis move, they will too, but of course that means in both directions.
I’ve no idea. Anyone telling you otherwise is blowing smoke up your ass. AVGO will remain in my portfolio indefinitely.
I picked AVGO the other day instead since it has history from last year at these prices. AMD doesn’t.
Does GOOG AVGO or Microsoft recent price action have anything to do with the War?
I’m in a similar boat with CRWD. I was an idiot and bought before the last earnings call. Bought 13 shares at $749, it’s at $683 now. AI / tech shit is volatile. Don’t sell now unless you have a really well-thought out plan in place to deploy the capital and you plan to hold your next equity for a while. Like others said, buy quality companies you believe in and you’re more apt to hang on and let themcompound. I’ll admit CRWD was a gamble for me. I believe in what they do, but they were treated as a SaaS for a long time. PANW is in the same biz and their stock tanked just a few weeks before CRWD. I didn’t do my due diligence and let greed on a short term play win out. I lost. If it gets back in the $700s I may just dump it, take the L and move on. Especially if I the cost basis back. I don’t believe the company is going to become an $800-1k stock. It’s overvalued. My real point for you: AVGO is in a better position long term being hardware. It’s still recommended by most analysts. Just hold tight and you’ll be alright. Many tech stocks *are* “overvalued” by classic metrics like PE ratios (both forward and trailing).
AVGO has been going this hard since 2010
Hold. Return to ATH by next earnings? Possibly, but unlikely. If you only hold stocks for a few weeks at a time, prepare for further sorrow. I’m long AVGO. Position initiated Oct 2023.
I was over 30% down on NVDA during covid and I’m really glad I didn’t sell. AVGO isn’t going away anytime soon.
You’re not missing anything. Set it and forget it with AVGO. Your future self will thank you. Every stock has its ups and downs. Constantly wondering/worrying about it doesn’t do you any good. Otherwise why invest.
Sold my AVGO for AMD/SOXL.
It happens. Most semi are not far from peak prices unless they can have data centers, power distribution, constructions infrastructure ready. The ambitious plan is unlikely to be attained on schedule. By then I expect a correction. In your case I will start unloading some now when there is spike and look for opportunities to sell those profitable stocks to cancel the losses from AVGO sell.
I thin Ondas has a great future. It's just so hard to take a loss on AVGO.:(
I don’t hold AVGO specifically, I prefer others in the area, but I’m am holding my Semis, yes.
Just hold. I did the same shit with MU that you did with AVGO and I have the same plan.
AVGO a buy here. Easy to manage risk. Sellers couldn’t push lower below the earnings low after the market dumped…
I took a gamble in brought 6 call options over 20k.. I loss it all trying to chase the AI hype of the chip storage.. I watched Dell and HP explode so i thought AVGO would do the same..
My cost basis on AVGO is $3.14 per share. I’m not considering selling any shares for years. Semis are still in demand that didn’t change.
u need to sell tha shit n move on. ur literally askin people what to do like they know the future. i was in AVGO n it felt very heavy so i got out n moved to NBIS
AVGO has only gained 10% YTD, it has a lot more room to grow.
Im currently up like 1400% on AVGO. I just sit and hold, I would keep holding.
I think AVGO always outperforms the market
Mag7 aren't the real Mag7 anymore. Largest seven companies by market cap do not include META any more, and SPCX would have kicked out TSLA now, although I would have prefered AVGO over TSLA anyway.
Honestly, still holding MU for earnings…however, do you think it will still go up? AVGO and ORCL both crashed post earnings. Disregard SPCX, do you think the AI narrative is still strong or starting to show cracks
We’ll see. AVGO went down big. Everything is priced for the heavens. One tiny miss or not enough forward guidance and bam, -10-20%.
Going long on AVGO’s leveraged ETF AVL because AVL is also Asheville and there’s tons of breweries there. Bullish.
OP is on to something. This morning bought leaps on NVDA, AVGO and CLS. The valuations relative to the fundamentals offer a very nice setup for the patient investor. (I expect both OP and I will be banned from this forum.)
I rarely look in the proverbial "rear window." When I do, yeah, I have lost some "big fish," but who cares? As long as I am making good money, I could give 2 shits. Not a flex (just trying to prove a point) . . . I retired early years ago. Been to almost 50 countries. I am worth approximately $3.6m, e.g., since May 31st, my accounts have earned $550k+. However, guess what? I sold MU and AMD in March of last year, both at losses (total - $47k plus) to buy a WA State home with all cash to avoid a high interest rate mortgage. Fast forward today, those stocks are doing beyond outstanding. However, I am totally satisfied with NVDA (almost 117% gain thus far), BTDR, which I sold about a week ago (225% gain), AVGO, AMZN, etc. Regret is an appalling waste of energy.
*Please ask her to sell AVGO my anoos hurts bad.*
AVGO has better risk/reward ratio than MRVL
i went all in cash for MRVL at like 255, idk if im keeping long term or not, any other tickers that have a better upside in your pov that isnt AVGO?
Bigger than $AVGO as well lmfao
AVGO come on . stop sucking
AVGO needs to do something ffs
SpaceX seems to be sucking liquidity out of other large megacaps. This is ridiculous and hilarious. Google is up, likely due to their own stake in SpaceX, this is already valued higher than TSMC and AVGO and is right on Amazon’s heels.
How are ARM/AMD/Intel still going up +10% every day with PE's of hunderds while AVGO goes down every day... no one understands this market
The sell off didn't really happen for any real reason either. Yes, you can point to the jobs report or AVGO earnings, but I think it's safe to say that both were a major overreaction that snowballed last Friday as automated trading, hedging, fear, and panic all fed in. It's pretty clear to me that the sell-off has been the blow-off part of a blow-off top where institutions and retail alike got spooked and were looking for any excuse, no matter how minor, to take profit and de-risk. Once things settled in, we've just had an up and down week.
Happy I finally switched from AVGO to AMAT. Better late than never.
SPCX is worth more than AVGO already LoL
Bro SPCX literally worth more than AVGO or META lmaooo
come on allocators.. Sell your SPCX at open and throw it all into AVGO 🙏🙏🙏
prayers for AVGO's comeback
Today we will pump INTC and ARM, the least profitable of the semiconductor companies. But fuck NVDA, MU and AVGO with their lower forward PEs. Some days the market is really just in a troll mood.
NVDA generated 15.5% of the index's 2025 gains. GOOGL made up 13.5% of it. MSTF, AVGO, JPM, PLTR, and META collectively accounted for 23.1% of the total. So, quite literally, 7 stocks made up more than half of the index. Individual stocks matter, especially the extreme high and low performers.
Yeah AVGO is basically selling shovels in the AI gold rush and the miners already told you they are digging faster. Only “problem” is everyone on earth knows this now so you’re not exactly early. Still think it rips as long as AI spend doesn’t slow and rates don’t rug the whole market.
You played calls on ORCL earnings week after seeing what happened last week with AVGO? ngmi
I rotated my AVGO position into MU/SNDK two days ago. I see massive upside on AVGO, just larger on the two others because they are the stars of the show right now. On a 2 year hold, I think AVGO might be a better play. But not my intention to hold majority positions for that long.
Should have bought puts or shorts certificates on ORCL and ADBE. It was obvious most companies would disappoint after the AVGO meltdown. Easy x4 in a matter of days, just like for DELL and HPE. Alas, my bags are heavy.
So how is that bad for AVGO??
NVDA and AVGO are not diluting. But on the contrary, They have record Free Cash Flows.
Same. Take a look: Everything’s dumping on earning regardless of earnings or guidance. Read up on B of A’s crowded trade report. Hock Tan accused of sandbagging in this last earnings call. Analysts say they’re dirt cheap, but they’re not budging. AVGO just inked a $35B deal and the price dropped $15. This is a patience play, but our boy’s gonna be rich. 🚀🚀🚀
why AVGO and not NVDA?
I feel like NVDA and AVGO got battered for no reason. Even Google is kinda cheap.
I do tho. Optical and photonics timeline just got delayed by 2 years and their ramp up got pushed back to 2029 according to private article from SemiAnalysis. That means the buyers will come back to copper based and previously tried, tested and trusted equipment with AVGO sells. And ofcoarse Chip sales are not going to flat line anytime soon
I also bought the AVGO dip because this dip is an overreaction in my opinion,
AVGO really needs to pop off tomorrow…
but why did we sell off? a lot of it was triggered by AVGO's earnings - but picking into them the AI related numbers were great and the let down was from the software side of their business. if you do any type of technical analysis, the RSIs of many of these companys - even QQQ - were through the roof and just itching for a reason to pull back. i'd argue that the underlying thesis is still highly positive and in a couple months when looking back to this time...last week was the outlier, not today.
Bought GOOGL, AVGO, MU, NVDA, META today and set good till cancelled limit sells on all of them getting back to their highs not too long ago.
AVGO is the second source for effectively every hyperscalers. It will go back pretty soon. The CEO is too old and doesn’t know how to pump his own stock.
Sold AVGO at a big loss and got into AMAT 🚀
I’m selling AVGO to swap to Amat
AVGO is looking very juicy right now. Sold off way too much.
Sigh I would be at ath if I sold AVGO after the earnings drop and switched to Amat
Thinking of selling AVGO to go all in AMAT,l
no that's probably right AVGO dragged them down in the first place
pretty bullshit that memory stocks have recovered while AVGO barely moved
MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.
Geez and I though bag holding AVGO was nuts
AVGO is a durable profit monster, and they are not slowing down regardless of the stock price.
All the moves of the past week, buying AVGO calls and selling for a loss, buying puts on Sandisk then getting scared (thankfully) and selling them before the pop, then finally buying calls on Microsoft today when it was $385, I managed a grand total weekly gain of $14.79.
I think AVGO turned me into a 🌈🐻
fucking AVGO brought me down as well... -$2k on that shit