Reddit Posts
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Apple silicon deal with Broadcom (AVGO) extended through 2031
Broadcom Extends Apple Custom AI Chip Partnership Through 2031 | AVGO Stock News
Effect of Using Margin on AI related Equities
Too much of my portfolio is from RSUs - how would you diversify?
Why is MU forward P/E so low and AMDs so high?
📓 Daily Brief: Theta Gang Goes To Wendy's
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
SpaceX is already trading like one of America's biggest companies
AVGO - When is the next catalyst and will it break 400 soon?
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
Musk says SpaceX could bring $1 trillion in revenue by 2030 | Reuters
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
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.
Mentions
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
AVGO up 6% today u dummy
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
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
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
$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
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
It better. AVGO's revenue could double in the next 2 years while. NVDA revenue went flat and NVDA would still have greater earnings.
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.
I sell AVGO and the day after it starts a generational pump. Destined to lose.
AVGO is an absolute power house of a company especially outside of AI.
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.
AVGO will do more than NVDA in the next 2yrs.
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
NVDA 200+, AVGO grinding back to 400, nature is healing
they also say 350 or some shit is fair value for AVGO and call it aggressive
Where’s the bubble? MU forward PE under 10. NVDA and AVGO under 20 lmaoooo
Thank you MANGO!!! $12K bags of AVGO unloaded on that pump
They are pumping AVGO.
Love how AVGO goes up the one time I don't issue calls.
You've all been buying AVGO the past few weeks, right?
AI stocks are big green. CRWV NBIS NVDA AVGO DELL HPE SNDK
AI stocks are all big green lol they don’t care about war at all. NBIS NVDA AVGO DELL SNDK
AVGO is only thing I have really up today. Go Broadcom
It was pretty much entirely the pump on AVGO from the Apple deal along with a minor pump on semis that got sold off almost immediately. AVGO is kind of holding up, but it's starting to come in a little.
AVGO gives no fuck to semi bloodbath
AVGO is the last pillar, if that falls the spy is hitting 735 today
Can someone explain to me why Intel collapsed today? Just general market wreckage or something to do with the AVGO deal?
cause AVGO got contract from Apple which everyone believed Intel would
AVGO still won't go up
AVGO has more upside potential than NVDA in the next year
The heat map is brutal. It's literally just a small bounce on the oversold semi stocks and AVGO skying off the Apple deal that are about the only thing meaningfully positive.
I'd like to thank AVGO for erasing all my losses the last week.
Didn’t this AVGO news come out last week? I’ll take the pump lol but kinda funny
Just thinking this. Only thing up is semis and AVGO. Health just holding. Everything else down - even defensive stocks. Bad signs across the board
AVGO is a great business, but it’s definitely not some hidden garage sale stock anymore. The Apple deal adds real long-term visibility and strengthens the custom silicon/edge AI story, but after this kind of run, valuation matters. I’d hold before I chase. Great company, grown-up price tag
AVGO is a good investment, like NVDIA.
It will be interesting to see if AVGO climbs or drops back to where it’s been sitting by end of day
Dang wasn’t there a regard saying buying AVGO like 2 days ago. Insider trading obviously
AVGO barely green on a blockbuster apple deal, it’s truly over for semi/memory
AVGO up a grand total of 1%, which probably wouldn't last judging market's performance last 2 days. Meanwhile AAPL is flat and down and probably will go down further. Market still ate shit after the ridiculous 1300+++% print from Samsung, so you'll be fine and have ample time to pick up the bags and start holding it till next rally.
What is the valuation for AVGO?
Switching to $AVGO calls! thank fuck I don't want to get assigned on my CSP's
what happened to AVGO? whyd it jump
Whos holding heavy MRVL, AVGO, NBIS and CRWV bags?
My personal strategy is ASS (AVGO, Samsung, SK Hynix)
AVGO was the initiator of this semi downfall
Yes. Other Semi are doing better than AVGO while having similar volitility. AVGO at this point feels like NVDA, it barely moves.
By this logic, $KSS > $AVGO lmao. Morningstar is fucking trash
Yeah no i am not getting AVGO. It is just as volatile but with more risk than rewards.
Pray on, AVGO. https://preview.redd.it/8n9gly1pgwbh1.jpeg?width=1080&format=pjpg&auto=webp&s=4e59a75f5b2c3107e0cc47b9abd8696a605fb1a4
# You just saw that "good" earnings from AVGO and samsung werrn't enough. Zuck and Musk are selling their "excess capacity". Wait till we find out the agentic/LLM companies have been losing BIG on tokens, especially on bullshit things like memes/cat videos. No amount of market manipulation can save who bought the top. Early bols should lock in their gains and bail.
NVDA bounce up off the 200-day MA today, AVGO pretty much did as well
Yeah I think the much bigger issue with US markets ATM is the same ole' story we've seen since the tech bear ended in 2022, and that issue is that tech, specifically memory, is looking very cooked and it started looking cooked before this possible macro issue came back into play on AVGO earnings. The reason it's an issue is that US markets have often been buckling on tech woes first before macro fundamentals come into play, if they do at all post-2022. I'll even add a funny here, I've strung together a few great days in a row in my main. This happened before what we saw in March earlier this year. :) (wink wink hint hint)
No comment on your thinking behind this, but NVDA is at the center of the world economy. AVGO is not. NVDA is safer with more sure longterm prospects.
Everything can go up but NVDA, AVGO and ORCL cannot
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
First it was AVGO, then it was Samsung 😵
🎶 AVGO, four capital letters 🎶
AVGO, You should be at 400, that's minimum
I’m buying more AVGO at these prices, but just holding NVDA.
Questions: 1. AVGO pumped for 1 day and its over? 2. why is DRAM dumping after SAMSUNG had earnings of a century? 3. Why is NVDA dumping after they said the rumpors of a delay are false? 4. should I panic and sell everything?
Yep, VTV used to be JPM and BRK as top holdings, but now MU took over at 4%. Similarly, VYM is now 8% Broadcom (AVGO)… in fact, Broadcom and Oracle make up 10% of VYM which seems wild. SCHD holdings seem to have completely avoided the AI/tech boom, which shows given its recent performance.
As of yesterday close price, NVDA has P/E 29.95 (Fwd P/E 15.48) and AVGO has 62.24 (Fwd P/E 19.24). If future revenue/profit gets impact, AVGO going down is higher than NVDA. Hence, the Risk is higher in AVGO than NVDA.
As of yesterday close price, NVDA has P/E 29.95 (Fwd P/E 15.48) and AVGO has 62.24 (Fwd P/E 19.24). If future revenue/profit gets impact, AVGO going down is higher than NVDA. Hence, the Risk is higher in AVGO than NVDA.
As of yesterday close price, NVDA has P/E 29.95 (Fwd P/E 15.48) and AVGO has 62.24 (Fwd P/E 19.24). If future revenue/profit gets impact, AVGO going down is higher than NVDA. Hence, the Risk is higher in AVGO than NVDA.
AVGO destroyed our hopes and dreams
Market has been shit since AVGO shitshow
Yeah, if demand grows faster than supply then both do well. The point is that at this point NVDA can only grow by overall market expansion, while AVGO growth by overall market expansion and gaining market share. Best expression of this would be a pair trade long AVGO short NVDA.
My research also points to AVGO being the more diverse, AI-surviving bet than NVDA which has gone from a diversified gaming AND AI chip manufacturer to more of the latter, it's still very hard to tell who the clear winner could be. Therefore, I think trimming both makes the best sense.
Given the unclear winner here (more leaning towards AVGO, but still not a strong enough justification), this may actually be the best move. Thank you!
I'd still like to have a hand in AI but not too much - hence trim - but trim one of them so I am making best use of proceeds from that sale (which unfortunately will be at a loss currently). But I'd rather make the proceeds work for me elsewhere, as it's tanking my entire stocks portfolio. The research I've been doing points to AVGO being the more diverse, AI-surviving bet than NVDA which has gone from a diversified gaming AND AI chip manufacturer to more of the latter.
Right, the research I've been doing points to AVGO being the more diverse, AI-surviving bet than NVDA which has gone from a diversified gaming AND AI chip manufacturer to more of the latter. Thank you!
Imo sell NVDA. Both of them can lose if the AI trade fails. However, NVDA has only to lose from the increased chip competition even if the AI trade continues. On the contrary, AVGO will only benefit from this competition, because it will bring them additional partnerships and contracts.
Imo sell NVDA. Both of them can lose if the AI trade fails. However, NVDA has only to lose from the increased chip competition even if the AI trade continues. On the contrary, AVGO will only benefit from this competition, because it will bring them additional partnerships and contracts.
cashed $11K at open on 5 1dte AVGO calls from Thursday close, we chillin. hope it dips more so I can get back into DRAM and NBIS
Nah, AVGO missed some expectations and had a pretty mediocre earnings call, that's why it crashed. MU mooned after earnings but got sunk by SK Hynix/Samsung sympathy.
AVGO, MU, and now Samsung. Good earnings just isn’t enough anymore
# AVGO earnings were the Franz Ferdinand moment of the AI bul market.
Samsung is SK'S AVGO. POS
Why would Samsung dump if everything is so good? Maybe forward guidance is weaker than expected? Reminds me of AVGO earnings
Meanwhile the real crash will happen when random semi slightly underdelivers in just one sector (I know you'd love to do it AVGO)
Everything went to shit after the AVGO earnings. Then META came with their bullshit Capex overspending shit. Fuck AVGO and META. Delist
kospi will pump after samsung earnings. then everyeone will be confused as hell of why MU and AVGO sold hard before and after earnings and the opposite with samsung. Then you will realize you don't know shit about the market like the rest of us
good luck. this is not the same as MU and AVGO earnings.
Long-term Apple visibility through 2031 is no small potato. AVGO isn’t cheap anymore, but this is exactly the kind of sticky, high-quality customer relationship the market pays up for. AI hype is loud, but this deal has actual silicon behind it
It depends on your investment horizon. If you are a shortterm investor, I would buy MU or SNDK. If you think in the medium term I would buy NVDIA or AVGO.
Yeah this is a genuinely good tape for AVGO — long-dated Apple contract de-risks a chunk of revenue and shows it’s not just riding the AI hype train. Only pushback: Apple’s been insourcing wireless for years (own WiFi/BT chips, C1/C1X modems), so this slows that trend more than it reverses it. Still bullish long-term, just don’t get complacent on the ‘forever customer’ narrative.
Wake me up when AVGO is $500