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 300eow if it can’t hold 330 today
The day AVGO rips, it's gonna be 5% day. Likely in next 30 days
Any chance AVGO can go back to 400 next before New Year so I can break even?
AVGO barely holding green. Serious profit ahead for the brave.
RELAX everyone I’m about call up my hedge fund dad and tell him to pump AVGO, MSTR and META. Check back soon
I want AVGO to fill 310 gap then im buying 50k 23 forward PE getting cheap fundamentally already gap fill for a perfect entry ⏳⏳
HBM demand is the real story here. Every NVIDIA GPU needs high-bandwidth memory, and Micron is one of only three suppliers (with Samsung and SK Hynix). This basically confirms AI infrastructure spending isn't slowing. Good signal for the whole chip sector - NVDA, AVGO, AMD all benefit from this trend.
Would you consider AVGO now?
People were so confident about AVGO and looked what happened. I sat it out.
Beaten up AVGO will rise again
AVGO have you gotten the memo? We're rallying. I've seen bigger pumps from a guy in a Nursing home.
Are the shares dropping today because of profit-taking, or is there like some real bad news centered around Broadcom? CPI Inflation report came out lower than expected so the stocks are expected to rebound right? AVGO started out at $336 a piece and tumbled. So what's really going on?
What's even going through the mind of AVGO sellers right now, FFS?
AVGO not even a bounce this morning lol
Today some more $AVGO calls, a peanut butter sandwich with broken glass, and bludgeoning my dick with a hammer
Why is AVGO falling off a cliff again?
Deepest sympathy to AVGO nerds today 😬
Absolutely fucking incredible how AVGO is still trying to dump today.
https://preview.redd.it/xk0lf8fw9z7g1.jpeg?width=224&format=pjpg&auto=webp&s=e16b36f3310250ca0e58374685103243bbe5097b My AVGO calls I bought at the open
AVGO just delist and be done. Wtf
AVGO just giga fucked gona get sold off for eternity LMAO
VMwares software stack was severely mismanaged by the previous board, double dealing with hyperscalers and mismanagement up and down the development chain of the entire software stack. AVGO turned that ship around because VMware could not.
Will MU end up with same fate as NVDA and AVGO.
I guess my MU calls are printing. Don't want to jinx it but those that say the earnings and still tried comparing it to AVGO 🤡
Not looking like AVGO rn
People said that during MU earnings as well, everyone said MU would fade and dump after the earnings call like AVGO
AVGO puts at open, can’t go wrong
MU pulled a reverse AVGO lmal
MU is really saying “I’m not pulling an AVGO” holy moly
#fuckin bols u told me to buy AVGO, and everything was fine, now my friend is down 50 grand on it, since 424
Are bulls going to fall for it a third time this week? OMG FUTES ARE GREEN!!! MU SAVING THE MARKET!!!! Just like AVGO was supposed to. Just like the rate cut was supposed to.
Thing is AVGO warned of lower margins. MU actually increased its margins. This might be AVGO 2-3 quarters ago.
The beat down the SMCI has been taking from this pattern has been astonishing. a company that had the white box server market sewn up tight, years before AI hype hit, and is still king of that market - and with it all of the boring gets-shit-done general compute demand that has nothing to do with AI whatsoever. it's bizarre how MU continues to be a juggernaut while SMCI languishes in spite of both being in a position similar to AVGO and MRVL - necessary but unsexy nuts and bolts suppliers of both general compute and whatever flavor of the month trend is happening with AI.
AVGO yeah my brain is just fried after today
There comes a point when analysts say, wait a minute, and re-rate, and you get bumps. I have [been pounding the table on MU this year](https://old.reddit.com/r/stocks/comments/1pjc88j/divided_fed_approves_third_rate_cut_this_year/ntcot16/?context=3), and nothing in the earnings or call refute the thesis that high-band memory is the primary bottleneck in the AI infra stack right now. Inference can go anywhere at any scale, and low-margin in-debt widget factory is a takeover target that can be converted to a power shell with a whiteroom. But, you still need fast and power efficient SOTA memory to do the task, and this will still be true when AVGO and NVDA fabric solutions are predominately fiber backbone. Earnings call takeaways so you don't have to listen, but you should: MU can only meet half to two-thirds of current demand in their dominant high-band vertical. They have increased their margins, it seems mainly by raising prices, a lot. In every vertical. You can't do that unless you have the one part everyone needs. They are renegotiating contracts with their seven customers but dodged most questions that tried to get specific about those negotiations. He said their contracts were very firm compared to past contracts, seemingly hinting at Oracle/OAI. Another takeaway: Mu's backward PE will drop from 32 to 23 tomorrow when the data feeds update. They could offer a 4% dividend if they want and still grow it. Supply is claimed through 2026. That's as far as they'll guide other than upping their estimates for the total size of the market and the timeline to get there. MU's forward PE will be even more ridiculously low when the analysts go back and try to figure out how they could underestimate performance by so much. MU isn't sexy though. It can't get a mention without someone crying out that memory is cyclical, when it isn't.
AVGO had a P/E > 100 pre earnings though, come on man. You can‘t be this blind.
Patiently waiting like an alpha male to buy leaps on ORCL, NVDA, AVGO,
If I could go back to July I would probably buy Google at 175, but since I can't time travel, nvda at July prices is also good. Can also get AVGO, MSFT, AMZN, and META at July prices or better right now.
Better sell before it does like TSM, NVDA, AVGO. They all had good earnings and then shit the bed the next trading day.
Why would it keep going up ? Valuations are nuts, we don’t know how to make money with AI, everyone is concerned about running out of money and some of them probably have already ran out. Meanwhile Deepseek is already crushing OpenAI without using Nvidia chips Look at $AVGO, worse is about to happen and $NVDA will follow
GOOGL, NVDA, AMZN, AVGO, MU should all have a forward PE of 30-35 until their EPS growth slows. If it slows. There’s quite a bit of room to the upside and they’ll pull QQQ up fast.
AVGO was deeply red premarket...what?
This is my personal take: Yes, the market has gotten so petulant about Nvidia it is starting to look maybe slightly undervalued. I don't know if that just starts to speak to the market as a whole when freakin' Walmart is trading at like 40x forward p/e. But here's the thing... Nvidia surviving a crash or significant market correction at today's valuation is a significant risk. Big investors already made the easy money on Nvidia. They're leaving everyone else to find maybe the last 10-20% before the likely market correction next year because they don't want to be left trying to find the answer to that question. And I think they are right to be worried. if the AI bubble bursts. Walmart isn't going anywhere. Amazon, Microsoft, Google: all very likely to still be dominating companies in 10-15 years. Nvidia? The second everyone can start cutting them out, they're going to try to unless Nvidia compromises on their prices. And that will start eroding margins. That's just kind of my take. I do think it got so big so fast that this is sorta healthy for the stock, but every time someone points to a stock trading at meme prices, it's been more a sign of that stock being overvalued and correcting more than Nvidia needing to go up. See what happened with AVGO.
My bro, being cautious with guidance is good, and they will still have higher margin than MU, and if sales volume will be at least as per guidance, AVGO’s PEG looks low, meaning they are undervalued. MU is also undervalued based on PEG. My guess is that these “margins concerns” is an excuse for manipulation to create uncertainty, elevate volatility, and sell options at a very high premium. AVGO financials look much better than they used to a quarter ago, but somehow the stock is trading at the same level.
I hold only great companies, prices are going down because some dumb news from oracle and some comments about AVGO?? right
AVGO non ai margins are flat and they’re guiding lower margins in high end shit
Fuck I spent $200 on Micron puts. That's after I did AVGO call last week which is worthless Make AI bubble make sense
AVGO non-ai margin is guided to be flat and their top end margin will drop as they produce higher end chips. Fukn retard.
Rather catch just a portion of the returns than to catch an AVGO post-earnings dump to the face.
See AVGO, this is how you announce good news.
You think Google is going back down to 200 by March? Uhh maybe if the DOJ reverses course and breaks them up. Goog luck. Nvda to 120? Only if the market fully switches to TPUs to the point that NVDA isn't selling their full capacity. And then how is AVGO, the one making the TPUs, also going to be down 30% from here? But sure, go ahead and short if they're going down that far. More likely bear case is that they just won't rise by very much by then. In which case, oh well, that's why you get shares.
It’s not about changing the sentiment tomorrow morning at open, it’s about how every “premium” AI player is exceeding targets and raising guidance for 2026-2027. They aren’t in a bubble. I’m talking NVDA, MU, NBIS, CRWV, AVGO, APLD, GOOG, MSFT, AMZN, UBER, etc., all of these names have posted earnings beats the last two quarters. They are actually promising stocks to buy an hold but they’re getting fucked by dumbfuck ORCL’s shit rated BBB credit
I just went all in AVGO calls 3 months out. How fucked am I
NVDIA - great earnings -dumps. AVGO - good but not amazing earnings - expect just correction - keeps dumping MU - great earnings, expect it to be down tomorrow. BUT AI Bubble .. bla bla... so now we are gambling by investing in tech with good earnings?
Blow out earnings: MU: 💵💵💵💰💰💰💲💲💲📈📈📈🪙🪙🪙 AVGO: 🔥🔥🔥👺👺👺📉📉📉🗑️🗑️🗑️🔻🔻🔻
It's not like NVDA, AMD, AVGO, GOOG have problems coming up with money to buy more memory, this fucking market is retarded, I swear.
Correct. But the starting point matters. At this point, the hyperscalers are somewhere between 15-30 in forward EPS. The dot com bubble companies generally started at triple digits. A 50% drop could happen but it’s the deal of a lifetime with how revenue and earnings are growing. Compare Micron’s results today vs expectations and you’ll see how much faster these companies are growing than expected. Even AVGO crushed earnings but the street panicked about smaller margins because they have to invest in scaling up. Crazy wrong reason to freak out about right now.
if it holds AVGO was also up as earnings crossed
I added more googl under 300, nvda at 171 and AVGO under 330. Like who isn't picking up shares at these levels?
Arguably, we have just gone through a tech correction. Most companies are down >10% from their peaks. Nvidia is now down 17.44%, Google 7.9%, Meta 17.80%, AVGO 21.05 %, Amazon 12.89%, and much worse for the small caps. At the same time S&P is only down 2.6% from its ATH.
MU doing exactly what AVGO did lol
This is gonna be another AVGO huh
Was going to open some short term puts based off of AVGO, PLTR, NVDA earning calls. Thank god my wife told me I can’t waste any more of our money on gambling.
The AVGO logo is the chart of the average WSB user's port
MU doing the good ole pump and dump like AVGO
Everyone wondering if MU is about to pull an AVGO and swing heavily the other way
Yea? AVGO 47% net margin vs MU 38%
Sold AVGO around 328.8 (cost 324.8) and took profit, 💰😆💰
Just wait. Could be another AVGO.
Can't wait for this shit to open red even after good news like $AVGO
$4 billion over Q2 guidance expectations?? This ain’t pulling an AVGO bros
Hopefully MU doesn't do a AVGO. Pump 4% and then dump hard the next day lol
Bets on whether it's going to tank during the earnings call like AVGO?
AVGO did the same thing and sold off 11% the next day.
MU not knowing if it wants to follow ORCL and AVGO or forge its own way
MU earnings is AVGO and ORCL story repeated again lmao.
Let’s hope microns ceo knows how to speak unlike the one from AVGO
AVGO also crushed it.
I know most of you have the attention span of a fucking yard squirrel, but don't forget how AVGO went. Don't trust the first move.
Never celebrate earnings until you can close it. One earnings call and it can reverse….looking at you AVGO LOL
Do you mean NVDA? Or ORCL? Or AVGO?
When the fuck will $AVGO save itself? Check in next time, because it aint today.
MU bouncing on earnings, I'll remind everyone of what happened with AVGO last week...
cant wait for MU to start +5% and then during the call it goes to -10% like AVGO
Please don't pull an AVGO, MU
Fuck. Had to roll my AVGO Jan 2 $355 csp all the way to Mar 20 $330p. WTF is this bullshit market
So all in on AVGO? They help Google develop their chips in house
Combined with AVGO stating that margins will fall was the nail in the coffin here. Falling margins can (&probably will) hit every AI company.
Is the any support anywhere for AVGO?
Netflix, MSFT, AVGO, Googl, NVDA, AMZN... Got some good deals in megacaps. Some of the best in months in some cases. And yet some of you aren't gonna buy anything until they're back at ATH.
From what I have observed in the past few days, the dump has the following reasons: 1. The previous rally from 6500 to 6900 was too quick, so consolidating. 2. Year end repositioning for 2026, AVGO and ORCL earnings were just the trigger to kill some of the overvalued tech companies before heading to 2026. 3. Rotation to undervalued sectors. Possible turning points for this dump: 1. Tomorrow's CPI. 2. SPX support at 6700. 3. Monday next week, after all news are out. (BOJ hike rate) Remember Fed is printing money and sending them to market right now. We could rally anytime from tomorrow until beginning of 2026. This one will be big if funds come back to the hard beaten tech names.
AVGO…. Look to my coming…. At dawn…. In the east…. On the third day…..
I'm gonna die laughing if they pump AND maintain it while $NVDA and $AVGO couldn't.
NVDA. ORCL. AVGO. MU. Long ago the 4 stocks lived in harmony. Everything changed when the ORCL nation shit the bed. Only the MU er, master of all AI elements can save us. Will he vanish too?