AVGO

CarrierAreArrived

what's the thesis on chips collapsing? AI buildout isn't close to stopping yet. RAM stocks' and NVDA's P/E, forward P/E and PEG are minimal. AVGO's P/E is a bit more expensive but forward P/E and PEG are pretty low, and it's had two big pullbacks.

illinformed-will

All cash for now Tuesday if things are ok i'll get back in TSEM, AVGO, CEG

FernXZ

MU AVGO Only two I have

bsquarehills

Coin AVGO NVDIA

ryallen23

AVGO comeback time

LuckyNum2222

AVGO SLS SOFI I hope I can salvage a good profit from these..

Riadhj

All in AVGO

Moldovah

I don't hold any single stock positions, only ETFs: |Holding Symbol|Holding Name|Overall Weighting|Number of ETFs Exposed| |:-|:-|:-|:-| |000660|SK hynix Inc.|1.47%|1 [ View](javascript:void(0))| |MU|Micron Technology, Inc.|1.39%|2 [ View](javascript:void(0))| |005930|Samsung Electronics Co., Ltd.|0.95%|1 [ View](javascript:void(0))| |NVDA|NVIDIA Corporation|0.78%|1 [ View](javascript:void(0))| |VSAT|ViaSat, Inc.|0.63%|4 [ View](javascript:void(0))| |AVGO|Broadcom Inc.|0.61%|1 [ View](javascript:void(0))| |LRCX|Lam Research Corporation|0.56%|2 [ View](javascript:void(0))| |402340|SK Square Co., Ltd.|0.51%|1 [ View](javascript:void(0))| |XOM|ExxonMobil Holdings Corporation|0.47%|2 [ View](javascript:void(0))| |FTI|TechnipFMC plc|0.46%|3 [ View](javascript:void(0))|

SanDisk_Made_Me_Rich

Does anyone remember how this sub was like in 2022 - 2023? I'm just wondering if they were hyping up NVDA & AVGO and got rich ✅️ or were hyping something else and still poor 🚫

ElkQuiet1541

If TPUs are dominating what stocks do you recommend? AVGO?

SanDisk_Made_Me_Rich

Depends on how much of your portfolio is in AVGO and what % you have in other stocks. It's no longer a must have in everyone's portfolio in my view.

Pin-Last

Google, TSM, AVGO, NVDA, AMZN, more MSFT maybe. MU etc only on a true crash 

norcalnatv

Okay then. The home grown ASICs are coming via AVGO to Google, Microsoft and Meta, OAI too (but they're not public) My comment was about AMD's GPU vulnerability. The question you're asking is which one of these 4 companies has better potential than AMD today? Not discernible. AMD is going to do alright with organic growth from DC, but I think all these companies will also benefit from organic growth. Hockey stick share curves already happened at AMD/AVGO, and the hyperscalers all won't move their stock on cost cutting asics. Maybe look at cerebras who just went public, but I'd wait until their lockout period expires.

Fancy_Cattle_5914

You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x

Dude_HaHa

# NBIS earnings post mortem would be far worse than AVGO. You thot Hok Tan was bad? Pfffft.🤕

verified-trader

**BanBet Lost** — /u/Cantthinkofacoolnam (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **AVGO** ▲ | $369.24 → $380.00 | +2.9% | 2d | Lost |

gregzicstock

AVGO

MaterialGuy007

SNDK if you read all news, it’s all positive and yet there is no mention of any investment in plant or volume production - unlike MU Benziga reporting $200 billion of investment.   So SNDK is banking on price - despite Asian companies aggressively selling into the US.  Apple does not need approval to buy Chinese memory and storage, but just doing so to protect themselves.   I think purchase orders will not be canceled but will be extended out 20 years which will definitely slow down Q sales like it did with AVGO last quarter….

Dude_HaHa

Hey AVGO retards, did you recover after buying calls/shares after earnings? LMAO 🤌

Terrible-Deer1398

Never forget it was AVGO that started this. Expectations were so insane ppl were thinking that a 2T company would move 15%+ on earnings. 🤡

old_Spivey

Sure bets: MSFT AVGO ASML NVDA TSM

schwalbatros

Is this the time to buy AVGO leaps?

trader_dennis

It really is the meh 483 or so. Need to back out MU SAN DISK Dell AMD AVGO GLW and others. The top 10 are all up triple digits this year.

gburdell

AVGO is a VC firm masquerading as a chip company

t3ch1t

I bought into semis right before AVGO earnings. Used leverage. Kept chasing it trying to make it back. So stupidity really.

Frequent-Length-9966

AVGO, AMAT, GE, GOOGL, SPCX and LIN are a few of my favorite names.

Dibble-legend2104

Also…a less “weird” idea that fits your description a little better is probably AVGO

jvaritek33c

You just proved my point for me. We bought the same stock, the same day, through the same Fidelity, and you got $374 while I got $361. AVGO's range today was $360.46 low to $376.21 high. You landed near the top, I landed near the bottom, same broker, same Tuesday. If Fidelity "always buys the high," explain how it bought me the morning dip at $361. It can't, because Fidelity isn't picking your price. Your DCA is scheduled for a time of day when AVGO happened to be up, and mine fires in a window when it happened to be down. AVGO opened around $374, sold off to $360 by mid-morning, then ran back to $374-plus in the afternoon. Whoever's schedule lands in the dip gets the dip. There's no targeting, just a timestamp. That's also the answer to your actual question: if you care about the entry, don't use the auto-invest engine, set a limit order, or change your scheduled DCA time. That controls when you buy. Nothing at Fidelity is hunting the high on your behalf.

jvaritek33c

Yeah, that's the first thing I did. It bought AVGO at $361 today, which was the second lowest price it hit. You're just wrong and making things up.

Wide-Contribution-29

I’ve bought LEAPS and they have given steady and consistent gains with leverage and I haven’t been burned (as much) on earnings like when AVGO tanked. 

Status-Net2947

Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR

PsychologicalEmu9096

The short version: AI coding tools have made it trivially easy to ship software, so there’s a flood of half-finished products competing in every category. Meanwhile enterprise buyers are freezing SaaS spend because they think they can just build internally with AI agents. And the incumbents (Salesforce, ServiceNow, Workday) are all bolting AI onto legacy architectures that weren’t designed for it. So you’ve got: too many new entrants, shrinking willingness to pay, and the big players caught in an awkward middle. The companies actually thriving are either pure infrastructure (NVDA, AVGO) or small AI-native tools that replaced an entire job function. The SaaS middle is getting hollowed out.

Rare-ish_Birb

i don't know if anyone noticed, but AVGO is down to 375$ from $480 high

GrossFleshSack

NVDA, AVGO, and SMCI struggling today. At least Nvda showed some strength to start the bounce back.

WorkingCorrect1062

Anything can go up but AVGO and NVDA cannot. Worst stocks

PsychologicalEmu9096

Good points. The key difference from dot-com is that the infrastructure layer — NVDA, TSM, AVGO — is actually profitable and cash-flowing. Dot-com infrastructure companies were burning cash with no path to profitability. The risk now is more in the application layer where hundreds of AI SaaS companies are racing to build on top of commoditizing models. That’s where I’d expect the shakeout. Hardware spending becoming structural is a real thesis though — data center capex cycles are much longer than software cycles.

Much_Candle_942

$AVGO at 19 PE -- if that doesn't catch your attention, you're just wasting time on this sub Reddit.

E39_CBX

AVGO?

Brigantius

Get yourself together, AVGO.

EntrepreneurOne437

MRVL and AVGO looking good for leaps

boundbythebeauty

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

greenpride32

AVGO has 7-8x the net profit of TSLA.

MrShaitan

I think so, like, about a year ago I took my exact portfolio, NVDA, AVGO, and UNH, and switched all of them to be about 14 months out, same exact stocks, just a different tool, and my gains improved significantly. So did my losses which hurts a bit, took my account down about 80% at one point when tech died off at the start of the war, but everything's back now, especially since adding MU to the mix. Major downsides over shares though, LEAPS are expensive as fuck, so you can't really bee very diversified, so that means you gotta be right or you're screwed. On top of that, you have zero margin to play with, but I feel like the pro's outweigh the con's.

jamieperkins9999

AVGO is higher market cap

old_Spivey

My humble opinion, everyone should be buying GOOGL, NVDA, AVGO, and ASML as much as possible right now.

MagJack

watching AVGO for a good time to sell puts

Brinkken

Businesses like amd, intc, nbis, etc are absurdly inflated compared to nvda and avgo. Forward PE for all of SMH is 55. For NVIDIA it’s 19 and AVGO it’s 23. Nvidia has chopped for months while the overall sector has exploded. In a crisis of faith it rotation out of the sector, nvidia and avgo will drop 10%  while others drop 50+. And they have way more upside. 

Ambitious-Breath-867

It really depends, algorithm trading dominates. If a stock slumps, the whole sector goes down together. For instance the AVGO earning couple weeks ago, although it has nothing to do with HBM or storage, memory stocks fell as well. Another example is MU’s earnings few days ago, although it absolutely crushed the earnings and did surge pre market, but slumped as soon as the market open, cause those firms’ trading robot just want to short it anyway. You definitely can make a profit from it by purchasing shares, but you need to be at the right side. I think the safest way to do this nowadays is by purchasing both calls and puts at the same time then sell it before earnings, let IV do its things. Or you can short both calls and puts right before the earnings and wish for IV crush, but that’s a bit too risky.

Sure_Currency_6757

I don't think it has anything to do with earnings and more to do with a crowded field. AVGO NVDA Micron they report great earnings which from what I have noticed triggers major sell offs when all of these stocks are at their highs. Then big money rotates to boring stocks with no face ripping gains for a few months and then once the crowd has left the money begins to flow back into the next bull run. I just expect a stock to puke now on good earnings once a stock is crowded with longs.

owenmills04

Sell Microslop, buy AVGO Thank me later

SuperShus

Currently down 40% and you don't see a reason for it to increase? Why are you holding it then? Move it to a good stock that's discounted like AVGO. Loss harvest and move on. 

MagJack

I been building AMZN data centers since before it was AWS, so I been buying AMZN forever. Got some googl and NVDA mixed in but mostly tech. VGT/QQQM/VTI in that order. I write CSPs on down weeks on big tech names like AVGO/META/SMH and have done ok

Healthy_Mark_6139

It won’t be. Jensen just paid them money so they started offering nvlinks to hyperscalers and publicly endorsed Marvel to undercut AVGO, who is taking NVDA business away.

ap1618

AVGO is a solid hold

jvaritek33c

AVGO post earnings

SuitableSafety329

You have literally no basis for making the claim “AI companies waste money”. None. And I have zero clue how you could say these companies fuck over literally every single person that isn’t a shareholder? Huh? How? Who hurt you? How is NVDA impacting your life? How is AVGO impacting your like? Or TSMC? Or MU? How? Another absolutely asinine and unquantifiable claim. Lay off the crack pipe, bro.

Actual_Difference617

Where are the JPM analysts who said they will be buying AVGO aggressively when it was at $380. Why don’t you buy man.

jer_nyc84

What is AVGO even doing??

greyenlightenment

how did NVDA, AVGO become such crap?

dreggers

Fuck AVGO, can't hold $400 at all

Blade3colorado

Google is part of the Mag 7 (not a "fringe member" like TSLA). If you recall last year, Google was radioactive too, but then was the "favored child" with their Gemini update. Sheesh, it is a bargain right now, i.e., I would be lowering your cost basis. Anecdotal, but I bought 1100 shares of AVGO at $338 last year; trimmed at $440 about a month or so ago; and, am seriously considering buying more right now. Same deal with AMZN, where I bought it at $215 cost basis. Fairly certain it wont go that low, but it is still a bargain. Why is Google down, along with other hyperscalers and chip makers? Essentially, I see 2 reasons; 1. Memory chips such as MU are the favored equity today, so a lot of capital is being invested in them; and, 2. There are still doubts about this data center build out (they are WRONG in my opinion). Regardless, hold Google and add if you have the wherewithal to do so.

WorkingCorrect1062

Is AVGO the worst stock one could own ? Like that fucker just cannot go up

raiqouf

AVGO lets go!

dreggers

NVDA and AVGO only participate in the downside but never the upside in the semis market

Broke4Life

Fair, but that’s exactly why I’m talking about semis/shovel sellers, not necessarily every AI end user. AI monetization can be uncertain while AI infrastructure demand is very real. NVDA, AVGO, MU, TSM, DELL, HPE, etc. are getting paid because the buildout is happening. The hyperscalers are treating compute capacity like strategic infrastructure, not a normal ROI project with a 12-month payback. End-user margins may be the debate. But the hardware stack is still where the money is currently flowing.

Broke4Life

So the billions in Ai server backlogs held by Dell/AVGO/HPE and the obvious RAM and storage demand is only data center? I mean the vendors are selling these servers, storage, ram, Ai chips to complete the hardware stack. So, if data centers are driving demand then the semi's should follow along.

throwaway9gk0k4k569

Could be dip buying day for AVGO. Looks like they want to take it back to October this morning.

Brawmethius

> So, Ai demand has been validated by earnings from MU, AVGO, DELL, HPE recently, probably missed a few. Thats data center demand, AI demand has not been verified and current financials have not shown successful monetization. What they have also shown is that the cost to build the compute the end users claim is needed for "AI to really work" is up, which inherently means ROI is down or in general harder to achieve. For an investor will nice for the shovel sellers which has been reflected in their stock rise, it has added risk to the datacenter operators and end users.

prana_fish

Watch key levels on large cap NQ semis like $NVDA or $AVGO. $AVGO has rejected hard close to $390 whenever it gets up there, matching market momentum. Same with $NVDA around $197 (since $200 failed hard lmao)

Famous_Camera5740

AVGO had a good run. So I i never touched my RSUs.. but I think that's not the case anymore ... I will have to explore ETFs to preserve some part of my corpus.

Famous_Camera5740

AVGO had a good run. So I i never touched my RSUs.. but I think that's not the case anymore ... I get your point though.. thanks

Prince_Chunk

AVGO thanks 😑

drkgla

It was over since AVGO earnings.

jcpopm

AMD 174 INTC -212 (because they don't even make.money lol) MRVL 96 after recent pullback Not to mention AMAT, LRCX, etc which are all in the 80s. Even if you want to use forward P/E, which is a joke because the whole point of forward P/E is estimating continued future growth and the buildout is not going to last forever, everything but NVDA / AVGO remain absurdly expensive. Even when you cheat the nunbers they are atill unjustifiable by anything more than "chips r gud I buy."

Crazy_Donkies

AVGO will be $500 by YE.

Ancient_Wallaby9239

Buying AVGO/Marvel and ABBV But nah it's tempting

Prince_Chunk

Can AVGO get it together

prana_fish

$AVGO is like glued to $380 and I don't think it's like an options gamma level or anything. Looks so mechanical like part of just rebalancing and sell down to that level, but not below, on any market wide pump

neaturee

!Banbet AVGO $500 by September

ethereal3xp

MU or better yet DRAM ETF. MU, Sk Hynix, Samsung hold a oligopoly for memory. They hold all the patents. No one else can enter. But this is not the same for AVGO and NVIDIA.

skilliard7

Keep in mind that AVGO and DRAM are very correlated because both depend on the AI boom & demand for compute to justify their valuation. VOOG is also very concentrated in AI stocks, VOO is about 50% tech stocks. If your goal is to diversify, you probably want exposure outside of tech: - VXUS can give a bit of international exposure and is good. - VNQ is a good option, real estate is not very correlated to tech. - Don't be afraid of bonds. You can lock in 4-5% yields at current rates, depending of duration. You say you're a software engineer- the labor market is rough out there, lots of layoffs happening. It might make sense to put 10-20% of your portfolio in bonds just to smooth it out.

WorkingCorrect1062

NVDA is dead, AVGO is dead, MRVL is dead ORCL is dead, MSFT is dead, RDDT is dead APP is dead

wrongrobertpatrick

Long on FLEX, SIMO, MXL, GLW, Q, MRVL and AVGO

UsernameTaken_123

Any chance that piece of shit AVGO ends above 410 by July expiry?

Blufferflies

QCOM with AVGO label. LOL

Upstairs_System_6257

I was too traumatized from AVGO to bet on Micron 

music_is_gud

AVGO!

RepulsiveRace7304

https://preview.redd.it/cyygzjfk8d9h1.jpeg?width=1206&format=pjpg&auto=webp&s=eb4ac44a87b5c0d00e237b1f5cdd8fbd476ac0b2 Shoulda bought more😢 AVGO scarred me

thatsmymayo

AVGO pump tomorrow or no?

johnonymousdenim

Same here. CBRS P/E ratio is 446.53 as of June 24, 2026. More importantly, CBRS is trading at $182/share and its sales-based valuation multiples are about 3x the median of comparable peers (NVDA, AMD, AVGO, etc). That 3x premium is ... excessive. To bring its share price closer in line with peers, one would expect its share price to be cut to 1/3 of current price. So closer to \~$62/share (\~$61 based on trailing P/S median, $62.00 based on EV/Sales median, and $62.73 based on forward P/S median). Their tech is certainly interesting and I'd be totally open to buying shares once their share price comes back down to more rational price levels, around $60-$65. But at $180/share? No way.

Accurate_Drag_8490

Never forget AVGO Q2 earnings, RIP

prana_fish

I guess most other stuff aside from memory lmao. Look at biggest $NVDA and $AVGO. Barely holding on to key levels.

AJ_Grey

I think people thought it would behave like AVGO after last earnings. Super earning and the stock tanked on guidance, but MU guidance was even stronger.

Paceaucher18473

Just buy AVGO like are you people dumb? “Hey is it a good time to buy this penny stock that’s about to be delisted and has been reverse split 1 million times?”

millenialismistical

Yes it's like musical chairs but NVDA and AVGO feel done to me, while INTC, SNDK, MRVL, MU also feel done but can still surprise you, and TSM, DRAM feel like they're ready to take off hard.

SeaworthinessNo4

No. AVGO should be out of business

Dizzy-Monk-

Serious question. Should I allocate 10% of my port to AVGO?

PreppyToast

Oh shit we got MU earnings call today? lemme buy long knockouts. Fuck it is tanking way too much. Looks really similar to what happend with AVGO with their earnings. Lemme sell and short it. Eh? Why is it increasing suddenly? **+15%** market closes

0DTEKing

I added NVDA and AVGO the real beneficiaries, NVDA ath in days

SeaworthinessNo4

MU CEO - We are still in early stage of AI. Demand for memory will keep going up every year for next decade. Fucker AVGO CEO , Learn how you can pump your stock.