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
That happened to a lot of stocks today. Lots of them companies that aren't going bankrupt. I mean, that's how the market is, if there's money to be made somewhere, someone is going to attempt to make it. Some will lose money trying. Take a look at AVGO today. The last two 5 minute candles. If you bought a 0dte $335 C at 3:45 for .10 (I'm making up the numbers here) it would have an intrinsic value of 5.00 at the close. That's just lottos on quad witching day, baby.
I have the worst luck. I call AVGO, it drops like a lead balloon. I put Micron it goes up sky high.
AVGO, MSFT, AMD, META. Also slowly DCA into SPY
Grace, my friend. Breathe. So you are cash heavy right now. My personal recommendation is to choose an index fund ETF and DCA back into the game. You will have ups and downs but not like AVGO did this week. Maybe like 2% drop days at most-unless the administration decides to liberate us again. If you REALLY feel the need to buy into a company, pick a few that you have researched and put no more than 10% of your investment in each company. If you want consistency, JP Morgan is consistent and is not overbought.
The stocks I would recommend are: NVDA, AMZN, GOOGL, MSFT, AVGO, PWR, VST, 000660.KS, 005930.KS.
Anyone else considering AVGO now?
AVGO usually runs 3 weeks to a month before earnings since memory price is just going to keep soaring because of AI demand, but most people sell on earnings day because Hock Tan is a boomer and refuse to give anything beyond a conservative neutral guidance.
How soon can AVGO go back to $400? Asking for a friend
fcking AVGO going up like 1.4% in the last 10 Minutes, there goes another Spread right in my booty <.<
Wtf is that close on AVGO. What a candle!
LoL, AVGO in the last minutes be like: "I'm not gonna lose out to other AI chumps today !"
Holding AVGO Jan and Feb calls, currently feels like getting punched repeatedly in the dick but apart from that everything is great godspeed fellow regards
Yesterday I bought $614C 1/2/2026 and up 35%! Accept your loss and get onboard with the Santa rally. When NFL, Goog and AVGO back on the uptrend, YOU dont want to have puts on QQQ.
Fucking dogshit AVGO. I woulda made so much more if I had instead chosen the meme stocks like RKLB, RIVIN or anything g esle.
If the market traded on logic, it'd be predictable. I'm bullish on AVGO. Long term looks good. Short term not so good. It's cheap enough to range trade, but I wouldn't hold it past market hours.
It's likely to trade sideways until earning catches up Its latest ER was pretty good, but Hock Tan himself poured some cold water on investors' enthusiasm, so the stock abrupt reversed course during the earning call About 4 months ago, I made [this comment](https://www.reddit.com/r/stocks/s/tlfStrsrLu) about favoring $SMH over individual semiconductor stocks. $SMH has outperformed both $AVGO and $NVDA since, at lower volatility (risk) too
AVGO is great in my eyes. Forward PE of 32 and expected 12m forward earnings growth of 36% is a no brainer for me
Knew I should’ve bought AVGO yesterday.
Where is NVDA/AAPL/AMD/GOOG/AVGO/INTC going to get its chips if TSM goes belly up ??? LOL
this could have been me if i believed in MU, i have played their last earnings before this and they always went down. then this month before them was ORCL and AVGO which also went down after ER. so i was assuming MU would do the same. so i bought MU Puts, this is what i get for being a regarded bear...
AVGO very rarely rips post earnings too, Hock Tan is such a retarded boomer that can't stop giving conservative neutral guidance even when the company make crazy revenue. Great CEO for the company, shit for investors and speculators
Sill great price levels to be accumulating puts on AVGO. Lot of regards buying because the V is all they know, but the margin compression this quarter is catastrophic
Why is ORCL up more than AVGO now even though it beats expectations?
AVGO is just a pump and dump everyday
If you’re in AVGO I’d get out right now
AVGO is such a shit stock It rips then crashes
Tried my best to warn the AVGO bag holders about it reversing lower
AVGO of course dies when I buy calls
Personally I would invest equally in both on maybe say January 1st and see which one wins in 3-5 years. I did this in 2025 in my Roth, with NVDA AVGO TSM, and it was fun to watch the horse race, and it also prevented me from tinkering along the way.
You forgot AVGO and AMD. Best semiconductor plays right now.
Can AVGO give me another $10-15 pop?
I've got AVGO puts that are... not looking so hot 😅
And that 200% ytd is deserved with EPS up from about $1.30 in 2024 to $8.29 in 2025. What I'm saying is that MU's eps is about to more than triple again, and so the shares are about to reflect that change because the market underestimated their profits. Therefore, the market will reprice MU's shares once again. Same thing happened with NVDA and AVGO when their shares were just underpriced. Just check those RAM prices in another 6 months, you'd be selling any RAMs you bought today back at higher prices. Back to MU, the estimates for their 2026 eps is now at $30 (after Q1 report and Q2 guidance), that's +261% higher than their FY2025 eps of $8.29. and 2200% higher than FY 2024 of $1.30. I've seen FY 2027 eps around $39. I remember seeing MU's FY2026 eps estimates around $20-$22 back in November, and here we are at $30. That's about 40% higher than and will likely push shares around 20-40% higher over the next 3-6 months. Which is why I mentioned the pairs trading going long MU with the short DELL.
with all the TPU coming probably AVGO
AVGO is the best semiconductor play in the market right now. The finances are top tier with the growth in revenue accelerating into 2027 and that growth being high margin business. Look at analyst estimates for 2027 profitability. The business today is trading for around 20x 2027 EPS. That’s a bargain if I’ve ever seen one. It’s currently my latest holding
NVDA GOOG META & AVGO Time for behemoths to rise....
AVGO just based on current TA, IMO they're both fundamentally unsound.
AVGO is not your typical chip company so don't value it like any fabless designers. It's more like a leveraged buyout PE fund.
You're putting the cart before the horse. Heres a loose comparison. Remember the california Gold rush? Nearly all the gold hunters were fuk, but the businesses that sold them the mining gear made bank. Just because AVGO and MU are doing very well does not mean there isnt a bubble. You need to look at the hyperscalers.
Yeah you’re right. Don’t listen to these ai bubble mofos. AVGO/MU killed it. If they didn’t, I’d be supportive of the bubble narrative
Heavy bags or not he is right. AI bubble my ass. All I see is a heavy discount on AVGO and NVDA.
I got break even from ORCL and AVGO by MU. Lost it all again on Nike 🙃
#Took profits in LULU and AirBNB and bought the dip in AVGO and AMZN LMAO🤌
First it was ORCL and now AVGO
Is AVGO moving for real AH or is this a fake pump?
Sure, MU is up 100%, but NVDA was also up 100% before it multiplied that. Same with AVGO going up 100% before doubling it up to more than 300%. To me, it feels like MU is just hitting that sweet spot where margins are expanding, and that’s why estimates were so off I. The current quarter where they expect 30% higher revenue than estimates with eps doubling what the market anticipated. I don’t know how long they’ll keep this up, but this upside surprise clearly caught the market off guard.
Did AVGO also just pay a dividend? No? Damn…
AVGO got me good at the open
I just need meta at $800 and AVGO to go back to $400 soon is that too much to ask?
AVGO is not a chokepoint for the AI industry. The biggest winners are whoever is making whatever product that there aren't enough of. At the start it was companies making computing and communication chips like Nvidia and Broadcom, now it is all about memory and energy generation/power regulation. Just look at Celestica. It is a terribly ineffective company with tiny margins and engineering standards far below Nvidia's yet its stock has performed almost three times better than NVDA since the start of 2024 (10x vs 3.5x). Why is this? Because Celestica's products sit on the power side of the data center equation. Remember, it isn't AI that is bringing revenue yet, it is the data center buildup. The ones getting rich are whoever sits on the critical path of that buildup.
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.