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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.
Stop calling RAM "cyclical" while treating Nvidia like a "secular grower." They are the same trade now.
Thinking about selling out of a core position to add more $CEPT
For semi/storage/MAG7 bulls ONLY - what are your current setups?
Broadcom (AVGO) is gonna be next Seagate (STX).
Before Big Tech earnings print: Why the $700B cloud infrastructure cycle is the only thing that matters right now and MSFT
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
GOOGL earnings April 29: TPU launch and ad recovery point to breakout, or is it already priced in?
Mentions
So what is all the AI CAPEX that is increasing going towards? Oh, right... RAM. No worries, in 2-3 years when Feynmann comes out and optical interconnects become critical AVGO and MRVL will likely benefit from that. Right now what they sell is not as critical a supply constraint.
picked up AVGO 395c for EOM on friday lets go boys
!banbet AVGO 440 1W
You thought you bought the AVGO dip, didn't you, retard?
Forward guidance was disappointing because if you have been keeping up with the news, Google is trying a new way to save cost by cheating on AVGO with Mediatek and not only that also with Marvell. AVGO cannot overcharge for HBM anymore and now Google can buy directly from the source. Still Google cannot dump AVGO entirely because their networking is legit.
It's a feedback loop. US dropped, on AVGO after close, KOSPI started dropping along with US after hours, the next day US started catching up on dropping, Korea is catching up now. All this leveraging and options is making the market hyper reactive. Starting to stink of GFC derivatives crash. It's not that real estate crashed back then, it only came back down to a value of a few years prior. The problem was that the markets crashed, banks couldn't issue credit, job market crashed, and started a feedback loop of less income + less borrowing + personal net worth loss = less spending -> dead economy. Even with trillions in TARP, it took a while to recover. I don't think we'll be able to price bonds high enough to borrow our way out of another crash.
AVGO is one of the few AI stocks that's generating real revenue, not just talking about it. Between their custom chips, networking portfolio, and VMware, they seem to have a lot of ways to win.
I dunno if they're going to go all AVGO or they pull a what the fuck is a DELL anyways?
*And AVGO too right? AVGO? The pos that drilled my anoos so badly I can't sit down.*
AVGO didn't technically "miss" their backward-looking numbers, but their future AI revenue guidance was as flat as a leftover soda. Wall Street priced this stock for absolute perfection, expecting them to guide to the stratosphere. Instead, Hock Tan basically told the market, "Yeah, AI is cool, but it's not growing at a million percent anymore." The hyper-hype is dead, and the institutional whales are jumping ship...a big dummy answer he will regret, or is he right? 😂
AVGO not keeping pace with any of the other AI companies. let's see what happens on open, but not looking good for tomorrow (still bullish long term)
I need AVGO to hit 500 by end of June otherwise I have to apply for job at Wendy
Yeah, bold of OP to use “Cathie Wood sees value” as an argument in favour of AVGO.
Do I have any chance on my $380 AVGO calls? Expiration is June 18. My basis is $21.
*After my serious reaming from AVGO I'm scared to by ORCL calls. So well you know.*
AVGO missing the whisper numbers got us all the way to circuit breakers at open on the KOSPI
I lost 58K in call options from the earnings, sold for just under 4K the next day. Did the math and the theta decay would’ve killed me unless AVGO rose rapidly over the next two weeks. Took the L
Wow AVGO back up 2% after losing like 17% lmao
I am officially shorting AVGO and MU right at open.
You gotta stop buying calls at the top and puts at the bottom. Just use your brain my friend. AVGO earnings were the signal that profit taking was coming. Was Friday a massive sell off bigger than expected? Yes, but a sell off WAS coming
Going to let it pump and dump and buy all these quality stocks on sale (e.g., NVDA, GEV, AVGO, VRT).
Do I load up on AVGO now or wait for IPO of SpaceMelon?
I need AVGO to recover asap or im fucked
$AVGO is supplier of $SPCX, going high to 450 handle soon this week
AVGO get your ahhh back to 400 now
yo guys I no joke sold my entire port except some RDDT shares on Thursday after AVGO earnings, closed app and went on vacation 3days WHAT THE FUCK HAPPENED ON FRIDAY, HOLY HISTORICAL DAY
Surely AVGO can’t have a third -8% day in a row, right?
Ai companies earnings are blowing up. AVGO gave a very conservative estimate moving forward and the market didn’t like that, but if there is an ai bubble, it’s coming long after 2026.
AVGO isn’t as volatile short term as other ai stocks, it will bounce, but not as quickly as you may need.
Damn did you lose 1.5 m to MU or AVGO?
Me too, AVGO and Marvl can really put me out to pasture
My AVGO play bought calls two weeks before earnings and sold two days before earnings. It’s dropped 13 percent after earnings glad I got out
I was bullish ORCL earnings too but after what happened to AVGO I wouldn't risk it, market will crater on any hint of a future plateau
Loaded up on AVGO after the drop, I agree that the selloff was exaggerated.
AVGO MU MRVL SLV UUUU IAG mainly. Some smaller bets as well, but I think those were the main ones.
AVGO under $400 is a good long-term move. They have real revenue, real growth and real customers in a large and growing TAM.
Bag holding AVGO for the past 7 years. Watching fools day trading that shit over speculative news makes me giggle 😂
Wish you the best. market looks like it may rotate away from tech right now. It's also summer (usually rotation to more defensive), and US midterms (often the market declined/rotated defensive 2 quarters before elections, then rallied around/after the election (growth stocks, tech back on the menu). I've been thinking of getting AVGO calls as well, except in July or August, assuming this rotation continues, and with a target of january.
PEP also makes chips. Way more chips than AVGO. Look into them as well.
You're fine. AVGO will bounce back and you have a decent expiry date
Chip stocks ready to correct at any moment and you going in on AVGO calls lmao. Bruh might as well donate your funds to me
As a still wet-behind-the-ears newborn trader I was all-in on AVGO at its inflated price a day before the earnings call, because I figured: "I've seen so many earnings calls now, and analysts give this one a 95% chance of beating earnings so... number GO UP." But thinking now I'll be thankful to be wiser from this experience in the long run...
You are good US stock market never goes down. AVGO will likely hit 700+ End of the year and still get to 1500 by next year. This is US market you are in, never worry about buying calls more than a month out ever.
# Lot of retards bought impossible strikes a week out affer AVGO fumble LMAO 🤌
I have made great money on AVGO in the last year. I then hate myself so much i use that money to buy META and watch it burn. Great times!
This is what investing in AVGO is supposed to look like for you smooth brained monkeys: https://preview.redd.it/5lutyku2ev5h1.jpeg?width=1080&format=pjpg&auto=webp&s=ae1611fcaf2fe20e3d412e072c4c274d378a7131
Atleast you aren't weekend or monthend lottos. You have a bit of time to see week or two and bailing out. AVGO only bad thing from call is them saying only chips be delivered but not entire rack like earlier promised. So TAM gets reduced in modelling. I feel that doesn't matter.
Very bad timing ... you jumped the gun on this one! AVGO has a selling / take profit immediate catalyst.
I considered for a second just selling all my positions Tuesday, I was up big. Then I said, nah, AVGO and PL will kill earnings! Double down!
MU SK all the chip companies, AVGO, MRVL etc are all deep green, we are trending to a green day
https://preview.redd.it/w6fzqaxeav5h1.jpeg?width=1290&format=pjpg&auto=webp&s=0edd996b0054624c08d9ad32c04a7885c3d15363 I had gone balls deep on margin with AVGO 2x ETFs last week. Didn’t work. Took what I had left and put it back into AVGO calls this time. You may call me stupid but I didn’t go with margin this time so who’s stupid now??
Need AVGO back to 400 this week or I’m fucked
Nothing to worry about new payroll increased. Looking at bigger picture long term unemployment rate is high. Monday deep green long lived AVGO, MU
If the screenshot is real, he'll be the one weeping. On top of that, the stock isn't done correcting yet. AVGO is closer to FV at 350. I expect the 200 MA to be defended fiercely, but for now, stops will serve as scale in liquidity. 500? Not justified yet. Sell side never admit they were wrong, they point fingers and double down.. I better keep quiet.
We’re all fucked if that’s the case. This week was a perfect shit storm. Google dilution AVGO earnings (which weren’t all that bad actually) Jobs report I think that last thing was just enough to freak the market the fuck out. I should have bought puts Friday but I was just too stunned to bother. I actually had significant SOXS and sold it during the fake recovery Thursday. I’m a fucking idiot.
What are we selling on Monday boys? Dumped my MU position 2 weeks before market dumped, exited out of SNDK around 1550 ish. These 2 are the two turds in the punchbowl. Never bought INTC, AVGO or AMD so missed gains there. We should see some more pullback, Elon's gotta eat.
I was correct in my thesis of AVGO dropping and the rest of the market coming down with it, unfortunately I did not position myself with puts earlier
MRVL will go up. The AVGO led bear talks were…dumb. They didn’t guide higher and the analyst take it as a demand issue. Bubble weakening. What he said was “demand is insatiable” and they cannot get enough raw materials and good within their supply chain. They’re at max capacity until their supply chain gets bigger. Analysts hear bubble weakening. I heard more investments upstream to AVGO. It’ll bounce. Token utilization is growing. Crap ton. Just analyze openrouters data.
Rate my portfolio This is in my brokerage account with 15k invested. My retirement accounts are 100% VOO so I’m looking for growth here and using Google as my anchor. GOOGL - 49% NASA - 33% AVGO - 13% KEEL - 5%
The biggest pushback is that the smartest, largest companies on the planet, with the most asymmetric, proprietary information continue to invest. Now the government wants to take equity stakes in data centers. The people that know the most, want to keep investing. When that stops, everyone should stop. The best way to invest like a fund is follow the money flow. This is a generational money flow. Idk if we are in the 3rd inning or 9th. Only way to know is to stay diligent on reading earnings reports. AVGO showed a crack with low q3 guidance. Is it systematic? Be alert. Volatility will increase as equities start to reach their fair market value.
AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us
Unless it's another massacre on Monday, markets should recover and AVGO hits 400 EOD Monday
AVGO bear trap is set. Going to the moon
AVGO — Broadcom 3-5 Year Investment Thesis Down 21% from 52-week highs. Is this AI fatigue or genuine opportunity? The thesis in one sentence: Broadcom is the picks-and-shovels play on AI infrastructure — every hyperscaler needs their networking chips whether NVIDIA wins or AMD wins. What needs to be true: Hyperscaler networking capex stays elevated through 2026-2027 ✓ (likely) Gross margins expand from 52% → 55%+ ← this is the key metric to watch Management resists big acquisitions and focuses on buybacks 3-5 year price targets: Bull case: Gross margins hit 55%+, multiple re-rates to 17-18x → significant upside Bear case: AMD/Intel custom silicon eats into switching market → multiple stays compressed The real risk: Hyperscalers vertically integrating their own networking. Google, Microsoft and Amazon all have custom silicon programs — if they cut out Broadcom that's existential. Verdict: 21% drawdown on a business with 50%+ AI infrastructure exposure and VMware integration delivering ahead of schedule looks like opportunity for 3+ year holders. Watch gross margin trajectory quarterly. Full 3-5 year thesis at norrisai.us One more — paste the last one! 🏁
Fintwit seems to think red next week. I hate to agree cause I ain't gay, but that's where my bias is. A drop/rug pull that severe on Friday doesn't just bounce back on Monday. Can't let anyone who though to buy the dip on Friday and are trapped let go that easily. So many different narratives including strong jobs = no rate cut = stocks down, stretched options and LETF positioning unwind, $AVGO earning fucking up everything semis, SpaceX IPO liquidity drain front run, earnings season and near term catalysts done, etc.
Bears will say AVGO gap won't fill
Based on recent insider moves and public signals, my largely uninformed guess is that the main players announced besides OpenAI/Anthropic will be META and MSFT (plus some kickbacks to AVGO, Oracle and Service Now... somehow)
What the fuck is Hyper Liquid? And what does it say about AVGO
Yea the market really priced in a way earlier open with 🥭 saying a deal is coming 🔜 , but now I think we are seeing that the SPR drain is getting prettty low and inflation fears increasing. Now market has to price in rate hikes instead of rate holding/cuts with positive job market numbers. Next week inflation number probably won’t help. So yea def need some consolidation and repricing as we went definitely parabolic way to fast and probably a lot of people were using leverage or buying options. Easy for the market algos shorts to sell off and cash in on some stop losses. I want to see a proper consolidation support before another leg up, no just a buy the dip constantly, which isn’t healthy for a proper market. Trillion dollar market cap shouldn’t be trading 10-20% each day (MU, AVGO)
Micron for sure. Domestic DRAM manufacturer. This is my clear #1. Fabs are expensive, critical for national security, and create jobs. Probably the top labs next, plus Palantir. OpenAI/Palantir/xAI/Anthropic. xAI will def get some money, perfectly timed right after the SpaceX IPO. Then maybe some grid/power stuff like VRT or GEV. Could also swing at AVGO, MRVL, and LITE.
Hell, if AVGO just gets back to 450 I'll give half price blowies all week behind the wendys
AVGO — Broadcom Earnings Quality Analysis Down 7.92% today but don't panic - here's what's real vs noise. Real signals: AT revenue at $12.2B annual run rate, 80%+ market share in custom Al accelerators outside NVIDIA, VMware integration delivering $3.5B in cost synergies ahead of schedule. Design wins have 2-3 year production cycles — this isn't going away. Noise: That 51% revenue growth is misleading - VMware acquisition inflated it. Organic semiconductor growth is 17%, which is the real number to watch. What market is misreading: Management guides conservatively every quarter and beats consistently. The $14.6B Q1 guidance likely has upside baked in. Verdict: Today's drop looks like profit-taking after a 70%+ run. The Al custom silicon story is intact. Full earnings analysis at norrisaius — code REDDIT-FREE-TRIAL
If AVGO goes back to 500 next week I will allow a data center to be built in my backyard.
Or how about turning it into -500k CAD on AVGO?
Smh is going to drop hard again monday so that would mean AVGO will drop with it?
it sets up a pattern in which one buys AVGO stock several days after earnings then sells it several days before the next earnings
Please MU and AVGO pump this week please or I’m fucked
This week Berkshire invested $10 Billion in $GOOG for AI-expansion Berkshire total $GOOG holding~$26.6Bn It reminds by 2018,when $BRK.B push ~$36Bn stake in $AAPL Also $5Bn each stake in $BAC & $GS, when all worry for GFC $5B stake in $UNH Got $TMHC at $6.8Bn Watch $MU $AVGO possibly next
lol I full ported AVGO weeklies on that dip after earnings and deleted the app. I forgot my password. Wonder how my account is doing? Can’t be *that* bad…
Bought calls and puts on AVGO. Puts printed, making the trade profitable. Will do the same for ORCL.
Where are all the AVGO dip buyers
Ya I’m not buying shit into earnings after AVGO
I’m the most regarded here. Monday June 1, I sold long held stock with massive gains hit, put it all in high beta semis and leveraged semi ETF’s (MUU and SOXL) going into AVGO earnings. Held through the week expecting rebound. Lost 21% total plus the cost of gains tax. So maybe 30% total. I had it coming…
The AVGO M&A playbook heavily focuses on “franchises” where the acquired have a clear market leading position in an area. IBM’s consulting arm seems like a bad fit for that. I’ve always thought AVGO should be targeting ADSK. Market leader in CAD software and horrifically inefficient. The problem is CAD might not be a good fit with the rest of AVGO’s software business.