Reddit Posts
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.
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
Mentions
What? $AVGO not raising guidance has no bearing on what $MU gonna do.
MU won't raise guidance if AVGO didn't. Tank on Thursday next week then +3% QQQ Friday cause this is all hot potato and earnings don't matter anyways.
Glad AVGO decided to finally wake up. They've been weighing the port down since earnings. 🥂
You can go look at my history. I literally commented this on the AVGO sub and also here
Was half porting into AVGO leaps 3 days ago the best decision of my life? Stay tuned to find out tomorrow!
AVGO is going to rocket the next few weeks.
wtf you made money on AVGO? did AVGO have a massive sell and crashed hard? i dont understand how the F this works now
first off - today's highs were basically right back to where the market was before AVGO's earnings...so really not that damaging. second - AVGO's guidance was actually excellent for AI but lagged on the software side. if MU gives a similar robust outlook for AI, then everything keeps on keeping on. i do agree everyone should have their parachutes on but right now i'd enjoy the flight for some time longer.
Thank you I already enjoyed them, since the market did exactly what I felt it would do. My positions in AVGO, KEEL, GLXY, WULF, TE agree with you in part.
AVGO needs 1 more % and I can finally get arid of these bags
MU earnings is nothing like AVGO~ beat estimate every time with an atomic giga nuke
$AVGO Calls tomorrow would be my bet
I'm not a "bubble" guy but I can appreciate the argument. Unfortunately, you are likely correct; AVGO had great earnings and still tumbled - it's likely MU does the same "sell the news" drop. May end up being a great entry point into SK.
Hmm maybe I won’t be selling my AVGO calls for a loss
For me it was just AVGO green, because Im currently a bagholder for it from the last red day…
I’m not talking about AI adjacent companies or the fakers. I’m talking MU, SNDK, AVGO, NVDA, MRVL, etc. The real cash flow and tangible, enterprise value is in the capex of this cycle. I don’t recommend investing in the LLMs themselves (which will become more of an option soon)… I’m extraordinarily bullish on semis, storage, memory and the like. That’s where all the parabolic growth has come from anyways. Yes, AI from an IP sense is very valuable - we just don’t know the # yet - but the buildout is where everyone is cranking out crazy returns and as they should.
In order to support SPCX valuation right now, Elon should just increase revenue by buying NVDA, AAPL, META, TSM, LLY, WMT, and AVGO. Not MSFT -its a pos
$AVGO earnings had buyside wanting a revenue forecast upgrade from $100B, which Hock Tan didn't give. Also gross margins declined slightly (they said due to SW, not AI, but whatever). Today $AVGO had a bullish JPM note out saying they have TPUs secured for at least 4 generations and that Mediatek fears were overblown. Both moves make sense in that context.
How is it possible that the market plows ahead relentlessly through nonstop bad news for months, but then starts dumping on nothing such as expected unchanged fed rates and AVGO beating earnings. ...and AVGO then ends up being green on today's red day. What the fuck.
pump my AVGO bags new dad!!!
Because there's significant resistance around 370, and AVGO has already formed a recent bottom, yesterday's decline was simply filling the gap from Monday Of course, there's an element of luck involved here......I won't deny that
Right now, Ive just been loading up on more AVGO. Wbu trim?
I think it’s time we all agree that META can no longer be included in the MAG7. It’s barely larger than MU. AVGO is much more significant at this point.
is it time to sell AVGO im still in the red
Did you see their semi forecast and backlog? Time to buy and hold AVGO. Maybe risk off before FOMC
need my AVGO lottos to hit today
need AVGO to pull and AMAT and shoot up next few weeks
Did you buy AVGO puts at the top like I said
Imagine buying SPCX over MU, AMZN, META or AVGO
AVGO puts here lookin juicy
Oh AVGO, people finally realized they growing their revenue at almost 50% and their AI revenue almost 200% and people dumped it on earnings lol. Get ready for FOMO
AVGO MRVL 10% 3 h
NVDA tanked while AVGO ripped. What a strange day
I lied I’m eying AVGO and Mrvl weeklies
Is AVGO starting to remember that it's a serious stock?
Wow so cramer was right about AVGO. Blind squirrel
I finally sold AVGO that's why it's moving
if you bought that AVGO call like I suggested your 880$ woulda been 1200$ now.
$AVGO crazy relative strength for once. JPM bullish note this morning doing wonders.
was hoping for more of an AVGO dip to buy
I posted earlier: If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.
is my ticker wrong? shows AVGO actually up bigly...that can't be right.
AVGO just made me a thousandaire. Watch out Elon.
I think AVGO will have a relief rally tomorrow
Might exit AVGO for a loss today. Shitbag of a company.
If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.
AVGO was $460 few weeks ago
Looks like I’m gonna be assigned AVGO at 400. Oh well.
Stop listening and load AMZN GOOGL and MSFT some of the safest best bargains out there for long term gains! Also META and AVGO isn’t bad for a few.
Check out Cienna, PANW, and AVGO right before earnings. These plus a few others had large moves in both directions at that time and I’ve noticed it’s consistently occurring. So this might be where your idea could go well? micron could be a candidate for this if it follows the same pattern. Warning though is I’m not great at this stuff haha
This happened with Cienna, AVGO, PANW, and a few other tech companies before earnings. They had massive increases in the weeks before earnings right up to the hour before. Of course many people bought calls. Problem is that right after earnings all the companies share prices dropped significantly. I think this is where your idea and OPs merge to be a good one?
If you’re a true long term shareholder of AVGO you would know Hock Tan is one of the greatest CEOs out there. In Hock, we trust.
It's been like this ever since $AVGO's earnings crash and then that Friday dump on supposed "jobs report". It looks like just semi profit taking and rotation into other parts of the market. Sell the rips on semis if they go up en masse until the trend changes.
Seriously, why even play titans like $NVDA and $AVGO when $MU exists?
Better would be AVGO. It's growth rate is much better
I was planning to use WDC as a covered call anchor as AVGO so about 90k for both then keep maybe 50k in volatile shares of AAOI and MARVL for selling Idk, if its a solid plan yet I am still on the fence. I bought the AVGO but 68k on WDC seems so excessive
How many bag holders were minted by AVGO
It really looks mostly like semis/high flyer profit taking and rotation into rest of market. So if semis move in a group in green, namely big names like $NVDA past $210 and $AVGO past $390 levels, expect some "sell the rip" shortly. No real earnings catalysts coming up aside from $MU later on in the month, which I'm 99% sure will be a "sell the news" event.
Noticed AVGO and GOOG leaps seemed real cheap today. Idk if that’s a bad sign. Anywho, I bought Oct & Jan exp.
MU, AVGO, MET, AADX baby
LOL i found that funy i bought AVGO at 376 two days ago and its back to where ibouight it at
I caught a falling knife with AVGO today, why does god hate me
Somebody take AVGO out back and shoot it back to 300 plz YIKES
Ight im down 1100 holding TQQQ/SPXL/AVGO/GGLL/AMZU/SPCX/AMD
If AVGO doesn’t gap up in next two days then I am royally fucked.
Looking at buying a call this week before IV skyrockets next week. It likely runs up into earnings. No idea what happens after. It could either be an $AVGO scenario or $DELL. If I’m in good profit on earnings day, I’m likely selling before close. $WDC might be a good sympathy play on the actual earnings date with less insane IV.
NVDA and AVGO are not trading well something is off
when memory stocks are up AVGO is down. when memory stocks are down, AVGO is down
AVGO. Buy it while it is on sale. It was almost $500 a couple weeks ago.
AVGO fucked my whole port this last week.
Jim Cramer just tweeted about AVGO. Semi is fucking over guys
Nobody talking about AVGO
I bought AVGO calls yesterday. Sorry.
I sold AVGO last week to buy SPCX at 150.
AVGO just reamed me, no reach around, no lube. Dry fuck.
never touching AVGO and Oracle Pls slap me if I ever try to buy them
Once again I request to change AVGO ticker to POS
You’d be hard pressed to find a stock more dogshit than AVGO and MSFT
if you're unsure about where SPY is going to end up at end of day see: AMD, AVGO, INTC semis under pressure
top 3 upward momentum stocks today: GOOG, XYZ, AAPL top 3 downward trend stocks today: INTC, NFLX, AVGO
AVGO you pos. Pull up before you crash harder than SPCX. wtf?
What is AVGO doing, it‘s supposed to go up!
AVGO has been shit since the earning
AVGO is so trash. 0 bounce since -20% a week.
seriously. Every single stock but MSFT and AVGO are green.
Buying some MU calls in anticipation of the earning conference next week. Either it makes us forget AVGO or it nails the coffin. No in-between.