Reddit Posts
Nvidia ($NVDA) without Huang: what the filing says, what two analysts argued, and how big the move really was
Good rebound in Tech stocks this week. The Ai trade goes on,
AVGO is the best play over AMD for Huangs ouster at NVDA
$MU at 3.6x forward earnings is not cheap. It is the top.
Broadcom (AVGO) hit a 52 week low yesterday. Headed lower?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
30K to invest - Oct 19 Market open
Where would AVGO end up if Anthropic and OpenAI go belly up?
Apologies to those who hold AVGO
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
CPI Sets Up Potential for a Squeeze, ASML Reinforces the AI Bull Case
$AVGO CEO Hock Tan described some AI investors as casino gamblers lacking understanding of the technology and setting extreme expectations
Don’t time the market folk: S&P 500 rises to record high as oil and yields move lower
If market takes a shit wishlist — what prices are you betting your house on ?
China surveys Broadcom switch use in state data centers, FT reports
Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?
AVGO is lagging the entire semis rally. What am I missing?
I ran a 0DTE iron condor through a prop firm's $50K eval rules. 78% win rate. Pass probability: 34%
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
AVGO: Missed opportunity or value trap? Curious what this sub thinks
Why are they allowing us to buy AVGO dip right now?
Can we turn on the money printer tomorrow?
Holding 80% of my portfolio in AVGO going into earnings.
Is silicon photonics actually becoming the next AI bottleneck?
next week's earnings lineup, a few of these are on my radar
Is the AI Capex vs. Semi decorrelation a buying op?
AVGO prints negative net GEX after recent 4.6% dip
If You Could Only Buy One Stock Right Now, Which Would You Choose?
AVGO just popped +6.61% to $418.16, look at that monster positive net gamma exposure rn.
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
Chasing the memory stock rally ruined my portfolio. Now I don’t know if my new portfolio will save me or make things worse
AI is printing money for semis but won't fix the deficit. The market is pricing this wrong imo.
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
IBM's crash is a bullish signal - for the semiconductor industry
a member of Congress with an 87% win rate over 118 disclosed trades went quiet for two years, then bought SpaceX on its first trading day
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Are semiconductor shares still a good investment, or too much growth is already priced in?
Apple just committed $30B+ to Broadcom chips through 2031, but is AVGO really safe from in-house risk?
Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Apple to increase spend with Broadcom to produce billions more U.S. chips. $AAPL 🤝 $AVGO
AVGO is the only stock I've seen on Robinhood with a 5 ⭐ rating & a fair value 2x its current price
Apple silicon deal with Broadcom (AVGO) extended through 2031
Broadcom Extends Apple Custom AI Chip Partnership Through 2031 | AVGO Stock News
Effect of Using Margin on AI related Equities
Too much of my portfolio is from RSUs - how would you diversify?
Why is MU forward P/E so low and AMDs so high?
📓 Daily Brief: Theta Gang Goes To Wendy's
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
AI Token Prices Keep Falling.
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
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
Mentions
I have the exact same average on AVGO. Lmao
Wow someone with a brain!!!! Very nice even if it goes down just keep buying you’ll thank yourself later … i did this with AVGO lol
Why did AVGO get downgraded
AVGO and AMD had to go back to barber today for their haircut
You sell a CC and a WSB regard buys it: unstoppable force meets unmovable object? Guessing AVGO gets unlisted immediately and you're both screwed.
Every fucking time a sell covered calls on AVGO it pumps. Anyone interested on my timing and strike price when I do let me know. Easy money on calls when I sell some covered calls.
I’m buying a little AVGO instead thanks
anybody know why AVGO and AMD down today?
Sigh... these 1 day overreaction posts need to stop. AVGO, even after this 6% drop, is up almost 12% this week. AMD is up 13% for the week. Micron is up 8.3%. MSFT is barely off their 52 week high. Sometimes the line goes down for a day as institutions take their profits. That's just how the market works. The line can't always go up 24/7. You need to look at larger trends, company health, etc. not just a 2 hour trading window.
Our Father, who art in the Fed, hallowed be thy rate cuts. Look down upon thy children this Friday the 13th, for they bought AMD calls at the open and AMD hath answered with −9.74%. Grant them diamond hands, though their portfolios be paper. Deliver them from the margin call, and lead them not into 0DTE, for they will go there anyway. Bless the AVGO bagholder at −6.42%, and the one who said "Dell is a safe play." Comfort them with the ancient scripture: *it is only a loss if you sell.* Give them this day their daily tendies, or failing that, a shift at Wendy's. May their loss porn receive many upvotes, and may their wife's boyfriend be understanding. For thine is the dip, the buying of the dip, and the dip that keeps dipping, forever and ever. Ramen. 🍜
I paper handed some AVGO $355 puts yesterday. Convinced myself they would expire worthless...
GOOG and AVGO is a very good combo to hold.
Went long on gold, CRM, INTU, ADBE, and team (and cut my losses before it pumped). Pivoted to AVGO and rode it down to 280, cut my losses on Friday last week.. Yeah, fucken kill me
Think Google is the better play over AVGO. Part of it is because Google is using Marvell for their new inference chips. "Google pits Marvell against Broadcom as it chases AI crown" https://www.theregister.com/off-prem/2026/08/19/google-pits-marvell-against-broadcom-as-it-chases-ai-crown/5289902
AVGO holder here: I have it because it is a way to gain exposure to Anthropic (and is up from 18% from its 1yr low set last week when I bought!)
Any idea what might happen to AVGO today?
No. NVDA is still the best play over AVGO and AMD over all metrics.
I mean, NVDA, MU and AVGO are still set to carry earnings for the index next year….
So what are the odds NVDA recruits the AMD or AVGO CEO?
Be prepared to see 90’s to 130’s those were the major technical support levels before the big moves, lots of technical gaps along the way and has been priced to absolute perfection with earnings in 5 days without Jensen there is a very real risk of some major drops from here and you can very obviously see where Wall St is rotating to with AMD and AVGO. Congrats on being one of the first to catch the falling knife. It has fell and been flat so many earnings after absolutely crushing and raising guidance….. I mean good luck
I'm taking the post-NVDA stocks. In a world where NVDA monopoly is broken, other designers can move in. I like the MRVL/AVGO chip design and got both of those. If we can get other fabs online like INTC then I like ALAB too.
Hock Tan is still gonna rule over AVGO at 90
A daily put on AVGO doesn’t seem so bad tomorrow
Broadcom (ticker: AVGO) does not build general-purpose graphics processing units (GPUs) like Nvidia.
The market is stupid and pumping AVGO and AMD for no reason. Customers aren't going to just switch. These are multi-year contracts for decade-long buildouts, they don't change because a CEO likes to sleep around. Loving the pump for my AMD and AVGO but definitely ready to sell calls against this totally unwarranted move.
$CRWV $NBIS $AMD $AVGO bankers pump dump algo gaming going
A third… lmao AVGO and AMD calls
no. but I do think AMD and AVGO have better upside and, at this point, more clarity in leadership, and I'm willing to bet on that compared to an NVDA stock that has a good chance of staying suppressed due to market sentiment. but I don't blame people buying
just buy AVGO its going to 600
NVDA, AMD, AVGO, all 3 CEO are China Origin
I'm a smooth brain and complex things hurt my head....so please correct me here...but... Nvidia stock is "cheap" now....but Jensen leaving is a big deal, as he has made extremely smart decisions over the last few decades...might jump short term, but long term I'm concerned....especially because much of their sales was going to China and they might get clamped down now.... Also, Nvidia was "The bank of AI" and any problems for them spell big trouble for smaller labs and neoclouds. HOWEVER, I'm not sold on investing in their competitors like AVGO and AMD....because with less money pumped into the system, it helps nobody..... SOoooo....is it best to just sit this out and invest in other sectors? I'm holding bags in BBW if anyone want to jump into Building Bears... \-Smooth Brain Guy Just Trying To Make Sense Of This Crazy World
AVGO & GOOG back to being cool? My port hopes so lol
Thanks for giving another to buy AVGO being it’s not a crowded trade with low sentiment
AMD up 44% for last 5 days. AVGO is great company but stock is shit
AVGO and AMD pumping but INTC continues to die
balls deep in AVGO and up 10K today
You can buy AVGO if you want because you think it will go up. To claim it's a better option than AMD because of priced in news regarding Jensen is ludicrous.
> Hmm... sounds familiar, doesn't it? Which prior example(s) are your referring to? Does that mean MSFT GOOGL AVGO AMD MU are next?
Also because both AMD and AVGO were down 30-40% in October for no reason whatsoever.
this market is such a joke. last week we are talking about a slowdown in the AI buildout due to increased regulatory oversight but the silver lining is that the war was going to end and yields/rates would come down. Suddenly the war is no longer looking like it will come to an end, yields are spiking again because second order inflation is flowing through the economy but suddenly AI buildout is no longer a fear for stocks like AMD and AVGO because Jensen cheated? I mean what are we doing here, there's just no sense to any of this and in the meantime AMD is up 44% in 5 trading days and now that Jensen is officially confirmed out of the company folks thinks this is the tiome to buy the dip? You just can't make this shit up
No, the entire sector is severely supply constrained, especially Nvidia. Last fiscal year: | Company | China Revenue % | Asia-Pacific Revenue | |---|---|---| | NVDA | ~9% | ~29% | | AVGO | ~18% | ~56% | | AMD | ~22% | ~50% | | INTC | ~24% | ~57% | Directly speaking, Jensen Huang's relationship with the Megaspeed CEO made up less than 1% of their revenues. Even if you include all of China revenues and consider all of Asia-Pacific as being somehow a backdoor into China, explain why they have much lower exposure to the Chinese and Asia-Pacific market than their competitor. Furthermore, NVDA's China/AP exposure has been decreasing sequentially while that of competitors has increased, which can be attributed to export controls and because the CCP has specifically discouraged domestic reliance on Nvidia chips. Keep in mind that there are many Nvidia products which are still allowed to be sold to China, so this number was never going to fall to zero. There were already $70 billion in orders for the RTX Pro 5500 alone.
$AVGO shite Im green on dat hoe. I might be able to get honeypotted now?
AVGO AMD benefiting
Agreed. Outside of Anthropic (interesting timing with its upcoming IPO), AVGO is best poised to benefit.
Why AVGO, ORCL loaded big debt again
since other chip names such as AMD and AVGO is benefitting from this news, why isnt CBRS also getting some positive movement?
So AMD and AVGO pumping so hard on NVDA news. But Intel is still shit and down 4%. You know the market thinks Intel chip is shit.
The investigations will take months. Jensen had dozens of people reporting to him; he was the core of the company and what happens to that structure now? The CFO is the temp CEO because there was no succession plan, so who do they scramble to fill in the role? What if Jensen goes and starts his own company or is hired away by someone else? What if there's more to this that hasn't been discussed yet? I invested in NVDA for several years and said a while ago that I'd sold some but would keep the rest as a very long-term holding, as long as Jensen remains CEO. He's no longer CEO and I no longer own the stock, which had an extremely low cost basis. To me, he was the best CEO in tech - he was someone with a tremendous vision and built what turned into the biggest company. Is NVDA cheap? Yes. To me though it's not the same company, now you've introduced unknowns that will take a while to resolve, competitors will take advantage (AMD up, AVGO up, etc) and try to poach people, etc. Will it end green today? I'd be surprised but it's not as impacted at this point as I'd thought it would be . Still, there's a lot more to this that won't be resolved instantly.
vs 10% for AVGO excluding today.
Anyone buying AVGO puts? Maybe $350 expiring tmrw?
$ORCL, $AVGO. New debt load collapse market cap
“AVGO has priced in very little”. These comments and their childlike logic believing a single issue at a time dictates how a stock moves are priceless.
nVida died so AMD and AVGO could fly.
AMD and AVGO pumping so hard on NVDA loss 🤣🤣
I rode my AVGO calls all the way down from 2nd Sept to 5th of fucking November sold them at an 80% loss on 5/11.. And thanks to Jensens Wuang, AVGO has pumped like 30% in half a week. Fucking unreal
I fullported one of my retirement accounts into AMD and AVGO before NVDA news and that is working out awesome lol
I’m never going to forgive myself for selling AVGO yesterday to buy NVDA calls lmao
I guess you can continue to make up numbers, but also see AVGO price movement and just know I had a larger position there and the fact I’ve probably made twice your annual salary in a matter of 4 days. NVDA has time to resolve and bounce back, hence the leaps. So get fucked.
AVGO the safe haven
Chances of him opening a rival company or joining AMD or AVGO?
No just rotation to other big tech AMZN GOOG META MSFT AVGO AMD
Laughs in AVGO good riddance
Lots missing here. Apple flounded when Job left the first time. The second time....Jobs and the board cultivate Tim Cook for years and had other back up plans if he didnt pan out. Cook and the Board groomed Ternus. NVDA....I don't think they have a backup they are grooming. There will be a void to fill for a while to come. Not saying don't buy the dip.....I bought the first 2 days of the steep deep....thought Jensen would make it though. Held yesterday. Now....they may be losing a leader and I am flush with NVDA. Its a solid short term value....long term....harder to say really. I may increase my NVDA position 2-3%, I may hold for now....the board could bungle this if Jensen doesnt leave first....and another 4-6% if we see $145 this week. Another 8-10% on top of all of that if we hit 130....not betting on that though. Its very unique to push out founders....and sometimes the wrong more....aka Jobs the first time he was fired from apple. The guy made some seriously stupid personal life decisions.....not sure he made bad busienss decisions yet....well see how it plays out...I think its worth considering keeping him...but who knows. Also going to trim off a little SOXX (which has NVDA)....and concentrate into Google and AVGO more.
friendly reminder that Cathie sold AVGO to buy NVDA
I am unsure of the big pop in AVGO on this news.
AMD and AVGO the clear winners in all this ngl
Shouldn't AVGO be green since NVDA is their competitor?
Shouldn't AVGO be green since NVDA is their competitor?
Buy high sell higher AVGO is my top trade target today
AVGO - generational opportunity
I somehow made 4500 USD from 1 USD yesterday before closing. Buying 0 dte AVGO options (both calls and puts) that had break even price sitting below (or above) current price. Pretty much buy - > excercise - > rinse and repeat
If Jensen's out, who actually wins? AMD, AVGO, or nobody because it all moves together anyway?
Hoping AVGO calls offset my NVDA calls
AVGO AMD pumping on NVDA loss. While other AI companies dumping 🤣
AMD and AVGO continuing to do their own thing
except AMD & AVGO. oddly I think TSLA might moon also?
NVDA puts. AMD and AVGO calls, I think GLD calls also.
Interesting to see AMD and AVGO going up👀
AMD, AVGO, Samsung benefit from this
Same here; it's too convenient. Wouldn't surprise me if it's one of the Mag7, AMD, AVGO or hedge funds with puts. Burry was right all along though I don't think he has the leverage for this... They bring is massive amounts of cash. so what if a few billion is set aside for "moonshots"..
I have AVGO 375 cc’s expiring on Dec 11th. Need AVGO to close above 375 by Dec 11th badly.
$AVGO $AMD $GOOG :rob: :money:
Luckily for me, Hock Tan only fucks his customers. $AVGO bout to corner this whole market
$INTC $AMD $NVDA $MU $SMH $AVGO $AMAT $LRCX $ASML & many semis holding big market cap, earnings down when negative sentiment spreads all. Rogue agents AI slow down IPO to raise cash Big CEO scandal When bubble bursts, more fraudulent exposure come to surface, push down whole sector