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
Greed. More than 90% of my plays were green at some point and I held. I was up $9k on NVIDIA option calls the night before earnings. I got greedy. Same with AVGO and PLTR. Oh, and make that 99% of my money. What is $500 after losing 30k. Holding PLTR until them hoes expire on Friday. Rich or Wendy's dumpster...nothing else.
AVGO has an even more regarded PE than nvda so I am extremely bullish
AVGO has a completely regarded forward PE so naturally I have Dec 25 calls.
Playing earnings, but being 100% wrong each time. NVIDIA calls, AVGO puts, and PLTR calls. I know... grade A regarded activities. No crying at the casino but my eyes sure are watery!
Show yourselves, who bought AVGO at the top today? Don't be ashamed.
because NVDA, GOOG, AMZN, AVGO etc have gone up...there was a stat last week...something like 398 out of 500 co's in the s&p were down, yet the s&p was up 1+% that day, all because a couple companies.
AVGO is already green, my calls are calling
AVGO. Best investment I ever made. I've been selling chunks to shore up other dividend stalwarts. Old Lady in Oregon
In the 1970's Eastman Kodak, Sears and Roebuck, Xerox and Avon were top 10 companies by market cap. That's right, that's your MSFT AMZN AVGO META GOOGL of early 1970's. Yet holders of the index from the 1970's are still up substantially from then, despite 2 of those companies becoming insolvent. Over time their weights dropped, until they were out of the index completely, and some new upstart replaced them. So yeah, that's how the index works. You are protected from individual names that fall from the top, because you are holding other stocks that counter balacne their losses - that concept in the stock world is called diversification. In the current index it's those top heavy techs that cancel out the capital losses from your UPS and FI and such.
AVGO is a lil b*tch
AVGO getting bullied by NVDA
AVGO wanting to spark something up.
>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912). **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin business (like car dealerships) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations than neoclouds. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty
Jfc basically everything in my port down like 5-8% except NVDA. AVGO, NFLX, MSFT…lame ass day
QCOM 17 PE $200bn mkt cap AMD 147 PE $417bn mkt cap INTC 3,803 PE $191bn mkt cap NVDA 59 PE $5tn mkt cap AVGO 93 PE $1.75tn mkt cap QCOM is still criminally undervalued, I'm big long for atleast 100% gains.
> I assume this means things like revenue, EPS, dividends, growth trends etc. but this doesn’t seem to match up in real life. Generally stocks have instrinsic value and speculative value. When it doesn't match up, that means the valuation is more heavily weighted towards speculation. If you compare a stock such as TSLA to other stocks near their market cap, say AVGO and TSM, you will see TSLA's financials are no match - not even close. In fact TSLA top and bottom line have been trending to be flat or declining in more recent times - I'll call last Q a one off as sales were elevated by expiring credits - and possibly by selling extra CyberTruck stock to xAI and SpaceX. There are enough people (or dollars) out there who are betting on TSLA to be something much bigger in the future (I am not one of them), so the share prices gets bid up. When an early stage pre-revenue biotech company produces a promising drug candidate that is getting good trial results, their stock price will rocket up on the potential, despite $0 sales. This happens all the time, but it doesn't get as much press as tech. Again just another example of heavy weight (almost all) on speculation. NVDA had sequential sales of $26b to $60b to $130b to projected $200b+. MSFT EPS went from $5 and change to $13 and change from 2019 to 2025 FY. In same window dividend increased almost 80%. If you want to buy and hold stocks for a long period of time and get growth, pick the ones that have top and bottom line trending up over time. Many of these companies have some type of competitive advantage or industry dominance. It allows them to charge higher prices (better margin) and maintain their sales - MA and V are good examples. If you want to buy speculative stocks, well they are more likley to have the bottom fall out if things don't pan out. On the flipside, if you get in on them earlier, you can get potentially life changing returns. Thought I would argue AAPL/MSFT/AMZN/NFLX/META/GOOGL etc still brought life changing returns after they were well known names. When I pick stocks, I focus more on the potential for their businesss to disrupt and drive grwoth for the long run. Next I look at the valuation - and not the other way around. At the end of the day you are looking to buy a share in a business, you aren't buying some arbitrary number that might go up or go down - this is the value of the business.
His 600 million bonus is based on 120 billion of chip sales before 2030 and currently AVGO is selling 20 billion in 2025. The next few years will be very interesting. I've listened to him speak since 2018 and I've never heard him so bullish and previously he was conservative with his forecasting.
MSFT developing an asic with AVGO 👀
>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912). **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin business (like car dealerships) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty
You might want to look into AVGO. I own individual stock in it, AMD, NVDA, ASML, TSM, and KLAC.
Im not a fan of SPMOs holdings. It doesnt make sense to make AVGO the #1 holding. I much prefer QQQ/QQQM holdings as it contains NVDA at over 10%, more mag 7 stocks and more tech.
Google, Nvidia, Microsoft, AVGO, & Amazon.
I used to work in manufacturing. I was in electronic assembly and then an electronics buyer. Company was bought by a company in Singapore or I'd still be there. I understand how important chips are. I would be in SMH along with you but I already own 7 individual stocks of the top 11 and have been in and out of 6 others. NVDA, MU, AVGO make up 33% of my holdings. The only thing I love more than chips is Cheetos.
NVDA, AAPL, AMZN, MSFT, AVGO carrying the S&P on their backs
Bought some FCNTX and FBGRX. I’m long AMZN and AVGO for the past several years but the concentration in AVGO became too much so I sold some and bought those funds. I’m not a good enough picker to keep getting lucky, let the funds with a good track record do it for me.
So how far we go in OTM options is really difficult to explain. It's actually easy. I don't know!! What I do is to figure out the Put strike which is my break point for that stock price. I then go ahead and sell the Calls at the same moneyness assuming that the prices are the same. So I don't really lose or gain in terms of premiums, but I do get a downside protection. Take NVDA for example. I was an Analog mixed signal IC design engineer for decades. I have a Phd in it from a US university, and I have worked at many of the popular companies. One consensus in this chip design community is that others will catch up to NVDA ... specifically AVGO and QCOM. They are not going to make their efforts public. You know how these things work? You wake up one fine day, and AVGO announces that their GPU is 10 times more efficient and powerful than NVDA's. At that point, market (aka idiots on Wall Street) will realize that others can indeed catch up to NVDA, and perhaps do m_uch better than them. This is all hypothetical but I am just saying that like a soldier, we need to be prepared for all eventualities. If there is an eventuality for which nothing can be done, at least let us be aware of it right?
Sorta difficult to answer that. I guage the trade based on how much the premium is, the number of of up/down earnings revisions reported in the prior 90 days, how much the stock moved after the prior earnings report and then I look at what the premiums are at for what I think the recent support levels are. The higher the stock price is riding vs its ath the more otm I’ll go. For instance I’ve made great premiums from mpwr but it’s at ath now and I expect people at some point to take their profits despite an earnings beat so not gonna play with this one again until a pullback. PLTR, AVGO, NVDA, COIN, CLS, CRWD, GEV, SNOW, STRL, TSLA are other ones that comprise the bulk of my trades. As the stocks go higher, instead of single contracts I increase the number of contacts at more otm stikes or ladder them downwards.
> Now that earnings on big tech is over still have my 3 amigos AMD, NVDA and AVGO
how cool can it be if AVGO goes to 405 next week
At what price did you buy this? You never put that much money into stocks like BYND. You put money like that into PLTR, NVDA, AVGO, or etfs like VUG, VOO. If you want to make some money back check out RANI ------
Love how I buy AVGO calls and it immediately drops off
AVGO should be mag7 thank you for coming to my Ted talk
>but who are the people buying it? Stocks such as PLTR and TSLA have been heavily pumped in social media. When your reach is tens or hundreds of millions of people, it doesn't take big money to hold the stock up, it's crowd sourced. I don't know why so many are triggered by PLTR and TSLA. I personally would not touch either stock due to outsized valuation. Therefore I own stocks such as NVDA AVGO NFLX MSFT AMZN AAPL GOOGL etc. I'm up just as much if not more, and I can sleep at night holding these stocks.
Yeah, hard to tell if it is the old black october thing rearing its head, the chicken littles, or that something is brewing. I decided to take profits on about half my TSM and NVDA. Thinking about doing it on AVGO too. Out in the world, it feels like things are really slowing down.
I did yesterday, shorted $QQQ after Amazons jump , SHORTED $AVGO $TSLA $SPY, that was the TOP . Waiting for my short entry in $NVDA . Bought $BITI TOO! Peace ☮️ to all
Do you just post whatever ? It‘s far from it. MSFT, AAPL, NVDA, AVGO are all much more expensive
I’m not saying AVGO is a good or bad investment but … > I estimate 2028 - 2029 for AGI. 🤣🤣🤣
I remember buying some of the names with high growth potential, AVGO at like 20 a share (it was like 300 pre-split) and the same argument was made. The revenue growth was insane as the years went on. Apple is an interesting one because it drives on innovation and doing IPhone 17 right saved them. Some companies do deserve the rise, like revenue growth from 1B to 200B type growth.
AVGO has done very well in my portfolio since i picked up some leaps on liberation day, definitely underrated
Buying more AVGO, TSM, ASML
too bad for AVGO and TSM. Hyperscalers are going to be fine even without AI.
I mean a lot of these companies are working with AVGO and TSM to build their own chips. You don’t think investors are going to question companies spending like trillions of dollars and getting no ROI? We are seeing like a modern day investment of the railroads.
It will soon be replaced by AVGO and TSM
A lot of the the SP growth have come from like NVDA, MSFT, AVGO. When owning stuff like BRK.B or indexes, it’s really all about thinking in decades and not years. If the AI trade looses any steam, you’ll be glad you’re holding BRK.B.
AVGO is the getting a lot of the Capex spending. Higher please!
At this point Broadcom has overtaken Tesla in both market cap and weighting in QQQ (by almost 3%), I think we should reconsider the new Mag 7. All are solid businesses: 1) Amazon/Apple slower growth, less implosion risk 2) Google, Microsoft are balanced between growth and risk 3) Meta more volatile due to having a single source of income 4) nVidia/AVGO high risk, high reward Google is probably the best Mag7 in terms of risk/reward balance.
AVGO is a better investment than TSLA, which doesn't belong there
And I’d invest in AVGO before most of the others if not all!
Nah we gotta redo the list, kick out TSLA, and add OPENAI and AVGO - Opulent 8
Fun fact, AVGO higher market cap than TSLA (and META) bumping TSLA out of the mag 7!
One of NFLX/AVGO might be in the convo with NVDA joining as a new Mag7 this year.
Got my ass handed to me with META but AVGO is killing it.
I own * GOOG, META, MSFT, AMZN * NVDA, AMD, AVGO, INTC, MRVL, and other supply chain companies One group is spending money (META, MSFT stock down after hours) and other (NVDA, AMD, AVGO) is making sales to them. So I guess net neutral
AVGO might follow META tomorrow 🩸🤔
I sold before jpow spoke, bought the dip with 50% port on GOOG and AVGO 😶🌫️😶🌫️😶🌫️
After what dud J Pow today, surprisingly I'm glad that I own AI stocks. AVGO, NVDA, & PLTR held my portfolio up
If GOOG beats and guides well, AVGO hits $400
I agree 100% . I just bet on the ones who sell the picks and shovels. $NVDA and $AVGO
BRKA bunch of value names plus Apple competing against the NVDA AVGO of the world. Theres no way its going to win in that environment.
100 stocks of each, Option C is what you got :) . DM me if you want free app access # Covered Call Analysis - 30-Day Medium Risk (~25 Delta) |Ticker|Current Price|Qty|30-Day Strike|Premium ($)|Yield % (30d)|Annualized %|Assignment Prob %| |:-|:-|:-|:-|:-|:-|:-|:-| |SPCE|$4.13|100|$5.50|$22.00|5.33%|63.92%|27.8%| |AVGO|$382.30|100|$420.00|$705.00|1.84%|22.13%|25.4%| |SMR|$43.53|100|$60.00|$169.50|3.89%|46.73%|22.6%| # Option C: Stock Fit Check for Covered Calls - Ranking 1-10 |Ticker|CC Suitability (1-10)|Liquidity Score (1-10)|IV Percentile (%)|Premium Stability (1-10)|Summary Comment| |:-|:-|:-|:-|:-|:-| |SPCE|3|1|100%|1|Poor CC candidate - low liquidity or unstable premiums| |AVGO|7|4|100%|9|Good CC candidate - adequate liquidity| |SMR|5|1|100%|6|Moderate CC candidate - watch liquidity|
I made a bag on AVGO recently. Moved into AMZN for earnings. Big lagger for the year. Has to do something tomorrow, right?
AVGO has to feel like whoever finishes second to Verstappen all the time. Like it's kicking ass and no one notices.
Sure, of course when the bubble bursts it's going to hurt our portfolios, but it's not like these companies are going to zero. The Mag 7 + AVGO are still worth a ton of money even if AI delivers zero value.
$AVGO is a nice sympathy trade for Google tomorrow, more AI Capex spending means more TPU orders for Broadcom.
What other companies are bigger than Canada's 2 trillion GDP? Maybe AAPL, AMZN, GOOG, MSFT. You've got some real winning concepts there buddy. TSLA, AVGO, META, TSM are right behind them.
We know that TACO wants China to unban the Rare Minerals for 12 months, but we haven't heard anything about if TACO allows China to buy NVDA's high-end A.I chips yet. This is kind of weird IMO. Hopefully, TACO/XI doesn't say/do something stupid on Thursday. If China allows the U.S. to buy Rare Minerals again and China is able to buy NVDA high-end A.I. chips, then Rare Minerals stocks will go down for awhile and anything with computer chips, NVDA, AMD, QCOM, AVGO etc. will probably moon hard.
VOO is definitely not safe from any sort of AI bubble burst. The Mag 7 + AVGO make up over 37% of it's holdings.
Not if it was AVGO or NVDA
I’m up 122% on AVGO and 60% on MSFT only about 40% on NVDA because I FOMOd into it above$120s
NVDA is cheap dude. Just because price is up doesn’t mean it’s expensive. Still cheaper on a fwd earnings basis than Microsoft, Netflix, Tesla, AMD, AVGO etc. With much higher earnings growth
Putting them in better stocks like AVGO and NVDA or even VOO.
AVGO! Made $$$ today bitches!!
#If you weren't in NVDA, TESLA, AVGO or MSFT, today was basically a red day for you LMAO🤌
yea definitely slept on..AVGO is the second largest testicle in my portfolio
I looked at the top 10 holdings of FBGRX and FSKAX and of the postions that are held in both, your total portoflio exposure is: NVDA 12.12% APPL 7.24% MSFT 6.17% AMZN 5.54% GOOG/GOOGL: 4.58% META: 3.79% AVGO: 2.44% Now that's definitely overweight NVDA, but at 38, I'm not sure I'd be too concerned about it, it's probably going to fix itself at some point, lol. The rest of the allocations I'd be pretty comfortable with. FBGRX is 16.13% NVDA and FSKAX is only 7.02% So if you want to trim, I'd probably trim FBGRX, it'll offload more NVDA weight per share than FSKAX. And maybe deploy new money to the other stuff you're talking about. And some of the money market funds if you really think you have too much. If your portfolio is $1 mln or less, I wouldn't say 12% in a money market fund is too much.
LMAO NVDA AVGO and MSFT literally carrying SPY on their back today. Nearly everything else red AS FUCK
Broadcom diss "An ASIC can do AI but not all of the others" AVGO -6.84%
When NVDA’s 75% margins begin to compress due to increased AI chips from AMD, INTC, AVGO, and QCOM from all that supply coming online then a lot of the AI investment circle jerk will start to unravel Or… that doesn’t happen and it goes to 10 trillion 🤷♀️
Feel like China's only point they're gonna care about is chips and Trumps not gonna give up NVDA or AMD, but maybe INTC and AVGO?
INTC outperforms AVGO NVDA what a world
It’s a meme stock that saw a short squeeze or a get rich scheme that ran its course. The stock was trading around .50¢ a week and a half ago and at best will hover between $2-$3 if you’re lucky. Not investment advice and you do you but I would ride it out til gets back to $2-2.5 and then sell. Then take that money and invest it in a real company like NVDA, Goog, AVGO, or a mega cap stock etc if I don’t plan on doing any research on companies I invest in…
I would not call it a niche. Btw, AVGO does not make GPUs or have any serious GPU tech. All they are is a chip designer and IP layout house. In other words, they are just making something for someone else. Google, OpenAI and everyone else is licensing GPU tech from either Nvidia or AMD (or maybe Qualcomm's Adreno stuff). Now consider if AVGO is overvalued.
Sitting on 60k in unrealized AVGO calls. Seeing the realized loss on AVGO was crazy. I’ve been killing that one but also took some big hits.
If you have conviction in a stock and have done your due diligence then go for it. I’ve purchased NBIS LEAPS as a speculative play. Also had purchased AVGO LEAPS expiring Feb ‘26 @$220 strike. Intrinsic value at around $147. Am waiting on earnings before I decide my next move and time decay starts to really kick in those last 30-60 days.
I sold 700 Google at $158. I sold 100 AVGO at $218 I sold 100 MSFT at $380 This shits all this year. I also have shares in Netflix and Meta which feel like that haven't done shit for months. At least my AMD and NVDA are still winning.
NBIS will win because it will eventually resell AMD, NVDA, QCOM and AVGO gpu's :D