Reddit Posts
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
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!
Mentions
[https://www.tomshardware.com/tech-industry/artificial-intelligence/google-reportedly-taps-amd-to-design-next-generation-tpu-hybrid-ai-asic-could-integrate-on-package-cpu-cores-for-reinforcement-learning](https://www.tomshardware.com/tech-industry/artificial-intelligence/google-reportedly-taps-amd-to-design-next-generation-tpu-hybrid-ai-asic-could-integrate-on-package-cpu-cores-for-reinforcement-learning) That's why avgo went down and amd went up last friday. AVGO vendor financing doesn't help either, but that's not specific to AVGO I guess.
What is this crackhead action on AVGO today? I mean Ive been flipping it so making a nice profit but it's still retarded.
looking at AVGO while bagholding CSCO... god i see what you do for others
What a shakeout by AVGO.. 405 EOD
What a disappointment AVGO
Knew I shoulda bought AVGO calls
AVGO will be >400 soon, you heard it here
Felt confident about my AVGO and GOOG 28/8 calls, then see others regards here did the exact same thing…. Might sell at a 3% gain
Sticking with my 10 stocks through thick and thin: AMD GOOG AMZN ORCL META NBIS MU SPCX AVGO ANET
AVGO will be a major supplier of sexbots
Guys AVGO is making a goon bot
Reddit,SMCI,AVGO,MSTZ,Mu,goog or yolo on spy 0dte
Bought AVGO at 390 on that dip Friday and already regretting it
AVGO literally dipped coz Goog is planning to use AMD for its next generation of TPU chips. Hence the correlated pump on AMD. So not "no good reason". AMD has much better momentum rn than AVGO
AVGO bounce back plus more ✅✅✅
Ultra green AVGO to after that ridiculous drop
GOOG AVGO are gonna skyrocket
Big moves for AVGO in the next 3 weeks but I can’t tell if I want to get my calls Monday at open or wait for another hopeful dip next week
> Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks. I'm not sure how many times I need to explain why infinite growth isn't an issue: - Capitalism does not need "infinite growth" to function - We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. - Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? > From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. > What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor? If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. This is totally standard stuff. I have no idea why you're puzzled about this. > where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO. You keep saying things like this. I want you to provide specifics. Because at this point you're (annoyingly) repeatedly stating "X thing is worse!" "Hyper capitalism stinks!" And I go through and explain why things are better, capitalism is good, and you just hit reply and do another rant about why it's bad. And you go into some random thing about dividends which is completely tangential to what we're talking about. Specifically, what is worse? Why is capitalism worse than whatever alternative it would be replaced with? Because I see absolutely zero evidence, and a significant amount of evidence to the contrary, that products and services are worse not than e.g. 40 years ago. > With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years Citation needed. How have corporations prevented issues being solved? > affordable housing for all, affordable healthcare for all, and a better social safety net for all, and clean energy. Healthcare is better than ever, clean energy is obviously increasingly better, social safety is a purely political issue. Housing is an issue, but in no way have you demonstrated it would be better outside of a majority capitalist society, nor have you successfully argued that corporations are the reason it's expensive. I think you have valid concerns about society, and are incorrectly assuming that they would be fixed outside of capitalism. I think you have identified pretty big problems, but have incorrectly directed the blame at corporations. At this point I'm happy that we have differences of opinions, and we're probably not going to see eye to eye on any of this stuff. So thanks for the convo, have a good one.
AVGO might be a falling knife but I'll nibble a little
AVGO and NVDA buys this week?
So buying AVGO and NVDA this week?
I believe it is overvalued and will fall after earnings. Might do NVIDIA puts as well AMD, AVGO have dumped on recent earnings. Jensen says MRVL is a trillion dollar company which inflated the stock price. Expectations are high and I believe their revenue will be underwhelming Money has moved to neoclouds in the mean time
$AMD and $AVGO are telling two different stories about the same sector and only one can be right for long. AMD: morning star off the lows, up 9.5% this week, calls stacked, sitting 3% under 530. Buyers showed up and stayed. AVGO: rejected hard at 432, down 7% on the same week, the month's gain gone. Chasers trapped, floor at 374.61 under pressure. Same industry, same macro, opposite tapes. That's not noise, that's rotation. Money didn't leave the sector, it changed seats. AMD over 530.13 confirms the switch. AVGO reclaiming 400 with volume says the divergence was just AVGO catching its breath. Watch the spread, not the headlines.
VCX, AMD, AVGO pls
What if AVGO made a goonbot
I have no doubt that Anthropic is a huge player going forward. Still, this valuation is expensive to me for an IPO. I think it could be justifiable but the run has already happened underwater. So what are the other plays as Anthropic continues to rise? AMZN is their major cloud provider and training partner. GOOG is an investor and has its own TPU + cloud offerings. AVGO maybe too, for its hand in TPU design?
Nancy’s got plenty of AVGO so I ain’t worried. Buy the dip broski!
$AVGO told you something this week. Poked above 432 and got slammed, and now the week's down 7%, which ate the entire month's gain and then some. That's not a pullback, that's a rejection with follow-through. Chasers from the highs are trapped 10% underwater. Calls still getting bought into the bleed, could be hedging, could be hope, either way price isn't rewarding it. The near floor is 374.61, less than 5% down. Break it and this correction gets a second leg. The bounce has to start holding above 400 before I care about the bull case again.
AVGO drop was a bit brutal in a semi uptrend. Is this thing going back to 365
AVGO gap up on monday hopefully…
What in the world happened to AVGO today 🤔
Nope, AI bubble popped and AVGO is the first domino. Goodbye to your port.
So…anyone think AVGO will go back up from here?
holy fuck SemiAnalysis absolutely ASSBLASTED $AVGO and Hock Tan today
Just shut up and buy AVGO. Easy tendies!
Semianalysis report that Google is exploring AMD for its TPUs. Hence also the drop on AVGO
Missed 30K selling AMD early…instead I locked up all my fucking money holding AVGO and GOOG just to break even on them. God fucking dammit I hate myself
Might have over done in on AVGO calls but I think we get a nice bounce back going into earnings
for investors, I think the deal today is AVGO. for the rest of us - NOK babyyyyyyy
There goes my bags and bags of AVGO shares
What happened to AVGO today
Almost even on my AVGO glad I locked up cash for the last 3 hours for no reason 🥰
AVGO holders are into cock and ball torture
So market freaked out at AVGO off-balance-sheet financing guarantee but totally cool with NVDA's circular shits?
Just bought CSCO and AVGO
If you're going to pump SPY, pump my fucking AVGO calls
Yes -- I bought more AVGO today (and AMAT) because I believe in the comet -- BroadComet.
AVGO is discounted today, hit that shit
*AVGO like wtf? My calls taking it in the anoos.*
Generational rotation from AVGO => NVIDIA, they know something.
What the fuck AVGO fuck you AMD
AVGO and AMAT generational buying opportunity. I just don’t have any cash
Fuck, if theyre gonna dump on $AVGO over some bullshit article, atleast drop it under $380
AVGO and Oracle are literally the posterchilds for the current debt crisis the big tech companies find themselves in. Both those companies are pretty much pricing in a complete default on their corporate bonds multiple times in the past year then randomly they get short squeezed straight back up so everyone keeps coping and doesnt admit the bubble is popping.
my AVGO puts went from -95% at their lows yesterday morning to +170%
Did AVGO just pull an ENRON???
AVGO has got to be a buy at these levels, right? That collapse is crazy today.
Holy fuck AVGO pls stop…please God stop
What did I miss? Why AVGO dropping like a rock?
Jesus fucking christ AVGO
AVGO has not found bottom yet :cry:
What the heck is going on with AVGO? I searched and found no news. Also I think that was the bottom. LOAD THE BOAT.
AVGO just going straight down. dam
Omg AVGO pls stop bleeding…pls
Thank you AVGO for making me RED on the day now. Very cool stuff
Does anyone have the scoop on why AVGO is dumping today
What the holy heck happened to AVGO today? Some whale really really wants out.
They should’ve kept BRCM and dumped AVGO
Give up AVGO, hop in CSCO
Id keep buying the dip on AVGO but Ive run out of money lol Not sure why the market seems to hate this semiconductor company so much more than other ones that have much worse financials
Tempted to sell NBIS for AVGO or more GOOG
AVGO getting ass blasted.
So apparently buying AVGO at early market hours today was the single biggest mistake possible.
Why is AVGO so brutally red? Because it just became my biggest position two weeks ago?
AVGO bottoming out like I do in your mom
So did anybody find the AVGO news? I can’t find anything…
hey, at least $AVGO is down