AVGO

AVGO

happy for your avgo earnings

AVGO Mag 8

I once dated the daughter of a prominent engineer for AVGO who had worked there for decades. She was the most beautiful woman I had been with, but didn't understand what her dad did or what his company did. I tried to tell her that her dad is rich af. Anyways, yeah so, I have that going for me.

$ORCL Oracle, $ADBE Adobe, $AVGO Broadcom earnings this week. not sure how to gamble on it. any ideas? adobe, tbh, i dont know how they will provide value for the very general user when all ai agents are getting some traction to image generation. oracle, previous earnings was the huge spike in share price. that time market was jerking off to capex spendings and openai. last week there was an article in financial times with a headline "oracle is the stock to short" lol

AVGO.. sexy this morning!

Please AVGO don’t fade your gains for once

AVGO forward PE 48.17 means earnings hv to double to justify just like PLTR China not buying - so likely disappoint - my take

How come no one talks about AVGO?

Whoa AVGO almost 400 again

GPT says AVGO commons this week

Wait to buy AVGO leaps after earnings or nah?

If AVGO holds this gain into open tomorrow I’ll do unspeakable things

I think ORCL is screwed after what happened at last earnings, and since. Market is going to want to see actual results. If IV isn’t killer tomorrow I’m looking at AVGO calls

What do we think of AVGO and ORCL earnings this week? Long AVGO short ORCL?

Tech earnings, starting with AVGO this week, will continue to beat and grow. we are BULL MODE through Q1.

$CVNA will fly so high and fall so hard. $CRWV is gonna pump. $AVGO will beat earnings because water is wet. AI bubble will keep building until June 2026. When everyone expects a bubble, it’ll keep going until you think it won’t pop after all, then it’ll pop.

My perspective as a NVDA, AVGO, and Google investor 1. Tight industry supply and NVDA leading allocation makes it tougher to shift customer mix over the next year, 2. TPUs have been proven only in Google’s data center, while GPU are available in multiple cloud environments including Google cloud 3. I estimate Google’s GPU purchases from NVDA (~$10bn in CY25E) are similar to Google TPU purchase from AVGO, 4. NVDA’s upcoming Vera Rubin platform, expected in 2H26, could shift the competitive landscape again, and 5. Margin stacking of AVGO (~60% GM) and Google might approach that of NVDA’s 75% GM which are achieved with greater scale. Overall, I continue to believe the current situation is another overstated DeepSeek Jan’25-like moment that provided a particularly attractive buying opportunity for AI semis exposed to a $1.2Tn CY30 AI TAM, 3x from current levels #JUST BUY NVDA, AVGO, AND GOOGL. NO NEED TO CHOOSE, THEY ALL WIN!!

> ADBE/ORCL/AVGO ERs the next 28 hours after that ....

Buying QQQ weeklies Tuesday before close seems like a good option. FOMC Wednesday, ADBE/ORCL/AVGO ERs the next 28 hours after that, Unemployment Claims and 30 year bond auction Thursday premarket. Should be some good volatility between all that.

META and AVGO for the win bitches!

My AVGO calls would cry if the market tanks before their earnings

And then it comes out as true. AVGO calls it is

Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers, potentially shifting that business away from Marvell $MRVL (per The Information, citing one person involved) Is this shit tabloid still at it

What's the play for ORCL, SNPS and AVGO for next week earnings?

AVGO gains getting completely obliterated. Wtf happened

YES. Worst case you own AVGO for 340

AVGO should be ready to make a move up but not convinced at this rate

AVGO getting torched

Wow what a bull trap on AVGO

AVGO stop being a lil bitch and go up

Earlier in the year, I was buying AVGO from 235 all the way downto 205; many regards laughed at me everyday for months. Guess what, AVGO is above $380 per share rn.

AVGO earnings next week, what is the move? 400c?

Throw avgo in there while he’s at it, I swear avgo immediately tanks every time I buy it

Go AVGO go

Buy MU or AVGO? Memory prices sky high

This AVGO comeback has me stiff

$AVGO back at 375 lmao

Yeah, i’m buying this AVGO dip. Mother of all earnings is about to drop.

NVDA about to rip ber apart. It’s cheap AF rn, any retards saying GOOG going to take over belong in the poor house. You know jack shit about TPU scalability vs GPU, it’s actually laughable the narrative rn. GOOG AAPL and especially AVGO way way overbought, PUTS on em!

Load up on AVGO pre earnings 🚀

They sure said something awesome. I hold a lot of AVGO so I shouldn't have bet against custom chips, but I did.

Bc marvell is way cheaper to buy in than avgo

Remember when AVGO was 400, those were the days...

Don't worry, I can save you AVGO. Put buying power activate!

AVGO Gaped You

Bought avgo this morning at 299, then more at 298, then doubled at 297, then doubled at 290... now trading at 283, fml

lmao now they rotating out of $GOOG/$AVGO back into $NVDA after drumming up that retarded TPU FUD

do we think avgo will go up after their earnings call friday? Or go down? Up 17% rn but insiders selling off

It already gapped up over 10% in one day I’m on the sell side of Avgo till it fills a gap or two.