AVGO

Buying more AVGO, TSM, ASML

You already have a bet going - AVGO to 400.0 before 16-Nov-2025 04:50 PM -05

Western digital stock completely vertical, PLTR over 200, avgo almost 400, i mean the amount of derailment right now lmfao

Have a go at AVGO

One of NFLX/AVGO might be in the convo.

AVGO

AVGO

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

NBIS, AVGO, TSM

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.

If you pump nvda avgo apple MSFT goog into oblivion then indices follow

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.

Not if it was AVGO or NVDA

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

LMAO NVDA AVGO and MSFT literally carrying SPY on their back today. Nearly everything else red AS FUCK

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 ytd what a world

it's still up from yesterday, this type of spike usually have morning sell off before continue run up. just look at intc, avgo, orcl spike, morning sell off, then up, half of them fade after a few weeks, the other half keep going up.

lol what a crappy rddt, tsla, and avgo close

And AVGO was looking so good this morning.

It's surprising how early msft figured out that the dollar will go down They went on buying spree way earlier than the others Likewise The whole avgo game is a giant Short on the dollar

AVGO for the win!

Is today a ai chip day? Avgo amd spiking

I have calls on MSFT, AVGO, AMD, ARM, RMBS, ORCL, IBM, INTC, GOOGL, PANW, NET, PATH, CAT, IBIT… to the moon 🚀

Avgo

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

The whole connectivity theme from AVGO’s earnings is up over 50-100% and is still a train with no breaks —> CIEN, CRDO, ORCL, NBIS, CRWV, VRT, CLS, WDC, STX, LRCX, MU even ANET. Last year it was NVDA and clients that ripped, its AVGO and clients that are ripping. Basically anything and everything that is involved with AVGO’s interconnects, from software (ORCL) to switches (CLS) to memory (SNDK, MU) to fiber cables (CIEN, CRDO) to material to produce chips (LRCX) to cooling all this activity (VRT) to rented compute to actually to the work (NBIS, CRWV) .. it’s a wild world out there.

screw melon boy AVGO has overtaken TSLA in market cap

I went long on AVGO this morning at $340 and have no idea why it is now $350 but im not complaining.

in case yall didn’t know avgo and amd were the plays for intc have fun with IV crush tmr

It feels so good to hold AMD, AVGO and INTC Never bet against semis

AVGO has joined the party

I’m ready for AVGO to hurt me again for its daily P&D.

So when I’m investing in AI stocks, I’m thinking 10 years out when we’ll have fully functional sex robots Meanwhile, some of you are still hyper-fixated on “hmm, but are these companies profitable today?” Most of these bears don’t even have a valuation model, just bitternes and missed out on NVDA & AVGO vibes

I have a limit order to buy fake meat at $1.52 Otherwise, holding open-ended (no target) long on **AAOI APH AVGO** and tenuously **NEM** and **BOOT** Puts on **OKTA KEYS JBL** AI range picks, long with targets for **RIO DYN PBF WULF GT** Today was stopped out of **NVDA**, **GE**, **AAPL**, **SOFI**, **ZS** considering when to ease back into them or not.

Gonna watch my META & AVGO calls crumble until i am broke... sounds like fun!

What’s going on with AVGO?

wtf avgo pumping