AVGO
Broadcom Inc. · Technology · Semiconductors
$339.46
-1.96% today · -5.74% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Chip stocks fall amid AI debt, rate concerns
- AVGO −1.96% on the last session vs SPY −0.29%: −1.7 pts of stock-specific move.
- News: Bloomberg reports chip stocks deepen losses as concerns mount over rates and AI debt.
- Semiconductors: Bloomberg reports chip stocks deepen losses as concerns mount over rates and AI debt. (Bloomberg.com)
- Semiconductors basket -2.2% (-1.9 pts vs SPY; INTC -6.1%, AMD -5.8%, MRVL -5.2%, TSM -4.3%): the stock moved with its peers. Overnight: TSMC (Taipei) -2.0%.
- Aftermath, mention spike (trendy) (Oct 9): After its 32 mention spikes in the past 5 years, AVGO was higher a week later 21 times out of 32; half the outcomes fell between -1.2% and +7.2%. History, not a forecast.
- 13 Reddit mentions in the past 24 hours, 70% positive over the week.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.2× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
≈+$24K
4 buys · 1 sell · 3 members
Congress · 1 year
≈−$32.5K
13 buys · 14 sells · 9 members
Fund moves · 3 months
≈−$906.5M
1 buy · 4 sells · 5 investors
Held by funds · now
≈$3.7B
6 investors · largest: Coatue
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 23, 2026 | Henry Samueli | Director | Sell | 10b5-1 plan | 702,190 | $356.04 | $250M | Sep 25 |
| Sep 15, 2026 | Mark David Brazeal | General Counsel | Tax | tax withholding | 8,059 | $339.27 | $2.7M | Sep 17 |
| Sep 15, 2026 | Amie Thuener O'Toole | CFO | Tax | tax withholding | 1,554 | $339.27 | $527.2K | Sep 17 |
| Jul 10, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 25,000 | $401.33 | $10M | Jul 14 |
| Jul 8, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 25,000 | $379.19 | $9.5M | Jul 10 |
| Jul 8, 2026 | Gayla J Delly | Director | Sell | unplanned | 1,890 | $385.38 | $728.4K | Jul 10 |
| Jun 29, 2026 | Justine Page | Director | Sell | unplanned | 1,602 | $373.86 | $598.9K | Jul 1 |
| Jun 25, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 25,000 | $387.00 | $9.7M | Jun 29 |
| Jun 24, 2026 | Henry Samueli | Director | Sell | 10b5-1 plan | 654,241 | $382.13 | $250M | Jun 26 |
| Jun 17, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 8,152 | $389.59 | $3.2M | Jun 18 |
| Jun 11, 2026 | Harry L. You | Director | Buy | open-market buy | 1,000 | $373.57 | $373.6K | Jun 15 |
| Apr 20, 2026 | Check Kian Low | Director | Tax | tax withholding | 117 | $399.63 | $46.8K | Apr 22 |
| Apr 10, 2026 | S. Ram Velaga | President | Sell | unplanned | 8,000 | $370.52 | $3M | Apr 14 |
| Apr 9, 2026 | S. Ram Velaga | President | Sell | unplanned | 30,215 | $352.08 | $10.6M | Apr 10 |
| Apr 9, 2026 | Gayla J Delly | Director | Sell | unplanned | 1,000 | $358.31 | $358.3K | Apr 13 |
| Apr 8, 2026 | Charlie B Kawwas | President | Sell | unplanned | 10,000 | $345.23 | $3.5M | Apr 10 |
| Apr 8, 2026 | Justine Page | Director | Sell | unplanned | 2,018 | $353.00 | $712.4K | Apr 10 |
| Mar 25, 2026 | Henry Samueli | Director | Sell | 10b5-1 plan | 781,967 | $319.71 | $250M | Mar 27 |
| Mar 17, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 83,682 | $323.39 | $27.1M | Mar 18 |
| Mar 17, 2026 | Charlie B Kawwas | President | Sell | unplanned | 64,834 | $323.39 | $21M | Mar 18 |
| Mar 17, 2026 | Kirsten M. Spears | CFO | Sell | unplanned | 60,154 | $323.38 | $19.5M | Mar 18 |
| Mar 17, 2026 | S. Ram Velaga | President | Sell | unplanned | 64,379 | $323.38 | $20.8M | Mar 18 |
| Jan 6, 2026 | Mark David Brazeal | General Counsel | Sell | unplanned | 30,000 | $347.12 | $10.4M | Jan 8 |
| Jan 6, 2026 | Hock E Tan | CEO | Sell | unplanned | 70,000 | $347.30 | $24.3M | Jan 8 |
| Dec 31, 2025 | Kirsten M. Spears | CFO | Sell | unplanned | 30,000 | $347.82 | $10.4M | Jan 5 |
| Dec 26, 2025 | Mark David Brazeal | General Counsel | Sell | unplanned | 25,921 | $352.07 | $9.1M | Dec 30 |
| Dec 23, 2025 | Hock E Tan | CEO | Sell | unplanned | 100,000 | $345.65 | $34.6M | Dec 29 |
| Dec 18, 2025 | Hock E Tan | CEO | Sell | unplanned | 130,000 | $326.02 | $42.4M | Dec 22 |
| Dec 18, 2025 | Harry L. You | Director | Buy | open-market buy | 1,000 | $325.13 | $325.1K | Dec 22 |
| Dec 17, 2025 | Kirsten M. Spears | CFO | Sell | unplanned | 6,093 | $332.91 | $2M | Dec 18 |
| Dec 17, 2025 | Charlie B Kawwas | President | Sell | unplanned | 3,163 | $332.95 | $1.1M | Dec 18 |
| Dec 17, 2025 | Mark David Brazeal | General Counsel | Sell | unplanned | 38,281 | $327.65 | $12.5M | Dec 19 |
| Dec 16, 2025 | Mark David Brazeal | General Counsel | Sell | unplanned | 24,527 | $340.91 | $8.4M | Dec 18 |
| Dec 15, 2025 | Justine Page | Director | Sell | 10b5-1 plan | 800 | $361.89 | $289.5K | Dec 17 |
| Dec 8, 2025 | Henry Samueli | Director | Sell | 10b5-1 plan | 320,316 | $400.53 | $128.3M | Dec 9 |
| Nov 14, 2025 | Justine Page | Director | Sell | 10b5-1 plan | 800 | $331.14 | $264.9K | Nov 18 |
| Oct 14, 2025 | Justine Page | Director | Sell | 10b5-1 plan | 800 | $350.15 | $280.1K | Oct 16 |
| Sep 24, 2025 | Henry Samueli | Director | Sell | 10b5-1 plan | 368,797 | $337.91 | $124.6M | Sep 26 |
| Sep 23, 2025 | Hock E Tan | CEO | Sell | unplanned | 100,000 | $339.58 | $34M | Sep 25 |
| Sep 17, 2025 | Kirsten M. Spears | CFO | Sell | unplanned | 12,319 | $352.64 | $4.3M | Sep 18 |
| Sep 17, 2025 | Charlie B Kawwas | President | Sell | unplanned | 6,397 | $352.74 | $2.3M | Sep 18 |
| Sep 17, 2025 | Mark David Brazeal | General Counsel | Sell | unplanned | 27,204 | $352.61 | $9.6M | Sep 18 |
| Sep 15, 2025 | Justine Page | Director | Sell | 10b5-1 plan | 800 | $360.00 | $288K | Sep 17 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 16, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Oct 12 |
| Aug 26, 2026 | David J. Taylor | House | Buy | $1K–$15K | Sep 5 |
| Aug 26, 2026 | David J. Taylor | House | Buy | $1K–$15K | Sep 5 |
| Aug 12, 2026 | Richard W. Allen | House | Buy | $1K–$15K | Sep 22 |
| Jul 24, 2026 | David J. Taylor | House | Buy | $1K–$15K | Aug 6 |
| Jul 14, 2026 | Richard W. Allen | House | Buy | $1K–$15K | Aug 18 |
| Apr 27, 2026 | David J. Taylor | House | Sell | $1K–$15K | May 7 |
| Apr 27, 2026 | David J. Taylor | House | Sell | $1K–$15K | May 7 |
| Apr 13, 2026 | Shelley M Capito | Senate | Sell | $1K–$15K | May 7 |
| Mar 31, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Sell | $15K–$50K | Jul 21 |
| Mar 25, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 26, 2026 | David J. Taylor | House | Buy | $1K–$15K | Mar 6 |
| Feb 12, 2026 | Julia Letlow | House | Sell | $1K–$15K | Mar 12 |
| Feb 9, 2026 | Shelley M Capito | Senate | Buy | $1K–$15K | Mar 4 |
| Jan 29, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 2 |
| Jan 16, 2026 | David J. Taylor | House | Sell | $1K–$15K | Feb 2 |
| Jan 8, 2026 | David J. Taylor | House | Sell | $1K–$15K | Jan 21 |
| Jan 8, 2026 | David J. Taylor | House | Sell | $1K–$15K | Jan 21 |
| Dec 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Dec 11, 2025 | Dan Newhouse | House | Sell | $1K–$15K | Jan 15 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 16, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $15K–$50K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $15K–$50K | Oct 10 |
| Sep 17, 2025 | Cleo Fields | House | Buy | $15K–$50K | Sep 30 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 5,846,831 | $2.2B | 4.5% | +6% | Q2 2026 |
| Tiger Global (Chase Coleman) | 1,754,062 | $662.6M | 2.8% | -51% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 1,317,923 | $497.8M | 2.0% | -28% | Q2 2026 |
| ARK Invest (Cathie Wood) | 616,293 | $213.4M | ARKW 2.6% · ARKQ 2.3% · ARKK 1.9% | — | Oct 15 |
| Soros Fund Management (George Soros) | 165,246 | $62.4M | 1.0% | +7% | Q2 2026 |
| Appaloosa (David Tepper) | 150,000 | $56.7M | 0.76% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q2 2026 | 1,830,752 | $691.6M | 2.8% | Aug 14 |
| Aug 14, 2026 | Third Point (Dan Loeb) | Sold out | 13F, Q2 2026 | 50,000 | $15.5M | Aug 14 | |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 517,457 | $195.5M | 2.0% | Aug 14 |
| Aug 14, 2026 | Appaloosa (David Tepper) | New stake | 13F, Q2 2026 | 150,000 | $56.7M | 0.8% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q2 2026 | 195,955 | $60.6M | Aug 14 | |
| May 15, 2026 | Tiger Global (Chase Coleman) | Added | 13F, Q1 2026 | 709,200 | $219.5M | 4.9% | May 15 |
| May 15, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q1 2026 | 52,728 | $16.3M | 0.9% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | New stake | 13F, Q1 2026 | 50,000 | $15.5M | 0.7% | May 15 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q1 2026 | 669,640 | $207.3M | 2.5% | May 15 |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q1 2026 | 195,955 | $60.6M | 2.1% | May 15 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q4 2025 | 102,379 | $35.4M | 0.6% | Feb 13 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 320,349 | $110.9M | 1.5% | Feb 13 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q3 2025 | 86,140 | $23.7M | Nov 14 | |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 307,616 | $101.5M | 1.1% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves