AVGO Word Sense

"TRADE" - highly voted

Jim Cramer saying that everyone wants to get out of NVDA will mark the bottom 2024-07-26T01:34:54+00:00 154 wallstreetbets

Also, for anyone who cares, AVGO and Hock Tan's stewardship are a good second to NVDA in the nuts and bolts of AI.
I'm long NVDA.
No one knows how much lower they might go, if they even go lower, but this might be an opportunity to start legging in.
Cramer said three weeks ago to own it, don't trade it, speaking of APPL and NVDA.
It's Jensen Huang, the Blackwell chipset that would save enough electricity to effectively make the chipset free on energy savings vs an in house chip made by the mega cap tech customers, and the next generation after Blackwell that will be exponentially faster and energy efficient.

All You Need is Attention (NVDA is an overpriced bubble) 2024-06-13T23:34:28+00:00 81 wallstreetbets

Today, no company really trades with respect to its P/E ratio.
I see your point, but in a free market, something is worth what somebody else is willing to pay for it.
If anything, a higher P/E ratio indicates investor confidence.
The fault in your argument, Sir, is you have adopted a traditional old school valuation assessment in a market that no longer adheres to it.
There was a time in history where P/E would not exceed 1.5 or 2.0, long before the modern market where speculation drove the P/E ratios higher.

r/Stocks Daily Discussion & Fundamentals Friday Dec 20, 2024 2024-12-20T21:20:55+00:00 6 stocks

Short-term could certainly bounce especially towards the end of month and early next year, but beyond that people are going to go, "Why don't I just own NVDA or AVGO?"
AMD short-term technically quite a bit oversold and probably being pretty impacted by end of year loss selling.
Beyond that, there was the trade late last year until around March where people were clearly hoping that AMD would catch up to some meaningful degree to NVDA.

"TRADE" - recently

r/Stocks Daily Discussion & Fundamentals Friday Dec 20, 2024 2024-12-20T21:20:55+00:00 6 stocks

Short-term could certainly bounce especially towards the end of month and early next year, but beyond that people are going to go, "Why don't I just own NVDA or AVGO?"
AMD short-term technically quite a bit oversold and probably being pretty impacted by end of year loss selling.
Beyond that, there was the trade late last year until around March where people were clearly hoping that AMD would catch up to some meaningful degree to NVDA.

Daily Discussion Thread for August 28, 2024 2024-08-28T14:49:34+00:00 3 wallstreetbets

Looks like everyone is solidly bearish on NVDA earnings... All the site I peruse for option trade ideas are suggesting selling call spreads on AVGO, SMH, SOXL etc.

What Are Your Moves Tomorrow, August 01, 2024 2024-08-01T01:02:49+00:00 3 wallstreetbets

You could be right, but based upon the timing of the July 16 comments, the reversal after Biden dropped and supported Harris...
Little price action with MSFT and GOOGL because they are tech software and services.
However, ASML, TSM, AVGO, etc are all rocking and rolling with NVDA.
I'm seeing this as a political trade around AI hardware stocks.
I imagine Zuckerberg received some coaching from Jensen at Siggraph this week and managed a good spin.

"BETTER" - highly voted

Looking for advice on long term stocks 2024-06-19T06:56:54+00:00 30 stocks

>Would it be smart to buy 10-20 shares each of: nvidia, apple, microsoft, amazon, google, etc
TLDR: if you just want to own the Magnificent 6 (NVDA, MSFT, AAPL, AMZN, META, GOOG/GOOGL) just buy the S&P 500 or even better the NASDAQ 100.
Here are my top performing stocks that aren't in the Magnificent 6 and my current gains over the past 7 years or less:

/r/Stocks Weekend Discussion Saturday - Dec 14, 2024 2024-12-15T04:02:34+00:00 5 stocks

AVGO will do better over the next few years.
They will probably pull back a little after their big jump, but only a little.
Hock Tan, the CEO, is definitely a good leader and it appears very good at integrating acquisitions to quickly boost profits.

$COST & $AVGO Earnings Plays 2024-03-04T19:47:51+00:00 4 wallstreetbets

They also released those earnings about a week before the 21st when Nvidia was about to release their earnings-- that "oh fuck what's gonna happen" day
This is post Nvidia positive earnings.
We have no idea how it'll impact $AVGO, but being AVGO is ~3 times bigger than CSCO and ~7 times bigger than PANW it looks like it has a better chance.

"BETTER" - recently

AVGO any correction soon? Overhyped or undervalued due to catalysts? 2024-12-16T23:05:05+00:00 2 wallstreetbets

It won't be as big as nvidia since nvidia provides the whole package of verticals integrated solution and able to sell to all kinds of companies including manufacturers, financial companies, government etc.
AVGO customers are only these with enough money, solid software teams, demands for self-independent AI infrastructures.
Only a few of customers such as AWS, Google, Microsoft, OpenAI, meta, apple qualified.
AVGO is not a meme stock or hyped stock; even AMD had more hyped lasts year than what AVGO has now.
Engineers are working g their asses off build a better ecosystem that decouples Nvidia.

What Are Your Moves Tomorrow, December 17, 2024 2024-12-16T23:03:29+00:00 2 wallstreetbets

Meanwhile, TSLA, AVGO, PLTR, and RDDT way better than crud like MSTR, Coin, MARA

/r/Stocks Weekend Discussion Saturday - Dec 14, 2024 2024-12-15T04:02:34+00:00 5 stocks

AVGO will do better over the next few years.
They will probably pull back a little after their big jump, but only a little.
Hock Tan, the CEO, is definitely a good leader and it appears very good at integrating acquisitions to quickly boost profits.

"LONG" - highly voted

Jim Cramer saying that everyone wants to get out of NVDA will mark the bottom 2024-07-26T01:34:54+00:00 154 wallstreetbets

Also, for anyone who cares, AVGO and Hock Tan's stewardship are a good second to NVDA in the nuts and bolts of AI.
I'm long NVDA.
No one knows how much lower they might go, if they even go lower, but this might be an opportunity to start legging in.
Cramer said three weeks ago to own it, don't trade it, speaking of APPL and NVDA.
It's Jensen Huang, the Blackwell chipset that would save enough electricity to effectively make the chipset free on energy savings vs an in house chip made by the mega cap tech customers, and the next generation after Blackwell that will be exponentially faster and energy efficient.

All You Need is Attention (NVDA is an overpriced bubble) 2024-06-13T23:34:28+00:00 81 wallstreetbets

Today, no company really trades with respect to its P/E ratio.
I see your point, but in a free market, something is worth what somebody else is willing to pay for it.
If anything, a higher P/E ratio indicates investor confidence.
The fault in your argument, Sir, is you have adopted a traditional old school valuation assessment in a market that no longer adheres to it.
There was a time in history where P/E would not exceed 1.5 or 2.0, long before the modern market where speculation drove the P/E ratios higher.

Everyone's confused why NVDA didn't pump after AVGO earnings. Could the market realize that AVGO is actually a serious threat to NVDA? 2024-12-14T21:19:27+00:00 33 wallstreetbets

NVDA is the long play, buy it and hold it for a few years.
No one was confused, they aren't really competitors, AVGO doing good or bad isn't going to cause NVDA to rise or fall.
The opposite can be true, NVDA is so big that when it's pumping, it tends to bring up the other chip stocks.

"LONG" - recently

Daily Discussion Thread for December 19, 2024 2024-12-19T13:55:22+00:00 3 wallstreetbets

Note to self (and my fellow regards): (1) always take profits (or cut your modest losses short) before major macroeconomic announcements, and (2) this is why going long on <21DTE calls is not a good idea.
I was holding 2 $235 calls on AVGO and 2 SPY calls at $603 before the FOMC announcement, all of which expire on 2/21.
Best of luck to ya filthy animals!
I was expecting a sharp correction, but not as much of a drop as yesterday.
The only saving grace that I have is that I got another month before the theta on both positions starts to ramp up.

Intel currently represents one of the best stock opportunities for 2025 2024-12-19T03:33:21+00:00 2 stocks

INTC has been trending in the wrong direction for a very long time now (well over a decade).
Now you have to ask yourself, do you want to gamble that INTC could have a little run-up based on valuation, but they have no track record of sustaining the capital appreication?
I'll hold the solid stocks long term and let them grow my wealth for me.
Point I'm trying ot make is saying INTC is a bad investment isn't necessarily saying the company is crashing and burning and is worthless.
If I'm not mistaken, INTC has jumped from $18-20 to $22-24 range multiple times in the past few months.

getting cucked so hard all day 2024-12-17T03:13:37+00:00 2 Daytrading

I printed on AVGO long and DIS short.

"PROFIT" - highly voted

Why I am taking QQQ calls on Monday 2024-03-25T01:25:28+00:00 7 wallstreetbets

If NVDA and AVGO see substantial movement, it would offset any MSFT gains and you'll see a double top or triple top I think pretty quickly that will cause people to exit early for the week - especially with PCE on Friday.
AVGO is the one no one talks about, but as much as it gained, it can give it back just as quickly too.
Given the market being closed, I'm not sure how PCE should be played.
With the short week (Friday the market is closed when PCE is released which makes the following week more interesting) the market has mostly an uneventful Monday but saw profit taking Tuesday/Wednesday.
I was taking a look at the last few years and also pre covid as well.

What Are Your Moves Tomorrow, December 17, 2024 2024-12-17T03:52:24+00:00 4 wallstreetbets

I really had AVGO and SOUN short term calls a few weeks and sold after banking a tiny profit ![img](emote|t5_2th52|4260)![img](emote|t5_2th52|4260)!

What Are Your Moves Tomorrow, December 16, 2024 2024-12-15T21:59:44+00:00 4 wallstreetbets

I just took all my AVGO profit after being up 60 percent and ur hopping in now ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)!

"PROFIT" - recently

Daily Discussion Thread for December 19, 2024 2024-12-19T13:55:22+00:00 3 wallstreetbets

Note to self (and my fellow regards): (1) always take profits (or cut your modest losses short) before major macroeconomic announcements, and (2) this is why going long on <21DTE calls is not a good idea.
I was holding 2 $235 calls on AVGO and 2 SPY calls at $603 before the FOMC announcement, all of which expire on 2/21.
Best of luck to ya filthy animals!
I was expecting a sharp correction, but not as much of a drop as yesterday.
The only saving grace that I have is that I got another month before the theta on both positions starts to ramp up.

What Are Your Moves Tomorrow, December 17, 2024 2024-12-17T03:52:24+00:00 4 wallstreetbets

I really had AVGO and SOUN short term calls a few weeks and sold after banking a tiny profit ![img](emote|t5_2th52|4260)![img](emote|t5_2th52|4260)!

What Are Your Moves Tomorrow, December 16, 2024 2024-12-15T21:59:44+00:00 4 wallstreetbets

I just took all my AVGO profit after being up 60 percent and ur hopping in now ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)!

"TECH" - highly voted

Jim Cramer saying that everyone wants to get out of NVDA will mark the bottom 2024-07-26T01:34:54+00:00 154 wallstreetbets

Also, for anyone who cares, AVGO and Hock Tan's stewardship are a good second to NVDA in the nuts and bolts of AI.
I'm long NVDA.
No one knows how much lower they might go, if they even go lower, but this might be an opportunity to start legging in.
Cramer said three weeks ago to own it, don't trade it, speaking of APPL and NVDA.
It's Jensen Huang, the Blackwell chipset that would save enough electricity to effectively make the chipset free on energy savings vs an in house chip made by the mega cap tech customers, and the next generation after Blackwell that will be exponentially faster and energy efficient.

Berkshire Hathaway: A continuous stream of disappointment 2024-06-18T03:31:36+00:00 47 stocks

What boggles my mind is that they have a ludicrous $188 billion in cash and can't bring themselves to invest in big tech (except Apple) or semiconductor companies.
I know they avoided Microsoft because of Buffet's friendship with Gates but there is no excuse for avoiding companies like Google, AVGO, AMAT, etc.
that were available at attractive valuations at various times over the last ten years.

Rockstar-GTA6-TTWO 2024-06-24T05:15:26+00:00 14 stocks

I was a sellside tech analyst during dotcom (typical CFA gig), so I took companies public with almost no revenue, never actually had any profits, and ended up at $0 (like todays' SPACS) except for LendingTree and TD Waterhouse (absorbed into AMTD, then SCHW).
I've owned NVDA since 2015, SMCI, AVGO and BKNG since 2023, started accumulating MSFT, GOOG, AMZN, COST, and AAPL in 1985-90, along with dogs I dropped along the way.
So yep, grabbed some great alpha in the past 6 months without touching shitcos like GME, PLTR, or AFRM

"TECH" - recently

r/Stocks Daily Discussion & Technicals Tuesday - Dec 17, 2024 2024-12-17T18:56:45+00:00 4 stocks

Also what is the big difference between the use for Nvidia's flagship chips like Blackwell v AVGO's XPUs?
Could you help me understand how AVGO's XPU segment fits together with their big tech customers?
Like does AVGO help the big tech firms design the custom hyperscaler chips which are then fabricated by TSM or does AVGO have canned chips that they sell with small modifications?

r/Stocks Daily Discussion & Technicals Tuesday - Dec 17, 2024 2024-12-17T18:06:31+00:00 7 stocks

This was an interesting article, also what is Tan talking about with "eXtreme Processing Units"?
Is that a new marketing term for AVGO?
I understand some big tech giants are building custom accelerator chips, I guess that's what he's referring to but my bullshit meter is ringing here.

Bank of America Outlook 2025: The most aggressive policy in a century in the United States will fuel a "tech bubble," but "the higher you climb, the harder you fall." 2024-12-16T15:00:28+00:00 7 investing

They ARE making significant returns on their AI investments.
I agree, and it's not like these tech companies *arent* hitting record high incomes.
Hell, just look at the recent AVGO quarterly report.