AVGO - Broadcom Inc. 0 WATCHERS

AVGO and ORCL - in the money calls with March 2026 DTE in order not to lose everything in case they stay flat

So I will explain some of this sub's philosophy. The idea of value investing is to treat stocks as buying and owning a real piece of the company with real value. That the price you pay and the value of what you get are different things and they often don't …

Netflix To Buy Warner Bros. in $83B Deal... win win? In corporate news, Netflix (NFLX) beat out Paramount Skydance (PSKY) in a bidding war for Warner Bros. Discovery (WBD). The deal, which values the storied movie studio and its HBO Max streaming service at nearly $83 billion, could reshape the …

I want to go all in on calls for one of these: PLAY, ORCL, ADBE, SNPS, or AVGO

Not sure whether to hold my AVGO calls through the week. They expire in January but Big Semiconductor earnings terrify me now.

Calls on ORCL, ADBE, SNPS, AVGO and COST; who would in their right mind buy puts during December, Santa rally is literally just around the corner

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

How we feeling about AVGO next week

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.

NBIS CRWV ASTS RKLB NVDA AVGO SMTC GH I hit the f\*cking jackpot ths year, a 56% return, I'm lucky as F\*ck

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

I use Turbo tax and the brokerage accounts are auto transfered into your taxes. It's simple and easy. No difficult work for you. The brokerage calculates all your short term and long term gains/losses for you. **It's a 61 day window**. Whenever you sell a security for a loss, 30 …

AVGO

AVGO at 151 on 4/7

I made a bunch of PLTR earlier this year, NVDA has been good to me, AVGO is up 100% from when I bought some in April, and now I am currently making a grip off ONDS

AVGO

Hoping for a big pullback so I can do $20K AVGO, $20K Google, $10K SOFI, $10K Reddit, then add additional to my current positions of Amazon for $20K and $20K additional to my MSFT position. I have $100K sitting on sidelines but not buying anything at current prices.

AVGO is going to get disintermediated by Google. Not a long term hold imo even if it outperforms in short term.

AVGO

Go AVGO go

RKLB & AVGO

AI gave me some stock picks - what do you think? So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for …

GOOGL and AVGO

AVGO, followed by GOOG.

AVGO and HOOD

AVGO ASTS

LITE, GFS, AVGO, GOOGL, COHR, CRDO, MRVL, IBM, CIEN and MTSI would be my top 10

GOOG AVGO RDDT NFLX JOBY

Which stocks are truly worth holding in December 2025? Here are a few stocks I'm tracking and analyzing: 1. AVGO: Broadcom's custom AI accelerators and networking equipment appear poised for sustained momentum, and their valuations seem more reasonable compared to stocks purely riding hype. 2. MSFT: Cloud and enterprise demand …

Load up on AVGO pre earnings 🚀

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

Oracle have loaded up on debt while OpenAI isn’t looking like the trailblazer they were just 12 months ago. GOOG and AVGO are better bets for post-AI debt cycle.

Buy an AVGO Dec 12 395 call This is financial advice, even though I am not a financial advisor. You can also set a reminder for this comment.

Which stocks are likely to perform strongly in the final month of 2025? As 2025 enters its final month, the market remains in a complex state, intertwined with AI enthusiasm, rate cut expectations, and sporadic volatility. I'm actively seeking stocks that still possess sufficient upward momentum to deliver solid gains …

If you want growth without NVDA-level volatility, MSFT is the safer bet. If you want pure AI upside and are ok with drawdowns, NVDA. Personally, I’d split it. And alternatives? ASML, AVGO, GOOGL.

AVGO

AVGO DEC 12 options AVGO has their earnings call friday night and i'm looking at options for the 12th. There are a lot of signs pointing for a bearish and an equal amount pointing to bullish. Which spread would be better: $410/$420 Bull Call Spread (Dec 12) $365/$355 Bear Put …

AVGO dipped and immediately proceeded to have great news, AH is pumping, bought during the dip gonna cash out great tomorrow 🤑

NVDA and AVGO for sure. SOFI is getting up there as well.

The AI trade The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for …

The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) …

U.S. Stocks Close: All Three Major Indices Fall; Alibaba Rises Over 4% Rough close today Dow down almost 1%, S&P and Nasdaq red too. Felt like the whole market just dragged its feet all day. What caught my eye though was BABA actually showing some life for once, up more …

Why the significant AVGO drop today?

NBIS and AMD. Maybe even AVGO, because I feel like more organizations will invest in custom designs.

I sold AVGO at 280…..

OKLO, AVGO

$AVGO | 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦: BofA reiterates Buy, raises 𝐏𝐓 𝐭𝐨 $𝟒𝟔𝟎 Analyst sees upside from rising TPU volumes and pricing, driven by $GOOGL Google demand and design wins.

“AI Winners Basket” includes NVDA (not covered), GOOGL, MSFT, AMZN, META, AVGO (not covered), TSMC (not covered), ORCL, PLTR, AMD (not covered), MU (not covered), & IBM (we exclude major nonAI outperformers like AAPL, TSLA, & LLY). This basket added ~$15T in market cap (~$14T ex-TSMC) since the launch of …

BofA Reiterates Buy Rating on $AVGO, Raises PT to $460 from $400 Following the successful launch of Gemini 3 trained 100% on the TPU and potential future rent-out of TPUs to external Google customers, we examine the competitive landscape of the latest TPUv7 vs. the latest NVDA Blackwell Ultra, as …

Good I have sold naked AVGO calls

Broadcom - Nvidia's toughest rival? In a recent twitter post - Nvidia Newsroom mentions that - "Nvidia offers greater performance, versatility and fungibility than ASICs, which are designed for specific AI frameworks or functions." But What does Nvidia forgets to mention in this? - **ASICs dominate networking and interconnect — …

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

I'm actually trying to understand this at the moment. I acknowledge your explanation but I'm neither 5 yo nor Michael Scott so someone please talk to me like an adult... Not a very smart one but still an adult. I'm discussing with Gemini on rebalancing my portfolio, after initial advice …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,

AVGO

AVGO is the sleeper NVDA

Meanwhile AVGO is up 1000% over the last 5 years.

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

AVGO targets are still higher than the current price of $400

Good analysis and also may be add META calls? Since Meta will be using their TPU and AVGO (designed?). Meta came into picture cos AVGO CEO is a board member of Meta.

This is Jevons paradox round 2. Most retards will get burned from shorting Nvidia for the simple reason that they don’t understand that currently most of Nvidia’s supply goes to the hyperscalers. Even if the hyperscalers taper off their buying there is a whole untapped market of mid/small sized companies …

AVGO and Google have already had meaningful runuos. The market has already digested it. What do you think the market needs to digest?

Which expiry for the AVGO calls?

Semi-analysis report on $GOOGL TpU dominance - Nvida & OpenAi at risk! Hey folks- happy Thanksgiving! Semi-analysis ( leading research lab in semiconductors and Ai) have just published a report on the hot topic. $GOOGL TpU vs $Nvida GpU. They have done the cost comparison and reporting and some crazy …

AVGO - love this stock. It is not undervalued , but great revenue growth and disciplined management team (not to mention goog TPU partnership) makes me bullish on this .

The semiconductor industry would probably explode, primarily NVDA, AMD, AVGO, TSM. ORCL would drop like a fly.

I did buy the dip, but only in $OKLO. I've been slowly peeling my positions in $AMD, $NVDA, $AVGO. We're frothy, I've cut back on trades to wait for the woosh down in 2026. I see building a cash position is my best bet while the trading is choppy. You're …

AVGO is a sleeping tiger, made a lot of money from it.

Lol, okay show yourself whoever just dropped $2k picking up 5 $400 AVGO shares

Try AMD or AVGO

You’re basically valuing Broadcom as a “worse Nvidia” – i.e. asking whether its current P&L justifies being 40% of NVDA’s market cap – but that isn’t really the business Broadcom is building. Broadcom’s edge is that they’re the category leader in custom silicon. Their whole strategy is to sit next …

AVGO

If you’re trading large caps, especially with options you don’t need finvis…… You. trade HOOD, PLTR, AVGO, META the list goes on , you want the big boys with large volume. I trade all of these plus SPY QQQ its up to you there’s nothing wrong with have a small …

During a crash or major correction, you’re silly to be buying ETFs. Individual stocks are the play. Google, AMD, SOFI, Palantir, MU, AVGO, etc look at their prices in April. You can reposition later but the problem with indexes is you get a bunch of shitty companies just to own …

AVGO is massively underrated. It has a higher market cap than Tesla and should be considered in the Mag 7 instead of Tesla. You get the benefits of owning a Mag 7 company, without the constant attention and vulnerability to daily narratives. It screams long term hold.

Don’t bet against AVGO

APLD NVDA GOOG TSM MU AVGO JPM GS TJX HOOD AMD NBIS

Decided to buy out my AVGO covered calls. Sucks but it was for the best. Rather take the hit than lose out on share profit or pay tons of taxes if exercised. Didnt think it would go so high this week.

Looking at avgo history they will pivot. They are more of conglomerate than anything else. You have to be bullish on them Google chips dram is made by MU designed by AVGO Mega bullish what you should be.

What are your thoughts on AVGO going forward? And what's the next move for trading?

Is $AVGO the play with $GOOGL TPU dominance? Coatue (top hedge fund) just shared their thesis on the Google $GOOGL vs. OpenAI complex. I came to the conclusion that under either AI supply chains, Broadcom $AVGO (and of course $TSM) stands to be a beneficiary. I may be wrong as …

Become kingly retard today and buy the ATH of AVGO off feels. Be the tard you know you can be

My AVGO covered calls are in danger. Please dont exercise stranger.

SURE, lets all momentum trade from NVDA to GOOG and AVGO, then NVDA again, then AVGO and GOOG again over and over and over :-) Very smart.

PREMARKET NEWS REPORT 26/11 * Bernstein on new IRA pricing: Many (five) of the drugs included in the 15 face a patent cliff in or before 2027 & are unlikely to experience even a full year of price reduction before erosion kicks-in, so the IRA impact is limited. * Beyond …

Premarket News Report 26/11 * Bernstein on new IRA pricing: Many (five) of the drugs included in the 15 face a patent cliff in or before 2027 & are unlikely to experience even a full year of price reduction before erosion kicks-in, so the IRA impact is limited. * Beyond …

AVGO

My portfolio is the following, equal weighted(can't be bothered to type it out manually, hoping it pastes from a spreadsheet well): || || |AVGO| |NVDA| |META| |JPM| |NFLX| |PLTR| |WMT| |V| |ORCL| |CSCO| |FIX| |TWLO| |CW| |CIEN| |TLN| |USFD| |WWD| |LITE| |FLEX| |CASY| |IDCC| |AWI| |DY| |TTMI| |EAT| |SANM| |CTRE| …

Poor company can’t catch a break. Sold off AVGO back in 2005 and probably regretting that.

This has been the year of the Nvidia doomsday sayer. Like they say: "Heavy is the head that wears the crown". Some of the headlines this year: January Nvidia drops nearly 17% as China’s cheaper AI model DeepSeek sparks global tech sell-off https://www.cnbc.com/2025/01/27/nvidia-falls-10percent-in-premarket-trading-as-chinas-deepseek-triggers-global-tech-sell-off.html April Nvidia, caught in the US-China trade …

AVGO

Tuesday's 💰 Made $1,178 today including $727 in SPY. Rest were from AVGO & META. Hope y'all made some as 💸 well. ✌️

Buy AVGO and don't look back

#🫵 don’t seem to understand that AVGO is the biggest dong stock in history

AVGO+AAPL hit new ATH today. What an amazing day. NVDA wants green.

I also sold a decent position of AVGO at around $300 and invested the money in other stocks. Profit is profit lol

It’s selling off because of pressure from Google selling TPUs but it’s not going anywhere. Most companies need both chips to do this well. The real loser will be AMD, AVGO, INTC.

NVDA isn’t the only game in town unfortunately. I’ve hedged my bets with TSMC and AVGO along with NVDA. Trying to cover all bases as best I can. OP, the markets a rollercoaster be prepared. If today concerns you, I can’t imagine what last week did to you, when NVDA …

Yet another article shared about Nvidia with a thread full of comments and no mention of AVGO.

GOOGL, AVGO, META, and TSM

Nvidia is on a 1 year back order for its top line and this is what people are concentrating on? Don’t get me wrong, I hold GOOGL, but think… Google could explore AI chips and explode their chip design department for the next 2 years and still not be ready …

AVGO/ GOOG is taking market share with TPU chip.

When does AVGO get to join the MAG7? Or are they and GOOGL in their own club now? The Broadoogle Brahs

15% move on AVGO lmao clown show

AVGO going for 400 preopen

GOOG and AVGO are the market now.

so is today the day everyone rotates out of NVDA & AMD, and into AVGO & GOOGL?

AVGO and GOOG creating ATH‘s every day lmfao. What a rebound the last 2 days. Insane

GOOG & AVGO are taking NVDA market share.

How much of potential TPU revenue would go to GOOGL vs AVGO? Is Broadcom only involved in design consultancy? Does Google own the IP and design of their TPUs?

GOOGL & AVGO sucking off NVDA & AMD like they're vampires

How much of TPU revenue would actually go to GOOGL vs AVGO?

I'm shorting AVGO GL holders

The future of AI **was** OpenAI + NVDA. Now people are realizing that the real future of AI is GOOG + AVGO (and still NVDA, but watch out for the massive drop in orders as OpenAI moves towards bankruptcy). GOOG search is now absolutely amazing, and instead of clicking links …

Up 25 grand overnight on AVGO GOOGL itm calls, prob gonna paper hand because I don't trust this gay market to not tank on AI bUbLe and fed not cutting

AVGO 164 average up 135% for the year SOFI 7.50 average up 236% for the year and GOOGL 178 average

Google In Talks To Offer Its AI Chips To Meta; Nvidia, AMD Fall https://www.investors.com/news/technology/google-in-talks-ai-chips-meta-nvidia-amd/ Google parent Alphabet (GOOGL) reportedly is in talks with Meta Platforms (META) and others to let them use its Tensor AI chips, expanding its Nvidia (NVDA) rivalry. Google and AI chip partner Broadcom (AVGO) rose late. …

Woah, looks like there might be some competition for NVDA in the works! I'd better be careful, unlike I am around AMD and AVGO and BABA and whoever the fuck else is supposedly stealing NVDA's moat.

AVGO's earnings aren't till December 11th! It's going to hit $405 or $410 WAY before that

With the market somewhat rebounding today, are deep in the money LEAPS for GOOGL, TSLA, PLTR, MU and AVGO a good choice, with end of 2026 DTE?

AVGO my beloved

AVGO absolute ripper OMG

$AVGO BOOMING ON HOW GOOD GOOGLE TPU ARE

Crazy! From a 254% profit on GOOG to a 709% profit on AVGO do you have any other contracts?

Just exited GOOG for a profit, then achieved a 709% gain on AVGO What a crazy day I closed out my GOOG position this morning and took a small but solid profit. Nothing huge just following the price action and securing the gains while they were there But the real …

I am right where I want to be so mostly the same as I have done the last 6 years. I live off some of my gains, I don’t work anymore so gains are my only growth. I stick with big tech, mostly NVDA and AVGO, I beat the S&P. …

Nice one. I have AVGO, GOOG, and LITE calls bought on Friday. After tracking most of the AI related stocks, those three were the only ones that held close to their highs and have actually recovered or rallied above their highs.

AVGO is up about 10% today

$AVGO Gain 678% Bought AVGO 370c at an average price of 1.26 in the last 15 minutes of 11/21 last week Today's return:+791% Total Return:+678% I believe that everyone who experienced the panic selling last Thursday should know that when the market stabilizes everything will come back, so after the …

AVGO still has legs despite it actually being more expensive than NVDA. This is because inferencing chips are still in the early stage, whereas NVDA GPUs are probably in mid-late stage of buildout. There are also some geopolitical issues with NVDA. Since they are so desirable but US wants to …

Made nearly $50k in profits on AVGO options with a return rate of 233%! Currently still holding them will decide by the end of this month whether to sell or exercise! Then I'll proceed with my next plan!

NVDA red, AVGO +7%.

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AVGO will take NVDA’s place

I buy puts and short shares on companies i think are overvalued. Tesla and CVNA, and a couple others like CRWD, APP, NET, DDOG, AVGO. the movement and manipulation is insane. Algos will always ramp them massively on the open, especially Mondays. They try to scare the shit out of …

By P/E ratio: | Company | Ticker | P/E Ratio | | Palantir | PLTR | 365.21 | | Tesla | TSLA | 238.47 | | Broadcom | AVGO | 86.91 | | Oracle | ORCL | 46.01 | | Netflix | NFLX | 44.8 | | Microsoft | MSFT …

AVGO is a horrible stock, META too, they’re way too erratic

$AVGO 🎉🎉🎉

$AVGO has the best looking chart. Has not broken down yet. Buy maybe it is just lagging.

Except AVGO, all of them are bloated with bleak future. AVGO is the company that'll benefit from transition of spend from training to inference. The fact that Google used TPU from AVGO to train Gemini 3 is a massive tailwind.

Oracle (ORCL) - Down 44% debt. Palantir (PLTR) - Down 30% insanely overpriced. Meta (META) - Down 27% because facebook is dying what is meta bringing to validate their share price? Nothing. Tesla (TSLA) - Down 22% car company declining sales, hype train. Waiting for Elon to tweet about flying …

Wow what deals. PLTR a steal at 100xs sales while most saas is 10-20xs. Tesla prob overvalued by $500B - $800B. AVGO 30xs sales and only $40 off a bloated ath. If we go down hard in 2026 like we did in 2022 these 3 will get wrecked. Buy the …

Orcl has just arrived at Sept prices, cool Meta doesn’t have any guaranteed gov contracts and is basically subject to being the popular social media, no moat Nflx as good as the stock is, it’s never going to be a must own. It makes tv shows and could easily be …

Black Friday Sale List Decline from record high: 1. Oracle (ORCL) - Down 44% 2. Palantir (PLTR) - Down 30% 3. Meta (META) - Down 27% 4. Tesla (TSLA) - Down 22% 5. Netflix (NFLX) - Down 22% 6. Amazon (AMZN) - Down 17% 7. Microsoft (MSFT) - Down 19% …

Hey fun question? To start off this may not be for low float penny stock skill set , this more for large cap or etfs. But’s what a stock you just can”t get your head around, or took it off your watchlist, because it faked you out more with losses …

Investing in individual stocks is investing in a company - not the broader economy. I buy companies that consistently increase shareholder value through growth in top line, bottom line, profit, margin, dividend etc. A company can be doing great, but macro issues pull the stock back. But in the end, …

AVGO

Easy. It’s $MU. Samsung just announced a 60% hike in DRAM Prices. A massive shortage is coming. Just as when gamers started complaining about NVIDIA GPUs not being available due to it being pulled for BTC mining and AI demand. NVDA took that pricing power and started selling GPUs for …

If AI keeps rising, AVGO seems interesting aswell…

Favorite correction buys What are you buying if there is a correction in the next 6 months? Interested to learn everyone’s strategy. I’m looking for ~10-15 year growth investments with moderate to high risk. What are you avoiding? My portfolio is: NVDA, AMZN, AVGO, WMT, UBER, RBLX, NKTR

AVGO

Doesn’t google use AVGO for AI chips?

AVGO and AMD Calls Sold AVGO early this morning to avoid market volatility. AMD was pure speculation, I didn't do my DD when I placed the call and it showed.

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

You’re noticing something very real — it’s called **sector correlation** and it’s extremely common in tech, especially AI-heavy names. # 🔍 Should you use it for confirmation? It can help, but with limits. # Useful: * If NVDA breaks a key level with strength, AMD/AVGO/MSFT *often follow*. * If QQQ …

Dow Jones Today: Indices of stocks climbed after spectacular Nvidia performance; Technology stocks increased significantly; The USA hired more people in September than it was expected. Thursday, there was a notable surge in the major stock indexes, which followed close on the heels of the Nvidia (NVDA) quarterly results that …

Today was a pretty good day. I own NVDA and was trading NASDAQ futures off and on. Wasn't holding the futures during earnings because I'm stupid not crazy. My AMD and AVGO shares did well also.

I’m up 90% on a AVGO 12/5 call should sell or let it ride for a bigger gain?

GOOGL, IREN and NBIS. AVGO too

AVGO

AVGO

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#Ban Bet Lost /u/Cantthinkofacoolnam made a bet that AVGO would go to 380.0 within **1 week** when it was 355.495 and it did not, so they were banned for a week. Their record is now 10 wins and 14 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

$VWAV VisionWave Expands IP Portfolio and Files Patent for WaveStrike — RF Computer-Vision Fire-Control Built for Real-World Combat Environments The company today announced the filing of U.S. Provisional Patent Application No. 63/892,721, titled “AI-Assisted Multi-Modal RF Fire-Control System for All-Domain Target Engagement.” The new application expands VisionWave’s Vision-RF patent portfolio …

APLD, NBIS, UUUU, AVGO

President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home …

I fly a lot. I see Bigbear AI (BBAI) stickers on boarding ticket systems in a growing number of airports and airlines. Like a lot more than even a year ago. Also AVGO dominates. They own a lot more than semi conductors if you want to look into it. I’ve …

If you had 80k to invest, which stock/s would you buy now and why? Out of these options… SSYS RZLV RCAT ASTS WM POET QS NBIS NKLR ASST BULL ANET ONDS RDDT IREN UAMY BBAI RKLB PATH GLXY BITF NVDA ABAT PL APLD SOFI UUUU NOK AVGO CCCX CLOV LUNR

AVGO - great mix of semiconductors and software. And they are in the AI data center big time. Building custom chips for Meta, Google and openAI and also the crucial networking chips to connect the data hungry systems.

Institutional traders and investors are measured on a quarterly basis, so to them, they are trying to figure out what stocks they think will move up or down in that three month window. Knowing it is a bubble or not tells you nothing about the next three months. Quants do …

You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks …

I agree with the framework. My bet: **AI infrastructure** (not AI models). Everyone's chasing NVDA and "AI stocks." The asymmetric play is one layer down—the picks and shovels. **Why AI infrastructure fits your criteria:** **a) New tech + changing behavior:** AI datacenters will consume 8% of US grid by 2030 …

GOOGL and AVGO, major major play in here. Pair it with MU and SK and you great covering both ASICS/Overall AI with Gemini/ TPU maker. If you wanna cover GPU and Wafers then add NVIDIA/TSM

Just hoping NVDA doesn’t shit the bed so my AVGO calls stand a chance

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

Stay on target, stay on target Posting cause why not. 33M, 10 months in, prob should have started earlier but what can you do. Realized some gains from a few swing trades earlier this year (and also sold out of / bought back into both GOOG and AVGO like a …

I would keep both as they're solid companies. I'm saying this with over 2900 shares of AVGO that I'll keep holding.

Here’s a basket of high quality AI infra stocks that I own: NVDA (duh) GOOG (duh) MSFT (duh) AVGO (custom silicon and networking) ASML (lithography monopoly) MU (high bandwidth memory) GEV (power generation) VRT (power and cooling) As to why GOOG and MSFT vs AMZN or META, I simply prefer …

I sold my AMAT and some AVGO to buy cheaper stocks (IREN, WULF, CIFR) for calls and profit taking.

When do you think the AI Bubble Crash will happen? Predictions? Hey guys, I have 75k that I’m looking to dump, but I’m wondering when you think the AI bubble is going to pop. I’d love to load up when everything is low. Looking to buy a bunch of stocks …

Exclusive: GOOG, PLTR, AVGO, TSM, AMD - Data Signals 1M Price Predictions Inside Just uncovered quant-driven signals on 5 tech stocks showing significant momentum shifts for the month ahead. Here’s a sneak peek at what our analysis reveals: • GOOG: Bullish breakout pattern forming, with RSI indicating potential 8-12% upside. …

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

AVGO that helped Google to design their AI Chips

If AI is not a bubble, then you buy all the bubbly AI names. NVDA, TSM, AMD, AVGO, ASML, BABA, GOOG, ORCL, MU, PLTR, NBIS, etc.