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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 …
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Total Off-Exchange Volume: 7.2 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 3/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 31, 2025 | Lisa McClain | $8,000 |
| Oct 31, 2025 | Michael McCaul | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 27, 2025 | Tony Wied | $32,500 |
| Oct 27, 2025 | Michael McCaul | $75,000 |
| Oct 17, 2025 | Gil Cisneros | $8,000 |
| Oct 10, 2025 | Jared Moskowitz | $8,000 |
Insider Trades
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| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 478,787,587 | $192.9 billion | 0.1014% | Sep 30, 2025 |
| Blackrock Inc. | 377,927,942 | $152.3 billion | 0.0800% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 187,897,716 | $75.7 billion | 0.0398% | Sep 30, 2025 |
| State Street Corporation | 185,043,550 | $74.6 billion | 0.0392% | Sep 30, 2025 |
| Capital International Investors | 146,477,213 | $59.0 billion | 0.0310% | Sep 30, 2025 |
| Capital World Investors | 135,586,932 | $54.6 billion | 0.0287% | Sep 30, 2025 |
| FMR, LLC | 120,822,806 | $48.7 billion | 0.0256% | Sep 30, 2025 |
| Geode Capital Management, LLC | 109,728,581 | $44.2 billion | 0.0232% | Sep 30, 2025 |
| Capital Research Global Investors | 87,716,681 | $35.3 billion | 0.0186% | Sep 30, 2025 |
| Price (T.Rowe) Associates Inc | 83,054,439 | $33.5 billion | 0.0176% | Sep 30, 2025 |

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