AVGO

6m chart for avgo is straight up

Am I the only one holding puts on AVGO?

always. I bought my kid a car on ADBE puts. Don't know about tomorrow, because I'm deep into AVGO, but you do you. Zero reason to think thesis changed.

AVGO is going to look crazy this week . Unless it doesnt.

This is a good setup for rotation back into Mag7 and high quality tech. AVGO earnings will paint a good picture for the rest of tech earnings end of Jan/feb.

Mag8.  AVGO.

AVGO making ath pre earnings is crazy if pumps after earnings its getting shorted 🐻

AVGO already priced for perfection ahead of earnings, in contrast to ORCL?

Boring theta day, real move will be tomorrow and after tomorrow with JPOW, ORCL and AVGO

Anyone trading AVGO or Broadcom options for 12/19?

ASML $1150c for AVGO earnings

AVGO

AVGO still has room to run?

wow AVGO 400

I hate it when the daily thread is bullish on AVGO, it's my biggest holding and WSB being keen on anything is worse than an endorsement from Cramer

Broadcom $AVGO stock hit new ALL TIME HIGHS today Broadcom is ~$100B away from joining the $2 Trillion market cap club Avgo is everything $AMD wanted to be lol

AVGO earnings this week Means buy NVDA calls

Yay go NVDA and AVGO my top 2.

any reason AVGO pumping this hard? (other than AI trade of course)

Goog avgo asts

with this rate AVGO will go to $1000 EOM.

MSFT going with AVGO chips over MRVL or something like that

Possible catalysts for NVDA this week: \- AVGO ER \- ORCL ER \- new OpenAI 5.2 release

AVGO should be mag7 I will die in this hill

Avgo 🤌

Imagine buying NVDA over AVGO 😂

selling all my avgo calls that have printed 200% on Thursday before earnings. cannot go tits up. trust

What is driving AVGO growth? Insane

Because nobody ever talks about on here because it’s not NVDA. Only smart money plays AVGO idiots who only know 2 chip companies like AMD and NVDA forget AVGO exists

Why is AVGO always getting lucky. Fuck.

My only regret with AVGO calls is that I did not buy more

AVGO

happy for your avgo earnings

AVGO Mag 8

I once dated the daughter of a prominent engineer for AVGO who had worked there for decades. She was the most beautiful woman I had been with, but didn't understand what her dad did or what his company did. I tried to tell her that her dad is rich af. Anyways, yeah so, I have that going for me.

$ORCL Oracle, $ADBE Adobe, $AVGO Broadcom earnings this week. not sure how to gamble on it. any ideas? adobe, tbh, i dont know how they will provide value for the very general user when all ai agents are getting some traction to image generation. oracle, previous earnings was the huge spike in share price. that time market was jerking off to capex spendings and openai. last week there was an article in financial times with a headline "oracle is the stock to short" lol

AVGO.. sexy this morning!

Please AVGO don’t fade your gains for once

AVGO forward PE 48.17 means earnings hv to double to justify just like PLTR China not buying - so likely disappoint - my take

How come no one talks about AVGO?

Whoa AVGO almost 400 again

GPT says AVGO commons this week

Wait to buy AVGO leaps after earnings or nah?

If AVGO holds this gain into open tomorrow I’ll do unspeakable things

I think ORCL is screwed after what happened at last earnings, and since. Market is going to want to see actual results. If IV isn’t killer tomorrow I’m looking at AVGO calls

What do we think of AVGO and ORCL earnings this week? Long AVGO short ORCL?

Tech earnings, starting with AVGO this week, will continue to beat and grow. we are BULL MODE through Q1.

$CVNA will fly so high and fall so hard. $CRWV is gonna pump. $AVGO will beat earnings because water is wet. AI bubble will keep building until June 2026. When everyone expects a bubble, it’ll keep going until you think it won’t pop after all, then it’ll pop.

My perspective as a NVDA, AVGO, and Google investor 1. Tight industry supply and NVDA leading allocation makes it tougher to shift customer mix over the next year, 2. TPUs have been proven only in Google’s data center, while GPU are available in multiple cloud environments including Google cloud 3. I estimate Google’s GPU purchases from NVDA (~$10bn in CY25E) are similar to Google TPU purchase from AVGO, 4. NVDA’s upcoming Vera Rubin platform, expected in 2H26, could shift the competitive landscape again, and 5. Margin stacking of AVGO (~60% GM) and Google might approach that of NVDA’s 75% GM which are achieved with greater scale. Overall, I continue to believe the current situation is another overstated DeepSeek Jan’25-like moment that provided a particularly attractive buying opportunity for AI semis exposed to a $1.2Tn CY30 AI TAM, 3x from current levels #JUST BUY NVDA, AVGO, AND GOOGL. NO NEED TO CHOOSE, THEY ALL WIN!!

> ADBE/ORCL/AVGO ERs the next 28 hours after that ....