AVGO

Happy Friday! ⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ >Anyone holding neoclouds ($NBIS, $IREN, $CRWV) as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry. $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = **Low Margin** Business They have absurd valuations to justify their low margin business. NBIS P/E is 94 and IREN P/E is 161 !!! *^(There is a reason that hyperscalers are leasing from these neoclouds because they don't have to take on all that debt and risk)* Meanwhile, $AMD, $AVGO, $NVDA are selling to these AI infrastructure companies (neoclouds) at high profit margins without taking on those debts

What are you smoking? Debt has to be repaid with interest. Even if they make money, their margin will be much smaller than those of chip companies like $AMD, $AVGO, $NVDA. Are you really comparing $NBIS, $IREN, $CRWV data centers (loaded with debt) to gold???

⚠️⚠️⚠️ WARNING ⚠️⚠️⚠️ Anyone holding $NBIS, $IREN, $CRWV as a long term investment at current prices over $AMD, $AVGO, $NVDA is going to cry $NBIS, $IREN, $CRWV are taking on massive amount of debt, have depreciating assets (GPUs), and high run costs (electricity, infrastructure maintenance) = LOW Margins Meanwhile, $AMD, $AVGO, $NVDA will be selling to these AI infrastructure companies at high profit margins without taking on those debts

The whole connectivity theme from AVGO’s earnings is up over 50-100% and is still a train with no breaks —> CIEN, CRDO, ORCL, NBIS, CRWV, VRT, CLS, WDC, STX, LRCX, MU even ANET. Last year it was NVDA and clients that ripped, its AVGO and clients that are ripping. Basically anything and everything that is involved with AVGO’s interconnects, from software (ORCL) to switches (CLS) to memory (SNDK, MU) to fiber cables (CIEN, CRDO) to material to produce chips (LRCX) to cooling all this activity (VRT) to rented compute to actually to the work (NBIS, CRWV) .. it’s a wild world out there.

screw melon boy AVGO has overtaken TSLA in market cap

I went long on AVGO this morning at $340 and have no idea why it is now $350 but im not complaining.

in case yall didn’t know avgo and amd were the plays for intc have fun with IV crush tmr

It feels so good to hold AMD, AVGO and INTC Never bet against semis

AVGO has joined the party

I’m ready for AVGO to hurt me again for its daily P&D.

So when I’m investing in AI stocks, I’m thinking 10 years out when we’ll have fully functional sex robots Meanwhile, some of you are still hyper-fixated on “hmm, but are these companies profitable today?” Most of these bears don’t even have a valuation model, just bitternes and missed out on NVDA & AVGO vibes

I have a limit order to buy fake meat at $1.52 Otherwise, holding open-ended (no target) long on **AAOI APH AVGO** and tenuously **NEM** and **BOOT** Puts on **OKTA KEYS JBL** AI range picks, long with targets for **RIO DYN PBF WULF GT** Today was stopped out of **NVDA**, **GE**, **AAPL**, **SOFI**, **ZS** considering when to ease back into them or not.

Gonna watch my META & AVGO calls crumble until i am broke... sounds like fun!

What’s going on with AVGO?

wtf avgo pumping

Recap of today: GOOGL sells off for the 56th time on insignificant OpenAI news and the Nasdaq is once again flst whily major components like NVDA, TSLA, AVGO of GOOGL are down by a lot - rigged bullshit index

amazing how the market up so much and everything dumping or fading: avgo, rddt, tsla, nvda, etc.

all semis are pumping hard, except AVGO. which I bought tons of calls on end of last weel

For the scam to keep going Meta, Google, Amazon, Tesla, MSFT, AND Apple all need to say they're still keeping up CapEx spending with Nvidia/Avgo/Amd. If even one of them, especially Meta, signals a slow down we are probably gona be in some trouble.

**Ban Bet Created:** **/u/callmeladygrey** bet **AVGO** goes from **349.9** to **400.0** before **16-Nov-2025 05:50 PM EDT** Their record is 2 wins and 20 losses. [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

!banbet AVGO 400 4W

Californian. - Nvidia New York - AVGO Washington - TSM Texas - AMD Florida - OPEN There in terms you may understand 

AVGO also California

Is AVGO a good play?

super bulllish on Mag7 minus TSLA plus AVGO next five weeks. Loaded 11/21 calls across the board. Expect rotation from meme bullshit companies into quality, possible gold selloff doing the same. TQQQ to 125 by Xmas

AVGO because I don't know any better

btc short printing so much today, plus AVGO longs

AVGO seems like it might consolidate a bit more and then head up again

AVGO... u need to rip

Why AVGO no go up?

avgo is just the best stock ever its mad

NBIS 200, partnership with Open AI coming in 2 days. Open AI Next companies Intel, NBIS, NVDA v2, avgo v2, AMD v2, Google Cloud, Azure, Amazon partnership, Open AI self partnership Soon the total deal will be $50 trillions for the next 5 years. At the end of partnership with the Government to manage 401Ks and govt budget with AI.

My OKLO and AVGO orders didn't go through and now they're up 😑

AVGO rips 10% yesterday and then dumps 5% today. Classic

AMD, AVGO and now fucking ARM. Where is my SMCI deal Sam?

AVGO

huge gains with tsla and avgo today, plus btc short. could not have gone better

Is avgo the best performing mega cap stock this year?

I cannot understand the AVGO hype, I work for a top 3 bank and we have been spending hundreds of millions over the past few years on purging ourselves of any AVGO product. The products SUCK and the support is the fucking worst in class bar none.

Although my stocks are up, I still haven't recoupped 100% of ny losses from Friday In a matter of fact, my portfolio should be higher vs. Friday due to AVGO. But the stock market is shortchanging me.

Guys, AVGO is in the circle of infinite pump. There is no bubble in Ba Sing Se

Think about this : AVGO is up 10% which is like 150b on OpenAI news. ARM is literally 170b. Any similar partnership should be worth a 50-75% pop

$AVGO has to rip today with open ai deal

OpenAI and AVGO partnership 👀

hardly anyone talk about avgo compared to nvda

avgo the sleeper nvidia.

up huge today on AVGO+ btc shorts + other stuff

AVGO 😦

lol AVGO getting its stock price launched over the OPENAi deal I mean like wtf is this fraud lmfao

Bro OpenAI and AVGO now? Lmao fuck this generational grift of a company