I guess the question is when to dip in. With price targets for 2026, averaging $458, that is a ton of gain potential with the after hours close Friday of $357.20.
My belief is the constant chatter by low brows of an “AI bubble,” on a few platforms, is changing market psychology. It’s anyone’s guess as to when that might turn the corner from fear to greed again. The last time AVGO dipped substantially was tariff week. I picked up 1,200 shares for about $155. I’ve stayed long since and make a steady income selling calls.
Another buying opportunity?: This Friday, I used the dip to boost up a position in Vertiv Holdings. The last lot I got for $160.20. If that were to continue Monday, I would buy more. With a peg ratio of 1.3, and a 5 year growth rate projected to be 30+%, I can’t understand how Wolfe Research reduced VRT to peer perform.
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I don't know man, I'll tell you when I finish putting all the fries in the bags.
Meet up at the dumpster after I’m done mopping
Can still mop behind the dumpster, just saying
Woop got a live one
Thanks crew chief, my career is looking up
We ordered tendies mfer. Read the order screen correctly ffs.
I drive taxi. It’s a buy my guy. Ride along for another Stock tip.
Last time i rode a tip, i couldnt walk for 2 days…
$avgo is overvalued. should probably be trading in the 200-300 range
At this point im just getting TQQQ if theres a bigger dip. The narrative around individual stocks changes every other day, picking individual winners in this environment is basically impossible.
Picking individual winners is not just impossible in this environment, it’s pretty much impossible in any environment.
People look back and think "what if I had put all my money in GOOG at ipo?"
They rarely think about the thousands of companies that they would have lost money investing in.
Index DCAing is the way to go.
get the fuck outta here with that sensibility
Someone on here mentioned Kraken Robotics yesterday so I checked my account for when I sold $5k of stock (2022). If I had held onto those now I’d of had a x15 bagger.
To make myself feel better I checked some of my others sells around that time. Most of the companies have gone bust. On others the former directors of those companies are in prison for fraud.
Interesting, I'm the opposite, every stock I've sold since 2022 at a loss is now basically double, some even triple the price I sold at (fuck micron)
Chinese companies?
Most Chinese companies are up massively since Trump entered office, except pdd.
Thought i got lost and ended up on r/bogleheads
Bogleheads… but with leverage 🙃
That’s very sensible advice.
OTM calls on TQQQ
I know at least one dude who plowed a bunch of money into TSLA in like 2018. We’re talking probably 90% of his worth. It seems to have worked out, but is he an idiot or a genius? I lean towards idiot.
It depends on your goals. Some people don't want to wait until their dick stop working to enjoy their money. And some are okay with taking on big risks and living with the result good or bad. Go look at BTC miners that turned into data centers that was a logical play when that narritive started and those who took that risk were rewarded in a big way. Doesn't hurt to keep very short leashes on your losses and let your runners run. But again, I understand those who are risk adverse and rather play the long game too. It's just not my cup of tea.
Good luck being poor
Good luck with the viagras.
True, but the S&P right now is fukked - I’m going equal weight.
Near ATH and 16.6% YTD is “fucked”. You have to be trolling
I’m saying like 50% of it is in the “mag 7” - to me, that’s fucked.
Just buy all of Raytheon stock
Just like I should have gone all in on Howmet 3 years ago?
Sorry, what?
YoY return is under 1% in chf or eur. First year all-world beats S&P in a while. Your "gain" is USD losing about 12.5% in same period.
Indexes are also immune from sectional rotations too. If semis are down because money is being rotated into energy then you'd still be fine if you bought index but if you bought only semis then you're down.
Speak for yourself. If you bought any tech stock since April you are in a good spot right now.
So, let me follow your logic here. If you bought tech stocks and they went up, you can pick winners. But if you bought tech stocks in 1999 at the highs, you’d have been fucked. How do you know when it’s “different this time”.
Read a few books or live a little longer.
There are very few Jim Simons, etc out there.
Meh. It’s definitely clear winners. But sustain a consistent growth with them throughout the years could be challenging, with the heavy swing highs and lows. ETFS definitely help your profits stay consistent throughout the years.
My small caps feel this
Exactly. Anyone playing individuals vs. SPY/QQQ and their offshoots is asking to get reamed.
I may have messed up. I got SOXL. I don't know. Lol.
Massive decline? It's still in an uptrend on the 3 month and 1yr chart, still in the channel, not even a dip worth buying imo
If it's still in an uptrend then why would it not be a dip worth buying?
His username is literally telling you that he is regarded
Highly regarded, a very important person. I have many leather bound books
As a Top 1%! Commenter on WSB, I believe you do indeed qualify to be a serious regarded individual
I'm a humble man
I don't believe you.
Not a dip worth buying
He’s saying it’s not a dip. Not that’s not worth buying.
Can you fucking read?
He’s regarded no he can’t fucking read
MASSIVE DIP TO PRICES NOT SEEN SINCE checks notes LAST MONTH
I was thinking the same thing lmao.. hoping it declines significantly more before i start a position
Thanks for that. I have no complaints on the price performance since April. I also don’t need anymore shares. It’s too large a part of my portfolio, and the options premiums are very good for covered calls. It’s such a well run company with growing partnerships with our greatest companies. The margins might go down a bit to continue collaborating with major customers, but I trust Hoc Tan isn’t leaving anything on the table.
AVGO is a company you want in your portfolio. I got called out of most of my position in 2023, and it took a while before I could get back in. Then again in 2024, I sold half my position to boost my position in NVDA. But the last time I boosted my position was this last APRIL. I don’t see myself reducing my position until we get some huge macro downturn in the economy. Right now, 2026 looks decent. I do believe the FOMC will remain independent, and even better, we will have a better mix of economists debating forward looking vs backward looking data and adjustments to the FFR. Trump wants to be consulted, but in the end, it’s ONLY the FOMC votes that count. The White House will never control the 10-yr treasury yield. I think the administration gets that, even Trump. His jawboning is just a political tool, political noise.
That all reads true. It's just the way you said massive dip that confused me.
True. I should have worded it differently, like massive one day decline…
they said the same thing about ORCL, and it had another 4.5% red day, and is down AH as well.
META dipped from 750 to 680 on ER's, then ran sub 500. It can fall a lot further
That one day decline was a "bull trap" for sure.
Massive decline it’s up 100 percent since April
Meh I’ve been buying the dip from 382 down to 360. Will buy more if it dips on Monday
I did the exact same and will do again Monday too. I'm sure there are lots of us in this boat.
I'm bullish on $AVGO to go to $415 by tuesday morning
Jim Cramer's face is our pirate flag!
Not only is it still up for the month, quarter, year etc, it’s really only down bc the big shots need to rebalance from the massive runups in some names. Any fund with guidelines around “25% US Tech,” for instance, needs to get those numbers where they said they’d be. So US tech, for instance, will be sold down a certain percentage by that fund. Regardless of the headlines, that’s all that’s happening
i wish i bought puts for Earnings report
I wish I did too, but the covered calls were my only “hedge.”
I bought a Jan 16 call a few weeks ago unrelated to earnings. Was up 20% before earnings and now I'm down 50%. Not sure what to do now. Tell me what to do!!
Jan 16 might cook, unless it does an ORCL last earnings in sep and it just kept going down for a whole month
70x FCF multiple.. no
It gets that multiple from its explosive growth in AI semi conductor sales, with cash flow growing proportionately
Except the explosive growth is no more, avgo has a 73B backlogged orders for the next year and a half. With an average of 8.5b per quarter of orders, and the guidance they gave of 8.2B for the next quarter, means they expect no growth for the next six quarters.
The ceo also said margins are going to decrease.
Therefore, multiples are gonna compress hard. I'd say its still overvalued at this price.
Something i missed?
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they grow pretty fast, but they also dilute the fuck out of shareholders. FCF per share grew like 16% per year over the last 5 boomy years
It went down because the CEO said margins are decreasing. That means the entire sector isn't gonna make near as much as people projected. Those growth rates are dead. It's topped out
AVGO selloffs was exaggerated, 2026 will still be a good year for AI/Tech related stocks, long term trajectory has not been changed
As all tech sell offs are usually, it’s quite annoying really!
I only have a small position 200 shares at 166 but I think it's a buying opportunity
Nah falling knife let if fall further.
Just picked up 3000 shares at an average of 365.5. Will keep selling Calls and collect some nice premium. I like the fact that it’s the only clear alternative for companies who want to not depend only on Nvidia. They proved it with Google and the growth is crazy as per the results.
ouch! i wouldn't look at AVGO until it touches $226
This guy thinks Broadcom and NVDA are the only players in the space 🙈😂
Marvell
Alchip
GUC
Murata
Mediatek
AMD
Samsung
Haha such a stupid guy right 😂. Some people do not know how to read. I mentioned why I bought and not asking you or anyone to do anything. I am the one taking risk, my money my analysis and interpretation.
Bro MRVL stock sucks! Period
I literally had the same thought.. then Q425 happened. AI bubble is a mess. AMZN and GOOG is all I'm betting on for the foreseeable future.
My guy completely leaves intc off
Not real competition KEKW
He meant not reliant on NVDA orders
You forgot to mention Huawei, it's the company that makes majority of the chips your packets use to traverse networks outside of NATO nations. The markets that are currently growing the most. Also, inside NATO a lot of cross connections are also done by Intel themselves. Nvidia has a moat but Broadcom has nothing that justifies their sales pitches. I'm convinced they are doing creative accounting to move numbers around squeezing VMware customers to their silicone sales pitches. It's a public company that is run like a private equity firm. AVGO is not a tech company.
Yeah they’re private so I forgot them true
I don't know about the rest of their business, but companies are fleeing VMWare as fast as they can with their licensing fuckery. I'm assuming this is gonna show up on the balance sheet eventually.
You're not wrong. Eventually the creative accounting hack stops working as everybody you've been using and abusing moves on. I'm unaware of a single VMware customer that hasn't already migrated or isn't in the process of migrating away. This includes fortune 100s.
That's what I've heard as well. I guess my old VCP is even more useless now. Hahaha.
Lol “massive”
$414-$357. 13.7% in one day is massive, but I get your point. If you want to scale in, it could get cheaper.
It’s still up 55% year to date… A very similar 20% drop happened in January this year
https://preview.redd.it/nbc9tdgge07g1.jpeg?width=1206&format=pjpg&auto=webp&s=a7779094c22196869aaba9213b9c0cfb624f59e4
The massive decline?
Yup, that is the one…
Thank you for the perspective. Sometimes folks can’t see the forest through the trees.
thank you for letting us know the 2 year chart really means $avgo should be at $260-280 rofl
Ask yourself why it's down. Is that a company you want to own right now? Is the market wrong to sell it off? Stocks go down like this for a reason.
Look at the past 6 months and how far it's gone up.
Yes. It’s oversold. Institutional algorithms kicked in with fund managers taking profits to maintain performance up to year end. Solid company with great earnings.
its not oversold. could go another 20% before it stabilizes
100%. Looking to add to my avg of 172 from April.
thats stupid play to DCA up
Its going to continue ATH and eventually split. Whats stupid is wishing/hoping AVGO will drop under 170 again.
Long term I really like AVGO so I think it's a fine time to buy. Short term there might be some volatility, I could see some rebalancing in Jan with all the huge tech winners.
target 330 then buy.
It's only down less than 12%, not that massive. The stock has been going up for so long, you can't expect it to go up forever.
Scooping that dip like kitty litter
Time to gut this greedy fat pig. Up more than SMH? Trying to be the next top NVDA ? It’s over, we need a $100 drop before it gets interesting
I know most people won't take this seriously but I think Intel moving into the AI ASICs business is going to put a lot of pressure on Broadcom past 2027.
This is what Broadcom does. This is Intel's side project.
Issue is intel isn’t a leader really here anymore. Got bailed out sort of.
Obviously they're not a leader now, but they're in the process of redefining themselves and will likely have a top-tier offering manufacturing bespoke AI chips for the Mag7. Intel 18A is looking more than decent, 18AP is gaining interest, 14A could exceed TSMC, and their new packaging solution is tied with TSMC atm.
Once Intel are competitive at the leading edge where does that leave Broadcom? TSMC charges a 60% margin, Broadcom charges 40-50% on top to take TPU designs and build the remainder of the chip solution. Intel could do both and would probably be happy with a 40% margin.
If Intel gets Fab customers, and they can get down to 2-3 nm nodes, they could be a force in the future. Taiwan Semi is having staffing difficulties in Arizona, so Intel has a chance to get some share. TSMC is only producing the smallest ones in Taiwan. With China threatening a takeover of Taiwan in 2027, why wouldn’t the company develop the best capabilities in the US, where we could defend them without a world war? So, I hope the new management at Intel, can bring back the Fab potential. The design side is already far behind AMD and the other majors. It will be beyond 2027 when Intel can compete on that side of the business, regarding AI.
Damn that's a solid entry at $155, respect for holding through all the noise
The AI bubble talk is definitely getting louder but AVGO's fundamentals are still solid. VMware integration is going better than expected and the dividend yield at these levels is pretty attractive
VRT's been on my watchlist too - that PEG ratio is tempting but the recent downgrade spooked some folks. Might wait for sub-$150 before I dive in
I hope it doesn’t see $150, but that would force me to have an oversized position for sure!
Avgo has 5 customers for chips.
Nvidia has every company in the world.
Cost of ai related expenses are going up. All chip companies will experience margin compression.
Now imagine what happens if this is a bubble and Broadcom stops getting custom ASIC orders. This is a new part of their business while it has ALWAYS been Nvidia’s business.
It means Avgo -80%s and Nvidia -40%s.
The other issue that got exposed was AVGO is losing revenue from other sides of its business like VMWare subscriptions, so instead of -80ing it will -90.
It’s a gamble. If there’s no bubble and the ASIC space takes off Broadcom could double. That’s unlikely.
issue with broadcom is google going to produce TPU in house in 2027. china is pivoting away from all USA chips in 2027-28. any additional pump for avgo will be short term. THINK $crwv situation. could dip -50% from its ATH
AVGO massive pump of 55% ytd. Worth selling perhaps
It’s sad that all you guys talk about stock charts, patterns, worthy dips to buy but spend ZERO time looking at the overall business environment. And then you’re shocked that the market segment you are all YOLOing collapses on you. ORCL, chat gpt cash needs tell you all you need to know about the momentum stocks. Chips are cyclical, always have been. You’re trading as if we are in the beginning of the stage, not the end. That’s what happens when you focus solely on a chart pattern and dont actually take time to think critically about who is feeding you reasons to buy, hold, etc. I posted here in early 2025 about NVDA, made a clear case that its far overvalued now on a cash flow basis and $160-$170 is likely an ATH that wont be seen again in decades. Yes, I know it went over $200, but projecting price and time on a stock that is so overhyped is nearly impossible. Point remains, we are on the down slope of a mountain of capital that at best is dead money now, at worst (ORCL) is likely to end ion default.
What is AVGO’s revenue recognition and pricing policies on TPUs? Does it differ by customer? What happened to its gross margin this past quarter?
This past quarter gross margin was 77.9%, better than originally guided.
They're saying investors freaked over this remark from Tan during ER:
Checkout r/BroadcomStock
Broadcom has had accounting and reporting issues in the past. It’s widely reported that their latest deal with Anthropic is a cost pass through structure where AVGO acts as a middle man collecting a toll. The cost paid to TSM never shows in cost of sales or is offset by the reimbursement received from Anthropic. The toll gets reported in its services segment and appears as 100% margin but AVGO does little to add value. The toll is also relatively minor relative to the costs. It’s an accounting gimmick. If this gets confirmed and if it’s a wide spread then this will be a big scandal.
Look for a temporary bounce until 380ish
It’s not like the money being spent on the ai buildout is stopping anytime soon. Think it’s too early for the market to decide on winners and losers. My feeling (and that’s all it is) is that the market wanted to take a little ai breather. Vent some of the steam, reset and then get going again.
I am full port Google but I may add some Avgo next week
👎
They are securing a deal with TSMC so they can produce enough ram for the US.
Nice
If you think the fundamentals look great and have done the math better than sellers
I bought a little. Hoping to grab about 4% gain, then I’ll sell that and move it back to qqq
A massive decline and it’s up 55% this year 😂
Wha part of the price decline is massive? Lol
Maybe, maybe not.
My dumb take. Just throw some at it for dips you fancy?
Im team long term. Shit probably will stagnant, but in time, maybe a decade, an advancement will come that makes this sub harder than grandpa taking all his blue pills.
Not saying it is going to solve diseases. But I could see it becoming a really solid and efficient tool for professionals across varies industries. More so than it is now.
Avgo seems nice to have in a bag of holdings unless it just shoots its foot for whatever reason.
dont put more than 5% of your NW in any one stock
As someone in IT and witnessing first hand the impact on VMWARE after the acquisition, its not pretty. It took some time for major clients, but I see many scrambling and leaving toward other onprem solutions and public cloud offers.
If you believe in the stock buy it. If you don’t don’t.
I'm up about 300% on my position despite the "massive decline"
Not cheap enough, probably will start buy if it drop another 15%
I mean, I’d say personally they’re a pretty strong contender, they just also got dragged down cause of ORCL and SOXX getting dunked on. If you got the cash, I’d say you could probably buy in at 30-40% reserves and start selling calls again. You could also use this lot as a short term >1y liquidity pool if it does appreciate.
I think the big bear issue is OpenAI not being able to come up with $300 billion for Oracle and the whole AI/data center/semis sector being re-priced.
I also bought more Vertiv on Friday. APH, CRDO, IREN, HUT, BE and ONDS limit orders also got triggered. Holding AVGO but it’s already 10% of my portfolio and I also loaded up during the tariff decline so have a nice margin of safety.
AV must GO..
If some one in avgo knows how to beat nvda , and they can pursuade VC,
Jensen said what he thought it would work but did not work for SEGA,
At this stage, what you think would work does not matter, you need to proof with a product,
And it cost .5 billion to tape out
Tsmc will help Jensen, to block others
The tap out process is an fucking voodoo art, everything works on emulator until you pay that .5$b
It is not the problem of design software,
Hold nvda untily my daughters lost their virginity
Earnings was ridiculously good.
7 billion in free cash flow. That’s fucking insane.
That’s literally the definition of printing money.
I will keep any eye on it and possibly start buying in depending on the price action.
Go all in
Yes. They had good earnings and everyone raised price targets. It’s basically a mutual fund of tech companies and CEO is great at buying companies and stripping them to continue growing.
Has outperformed the Qs for a long time and will continue to imo.
Dip isn’t that big. I added to my position a few weeks ago in the $330-340s
no. their revenue growth is short term. trust me bro. avgo will crash hard in 2027/28
Why Broadcom Stock Plunged 10% After Beating Q4 2025 Earnings
Deep Dive into the real reasons behind the drop
AVGO Analysis
Yes
go all in, tell us how it goes
I would never trust AVGO.
Will buy some in a week
Regardless of price?
If AVGO has a serious price drop -- I'm definitely buying shares in AVGO.. 👍
I scooped up 500 shares at 356 , will keep for a week for 5% gain
Why not sell 5 weekly covered calls for premium
Buying a $1T company at a price/sales ratio of 27 is a new level of regardedness.
Still too pricey IMO.
I m just waiting for tax loss harvesting cycle to complete.
Bro its still green on the 1 month chart 😂
I’m confident it will be up to 450 in the next 6 months, easy hold.
$250-300 by March
That’s possible, but don’t you think the economy has to tank before that kind of price reduction? Their next earnings date is 3/4/26. That alone could make it spike to $450. A lot will depend on the progress of data centers, power supply, and Hoc Tan’s forward guidance.
Looks like ai bubble, orcl too....orcl lower than before chat gpt deal.. they not making any money
Completely different. A tech company averages 5% of revenue on Capex. Oracle is at 70%.
Usually these kinda things meander down for a while.
Then again, next earnings could be different. DCA I guess
Smart. this sub is known for tactically scaling into positions with precision
New underwear day...
I'd just wait a week or two. Look at META - it took over 3 weeks to bottom
Massive decline is your brain
It was at the current price a couple of weeks ago. Still highly valued
Don't listen to ANALysts.
They are as retarded as the rest of us.
You need to unsubscribe from investment newsletters. Your title is just as click bait.
Not massive enough. Will decline more
My friend, it hasn’t even started going down yet lol.
-30% then we than talk. Its been a constant tear with no let down.
Stock was this price less than a month ago. It can go much lower.
teacher says, every time a bell rings an angel gets his wings
-Zuzu
You MUST wait for it to dip below the $155 and then buy more and hold until sub $100! It is the way of this Reddit.
I'll look at 190
I would just load up on #DNUT
price drops? BUY MORE!