AVGO
Broadcom Inc. Common Stock
stock NASDAQ

STO AVGO Jan 30 330/320P @ $2.92

Allready to late for that. All tech taking a dump again. AVGO, GOOG(red now), AMD, NVDA was up a lot. Maybe it bounce back again. Going to be a bumpy 2026 for tech it seems.

NVDA AVGO TSM AMD are up big too, semis are just pumping it seems

If I were building this for the **long run**, I’d start with **fundamentals first** \- specifically **high and stable ROIC and strong free cash flow** (that’s what I screen for using **FindGreatStocks(dot)com**).
Based on that, my first **high-confidence adds** would be:
* **META**
* **NFLX**
* **V**
* **ADBE**
These already show durable ROIC and FCF that support long-term compounding.
Next, I’d add companies where **ROIC isn’t as high yet but is clearly expanding** and the business quality is improving:
* **UBER**
* **PYPL**
* **ORCL**
* **AMZN**
* **AVGO**
As a **#10**, I’d allow **one speculative bet**:
* **NBIS** \- not enough fundamentals yet, but a bet on the **team**. These are the same people who built Yandex in Russia and successfully competed with Google, Uber, Spotify, and others.
Core = quality + cash flow.
Speculation = small, intentional, and last.

AVGO 10 percent type of day

AMZN, META, AVGO, DIS, ORCL

If you guys are planning to sell AMD, NVDA or AVGO. Just know hypotheticals like this have been happening for the past 5 years on these AI companies. This is one random guy on the internet😭. So don’t worry.

Nov were all triggered as far as I remember.
ORCL failure, NVDA failure, AVGO failure, ORCL failed again due to credit ....

My account ATH was around 48k. Currently sitting around 25k. I mainly did calls on GLD, NVDA, AVGO, and GOOGL. My biggest losses came from when gold prices crashed in October following a truth social post. Nvidia dumped when Burry released he was shorting it and when oracle crashed in December it dragged Google and Broadcom down with it leaving me with a little less than what I started the year with.

AI Infrastructure / Utility
$CRWV $NBIS $IREN
AI Chips
$NVDA $AMD $TSM
AI Networking
$AVGO $ALAB $MRVL
AI Cloud / Hyperscalers
$MSFT $AMZN $GOOGL
Power & Grid
$CEG $VST $EOSE
Nuclear
$OKLO $LEU $UUUU
Robotics & Automation
$TSLA $SYM $ISRG

Am a bag holder 😂 I don’t care how long it takes. I don’t believe in stop losses! I hold with my dearest live… will probably delete the app before I sell
With you a fantastic week full of Profits ! Let’s collect that bag !
Do you mess around with NVDA, AVGO, or CRWV ?

I like it, I own it. It consists of an rather high percentage of AVGO, which is one of the reasons it's done well in recent years. I prefer my dividend funds to be more of a hedge against a tech implosion.
Somebody's chips could be rendered obsolete tomorrow, but people will still buy gas, take out loans, and eat burgers.

APLD ONDS APP IREN NBIS UMAC MU AVGO NVO UNH NVDA

AVGO is a great long term investment. 2026 is going to be a great year

Since you already mentioned GOOGL in tech, I would add to that AVGO, MU, WDC/SNDK... all structurally implied upside. GEV is a long term hold through 2035 in terms of the power grid and AI.
Outside of that? Names like CAT, LLY, DE, AMZN, COF/JPM/V - all great buy and holds through 2026 and beyond

AVGO

My biggest winners were CLS, AVGO and NVDA

Don't worry it's not bird brain - what I told you is not true in this caae. When I said Pelosi method I was referring to a lot of the Pelosi trades being deep ITM options on tech conpanies like MSFT or AVGO 12 or 18 months out. So deep ITM that they were essentially like buying shares, but with ASTS even deep ITM leaps are expensive as you rightly pointed out.
Anyway, let's say you have $10.5k to invest in ASTS. If you buy shares at $73.21 that's 143 shares.
If you buy $35 calls expiring Jan 2028 at $52.60, each contract will cost you $5260. So for your 10.5k you would effectively have 200 shares. Your breakeven would be $87.60 in 2 years, meaning you're paying for about $14 in extrinsic value. That's basically the extra money you're paying the option seller.
So you wouldn't have 2x the buying power, or whatever I said, you would have about 1.3x the buying power. This is just because ASTS is the most fancied stock for 2026 by retail investors so IV is very high. Basically your comment was more right than mine. For most other stocks, even Mag7 with the probable exception of TSLA, buying deep ITM leaps will effectively 2x your buying power but not here.
Having said that, you could buy the $35 call for $52.60 and sell the $150 call for $26 which would mean your calls effectively cost you $26, but you would cap your profit if the share price goes over $150. If you're not sure what I mean by that better to run it through AI!

AVGO, MU, TSM

Hey everyone,
I’ve been doing some research across different platforms and news sources, and I’ve put together a list of 10 stocks I’m keeping an eye on. Not sure which ones will continue to climb in 2026, but here’s what I’m watching:
1. **INTC** – Intel (CPU / Semiconductor)
2. **AMD** – Advanced Micro Devices (CPU / GPU / Semiconductor)
3. **AVGO** – Broadcom (Enterprise Chips / Semiconductor)
4. **NVDA** – Nvidia (GPU / AI / Semiconductor)
5. **TSLA** – Tesla (Electric Vehicles / EV / AI)
6. **GOOGL** – Alphabet (Google) (Internet / AI / Cloud)
7. **AMZN** – Amazon (E-commerce / Cloud / AI)
8. **MU** – Micron (Memory Chips / Semiconductor)
9. **RKLB** – Rocket Lab (Aerospace / Space Launch)
10. **ANET** – Arista Networks (Networking / Data Center)
*The order is random, not a ranking.*