AVGO
Broadcom Inc. Common Stock
stock NASDAQ

current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing

thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)

We just clearly bottomed. 357 AVGO by next week is retarded you won’t even be close to profit

Decided to short AVGO let’s see how it goes

My largest stock holding at the moment is AVGO.

What’s yall’s largest holdings if you hold any shares? I’m sitting on that citadel play of SKHY and AVGO

NVDA and AVGO have been shit lately .

Current positions GOOG AMZN MSFT AVGO INTC to the moon baby

Wrong way AVGO.

I couldn't find justication so held on. I also ended up adding over 200 shares of AVGO and over 70k of margin overnight mostly cuz my "well-tested" algo kept buying the stock from 400 bucks a share and ignored stop losses and sell signals. I held those, too.
I hate selling, but did manage to get rid of all my 200 shares of Micron and AMD recently at about 124 a piece before they popped, so I guess there's hope if I keep trying.

KLAC ASML LRCX AVGO NVDA still good buys.

Just the added layer of supply chain risks but the hardware you’re referring to are mostly design houses (NVDA, AVGO, AMD,SNDK) so their margins are far when supply is constrained. MU obviously makes their own and that’s allowing them to increase supply over time. Margin compression is a real threat to these companies though. AAPL is acknowledging that now with memory prices pushing up their BOM costs.

Once upon a time, when SaaS company business models actually worked, sharp analysts used to track head count. Why? Because headcount was a sign the company's revenue would increase. More headcount = more growth.
Today, as has been detailed by MSFT and AMZN and their respective CFOs in different ways, CPUs+GPUs increased revenue. The more compute = the more revenue growth.
If all the employees from the SaaS companies used their after-tax salary to go invest in stocks or buy shares in their own company, you'd say, "ALIGNMENT OF INTEREST. GREAT SIGNAL. SKIN IN THE GAME."
Here, CPU+GPU companies are using their after-tax corporate income to invest or not even lend but underwrite any (if any, could be zero) projects...and degens like Burry cry, "CIRCULAR!!!!!"
They were around during the SaaS days. They know all the sharp wall street analysts used to track hiring as a leading indicator for revenue.
One day....some day.....people will applaud, "ALIGNMENT OF INTEREST. GREAT SIGNAL. SKIN IN THE GAME," when AMD, AVGO, NVDA use their after-tax corporate income to invest/underwrite/lend/ etc.

you keep mentioning AVGO and TSM and MAG7 whatever but doesn't even see the catalyst for push was initiated by MSFT earnings and outlook on AI profitability. For sure there are other catalysts that push it up further but this week alone everything was weighing on most MAG7 earnings and especially capex. This is in total contradiction in what you are trying to push across.
Got to stop using TSLA as your sole argument too, most people know that based on profitability they don't belong there at all. Stop using market cap as the indicator too, look like P/E, forward P/E, earnings, EPS, revenue as a point to justify market cap.

Overnight trading is far more liquid than normal and the price jump in shares across the tech industry is very unusually high for overnight trading. This is further reflected in futures.
I have a feeling that the NASDAQ grazing correction territory was the jolt needed to push momentum back upwards.
I could be wrong of course - none of us can know what happens next. My interest here was simply arguing that the 'Mag 7' ignores several companies more important, or at least as important as, its constituent members. Given that AVGO and TSM are both bigger than TSLA by market cap makes it silly that they aren't included in any catchy name about the companies we should focus on.

AVGO INTC

The same shit with $AVGO

Their demand for compute is going to be enormous, and justified.
AMD, NVDA and AVGO should moon.

current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing

thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)