AVGO
Broadcom Inc. Common Stock
stock NASDAQ

And some of the biggest purchases were Adobe and Motorola FFS.
"ChatGPT, make me a stereotypical overtrading boomer CFA's 'AI' portfolio":
> Among the bigger purchases highlighted across reports:
>
> Nvidia (NVDA)
> Microsoft (MSFT)
> Amazon (AMZN)
> Apple (AAPL)
> Broadcom (AVGO)
> Oracle (ORCL)
> Dell (DELL)
> ServiceNow (NOW)
> Adobe (ADBE)
> Texas Instruments (TXN)
> Motorola Solutions (MSI)
This book would've been remarkable and conceivably "inside"...in 2022.
People here will boycott any news outlet that doesn't hate & doomspiral about AI, tech, data centers, CEO's, and capitalism, and then act like this genius allocation *has* to be some leet insider allocation job, lol.

Im thinking about going into bottleneck stocks. And these are my targets: VST - energy, COHR - silicone photonics/glass, LRCX - memory equipmentmaker. And AVGO. Looking into Nokia for their big AI switch and IREN as a potential 🚀 but thats pure speculation, thinking they allrdy have the datacenter for bitcoin etc they can make the switch to AI datacenters.

This is the value investing subreddit so many here will not like the stocks I buy, but I have a very well researched and informed thesis and have stuck to it for years and profited handsomely. These are the percentage allocations for new money I put into my stocks. I never sell unless my thesis is proven wrong or something fundamentally changed with the company. I buy every single Friday morning regardless of price.
My space portfolio is relatively simple. For tech, it is a bit more nuanced. I am trying to capture full stack AI infrastructure (ie, power, liquid cooling, circuitry, transformers, chip foundries, chip architecture, etc etc etc). Every company plays a role. I will direct money to DRAM that would have gone towards SYM or IONQ if I feel I’m getting a deal when I buy.
Space
* RKLB: 50.0%
* PL: 20.0%
* ASTS: 20.0%
* FLY: 5.0%
* BKSY: 5.0%
___
Tech
* DRAM: 12.5-17.5%*
* NVDA: 7.5%
* TSM: 7.5%
* ASML: 7.5%
* AVGO: 7.5%
* GOOGL: 5.0%
* AMZN: 5.0%
* NBIS: 5.0%
* ARM: 5.0%
* ANET: 5.0%
* VRT: 5.0%
* CEG: 5.0%
* MRVL: 2.5%
* COHR: 2.5%
* APH: 2.5%
* ETN: 2.5%
* MPWR: 2.5%
* AMAT: 2.5%
* TER: 2.5%
* SYM: 0-2.5%*
* IONQ: 0-2.5%*
___
Tech Organized by Sector
* Compute, Foundry & Architecture (20.0%)
* NVDA: 7.5%
* TSM: 7.5%
* ARM: 5.0%
* Networking & Connectivity (20.0%)
* AVGO: 7.5%
* ANET: 5.0%
* MRVL: 2.5%
* COHR: 2.5%
* APH: 2.5%
* Providers & Dedicated AI Cloud (15.0%)
* GOOGL: 5.0%
* AMZN: 5.0%
* NBIS: 5.0%
* Infrastructure, Power & Utilities (15.0%)
* VRT: 5.0%
* CEG: 5.0%
* ETN: 2.5%
* MPWR: 2.5%
* Semiconductor Equipment & Testing (12.5%)
* ASML: 7.5%
* AMAT: 2.5%
* TER: 2.5%
* Memory & Storage (12.5-17.5%)
* DRAM: 12.5-17.5%*
* Emerging Tech: Robotics & Quantum (0-5.0%)
* SYM: 0-2.5%*
* IONQ: 0-2.5%*

We live in an era where mega corporations sells us their products with anthropomorphised cute TPUs with memes. Well i just made 56 cents with AVGO, so i guess im part of the problem. GO TPUS!! uwuu

What are you in? I’ve just got some AVGO calls hanging on for dear life

Reeks of ber puss. I’m outtie. I’ll check my AVGO calls in 4 months

https://www.gurufocus.com/term/forward-pe-ratio/AVGO

Hate to be right on this one... but, it's under 400.
I mean, I don't hate to be right for me, but I feel bad for people still in AMD.
380 and I'll be able to buy 6K shares of AMD and I'll be able to add about 750-800 shares of AVGO.
I think NVDA breathes some life back into the AI sector on Wed afternoon, but we'll see.

Can confirm. I had to take a fat loss on ORCL. I was lucky to get out of AVGO, but poor u/Ohm\_Shanti is still holding the AVGO bags.

>If the company is solid, I would do it and hold for whatever will get you long term capital gains treatment.
This is the answer. If your company would pass your ordinary vetting process when considering a single stock, then a 15% discount is (to me) a no-brainer. It's important to note I'm a buy-and-hold type of investor so a 1 year exclusionary period isn't a big deal to me.
I participated in my former company's ESPP (AVGO) at the maximum level allowed. They made me a millionaire.

For context, I know I should diversify my portfolio. I was confident in AI becoming useful in the future, so I invested in ANET, ASML, AVGO, NVDA, CEG, and NASDAQ 100. I decided to invest in the things that power AI and in renewable energy with CEG. However, I am a bit skeptical now considering the demand might dip and this is just another dot com bubble. I'm planning to pull out while my investments are still positive, but this might be the beginner's fear in me?
Any thoughts? I did some research beforehand on some companies to invest in
Edit: sorry for the beginner's fear. I'm new to this and I get scared every time I see it go down

Funny that you're considering selling AVGO, the growth will keep going over the next 3 years at a bare minimum.
I'm also very bullish on Google because of AVGO.

VDA, AMD, and AVGO. What are you guys going for this week?

There are a few that offer M W F. Amazon Microsoft AVGO

i think there may be some risk on the horizon with regards to the large datacenter buildouts. the plans for these datacenters and the way they are being financed gives me a bit of pause, i think if we see de-committments or cancellations of some of the construction there would be a big backlash and AVGO would be at risk. maybe i'm wrong and they'll build all these massive new datacenters over the next 10 years and everything will be just fine. but if one domino falls it could be bad. i'm still pondering.

Any WSB/fintwit doofus with no information bought these stocks, probably earlier, too. This literally just looks like some mid, rules-based "Buy liquid growth/tech stocks on short-term pullbacks, as long as the longer-term trend or fundamentals pass our basic screens, then systematically rebalance and take profits" program.
> More than 3700 Transactions
> Notable Stocks Bought (Larger Transactions)
> Among the bigger purchases highlighted across reports:
>
> Nvidia (NVDA)
> Microsoft (MSFT)
> Amazon (AMZN)
> Apple (AAPL)
> Broadcom (AVGO)
> Oracle (ORCL)
> Dell (DELL)
> ServiceNow (NOW)
> Adobe (ADBE)
> Texas Instruments (TXN)
> Motorola Solutions (MSI)
Adobe and Motorola FFS. "ChatGPT, make me a stereotypical Boomer CFA's 'AI' portfolio". Only thing it's missing is IBM.
People will boycott X and any news outlet that doesn't hate AI, CEO's, Teslas, and capitalism, and then act like this must be some inside allocation job, lol.

Why liquidate AVGO? Do you believe it’s peaked?

Based port. Selling the AVGO just means more money for Goog so that tracks as well.

Top 5 positions are puts: SMH, NVDA, ORCL, AVGO, AMD.

current book is:
* 550 shares AAPL
* 445 shares AMZN
* 120 shares AVGO (thinking about liquidating this position by end of year)
* 760 shares GOOGL
I've been accumulating for quite a while, started taking investing/saving/FIRE (whatever you want to label it) seriously starting in idk maybe 2021. have been very fortunate since then to see a big run up. no spouse or children and grew up very poor and can be happy with a very minimal lifestyle. \~65% of my paychecks go into brokerage.