AVGO

[DILLIGAF]

Sold some of it a while back. Still have about 100 shares or so. Up over 300% on this stock right now.

Great morning after earnings!

Who else was holding some?

 

[Flatsix66]

Lots of smiles in the office today, RSUs vest on Monday.

 

[boatpi]

My large cap mutual is up 38% this year

 

[shintoooo]

I bought 10 $190 calls for 1/3/25 yesterday at $5 each so $5000 total and sold them today for $30 each so $30,000. Made a quick $25K.

 

[coolchange]

I bought 10 $190 calls for 1/3/25 yesterday at $5 each so $5000 total and sold them today for $30 each so $30,000. Made a quick $25K.

Dam I got to learn options

 

[Javajoe]

My large cap mutual is up 38% this year

My Roth is doing well also

 

[Xring01]

AVGO has been on my radar.

Hell anything in the top of the Nasdaq 100 has been on my radar.

But about 4 years ago, I really had to give up alot of my trading, both short/long term.

The vast majority I do is just retirement 101 type stuff, but playing a bit in some old accounts with PLTR, DKNG, TSLA, NFLX, and doing some swing trades when I see something get hammered.

I just put in way to many hours at work everyday to truly pay attention..

During CV I was a day trading fool, and man did I have to pay one very very hefty tax bill after… Damn that hurt.

 

[DILLIGAF]

My ave buy in was 53.18 and like I said a portion of my AVGO was sold earlier

Been fun but when we rebalance here shortly I think this one is going to be sold.

Gotta keep it all balanced and so forth......a 300%+ return is great

For me its about protecting principal with not as much risk as in my past.

We shall see when everything gets looked at in depth

I trust my guy 100% as he got me to this point after all these years. When it was me it was extreme results....boom and bust as I was younger and took a lot of risk. Can't do that now

 

[DILLIGAF]

Wow! Gangbusters and making me some money.

 

[coolchange]

Wow I woke to Panw with WTF?! Didn’t know they were splitting today lol!
Pissed at myself for dumping SOUN at 4.90. Pissed also about GRRR I was looking at 5. Then MIL dies and distracts everything, now $10. F me lol.

 

[Flatsix66]

$1.12T company valuation, $56M per employee.

 

[Xring01]

AMD???
Getting beat up and trading pretty darn low.

Before I share my thoughts, would any of you consider it.

Another on my Radar is SOFI, but for different reasons

 

[Flatsix66]

AMD???
Getting beat up and trading pretty darn low.

Before I share my thoughts, would any of you consider it.

Another on my Radar is SOFI, but for different reasons

I don't know about the stock valuation but on what is going on in the industry competitively. NVIDIA competition is real, their customers want (desperately) an alternative to their proprietary GPUs and Infiniband network. AMD is very well positioned as an alternative GPU and as an alternative to Intel CPUs in the datacenter. Broadcom is the network alternative, so if AMD GPUs start doing well, so will AVGO network devices. Also look for alternatives that use less power, NVIDIA is first to market (old tech) but are very inefficient as a result, competitors will use a smaller process chip that uses less power.

 

[ChevelleSB406]

Its a top 10 in my primary mutual fund, and I have some on the side. Happy to see the rally continuing today.

 

[DILLIGAF]

Approaching up almost 400%.....not bad but like I said we will be out of it soon.

Kind of reminds me of my run on Chipotle and Panera way back when......those were fun to watch

 

[coolchange]

AMD???
Getting beat up and trading pretty darn low.

Before I share my thoughts, would any of you consider it.

Another on my Radar is SOFI, but for different reasons

Been watching AMD. Can they really come back that hard?
In Sofi pretty hard. Wanted to be harder, but I turned around and it bumped. I think I’m still gonna get in for More. I posted Sofi months ago. I think it was mid sevens? was stalling around in the low 7s And life distracted me. Shit. you looking at Sofi because of SpaceX?
Anybody watching GRRR? It’s doubled since I started watching it. That’s about right for me. Lol. Still my jump in a little bit.

 

[Cole Trickle]

AMD???
Getting beat up and trading pretty darn low.

Before I share my thoughts, would any of you consider it.

Another on my Radar is SOFI, but for different reasons

I bought in to AMD a couple months back and it made a run followed by a slow downtrend and im a grand down. From everything I can see it should be performing better than it is so I'm holding for now.

Tripled my $$$ on SOUN. sold a tad and got my initial buy in out. I have no idea where its headed as nobody really saw it going to $20

Cant believe how crazy TSLA has gone since the election. I' had it at $213 and sold when it went to $260

Evidently I sold early on SOFI as well. Took some nice wins but I didn't think it would get to $17. People think it can go much higher but I'm not sure.

 

[Xring01]

I bought in to AMD a couple months back and it made a run followed by a slow downtrend and im a grand down. From everything I can see it should be performing better than it is so I'm holding for now.

Tripled my $$$ on SOUN. sold a tad and got my initial buy in out. I have no idea where its headed as nobody really saw it going to $20

Cant believe how crazy TSLA has gone since the election. I' had it at $213 and sold when it went to $260

Evidently I sold early on SOFI as well. Took some nice wins but I didn't think it would get to $17. People think it can go much higher but I'm not sure.

AMD
Has two choices,,, find support at 52 week low, and start to recover? or Look out below cause it can fall alot further. ???

No market likes one dominant suppier with 80 plus percentage market share.

If my opinions, based on reading alot of reports, AMD has better chips than NVDA.
Going further in that discussion can go 10 directions in a nano second.

Have I purchased AMD yet… NOPE…
But its a big possibility…., why
2x in 1 year is plausible. And 20% in one year is good enough for me.

My PLTR crystal ball has been fairly accurate lately.

AMD could be serious competition to over priced NVDA, saying that, means you gotta go down all those rabbit hole I mentioned earlier.

Good news is at 52 week low… with decent upside potential
Bad news, it can go alot lower…

Both for alot of reasons

 

[coolchange]

You and a couple other things have got me seriously watching AMD. Are they old and gonna rest on their laurels? Or are they developing and moving forward?
Another point in all this frenzy has got me looking at shovels. All This ultra High-speed quantum computing is also in the hands of the bad guys. It said now with AI they will be able to hack a password that would’ve taken days or weeks in milliseconds. So I’ve been looking at OKTA. Just stuff that I’ve been thinking about.

On that note, does anybody know how to patent a software idea? I’ve got an idea…

.
Came in hot this morning, ready to buy more Sofi, hate that fomo feeling, but that kept me out at 7

 

[boatnam2]

Bought a few of an IPO yesterday TTAN, TO THE MOON!

 

[DILLIGAF]

Oh boy. Pretty much an ass kicking for investors today.

Anybody buying in the next 15-20 min before close?

 

[RiverDave]

Sold some of it a while back. Still have about 100 shares or so. Up over 300% on this stock right now.

Great morning after earnings!

Who else was holding some?

Why do these threads always come up after they go up? Why don’t you fuckers post them before they go up? lol

 

[DILLIGAF]

Why do these threads always come up after they go up? Why don’t you fuckers post them before they go up? lol

I have been posting about AVGO prior to it going up. Lots of stocks over the years

Lots of other peeps as well.

 

[DILLIGAF]

I did not have one...not one...stock in the green today. This was an across the board taking of profits

 

[coolchange]

Reacting to the fed? Lets the carnage continue!
Glad I didn’t fomo. By being scared money and holding back last 2 weeks saved myself 2k+
There are plenty of plays in here that are WAY up Dave.

 

[DILLIGAF]

Why do these threads always come up after they go up? Why don’t you fuckers post them before they go up? lol

Didnt you say the same thing about crypto?

 

[bowtiejunkie]

I did not have one...not one...stock in the green today. This was an across the board taking of profits

Of 38 stocks, none were green. Boeing was down the least. Of 9 ETFs/Funds, none were green. I inputted several Buy trades in last 20 minutes. I'm going to keep buying if this downtrend continues.

 

[DILLIGAF]

Of 38 stocks, none were green. Boeing was down the least. Of 9 ETFs/Funds, none were green. I inputted several Buy trades in last 20 minutes. I'm going to keep buying if this downtrend continues.

Go get em.....lol I think this is kind of expected for a bit.....

 

[DILLIGAF]

Why do these threads always come up after they go up? Why don’t you fuckers post them before they go up? lol

So....I assume you bought some when it dropped back down to 218 on the 19th after dropping from 253?

 

[DILLIGAF]

So....I assume you bought some when it dropped back down to 218 on the 19th after dropping from 253?

Now its hitting the 240. area. Could have made 22. per share RD....

 

[DILLIGAF]

Sold most of my AVGO and rebalanced the portfolio this AM. Only have about 20 shares or so left in a smaller sep account and the risk is more exposed there.......

Hopefully everybody takes a critical eye on your holdings (or have someone who does) and you rebalance based on your risk analysis.

Here was my guys take on AVGO concerning my portfolio:

Initial Position:
- Split-adjusted price: ~$30
- P/E Ratio: 31
- Dividend Yield: 3.5%

Current Position:
- Price: ~$240
- P/E Ratio: 180+
- Dividend Yield: Just over 1%

This dramatic shift in metrics, combined with our analysis of other financial indicators, suggests limited upside at current valuations. While we maintain a positive long-term view of Broadcom's business prospects, we believe other opportunities offer better potential.

Good luck in the new year with all your investments in 2025

 

[ChumpChange]

Why do these threads always come up after they go up? Why don’t you fuckers post them before they go up? lol

Because they’re looking for an exit from theirs shares and need you to buy them. Jk I know they’re highly traded.

Whatever helped to CREE after it was posted as a great buy here?

 

[DILLIGAF]

Because they’re looking for an exit from theirs shares and need you to buy them. Jk I know they’re highly traded.

Whatever helped to CREE after it was posted as a great buy here?

I made money on CREE years ago. I haven't looked at it in a long time though.

Just searched the symbol CREE and it doesn't show up. They get bought by someone?

Just found this:

Cree, Inc. to sell LED Business to SMART Global Holdings, Inc. for up to $300 Million - Cree LED

OCTOBER 19, 2020 Transaction represents a key milestone in Cree’s transformation to focus on silicon carbide and gallium nitride devices, as well as materials Consideration includes $50 million upfront payment; $125 million seller note and up to $125 million earn-out DURHAM, N.C. – Cree, Inc...

www.cree-led.com

 

[GRADS]

I bought AVGO and SOUN on 12/20 after reading this thread. AVGO is up 11% and SOUN is up 28% Wish I would of thrown a lot more dough at it.

 

[ChumpChange]

I made money on CREE years ago. I haven't looked at it in a long time though.

Just searched the symbol CREE and it doesn't show up. They get bought by someone?

Just found this:

Cree, Inc. to sell LED Business to SMART Global Holdings, Inc. for up to $300 Million - Cree LED

OCTOBER 19, 2020 Transaction represents a key milestone in Cree’s transformation to focus on silicon carbide and gallium nitride devices, as well as materials Consideration includes $50 million upfront payment; $125 million seller note and up to $125 million earn-out DURHAM, N.C. – Cree, Inc...

www.cree-led.com

Exactly. I remember you posting about it after you made a bunch of money on the run up. Plenty of people lost after that.

That was a comment why people only post after they make money, not when they are on a run.

Nobody posts about the money they lose, only about the money they make.

 

[DILLIGAF]

Exactly. I remember you posting about it after you made a bunch of money on the run up. Plenty of people lost after that.

That was a comment why people only post after they make money, not when they are on a run.

Nobody posts about the money they lose, only about the money they make.

Me personally....I have had plenty of car crashes with stocks. Some very painful. I have listed a few of them over the years. Biggest crash cost me 6 digits and that hurt big time

 

[cofooter]

Me personally....I have had plenty of car crashes with stocks. Some very painful. I have listed a few of them over the years. Biggest crash cost me 6 digits and that hurt big time

That's why people buy bonds and other fixed income products, at 4-5%, measly return but helps them sleep at night, At 62, that's what works for me........

 

[DILLIGAF]

That's why people buy bonds and other fixed income products, at 4-5%, measly return but helps them sleep at night, At 62, that's what works for me........

Ohhh...i have about 40% in bonds of diff sorts and guaranteed returns without risk. With the rebalance not sure if that will increase or decrease right now.

Only way to go is diversified IMO

Agree with you to an extent

If I had 10m in investments maybe I would jump in nothing but 5% returns. Thats a pretty fair amount yearly to live on

 

[bowtiejunkie]

Exactly. I remember you posting about it after you made a bunch of money on the run up. Plenty of people lost after that.

That was a comment why people only post after they make money, not when they are on a run.

Nobody posts about the money they lose, only about the money they make.

I think, generally, people don't like to talk about failures. Investments and money are kind of a weird subject amonst many people to begin with. Further probably 100% of investment advisors have never talked about their failures in serving their clients. Just like no real estate agent has ever said "it's a terrible time to buy."

I've had a bunch of duds. Most of those companies are now out of business. The latest erased deep into the six-figure range of my portfolio. I've mentioned it before. It's a painful lesson that I'll likely never recover from. And it goes right to the point of @DILLIGAF diversivifed comment. Thing is, when you don't have a huge pile of money, you work for a solid company, and it increases 2,000% in a decade (with the business to support that), you don't think diversification is truely needed (I was 20% weighted into my employer's stock at the end, which historically it was closer to 10%). Then, I parked my 401k into cash when it was terminated and I had to rolled it out. Missed out on 20% gain (of S&P 500). Now I'm too weighted in NVDA, so need to deal with that. Lol. Anyways, I'm trying to look forward, invest wisely to hit my goal, and not dwell on the past.

 

[bowtiejunkie]

To the thread point, I bought 1 share of AVGO just before closing the day it recently split. Now have 10 shares, and the value is up 64%. I'll take these base hits!