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Started By
Message
re: Is Broadcom AVGO a buy at this price?
Posted on 6/3/26 at 7:15 am to Naked Bootleg
Posted on 6/3/26 at 7:15 am to Naked Bootleg
Yes. Bought a good bit yesterday when it dropped a bit late morning.
0
Posted on 6/3/26 at 2:49 pm to PSS101
Don't worry about price. Go for the growth stocks. That's AI infrastructure stocks.
Posted on 6/3/26 at 3:04 pm to how333
Ima trim some of my shares if it crosses 500.
Posted on 6/3/26 at 3:24 pm to horsesandbulls
quote:
Ima trim some of my shares if it crosses 500.
How were the earnings?
Posted on 6/3/26 at 3:35 pm to Double Oh
They beat estimates but dropped. Has happened for the last few earnings calls.
Get in now. Just saw more analysts have revised the price targets back up. HSBC has it at 600. Morningstar had them at 550.
Get in now. Just saw more analysts have revised the price targets back up. HSBC has it at 600. Morningstar had them at 550.
Posted on 6/3/26 at 4:29 pm to horsesandbulls
quote:
They beat estimates but dropped. Has happened for the last few earnings calls.
Get in now. Just saw more analysts have revised the price targets back up. HSBC has it at 600. Morningstar had them at 550.
Stock is down and i think its bringing down some other stocks as well after hours
Posted on 6/3/26 at 4:53 pm to horsesandbulls
Profit taking and a massive run up pre-earnings.
The business is performing remarkably well.
The business is performing remarkably well.
Posted on 6/3/26 at 5:20 pm to Boomer Rick
After hours are down just a tad
Posted on 6/3/26 at 6:22 pm to AuburnTigers
quote:
AVGO starting to pick up steam. earnings report after hours
Posted on 6/3/26 at 8:51 pm to Sus-Scrofa
quote:just 14%…
After hours are down just a tad
Posted on 6/4/26 at 5:45 am to Neauxla
So is this a chance for people to jump in and get a quick 14 percent bump when this bounces back?
It’s funny reading the competing messages being sent out this morning.
It’s funny reading the competing messages being sent out this morning.
Posted on 6/4/26 at 9:42 am to Sus-Scrofa
quote:
So is this a chance for people to jump in and get a quick 14 percent bump when this bounces back
probably not.
It has returned to what it was and the guidance was not awesome
Posted on 6/5/26 at 2:44 pm to DarthRebel
Hasn’t hit its bottom yet it would seem
Posted on 6/5/26 at 3:18 pm to Sus-Scrofa
Ha — let’s lay this out because it’s genuinely extraordinary when you line it up:
Google — spending $175-185 billion building its own data centers, has its own TPU program through Broadcom with a long term agreement through 2031, and is STILL so compute starved it just signed an $11 billion annual deal to rent Nvidia GPUs from Elon Musk’s rocket company.
Anthropic — has Amazon committed $4 billion to them, has Broadcom building TPU infrastructure providing 6 gigawatts of compute through 2027, and STILL needed to rent the other half of SpaceX’s Colossus facility because they couldn’t get enough compute anywhere else.
SpaceX — built Colossus 1 with 220,000 Nvidia GPUs ostensibly for xAI and Grok, and immediately rented every single chip to Anthropic and Google because the demand was irresistible. Accidentally became a hyperscaler before its IPO next week.
The hyperscalers are spending hundreds of billions building infrastructure AND renting whatever they can find on top of that. Anthropic is burning through compute faster than Amazon’s $4 billion commitment can supply. Google can’t build fast enough despite the largest capex program in its history.
And someone looked at Broadcom’s earnings transcript — where Hock Tan described demand running ahead of expectations with 2028 visibility across six named customers — and sold the stock 20% because the AI chip whisper number missed by $1.2 billion.
Tell me Nvidia, Broadcom, and Marvell don’t have a long way to go. Go ahead. I’ll wait.
Google — spending $175-185 billion building its own data centers, has its own TPU program through Broadcom with a long term agreement through 2031, and is STILL so compute starved it just signed an $11 billion annual deal to rent Nvidia GPUs from Elon Musk’s rocket company.
Anthropic — has Amazon committed $4 billion to them, has Broadcom building TPU infrastructure providing 6 gigawatts of compute through 2027, and STILL needed to rent the other half of SpaceX’s Colossus facility because they couldn’t get enough compute anywhere else.
SpaceX — built Colossus 1 with 220,000 Nvidia GPUs ostensibly for xAI and Grok, and immediately rented every single chip to Anthropic and Google because the demand was irresistible. Accidentally became a hyperscaler before its IPO next week.
The hyperscalers are spending hundreds of billions building infrastructure AND renting whatever they can find on top of that. Anthropic is burning through compute faster than Amazon’s $4 billion commitment can supply. Google can’t build fast enough despite the largest capex program in its history.
And someone looked at Broadcom’s earnings transcript — where Hock Tan described demand running ahead of expectations with 2028 visibility across six named customers — and sold the stock 20% because the AI chip whisper number missed by $1.2 billion.
Tell me Nvidia, Broadcom, and Marvell don’t have a long way to go. Go ahead. I’ll wait.
Posted on 6/8/26 at 5:54 am to Boomer Rick
Excessive bleeding may be over
Posted on 6/10/26 at 6:26 pm to Sus-Scrofa
When is this thing gonna hit bottom?
Posted on 6/10/26 at 6:30 pm to Sus-Scrofa
quote:
When is this thing gonna hit bottom?
You can’t call the bottom just like you can’t call the top.
If you think it’s low, start buying and if it goes lower buy more. Never use all your powder on the first buy.
Posted on 6/10/26 at 6:31 pm to Sus-Scrofa
Tree fiddy
Posted on 6/10/26 at 6:36 pm to jefforize
More eloquently stated, this is still a very strong blue chip. CEO hock tan is not a salesman like musk, so, ridiculous overstatements on earnings calls aren’t happening here. Maybe to their demise but idk, I’m not BoD so I digress.
Looking at their financials and customers and their business and the overall environment, it’s going to be volatile but over time, AVGO will dominate
Yes, I’m aware Google is pivoting away from avgo for chips. Other buyers will replace.
My price to add is $350. I feel there is alpha on the table
Looking at their financials and customers and their business and the overall environment, it’s going to be volatile but over time, AVGO will dominate
Yes, I’m aware Google is pivoting away from avgo for chips. Other buyers will replace.
My price to add is $350. I feel there is alpha on the table
This post was edited on 6/10/26 at 6:40 pm
Posted on 6/11/26 at 5:29 am to jefforize
Morningstar has it rated 5 star undervalued price it closed at $372.10. It's a bargain at that price.
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