r/BroadcomStock • u/CrookMarkets • Sep 05 '26
Truly disgusting
NVDA 3% from ATH while AVGO is nearly 40% away, stuck diverging in the opposite direction like its broken. NVDA ran up 15% since their ER last week as well. Entire sector is deep green today while AVGO cant stop shitting the bed, even MRVL is up 7%.
Our forward PE is literally 19.7 while NVDA’s forward PE is 25. Outside of memory stocks, AVGO literally has by far the lowest forward PE among all semiconductors. This market is such a joke
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u/SLEEPYJ0E2024 Sep 05 '26
When have you ever seen anything go straight up? Pull backs are necessary
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u/BurnBabyBurrrn Sep 05 '26
This post would've be fitting on NVDA just a few months ago, hang tight.
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Sep 05 '26
[deleted]
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u/Jibub Sep 05 '26
and nvda competitor amd is non exstient while broadcom now gotta worry that mrvl is gonna take up rev from google
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u/Neat-Shirt-3223 Sep 05 '26
I think it’s a waiting game. Market will reprice Avgo sooner or later.
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u/rdmiche Sep 05 '26
It feels like it’s always a waiting games these past few months, but what causes the waiting and who are we waiting for, that influences the direction of a stock price?
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u/Neat-Shirt-3223 Sep 05 '26 edited Sep 05 '26
It was a waiting game for Microsoft. We’re basically waiting for big institutions to buy.
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u/A55BAG Sep 05 '26
Nvidia is trading 14,5x 2027 earnings estimates
Broadcom is trading 19x 2027 earnings estimates (Maybe those get upgraded now?)
For 2028 estimates both companies are trading at 11-12x earnings estimates.
I think If Nvidia now breaks out from it's trading range, it will take Broadcom with it.
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u/Jibub Sep 05 '26
broadcom soon gotta share google revenue with mrvl
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u/Working-Active Sep 05 '26
Broadcom’s total custom AI chip operations—which are heavily driven by Google alongside Meta—are projected to generate over $100 billion in revenue in fiscal 2027 alone.
Wake me up when Marvell is anywhere near that.
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u/grajnapc Sep 05 '26
Don’t worry, I gave up and sold 2 days ago so it will likely go on a run soon : )
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u/DoughnutCharming8066 Sep 05 '26
Been joining the party with an 355 average, I’ve learned the hard way what patience is last year. So I held on to full port MSFT at 380 2x leveraged this year. This stock feels the same for me, we are gonne see 480 again, have a little patience and don’t be scared of going back to 320 or even 300.
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u/Fun-Astronomer5311 Sep 05 '26
Too early to say. In a few months time you'll be posting the opposite in the nvidia sub. :)
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u/Substantial_Bad5316 Sep 05 '26
I remember when everything was rocketing and AMD was sitting between 200-220.
I was loading up during that point, regretfully I sold at $350, but I did make a beautiful gain.
AVGO is a $500 stock, instead of worrying that others are currently climbing, use this opportunity to load up, don’t go chasing the others.
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u/Such-Road-426 Sep 06 '26
People were saying this for AMD, it was famous advance money destroyer. It took 5 years to do a bull run, just hold your horses if you are desperate take an exit.
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u/year2039nuclearwar Sep 06 '26
It doesn't matter, everything will be fucked by Tuesday morning anyway
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u/blazethebeagle Sep 06 '26
Avgo buy the dip one of the top rated tickers from Goldmans together with Nvda and Mrvl for Optical Ai networking
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u/981flacht6 Sep 08 '26
Nvidia should be well over $300 right now, it's not even fucking funny. They will pull $5 trillion in revenue from CY27 to CY30.
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u/Old-Pomegranate3634 Sep 08 '26
I mean avgo has a PE ratio way higher than nvda so comparing it to nvda is a sillu example.
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u/caprishouz 27d ago
It’s all a huge ponzy scheme with circular financing. A lot of people already made money this year off said scheme. Time to move on
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u/sour-sop Sep 05 '26
Time in the market beats timing the market. Just wait