AVGOSemiconductors
FollowFollowingUnfollowFree · no card
Get what investors say about AVGO next
2 new calls on AVGO this week are not on this page yet. Follow AVGO free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Who said what, and what AVGO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about AVGO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Barbara DoranCEO & CIO, BD8 Capital Partners | Bullish | Fox Business (uncut) | Broadcom benefits from hyperscalers diversifying away from NVIDIA toward custom chips while its VMware… |
| 2026-10-16 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | Broadcom generates $14B per quarter in cash with a strong balance sheet and is being unjustly sold off… |
| 2026-10-15 | Melvin MathewAI Analyst, Milk Road | Bullish | Fox Making Money (playlist) | Broadcom is the best investment right now because as hyperscalers accelerate their shift to custom ASICs… |
| 2026-10-14 | Melvin MathewAI Analyst, Milk Road | Bullish | Fox Business (uncut) | Broadcom's revenue is growing at a very fast rate driven by AI custom chip demand, and despite competition… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | Broadcom's multi-year custom chip work on Google's TPU has earned them new design-win opportunities with… |
| 2026-09-18 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC Halftime Final Trades | Broadcom's 60% revenue growth both this year and next year makes its roughly 20x valuation relatively… |
| 2026-09-03 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | CNBC Fast Money Final Trade | Broadcom has broken through its 200-day moving average and an unfilled gap from April at approximately $310… |
| 2026-03-06 | Thomas LaffontCo-founder, Coatue Management | Bullish | Philippe Laffont | Broadcom's AI segment is growing ~40% while trading at a cheaper GAP earnings multiple than decelerating SaaS… |
| 2026-02-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Custom ASICs (Broadcom) are taking chip share from GPU vendors like Nvidia and AMD as hyperscaler AI buildout… |
| 2025-10-14 | Larry FinkChairman/CEO, BlackRock | Bullish | CNBC Television | Broadcom's strategic transformation under Hock Tan positions it as a beneficiary of the broader AI… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-08-29 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Committee | Broadcom's diversified revenue mix—roughly 31% AI data center, 41% high-margin recurring VMware software, and… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | Broadcom's networking silicon is embedded in every hyperscaler's AI infrastructure, making it the de facto… |
| 2024-12-23 | Dylan PatelFounder & chief analyst, SemiAnalysis | Bullish | Bg2 Pod | Broadcom has secured multiple custom ASIC wins across hyperscalers and is the critical networking vendor… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Broadcom was originally purchased for its ~3% dividend yield as an income holding and has since emerged as an… |
| 2023-02-15 | Jason | Bullish | CNBC Halftime Final Trades | Broadcom offers a compelling 7% cash yield plus 3%+ dividend yield, and the VMware integration deal is… |
Next report: 9 Dec 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Sep 2026 | after the close | 3.32 vs 3.30 | -2.1% |
Notable options days
Sessions in the last 120 where AVGO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-06 | ||||||
| 2026-09-03 | ||||||
| 2026-09-02 | ||||||
| 2026-08-14 | ||||||
| 2026-06-04 | ||||||
| 2026-06-03 | ||||||
| 2026-05-14 |
AVGO on the Wheel
AVGO passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following AVGO? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click