AVGO Broadcom Inc. · NASDAQ · Semiconductors & Related Devices
What each lens says: funds — Appaloosa, Citadel, Renaissance Technologies opened or grew · Bridgewater, Coatue, D. E. Shaw cut or exited · congress — House members filed 5 purchases and 0 sales in 60 days · press — 22 headlines read flat
no price series yet
What the readers say — 0 reads of posts over 50 upvotes, last 30 days
no reads yet — the model key is not set on the server
posts per day (height) and word-score mood (color), gated
Connected to AVGO — asked of the layer, served live
news.articles
- discusses ×1 Broadcom, Cisco, Arista Networks: CNBC’s ‘Final Trades’ - Broadcom (NASDAQ:AVGO)
- discusses ×1 Nvidia Stock Sits in 82% of Portfolios, But Hedge Funds Are Making Other AI Bets
- discusses ×2 Beyond Nvidia: 3 AI Infrastructure Stocks to Watch - Broadcom (NASDAQ:AVGO)
- discusses ×1 Michael Dell Wealth Soars Past $100B: Dell Stock Hits New Highs - Broadcom (NASDAQ:AVGO),
research.hypotheses
- discusses ×1 hyp:basket:02aba524a033:20260907
- discusses ×1 hyp:basket:04c95fca5879:20260919
- discusses ×1 hyp:basket:06f0c2675ba4:20260907
- discusses ×1 hyp:basket:0f0a7bfb57e6:20260907
- discusses ×1 hyp:basket:1186c0f803c4:20260907
- discusses ×1 hyp:basket:20301a22effb:20260907
- discusses ×1 hyp:basket:2d14f383fe5d:20260916
- discusses ×1 hyp:basket:2ec7f5682e36:20260907
- discusses ×1 hyp:basket:3628e94d8c48:20260923
- discusses ×1 hyp:basket:414fb340e728:20260907
- discusses ×1 hyp:basket:419b960f3573:20260907
- discusses ×1 hyp:basket:4d608556a82c:20260907
History of AVGO — the layer's log: every relationship that appeared, strengthened or faded
- 2026-10-03 19:06 appeared discusses hyp:cluster:4de70dec5e5a:20261003 research.hypotheses · crossed the bar · ×1
- 2026-10-03 18:56 strengthened references news:57beca8175230b55 news.articles · ×4
- 2026-10-03 18:56 strengthened references news:123d708601691454 news.articles · ×4
- 2026-10-03 18:56 faded references ptr:20034138:4 congress.trades · evicted by a cap · ×1
- 2026-10-03 18:56 appeared references news:ecfdf1ec6b05f606 news.articles · crossed the bar · ×1
- 2026-10-03 18:56 strengthened references news:5aaf6040eb032716 news.articles · ×4
- 2026-10-03 18:56 strengthened references news:34a561d6cb0a0239 news.articles · ×4
- 2026-10-03 18:56 strengthened references news:f25e06ad5bac9494 news.articles · ×4
- 2026-10-03 18:56 strengthened references news:dd200099a5d351cb news.articles · ×4
- 2026-10-03 18:56 strengthened references news:e21c4dbd9298fa75 news.articles · ×4
- 2026-10-03 18:56 faded references ptr:20034274:11 congress.trades · evicted by a cap · ×1
- 2026-10-03 18:56 appeared references news:d1b0c63aa114dc44 news.articles · crossed the bar · ×1
- 2026-10-03 18:56 strengthened references news:66a9be61f43e9bc4 news.articles · ×4
- 2026-10-03 18:56 strengthened references news:bf797c028517de2f news.articles · ×4
- 2026-10-03 18:56 faded references ptr:20034106:2 congress.trades · evicted by a cap · ×1
- 2026-10-03 18:56 appeared references news:a22f2413b69f5808 news.articles · crossed the bar · ×1
- 2026-10-03 18:56 strengthened references news:cefea9eb36c107af news.articles · ×4
- 2026-10-03 18:56 faded references ptr:20034285:25 congress.trades · evicted by a cap · ×1
- 2026-10-03 18:56 appeared references news:01638027badc1502 news.articles · crossed the bar · ×1
- 2026-10-03 06:24 appeared discusses verdict:hyp:basket:04c95fca5879:20260919 research.verdicts · crossed the bar · ×1
- 2026-10-03 05:20 faded references ptr:20034489:1 congress.trades · evicted by a cap · ×1
- 2026-10-03 05:20 returned references ptr:20034138:4 congress.trades · crossed the bar · ×1
- 2026-10-03 04:57 faded references ptr:20034489:0 congress.trades · evicted by a cap · ×1
- 2026-10-03 04:57 returned references ptr:20034274:11 congress.trades · crossed the bar · ×1
- 2026-10-03 04:37 faded references ptr:20033916:5 congress.trades · evicted by a cap · ×1
- 2026-10-03 04:37 returned references ptr:20034106:2 congress.trades · crossed the bar · ×1
- 2026-10-03 04:37 faded references ptr:20033916:4 congress.trades · evicted by a cap · ×1
- 2026-10-03 04:37 returned references ptr:20034285:25 congress.trades · crossed the bar · ×1
- 2026-10-03 03:35 faded references ptr:20033845:1 congress.trades · evicted by a cap · ×1
- 2026-10-03 03:35 returned references ptr:20034489:1 congress.trades · crossed the bar · ×1
- 2026-10-03 03:35 faded references ptr:20033845:0 congress.trades · evicted by a cap · ×1
- 2026-10-03 03:35 returned references ptr:20034489:0 congress.trades · crossed the bar · ×1
- 2026-10-03 03:06 appeared discusses hyp:basket:563917ffae6c:20261003 research.hypotheses · crossed the bar · ×1
- 2026-10-03 02:54 faded references ptr:20033762:23 congress.trades · evicted by a cap · ×1
- 2026-10-03 02:54 returned references ptr:20033916:5 congress.trades · crossed the bar · ×1
- 2026-10-03 02:54 faded references hyp:cluster:ae2c183230ab:20261003 research.hypotheses · evicted by a cap · ×1
- 2026-10-03 02:54 returned references ptr:20033916:4 congress.trades · crossed the bar · ×1
- 2026-10-03 02:35 appeared discusses hyp:basket:bbc98b14a818:20261003 research.hypotheses · crossed the bar · ×1
- 2026-10-03 02:34 faded references news:735b5c542331eb5e news.articles · evicted by a cap · ×1
- 2026-10-03 02:34 returned references ptr:20033845:1 congress.trades · crossed the bar · ×1
The reads — each post's actual stance, by a language model
no reads yet for this ticker
Reddit posts — over 50 upvotes
The comments — loudest in 30 days, over 10 upvotes
“Im balls deep into the semis names. AVGO, NVDA, TSMC, MU are 4 big positions in my portfolio. Im up allost 1000% on Micron and I have absolutely no idea when to sell. I totally get the cyclical part but for now I cant sell. Demand is still growing so I just continue to hold for now… The big thesis i…”
67 ⬆ · u/CertifiedDruid333 · r/wallstreetbets · on Memory vs. GPU
“what you are missing is that i bought AVGO earlier in the year. sorry.”
41 ⬆ · u/thishitisgettingold · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“The market is pricing in concentration risk, not a crash.
Nvidia has the same 5 main customers as AMD and AVGO. Unless you believe all 3 of these companies are going to sell 100b in chips each to 5 companies that cannot generate 300b net profit annually (2 of which burn 20b a year and make nothing)…”
28 ⬆ · u/Wowmuchrya · r/StockMarket · on $NVDA has authorized an additional $150 billion share buyback program
“AVGO has had a crap year, but its 3 year return is still more than 10% better than SMH and 40% better than SOXX, so it just ran up its gains ahead of broader semis. Even more than NVDA, it has been resting, but while resting its forward PE settled in to "very solid investment" territory.
I would…”
24 ⬆ · u/SnS2500 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“AVGO is fundamentally supported. Based on forward guidance, both NVDA and AVGO trade at <20x forward EV/EBITDA and have 50%+ net margins. By comparison, AMD is over 60x EV/EBITDA with 20% net margins. I just don't see AMD growing into its current valuation.
Disclaimer: I am long NVDA and AVGO, and…”
18 ⬆ · u/GoneWithTheFishes · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
“I’d take AVGO over UBER any days sir ”
13 ⬆ · u/doctorqaz · r/wallstreetbets · on UBER - 690k Bet
“You’re only up a measly 10%? Calls don’t expire untill 2028? AVGO hasn’t even reclaimed 400 yet. Too soon to sell imo”
11 ⬆ · u/DryBicycle5629 · r/wallstreetbets · on AVGO what’s the exit strategy
“AMD top line growth is slower than both AVGO and NVDA, depsite being off a much smaller base number. You'd have thought the opposite based on the valuations. Now I would not short AMD, but it's very pricey.”
10 ⬆ · u/greenpride32 · r/stocks · on AVGO is lagging the entire semis rally. What am I missing?
News
Who holds it — the big funds' 13F reports, each manager's newest quarter
| manager | position | shares | move vs prior quarter | as of |
|---|---|---|---|---|
| D. E. Shaw | $867M | 2,297,773 | decreased | 2026-06-30 |
| Citadel | $771M | 2,042,013 | increased | 2026-06-30 |
| Tiger Global | $662M | 1,754,062 | decreased | 2026-06-30 |
| Bridgewater | $497M | 1,317,923 | decreased | 2026-06-30 |
| Point72 | $386M | 1,023,500 | decreased | 2026-06-30 |
| Renaissance Technologies | $321M | 849,835 | increased | 2026-06-30 |
| Coatue | $159M | 422,553 | decreased | 2026-06-30 |
| ARK Invest | $153M | 407,202 | held | 2026-06-30 |
| Soros Fund | $62M | 165,246 | increased | 2026-06-30 |
| Appaloosa | $56M | 150,000 | new | 2026-06-30 |
| Third Point | $0M | 0 | exited | 2026-06-30 |
| Two Sigma | $0M | 0 | exited | 2026-06-30 |
| Millennium | $0M | 0 | exited | 2026-06-30 |
| Duquesne (Druckenmiller) | $0M | 0 | exited | 2026-06-30 |
Insider trades — Form 4 open-market buys and sales
| traded | filed | who | side | shares | price | value |
|---|---|---|---|---|---|---|
| no insider trades on record for this ticker | ||||||
Congressional trades — House periodic transaction reports
| traded | filed | member | type | owner | amount |
|---|---|---|---|---|---|
| 2026-08-26 | 2026-09-03 | Hon. David J. Taylor OH02 | purchase | self | $1,001 – $15,000 |
| 2026-08-26 | 2026-09-03 | Hon. David J. Taylor OH02 | purchase | self | $1,001 – $15,000 |
| 2026-08-12 | 2026-09-15 | Hon. Richard W. Allen GA12 | purchase | SP | $1,001 – $15,000 |
| 2026-07-24 | 2026-08-06 | Hon. David J. Taylor OH02 | purchase | self | $1,001 – $15,000 |
| 2026-07-14 | 2026-08-17 | Hon. Richard W. Allen GA12 | purchase | SP | $1,001 – $15,000 |
| 2026-04-27 | 2026-05-01 | Hon. David J. Taylor OH02 | sale | self | $1,001 – $15,000 |
| 2026-04-27 | 2026-05-01 | Hon. David J. Taylor OH02 | sale | self | $1,001 – $15,000 |
| 2026-03-31 | 2026-03-31 | Hon. Jared Moskowitz FL23 | purchase | self | $1,001 – $15,000 |
| 2026-03-25 | 2026-04-06 | Hon. Gilbert Cisneros CA31 | sale_partial | self | $1,001 – $15,000 |
| 2026-02-26 | 2026-03-05 | Hon. David J. Taylor OH02 | purchase | self | $1,001 – $15,000 |
| 2026-02-12 | 2026-03-01 | Hon. Julia Letlow LA05 | sale_partial | self | $1,001 – $15,000 |
| 2026-01-29 | 2026-01-30 | Hon. David J. Taylor OH02 | purchase | self | $1,001 – $15,000 |
| 2026-01-16 | 2026-01-30 | Hon. David J. Taylor OH02 | sale | self | $1,001 – $15,000 |
| 2026-01-08 | 2026-01-15 | Hon. David J. Taylor OH02 | sale | self | $1,001 – $15,000 |
| 2026-01-08 | 2026-01-15 | Hon. David J. Taylor OH02 | sale | self | $1,001 – $15,000 |
| 2025-12-17 | 2026-01-09 | Hon. Gilbert Cisneros CA31 | purchase | self | $1,001 – $15,000 |
| 2025-12-11 | 2026-01-02 | Hon. Dan Newhouse WA04 | sale_partial | SP | $1,001 – $15,000 |
| 2025-11-18 | 2025-12-12 | Hon. Gilbert Cisneros CA31 | purchase | self | $1,001 – $15,000 |
| 2025-10-31 | 2025-11-01 | Hon. Lisa McClain MI09 | sale | SP | $1,001 – $15,000 |
| 2025-10-30 | 2025-11-01 | Hon. Lisa McClain MI09 | purchase | SP | $1,001 – $15,000 |
| 2025-10-30 | 2025-11-01 | Hon. Lisa McClain MI09 | sale | SP | $1,001 – $15,000 |
| 2025-10-17 | 2025-11-12 | Hon. Gilbert Cisneros CA31 | purchase | self | $1,001 – $15,000 |
| 2025-10-16 | 2025-11-01 | Hon. Julia Letlow LA05 | sale_partial | self | $1,001 – $15,000 |
| 2025-10-10 | 2025-10-31 | Hon. Jared Moskowitz FL23 | purchase | DC | $1,001 – $15,000 |
| 2025-10-10 | 2025-10-31 | Hon. Jared Moskowitz FL23 | purchase | DC | $1,001 – $15,000 |
| 2025-10-10 | 2025-10-31 | Hon. Jared Moskowitz FL23 | purchase | self | $15,001 – $50,000 |
| 2025-09-23 | 2025-09-23 | Hon. Valerie Hoyle OR04 | sale | SP | $15,001 – $50,000 |
| 2025-09-17 | 2025-09-17 | Cleo Fields LA06 | purchase | self | $15,001 – $50,000 |
| 2025-08-15 | 2025-08-18 | Cleo Fields LA06 | purchase | self | $15,001 – $50,000 |
| 2025-08-15 | 2025-08-18 | Cleo Fields LA06 | purchase | self | $15,001 – $50,000 |