So I kept all shares that moved from VMware to Broadcom (during the change) and I took redundancy
What are people thinking when it comes to broadcom shares? Will they go up or down when vcf9 comes out and everyone gets let go
24 replies (most recent on top)
Why didn't you sell them on the 16th of December??? Now you've lost that train...
Singapore autorities arrested people from a luxury clothing retailer that was buying SMCI NVDA servers and shipping to China. The Chinese found out that they needed only 1% of that supply because deepseek exposed the AI scam. Now the Chinese tech minister is dissappeared because the chinese have been scammed by SMCI and NVDA. They are using these servers for cooking in China becuase they are so damn hot and selling them on the streets.
Paging Pam Bondi. DOJ is upto her neck in tackling the deep state. She has much bigger things to look at now like the video tapes of the island life. She will get to NVDA and SMCI National Secuirty soon.
People! easy on the selling. No one likes a disorderly crash. Don't act like retail sheeeple. Sell slowly like the institutions. Or like the execs do once a quarter.
Boo-ga-dee, boo-ga-dee, boo-ga-dee!
Don't worry. No crash coming. They can't crash now. They crash only when they think they have a plan to take more money from the Fed. Like in 2008 when they sacrificed Bear Sterns and Lehman Brothers and then everyone else got bailed out. Or in 2020 crash they just let the Fed pump pump 5 trillion into the economy.
Now if there is a crash, Trump will just shut down the Fed. The Fed is supposed to avoid crashes and booms and busts.
So now we are going to see a slow grind down. The painful deleveraging. The destruction of banks and pension funds and privaat eqetey funds. Most of this capital belongs to the deep state and the chinese anyway. Good riddence.
God Bless America.
NVDA accounts receivables growing exponentially while revenues grow modestly. Enron anyone? Those who know, know.
SMCI filed its annual report with SEC after 8 months. They have a new auditor. They basically said that they are not aware of any channel stuffing or fraudulent transactions between SMCI and its partners companies that are owned by the other family members. They also said they don't have any controls for fraud. They cut and paste the entire Hindenburg short seller report in the caveats section saying all of it could be true. DOJ and SEC are already investigating. So the ball is back in SEC court now.
No need to restate any filings of SMCI for now. So, no need to restate NVDA earnings for now. I guess if they can postpone the inevitable by even a few hours they will do anything. It is clear how this is going to end. Both NVDA and SMCI have been convicted of fraud in the past.
NVDA had a revenue beat. 40 Billion in revenues. Next quarter will be $43 Billion. A q/q growth of 7.5% or annualized 30%. This quarter the annualized growth rate was 50%. The growth rate in mid 2023 was 250%. The stock is down after hours. Revenues from China have halved in terms of percentage.
This is called the law of large numbers. Every bubble runs into this in the end stages. But in the end stages the speculation peaks. AVGO is moving by 5% up and down on no news. In the end stages of a bubble things become unhinged because there is a lot of cash to throw around. The bubble is progressing as expected. Speculation is peaking.
As the growth rate goes to zero and negative, the crash will come long before that.
@kd+1jmw6bj17 - You must be one long timer passing time (waiting RSU to vest) at vmware like a Democrat senator from CA (getting re-elected without votes or with vote manipulation). Live with it buddy. MAGA !!!
Trump already shutdown the CFPB. That was part of the Fed. The Fed is supposed to fund itself. Now it is generating 200 billion losses per year. Not sure what Trump has in mind. He could shut down the Fed now because it has generated enormous losses since mid 2022. Everything is on the table.
Tomorrow NVDA results. Definitely eventful.
Trump will ask the treasury to print a 1,000,000 trillion dollar coin and we are back in business!
Now off to buy a third house just like good old times in 2008 , MBS FTW!
All is well.
There is 7 trillion on the Fed's balance sheet. All that is Mortgage Backed Securities. MBS. The thing that caused the 2008 melt down and collapse of Lehman Brothers and Bear Stearns. At the time people thought that it is illegal for the Fed to buy Government backed bonds like MBS. The balance sheet was at 700 Billion in 2008. But here we are. Fed has bought MBS. Fed has bought corporate bonds. FDIC is holding on to the assets of failed banks like SVB. They don't want to liquidate the Commercial real estate holdings in the fear that it will trigger a melt down of Commercial Real Estate and hence the meltdown of more banks.
This time when the MBS implodes in the ongoing housing crash, that will be the end of the Fed. Trump looks like he is doing everything in his power to hasten the end of the Fed and the major commercial banks. They are talking about the sovereign wealth fund. Probably pull the money creation back to the Treasury just like JFK wanted.
We are living in historic times. AVGO stock price is the least of the worries. We are looking at major overhaul of the monetary and financial system.
To the OP >>>
Let me fill you in on a critically important fact: The performance of the VCF division is not what's driving the AVGO stock price.
https://www.econotimes.com/US-Pushes-to-Block-Tokyo-Electron-ASML-Engineers-From-Supporting-Chinas-Chip-Industry-1702936
U.S. Pushes to Block Tokyo Electron, ASML Engineers From Supporting China’s Chip Industry
No this is not the uniparty still in power. The uniparty rule ended on Jan 20 2025. Semiconductors are a National Security issue. No more servicing of Chip manufacturing in China. No more rerouting GPUs through Singapore to China. All loopholes are being plugged. If anyone thinks Broadcom with 30 Billion in revenues from China is going to do fine in the new administraion, then I have a bridge for sale for them.
I think 200 per share is a good sell. I would take 150 too. It was such a good sell just a couple of months ago. The execs would be laughing at all those who don't sell every quarter like them.
Paging Xi. I guess Xi wants to annex Australia and New Zealand. He is busy send warships there. The chinese people need some entertainment?
The person that posted this: “VMware is just crumbling from within…” is spot on!
Whatever organization or team that advised on the downsizing is made up of mo--ns. Many of the cuts crippled the organization by cutting some of the most valuable people. That mistake was amplified by the shuffling of incompetent managers into positions where they have made one bad decision after another.
There is of course another possibility, that Broadcom doesn’t care about the dysfunction they created, because they have no intention of making VMware a long term enterprise. The dysfunction is simply part of the plan to extract as much money as possible before moving on to another acquisition like Intel.
My stock price is extremely important. Cut down unnecessary staff......2k is sufficient.....introduce timesheets and work logs......we need vDOGE asap !!!!!!
- What did you work on last week ?
- How many meetings attended / day ?
- How much time spent in cafeteria and coffee/tea breaks ?
- How much time spent in bathroom breaks ?
The soviet style secrecy. Stasi compartmentalized command and control. No one knows what is going on. Everyone is just silent and scared hoping they get their next paycheck.
VMware is just crumbling from within. Hopefully they will get this VCF 9.0 out before complete collapse. They cut all the right people. Now all we have are the deep state DC swamp type permanent bureaucrats. The permanent bureaucracy that will just stay and sink with the ship. Any smart person has already left or kicked out over a decade of mismanagement by Pat G. ergo Intel.
100+ shares is not a life changing amount. Probably a fraction of your net worth. I guess it depends on whether you are OK will not seeing much of that money. It is a speculative bet because the valuations are highest in stock market history.
CSCO was $90 in 2000 March. It is now $50. Internet eventually conquered the world. But it was not worth $90 in 2000. There have been too many contenders to the next IT revolution. AI is just the current one. Crypto. Metaverse. Self Driving. I am not sure that AI will be such a big thing eventually. Japanese were talking about AI as the next IT revolution in 1980 bubble. They are just recovering from that crash after 40 years.
"If you haven't sold anything. Probably you don't know how to invest. You probably don't need the money"
So I have sold many shares from VMware in the past, but with €55,000 worth of severance that I got when I jumped ship and because I got a new job a week after leaving VMware I didn't need to sell the 100+ shares that were converted over from VMware to Broadcom!
The question I had was will they go higher with vcf-9 coming out or will they drop.
If you haven't sold anything. Probably you don't know how to invest. You probably don't need the money. Unfortunately you will never see that money eventually. It only stays on paper for sometime as the bubble inflates. But you will live and learn. That will be a silver lining.
Big week for AI bubble. NVDA results Wednesday. SMCI the AI server maker Taiwanese family enterprises will be delisted in 48 hours for not filing their annual report with SEC for 2 years.
https://uk.finance.yahoo.com/video/microsofts-data-center-slowdown-could-153121289.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAAHks-OsBANhAZ4SViu7VDM-bgfPjQwMeLNb9yHxSRyYJojwkytViocxmb0df0aGWt_mTeqkPLN697NW3U-99XVUoNYShE9HcV0lsaHkKSPQOrlbwYSK-AF4AYoUtEVn4IRds-t7tA8Zp0j-UYa6PnX6lkpolNADb69zsQnulUM76
How Microsoft's data center slowdown could influence Big Tech
"What they're telling us now ... is that maybe they've gotten to a level that they can just sustain and plateau at ... it makes sense that they're reevaluating the portfolio of investments and starting to moderate it."
Luria notes that Microsoft's shift in spending "will then cause other mega caps, especially the hyperscalers, to reconsider their plans."