Thread regarding VMware layoffs

What happened?

Stock price is rising and rising, both VMW and AVGO.

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| 2321 views | | 13 replies (last August 25, 2023) | Reply
Post ID: @OP+1oghUhKk

13 replies (most recent on top)

Dell will convert all his VMW shares to AVGO shares. He will be able to avoid short term gains because of this. You, on the other hand, may get some percentage of AVGO stock, and certainly cash out the remaining due to limited AVGO float. The biggest pig owns the trough

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Post ID: @1kzs+1oghUhKk

You can bet the Dell will figure out some advantage for himself over us poor schmucks.

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Post ID: @sxo+1oghUhKk
Stock price is rising and rising, both VMW and AVGO.

They both dropped ...

There's something to be said here about weather vs climate. Or disco records.

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Post ID: @mdr+1oghUhKk

AVGO down over $20 today

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Post ID: @dyb+1oghUhKk

If/when Michael Dell offloads his billion dollar worth of AVGO shares, avgo will tank. We (the employees) will remain the bag holders.

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Post ID: @myi+1oghUhKk

Market Analyst: "Broadcom's (NASDAQ:AVGO) strategy of AI driving growth while it continues to buy expensive companies to generate growth may not be a promising idea given the state of the company's balance sheet and the interest rate environment. We would avoid the stock and detail our thesis below."

https://seekingalpha.com/article/4630664-broadcom-ai-alone-not-able-to-help-balance-sheet-challenges

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Post ID: @sqm+1oghUhKk

AVGO stock trades in reasonably tight correlation to NVDA stock. At this point VMW stock price is linked to AVGO.

Enjoy the rising tide while it lasts.

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Post ID: @zre+1oghUhKk

On a positive note, it could be worse. There are many working folks in America like Oliver with zero stock https://www.youtube.com/watch?v=sqSA-SY5Hro

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Post ID: @gpd+1oghUhKk

Also, small investors (like employees) won't know about the selloff until after it has happened. Only the very wealthy, e.g. Michael Dell, have the opportunity to exit before the decline impacts their holdings. Don't be fooled by the current Bull market. The correction is coming, like all the prior times when stock prices are unrealistically inflated.

It's no longer about if it happens, but when it happens. Be prepared.

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Post ID: @sjf+1oghUhKk

However, several economic experts predict an upcoming 'market correction' that will impact all investments in company stock.

This is the volatility issue that affects all assessments of VMW RSUs transitioning to AVGO stock - the stock value is subject to change. While you celebrate today, you could be crying tomorrow. That's the reality of company stock ownership.

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Post ID: @hwr+1oghUhKk

VMW propelled all AI related stocks today

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Post ID: @fvy+1oghUhKk

The expo was a success.

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Post ID: @xnf+1oghUhKk

NVIDIA propelled all AI related stocks today

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Post ID: @bsl+1oghUhKk

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