Fresh money today: TSLA or AVGO

Real decision I'm working through this month: a lump of fresh money into exactly one of these two. AVGO- AI semiconductor revenue $16.7B last quarter, up 221% YoY. Trades at roughly 21x next-year forward earnings; consensus target \~$527. It's sitting below its 50- and 200-day averages after a rough two months, with the overhang being its massive customer-financing arrangements for OpenAI and Anthropic chip buildouts. TSLA- roughly 158x forward earnings. Earnings October 21. The price is autonomy and energy optionality: Cybercab rides launched in Austin in September and the robotaxi fleet is scaling, but you're paying for a future cash-flow story, not a present one.

8 comments held Reddit says 0 on reddit ↗

u/Potential_Salt_5780 1 20 hours ago

TSLA is an absolute POS. If and when the market turns, this is the type of stock that goes down 90% and never recovers.
u/Alwaysfavoriteasian 1 20 hours ago

....
u/RIVNMoonMe 1 19 hours ago

TSLA is a bigger POS of a company, but AVGO is also an overvalued POS in its own right. If the AI bubble pops, both will be in trouble, but Tesla fans arguably may be more inclined to buy the dip, and Tesla also does not have much chatbot exposure (their AI is traditional specialized ML based).
u/turnleftorrightblock 1 20 hours ago

I am eyeing MU and SPCX. Have not bought yet. Waiting for a dip.
u/albertsportsnet1 1 19 hours ago

Some sort of recovery is going on with TSLA while AVGO is just trading in a tight range. I can't post screenshot here.
u/[deleted] 1 19 hours ago

[removed] — already gone when the archive first saw it
u/jcpopm 1 19 hours ago

...is this a real question?
u/hey_itsmeurbrother 1 19 hours ago

why are you posting AI slop here