Markets
Mixed
Volatility: 1/5
Diversifying out of NVDA position & putting ~10 to 20% into AVGO and MRVL?
September 05, 2026
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Reddit r/stocks
·
75% confidence
Summary
Retail investor rotates out of NVDA into AVGO and MRVL for custom ASIC chip exposure.
AI Analysis
Post shows profit-taking in NVDA and bullishness on AVGO/MRVL custom silicon, reflecting possible sector rotation in semis. Single low-score post indicates limited crowd impact.
Direction
Mixed
Volatility
1/5 - Very Low
AI Confidence
75%
Likely Winners
AVGO (Broadcom)
MRVL (Marvell Technology)
Likely Losers
NVDA (Nvidia)