0.14Open0.20Pre Close354 Volume636 Open Interest128.00Strike Price2.37KTurnover76.56%IV13.67%PremiumSep 13, 2024Expiry Date0.00Intrinsic Value100Multiplier3DDays to Expiry0.05Extrinsic Value100Contract SizeAmericanOptions Type-0.0138Delta0.0035Gamma2964.20Leverage Ratio-0.0416Theta-0.0002Rho-41.05Eff Leverage0.0046Vega
Broadcom Stock Discussion
tbh minus eps isnt good, from normal pov
revenue may be good but eps is important issue here
that accounting fraud case from neighbour hasnt settled yet
better wait and see
Bottom out soon? Time to buy?
$NVIDIA (NVDA.US)$ $GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$ $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Broadcom (AVGO.US)$
Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of that.
We’re seeing in...
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