5.30Open7.95Pre Close255 Volume311 Open Interest147.00Strike Price100.04KTurnover48.91%IV1.67%PremiumSep 13, 2024Expiry Date1.21Intrinsic Value100Multiplier3DDays to Expiry2.44Extrinsic Value100Contract SizeAmericanOptions Type-0.4853Delta0.0601Gamma45.21Leverage Ratio-0.4572Theta-0.0059Rho-21.94Eff Leverage0.0541Vega
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...
this is why you don't sell
No comment yet