4.15Open3.39Pre Close3.69K Volume2.00K Open Interest170.00Strike Price1.41MTurnover39.35%IV4.25%PremiumSep 27, 2024Expiry Date0.00Intrinsic Value100Multiplier14DDays to Expiry4.05Extrinsic Value100Contract SizeAmericanOptions Type0.4224Delta0.0304Gamma42.00Leverage Ratio-0.1909Theta0.0257Rho17.74Eff Leverage0.1280Vega
Broadcom Stock Discussion
Will the Sept curse come back to haunt us? Is it fading away? Or there will be a bull party instead? Nothing is for sure. Next week will likely be volatile entering the rate cut week.
Another day of profit from yesterday. Nice.
$Broadcom (AVGO.US)$ $NVIDIA (NVDA.US)$ $Alphabet-A (GOOGL.US)$ $Eli Lilly and Co (LLY.US)$ $Tesla (TSLA.US)$
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.
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