2.90Open2.50Pre Close94 Volume853 Open Interest275.00Strike Price23.91KTurnover37.34%IV73.16%PremiumJun 20, 2025Expiry Date0.00Intrinsic Value100Multiplier336DDays to Expiry2.95Extrinsic Value100Contract SizeAmericanOptions Type0.1177Delta0.0034Gamma55.83Leverage Ratio-0.0191Theta0.1479Rho6.57Eff Leverage0.3043Vega
Broadcom Stock Discussion
Nvidia shares rose 3% on Thursday, recovering from a 7% drop in the previous session as Donald Trump’s comments on Taiwan raised geopolitical concerns.
Nvidia’s rise came after TSMC said demand remained high while supply was constrained for high-end AI chips, which TSMC manufactures for Nvidia.
The semiconductor sector had its worst day since 2020 on Wednesday, with AMD, Arm, Broadcom, and Qualcomm also declining. “While there is rising concern over g...
👉 Key Highlights:
📍 OpenAI CEO Sam Altman aims to develop a new AI chip.
📍 Discussions with Broadcom signal progress in AI chip development.
📍 OpenAI plans to build chip factories and data centers.
📍 Initiative started within OpenAI, not a separate venture.
📍 Project aims to enhance AI processing capabilities.
📍 Effort reflects long-term strategy for AI infrastructure.
first it was Tiktok, now OpenAI.
whos next ?👀
IM OVERALL VERY BULLISH INTERMIDIATE AND LONG TERM AND HAVE ALWAYS OWNED BROADCOM BUT FOR IT TO HAVE THE SAME MULTIPLE AS NVDA AND GROWING ABOUT A FITH OF THE PACE.
It is a sharp defensive play against NVDA longterm because eventually everyone will have custom ASICs which they will get mostly from Broadcom and 2ndly Marvell.
Thats why i personally thought N Pelosi bought in as a hedge to NVDA. Im personally holding all my NVDA to 160 at which i will re-evaluate ...
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