$SOXL 20260831 101.0 PUT$ volatility is my friend. When $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ drops double digits, I sell put & wait. What goes down must go back up. The reverse is true too
Broadcom Pitches a $230B 2028 Target — Why Is the Market Only Paying for Next Quarter?
Broadcom fell 2.74% on 2.35x volume, ~28% below its high, despite record revenue of $29.6bn, +86% YoY. Hock Tan set an FY2028 AI revenue target of $230bn, ~4x this year's — selling 2028 while the market pays for next quarter, which guided light. Macquarie upgraded at $490 on Anthropic's ramp; BofA cut its target while raising estimates — higher profits at a lower multiple. Peers held: Marvell +1.14%, Nvidia +1.80%. Bulls anchor on lock-in through 2028; bears on the discount rate: distant revenue is worth less until rates peak. Reprice on the $230bn roadmap, or wait for guidance to catch up?
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