To The Moon

$Dow Jones(.DJI)$ fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; $S&P 500(.SPX)$ lost 0.71 per cent to 7,631.47; $Invesco QQQ(QQQ)$ fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds

I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply "$16bn AI revenue achieved". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b

U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the $NASDAQ 100(NDX)$ 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by

$Broadcom(AVGO)$ Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an "either/or" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,

Hmmnm maybe ill check in 

$Broadcom(AVGO)$ $Broadcom Inc.(AVGO) Surges +3.20%: Tech Titan Reclaims $400, AI Momentum Builds 🚀 Latest Close (2026-07-10): Closed at $401.11, up +3.20% (+$12.42). The stock is trading ~19% below its 52-week high of $495.00. Core Market Drivers: The broader semiconductor sector showed strength, with sector ETFs seeing active trading. Positive sentiment around AI infrastructure continues to support leading chip designers like Broadcom. Technical Analysis: Volume was solid at 28.07M shares (Volume Ratio: 1.07). The MACD histogram has turned positive (+4.90), signaling strengthening upward momentum. The 6-day RSI at 67.74 indicates bullish momentum but is approaching overbought territory. Key Price Levels: Primary Support: $343.36

The major move we saw in the chip sector on July 9, 2026, has completely shifted the near-term momentum. The broader $Philadelphia Semiconductor Index(SOX)$ Philadelphia Semiconductor Index bounced back over 3%, largely recovering from a "sell-the-news" dip earlier in the week following Samsung's earnings. Here is how the $30 billion Apple-Broadcom deal influences the landscape, what to expect from other semi giants, and how to approach our Bull Put options strategy. The $30B Deal & AI Order Acceleration While $Broadcom(AVGO)$ Broadcom’s massive $30B+ multi-year deal with Apple is primarily focused on U.S.-manufactured radio frequency (RF) and wireless connectivity components (like FBAR filters) via Ap

True? Or is it all a faze and illusion, with tech any thing is possible 

$Broadcom(AVGO)$ $Broadcom Inc. (AVGO) Jumps +4.83%: AI Giant Reclaims Momentum Above $388 🚀 Latest Close Data 📊 Closed at $388.69 on 2026-07-09, up +4.83% (+$17.91). The stock is now $106.31 below its 52-week high of $495.00. Core Market Drivers ⚙️ The stock is riding the broader AI infrastructure wave, with strong institutional capital flow data showing net inflows over recent sessions. News highlights include industry-wide focus on AI server power components (like DC/DC modules), a sector where Broadcom is a key player, and general positive momentum in the semiconductor space. Technical Analysis 📈 Volume was solid at 31.62M shares (Volume Ratio: 1.24). The latest MACD shows a bullish crossover with a positive histogram value of

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$Micron Technology(MU)$ Bank of America is raising its hyperscaler capital expenditure spending forecast. They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. From where I stand, it feels like the party isn't over yet—the music is still playing.

$Broadcom(AVGO)$  I like this chart. The move today looks like a breakaway gap, which suggests it's just getting started. We saw only a modest correction after the earnings gap – sellers just filled the tiny gap and left the two larger gaps below the open intact. The old ATH around 25/26 is clearly the key level to watch. If it can get through that, things could look a lot brighter.

$Apple(AAPL)$  Looks like a massive multi-year custom silicon deal with $Broadcom(AVGO)$  is locked in, and Evercore just reiterated their price target at $365. Securing control over critical components to power the Apple Intelligence upgrades seems like a smart move.

P&L (8 July 2026)  BROADCOM SAVES THE DAY! Brings my portfolio back to 10k+, $Broadcom(AVGO)$ rises more than 6% after deal with Apple to make billions of chips. $NVIDIA(NVDA)$  rises slightly by 1% and $Marvell Technology(MRVL)$  rises a tiny bit as well. Slight pullback from $Rocket Lab USA, Inc.(RKLB)$  again today although to point out analyst at Morgan Stanley price it at $293 just today along with its Iridium deal. $Ondas Holdings Inc.(ONDS)$ rises slightly by 1% as well today.  Trump has once again decl

$AVGO 20260710 350.0 PUT$  pretty volatile lately so just gonna close the position while it's bullish. 

$Dow Jones(.DJI)$ fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; $S&P 500(.SPX)$ lost 0.71 per cent to 7,631.47; $Invesco QQQ(QQQ)$ fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds

$Broadcom(AVGO)$ Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an "either/or" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,

U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the $NASDAQ 100(NDX)$ 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by

I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply "$16bn AI revenue achieved". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b

The major move we saw in the chip sector on July 9, 2026, has completely shifted the near-term momentum. The broader $Philadelphia Semiconductor Index(SOX)$ Philadelphia Semiconductor Index bounced back over 3%, largely recovering from a "sell-the-news" dip earlier in the week following Samsung's earnings. Here is how the $30 billion Apple-Broadcom deal influences the landscape, what to expect from other semi giants, and how to approach our Bull Put options strategy. The $30B Deal & AI Order Acceleration While $Broadcom(AVGO)$ Broadcom’s massive $30B+ multi-year deal with Apple is primarily focused on U.S.-manufactured radio frequency (RF) and wireless connectivity components (like FBAR filters) via Ap

$Broadcom(AVGO)$ $Broadcom Inc. (AVGO) Jumps +4.83%: AI Giant Reclaims Momentum Above $388 🚀 Latest Close Data 📊 Closed at $388.69 on 2026-07-09, up +4.83% (+$17.91). The stock is now $106.31 below its 52-week high of $495.00. Core Market Drivers ⚙️ The stock is riding the broader AI infrastructure wave, with strong institutional capital flow data showing net inflows over recent sessions. News highlights include industry-wide focus on AI server power components (like DC/DC modules), a sector where Broadcom is a key player, and general positive momentum in the semiconductor space. Technical Analysis 📈 Volume was solid at 31.62M shares (Volume Ratio: 1.24). The latest MACD shows a bullish crossover with a positive histogram value of

$Broadcom(AVGO)$ $Broadcom Inc.(AVGO) Surges +3.20%: Tech Titan Reclaims $400, AI Momentum Builds 🚀 Latest Close (2026-07-10): Closed at $401.11, up +3.20% (+$12.42). The stock is trading ~19% below its 52-week high of $495.00. Core Market Drivers: The broader semiconductor sector showed strength, with sector ETFs seeing active trading. Positive sentiment around AI infrastructure continues to support leading chip designers like Broadcom. Technical Analysis: Volume was solid at 28.07M shares (Volume Ratio: 1.07). The MACD histogram has turned positive (+4.90), signaling strengthening upward momentum. The 6-day RSI at 67.74 indicates bullish momentum but is approaching overbought territory. Key Price Levels: Primary Support: $343.36

P&L (8 July 2026)  BROADCOM SAVES THE DAY! Brings my portfolio back to 10k+, $Broadcom(AVGO)$ rises more than 6% after deal with Apple to make billions of chips. $NVIDIA(NVDA)$  rises slightly by 1% and $Marvell Technology(MRVL)$  rises a tiny bit as well. Slight pullback from $Rocket Lab USA, Inc.(RKLB)$  again today although to point out analyst at Morgan Stanley price it at $293 just today along with its Iridium deal. $Ondas Holdings Inc.(ONDS)$ rises slightly by 1% as well today.  Trump has once again decl

$Micron Technology(MU)$ Bank of America is raising its hyperscaler capital expenditure spending forecast. They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. From where I stand, it feels like the party isn't over yet—the music is still playing.

$Broadcom(AVGO)$  I like this chart. The move today looks like a breakaway gap, which suggests it's just getting started. We saw only a modest correction after the earnings gap – sellers just filled the tiny gap and left the two larger gaps below the open intact. The old ATH around 25/26 is clearly the key level to watch. If it can get through that, things could look a lot brighter.

$Apple(AAPL)$  Looks like a massive multi-year custom silicon deal with $Broadcom(AVGO)$  is locked in, and Evercore just reiterated their price target at $365. Securing control over critical components to power the Apple Intelligence upgrades seems like a smart move.

Hmmnm maybe ill check in 

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$AVGO 20260710 350.0 PUT$  pretty volatile lately so just gonna close the position while it's bullish. 

True? Or is it all a faze and illusion, with tech any thing is possible