To The Moon

My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u

👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. $Snowflake(SNOW)$ surged more than 20%. $Broadcom(AVGO)$ initially sank despite spectacular numbers. $Hewlett Packard Enterprise(HPE)$ delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N

One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,

Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima

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Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition & Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.

While Broadcom's ~143% AI chip revenue growth and $16 billion quarterly run-rate highlight its dominance alongside Google’s TPU ecosystem, entering ahead of earnings carries heightened short-term execution and expectation risk. Concerns surrounding customer concentration, Marvell’s peripheral design expansion, lower initial gross margins on custom ASICs, and multi-billion-dollar debt requirements for AI infrastructure make the near-term setup volatile. At ~18.9x forward earnings down 25% from highs, Broadcom's fundamental thesis remains rock-solid, but waiting for post-earnings clarity on margin conversion and Q4 guidance is the safer risk-adjusted strategy.

Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 $One and one Green(YDDL)$ , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$  will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$  remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

$Dow Jones(.DJI)$ 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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👋 Hey everyone! Last night was wild. Three major tech companies reported earnings on the exact same evening — and the market gave three very different verdicts. $Snowflake(SNOW)$ surged more than 20%. $Broadcom(AVGO)$ initially sank despite spectacular numbers. $Hewlett Packard Enterprise(HPE)$ delivered record results — yet its shares also fell. Same earnings night. Same AI boom. Three very different market reactions. The difference wasn't simply who beat estimates. It was what investors had already priced in — and whether management gave them an even bigger reason to buy. Let's break down why. 🐯 01 The Night in N

One batch of results, three different share prices. $Dell Technologies Inc.(DELL)$ closed 15.81 per cent higher on Wednesday at US$492.20. Credo's revenue more than doubled from the previous quarter and the stock closed down 20.04 per cent at US$165.22. $Broadcom(AVGO)$ left its answer until after the close, beat on both revenue and earnings, and saw its shares push above US$370 before being knocked back below US$350. The hardest number in Dell's results is US$95 billion — a record order backlog for AI servers. It raised full-year revenue guidance by US$25 billion to US$192 billion at the same time. At least 15 firms moved their targets that day: UBS from US$455 to US$500,

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima

My Take: Expectations Matter More Than Earnings This earnings night shows a crucial market lesson: a stock doesn’t trade on how good the results are—it trades on how good they are versus expectations. SNOW was the biggest surprise because growth re-accelerated, product revenue jumped 37%, and full-year guidance was raised. Investors weren’t positioned for that combination, so the upside was explosive. AVGO was different. Its numbers were phenomenal, with AI semiconductor revenue soaring 221%, but expectations were already extreme. A tiny guidance shortfall and margin pressure were enough to trigger selling. HPE delivered strong results too, but without a major upside surprise. So when a stock barely moves after beating earnings, I don’t automatically see a warning. I see a market telling u

Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$  will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$  remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

Broadcom (AVGO) reporting AI chip sales surging 143% YoY to ~$16B quarterly highlights its dominance in custom silicon (ASIC) and networking. Sitting ~25% off its peak at 18.9x forward earnings, the market is aggressively testing whether AVGO can clear Nvidia’s valuation benchmark amid macro rate headwinds. Core factors shaping the print: Custom Silicon Competition & Margins: Google deepening ties with Marvell threatens Broadcom’s historical ASIC exclusivity. A higher mix of Google TPU volumes—while growing top-line revenue—carries lower gross margins compared to proprietary GPU sales. Credit Risk in High-Rate Environments: Reports of seeking up to $80B in debt financing for Anthropic chip infrastructure have pushed credit-risk gauges higher. With the 10-year Treasury yield breaking 4.

$Broadcom(AVGO)$ 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,

$Dow Jones(.DJI)$ 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

While Broadcom's ~143% AI chip revenue growth and $16 billion quarterly run-rate highlight its dominance alongside Google’s TPU ecosystem, entering ahead of earnings carries heightened short-term execution and expectation risk. Concerns surrounding customer concentration, Marvell’s peripheral design expansion, lower initial gross margins on custom ASICs, and multi-billion-dollar debt requirements for AI infrastructure make the near-term setup volatile. At ~18.9x forward earnings down 25% from highs, Broadcom's fundamental thesis remains rock-solid, but waiting for post-earnings clarity on margin conversion and Q4 guidance is the safer risk-adjusted strategy.

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Equipment Installation Underway; Company Expects to Begin Production Before Year-End 2026 $One and one Green(YDDL)$ , a Philippines-based recycler holding a government-issued license to import and process hazardous waste, today announced that it has procured more than 2,000 tons of raw materials for its new electronic sludge, copper sludge, and nickel sludge recovery line in Metro Manila, Philippines. Installation of the line’s smelting equipment is underway, and the Company expects to commence production before the end of 2026. The announcement marks the next phase of a project first disclosed in May 2026, when One and One announced the purchase of smelting equipment for the new production line. The Company is procuring raw materials concurrently

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.