To The Moon

$Broadcom(AVGO)$ Broadcom's Soaring Stock: A Mix of AI, Financials, and Strategic Moves Broadcom's (AVGO) share price has been on a tear recently, reaching new highs in June 2024. Several factors are contributing to this positive momentum for the semiconductor giant. Financial Strength Takes Center Stage The most immediate driver appears to be Broadcom's robust financial performance. The company's first-quarter results for fiscal year 2024 surpassed analyst expectations, demonstrating healthy revenue and earnings growth. This strong financial showing instilled confidence in investors regarding Broadcom's future prospects. Riding the AI Wave Beyond its current performance, Broadcom's strategic focus on the booming Artificial Intelligence (AI) secto

I closed $ARM 20240621 137.0 PUT$  ,ARM is my new fav now as the IV is higher than Tesla, giving me higher premium income with a relatively higher margin of safety (eg larger buffer before it hits the Put exercise price)

I will buy before the spilt. My guess will be $200. It will be another NVIDIA 

Yesterday, $Accenture PLC(ACN)$ , the world's largest management consulting firm, released its third-quarter results of fiscal 2024 , covering the period ending May 31st, and its stock price soared 7.29%!RevenueIn terms of revenue, Accenture's FY24Q3 revenue was $16.47 billion, down 0.6% year-on-year:But based on management's guidance, the next quarter's revenue is expected to be between $160.5 billion and $166.5 billion, beating analysts' estimates of $164.3 billion, representing a 2.8% growth. Looks like Accenture's fundamentals are turning a corner!In addition, their new order bookings are amazing! FY24Q3 saw $210.6 billion in new orders, a whopping 22.1% increase year-on-year, the highest in six quarters! This indicates that Accenture's future

The $S&P 500(.SPX)$ hit a new all-time-high of 5,500 yesterday. That is the index's 31st time it has hit a new all-time-high in 2024! Increasing, more and more experts are coming on TV to say that the market will crash soon. Is the market hitting a new high a bearish signal? History says no. Since 1950, the $S&P 500(.SPX)$ Has Set 1,250 All-Time Highs along the path to its current level. That’s an average of 16 All-time-highs a year If you break it down by decades, the 1990s had 300 all time highs made. This decade was one of the most bullish, with the S&P 500 gaining +312%. The 2000's had only 13 all time highs. The 2000's was one of the most bearish decades, which saw the dot com crash and G

Buy the dip⬇️ Will go back up soon[Anger]  

Buy buy buy all the way

Hmm ... Shall we still buy it ?

The stock split announcement drove $NVIDIA Corp(NVDA)$ 's share price up 27%, breaking through the $3 trillion mark and making it one of the big three in the U.S. stock market. Clearly, investors are still pumped about the concept of stock splits!On June 12th, $Broadcom(AVGO)$ , another chip giant, announced a 1-for-10 stock split along with stellar financial results, set to take effect on July 15th. This sparked a buying frenzy, and in just two days, its stock price soared 16%.All in on Broadcom Baird's Tristan Gerra kept his "Outperform" (Buy) rating and hiked the target price to $1,950 from $1,500, a 12% jump from last Friday's close. Deutsche Bank's Ross Seymore maintained his "Buy" rating and upped h

Jurrien Timer is the director of global macro in Fidelity's Global Asset Allocation Division, specializing in global macro strategy and active asset allocation. He joined Fidelity in 1995 as a technical research analyst.Key takeawaysWhile the current bull market is aging, and may be in its seventh inning, I believe it still has some room to run and that investors still have time on their side.So far, this year has closely tracked a historical pattern of strong returns in the fourth year of a presidential cycle.Rising earnings and the Fed's easing bias may also provide support for the market in the face of the headwinds of high inflation and rates.I believe the coming years could bring an end to the current bull super cycle—which might mean a transition from above-average to below-average r

Since May 6 times the bull shares, although not directly involved in AI, but the improvement of communication technology is also the basis for the development of AI, but also another "selling shovels".It is $AST SpaceMobile, Inc.(ASTS)$ the industry pioneer in leading satellite communications.Recent highlights $AT&T Inc(T)$ vs $Alphabet(GOOG)$ $Alphabet(GOOGL)$ have both participated. $Verizon(VZ)$ is also involved. $Vodafone Group PLC(VOD)$ has been involved ( Early investors).It is highly likely that $FirstNET has been involved (check

Cisco replaces Microsoft as world's most valuable companyREUTERSSAN FRANCISCO, MARCH 25: Cisco Systems Inc, the biggest maker of equipment that powers the Internet, on Friday closed with a higher stock market value than Microsoft Corp, making it the most valuable company in the world.Cisco ended the day with a market capitalisation of $ 579.2 billion (around Rs 25,25,312 crore), slightly ahead of Microsoft's $ 578.2 billion (around Rs 25,20,952 crore). Shares of Cisco closed up 1-9/16 at a record 79-3/8 while Microsoft eased 3/16 to 111-11/16. Both stocks trade on the Nasdaq.Cisco stock has continued to climb steadily through the year, gaining one-third in value. Shares of computer software giant Microsoft -- which topped the market cap chart for a long time -- have languished amid concern

With the broader market at record highs, tech stocks rocketing, and $NVDA over $Microsoft (MSFT)$. and $Microsoft (MSFT)$ and $Apple (AAPL)$. span> As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly.$Goldman Sachs (GS)$ made a list of stocks that are artificial intelligence while Gain List of Stocks.According to them, during the "revenue-enabled phase" of AI adoption trading, AI stocks have performed +8% relative to

But etf to tap into the wave

Here's an example of a diagonal spread for $Broadcom(AVGO)$ : - Buy a call option with a strike price of $1830, expiring on July 19, 2024 (cost: $10,520) - Sell a call option with a strike price of $1920, expiring on June 21, 2024 (receive $1,438) If the sold call option expires worthless, the investor will receive a profit of $1,438, which is approximately 13.7% of the cost of the long call option. The investor can sell the call option every week, potentially reducing the cost of the long call option. The diagonal spread strategy provides an additional source of income and reduces the overall cost of the strategy, making it a low-cost way to buy call options. I

$Broadcom(AVGO)$ stock surged 5.4% to a record high, with a market value surpassing Eli Lilly. Investors are optimistic due to Broadcom's role in the AI era. To reduce risk, a diagonal spread strategy is proposed, involving buying and selling options with different strike prices and expiration dates. This strategy provides an additional income source and reduces overall cost. Investors can adjust the strategy to control risk.

Yesterday, I sold out $Marathon Digital Holdings Inc(MARA)$ , $Apple(AAPL)$ & $Micron Technology(MU)$ calls early, i feel regret, will find time to purchase back.The $Broadcom(AVGO)$ is so strong, may be we should not fear the all time high, we can hold it until it split before July 15th.I also bought $NVIDIA Corp(NVDA)$ call, but may sell out soon.I still hold $Tesla Motors(TSLA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Palo Alto Networks(PANW)$，

The U.S. stock market $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ hit a new high for the 30th time, and the bull market is expected to continue into next year. Do we need to continue to hold stocks firmly? One indicator worth a look>> $Cboe Volatility Index(VIX)$ The $Cboe Volatility Index(VIX)$ index fell below 12 last month—such a trajectory has only occurred a few times since the index was established in 1990.When we see such levels, the market is quiet. But we should not misinterpret this as "calm before the storm." In fact, individual stocks may start to outperform the market from here.To prove this point, I looked at

Bullish right now with the commentary: $E-mini S&P 500 - main 2409(ESmain)$ $SPDR S&P 500 ETF Trust(SPY)$ Michael's Trade Idea: For $Micron Technology(MU)$ I like this one now since the price is above $150. I like July 5 $170 calls for $3.50 OR you can do a riskier one like June 28 for $170-$175 calls.Screenshort from Monday's Trading

The US stock market, especially tech stocks, are always prone to bubbles. Some people say $NVIDIA Corp(NVDA)$ 's stock has all the makings of a bubble: a whopping 206% surge in the past 12 months and a sky-high static P/E ratio of 77.1. But let me tell you, this AI stock is actually undervalued! Yes, you heard me. And the reason behind this isn't some gimmick. It's AI, the core driver. NVIDIA's growth story is just getting started, and AI is going to revolutionize the world.So, here are five key reasons why NVIDIA's stock price will continue to soar in the coming years:First off, people still don't realize the true power and disruptive force of AI. Wait till Apple integrates AI into its ecosystem and Amazon makes Alexa even smarter. When consumers

$Broadcom(AVGO)$ Broadcom's Soaring Stock: A Mix of AI, Financials, and Strategic Moves Broadcom's (AVGO) share price has been on a tear recently, reaching new highs in June 2024. Several factors are contributing to this positive momentum for the semiconductor giant. Financial Strength Takes Center Stage The most immediate driver appears to be Broadcom's robust financial performance. The company's first-quarter results for fiscal year 2024 surpassed analyst expectations, demonstrating healthy revenue and earnings growth. This strong financial showing instilled confidence in investors regarding Broadcom's future prospects. Riding the AI Wave Beyond its current performance, Broadcom's strategic focus on the booming Artificial Intelligence (AI) secto

Jurrien Timer is the director of global macro in Fidelity's Global Asset Allocation Division, specializing in global macro strategy and active asset allocation. He joined Fidelity in 1995 as a technical research analyst.Key takeawaysWhile the current bull market is aging, and may be in its seventh inning, I believe it still has some room to run and that investors still have time on their side.So far, this year has closely tracked a historical pattern of strong returns in the fourth year of a presidential cycle.Rising earnings and the Fed's easing bias may also provide support for the market in the face of the headwinds of high inflation and rates.I believe the coming years could bring an end to the current bull super cycle—which might mean a transition from above-average to below-average r

Why Nvidia? Advent of artificial intelligence (AI) has been a boon to many companies. None more so than $NVIDIA Corp(NVDA)$. As leading supplier of processors used for AI, Nvidia has experienced unprecedented growth. In the company's fiscal Q1 2025 (ended 28 Apr 2024): Its revenue grew +262% YoY to $26 billion. While earnings per share (EPS), soared +629% to $5.98. Marking the 4th consecutive quarter of triple-digit sales and profit growth. All these have driven Nvidia's stock price up +650% since the start of 2023. In conjunction with its financial report, Nvidia announced a 10-for-1 stock split (to be initiated after market closes on Fri, 07 Jun 2024). Come Mon, 10 Jun 2024, Nvidia will trade based on split-adjusted basis, facilitating stock o

Since May 6 times the bull shares, although not directly involved in AI, but the improvement of communication technology is also the basis for the development of AI, but also another "selling shovels".It is $AST SpaceMobile, Inc.(ASTS)$ the industry pioneer in leading satellite communications.Recent highlights $AT&T Inc(T)$ vs $Alphabet(GOOG)$ $Alphabet(GOOGL)$ have both participated. $Verizon(VZ)$ is also involved. $Vodafone Group PLC(VOD)$ has been involved ( Early investors).It is highly likely that $FirstNET has been involved (check

After the positive inflation data came in at 8.30 ET, the stock market started the session on a high note. The May Consumer Price Index (CPI) showed some welcome disinflation on a year-over-year basis in total CPI was +3.3% compared to +3.4% in previous month and core CPI cames in at +3.4% lower than previous month of +3.6%. Target Range For Fed Funds Rate Left Unchanged By FOMC As expected, the Federal Open Market Committee (FOMC) decided to keep the target range for the fed funds rate unchanged at 5.25-5.50% with unanimous vote, The directive emphasised again that the Committee does not expect it will be appropriate to reduce the target range until it has greater confidence that inflation is moving sustainably toward 2 percent. The Summary of Economic Projections (SEP) showed a median es

Cisco replaces Microsoft as world's most valuable companyREUTERSSAN FRANCISCO, MARCH 25: Cisco Systems Inc, the biggest maker of equipment that powers the Internet, on Friday closed with a higher stock market value than Microsoft Corp, making it the most valuable company in the world.Cisco ended the day with a market capitalisation of $ 579.2 billion (around Rs 25,25,312 crore), slightly ahead of Microsoft's $ 578.2 billion (around Rs 25,20,952 crore). Shares of Cisco closed up 1-9/16 at a record 79-3/8 while Microsoft eased 3/16 to 111-11/16. Both stocks trade on the Nasdaq.Cisco stock has continued to climb steadily through the year, gaining one-third in value. Shares of computer software giant Microsoft -- which topped the market cap chart for a long time -- have languished amid concern

In the second quarter of 2023, the U.S. stock market showed a significant "group" effect, especially focused on a few technology stocks. The main driving force was the rapid development of artificial intelligence (AI) and the market's high expectations for related companies.Key driversRise of AI Technology and Market Enthusiasm: The widespread use and promise of AI technology has become a sought-after focus of the market, with the rapid growth of companies such as NVIDIA in particular sparking investor enthusiasm. NVIDIA's soaring stock price has caused its weight in tech ETFs to rise sharply, attracting large inflows.Market Expectation Adjustment: May CPI data fell short of expectations, and market expectations of future Fed rate cuts increased, further boosting high-growth tech stocks.co

After-hours trading yesterday, semiconductor giant $Broadcom(AVGO)$ announced its second-quarter results of the fiscal year 2024, corresponding to the three months as of May 5 this year.Broadcom's stock price soared 14.57% following the earnings release, adding $100.9 billion to it smarket cap, bringing the total to $793.3 billion, approaching the $800 billion mark!After this incredible rally, can Broadcom hit a trillion-dollar market cap?1.RevenueLooking at the financials, Broadcom's revenue was $12.487 billion, exceeding analyst expectations of $12.057 billion, a year-on-year surge of 43%. Much of this was due to the inclusion of $VMware(VMW)$ 's revenue following Broadcom's mega-acquisition. Excluding t

Is Broadcom the Next Nvidia? In the ever-evolving landscape of semiconductor companies, Nvidia has long stood out as a leader, particularly in the realms of gaming graphics and artificial intelligence (AI). However, another major player, Broadcom, has been making significant strides and is often compared to Nvidia in terms of its potential growth and influence. This article delves into the question: Is Broadcom the next Nvidia? Understanding Nvidia's Rise Nvidia's rise to prominence is closely tied to its innovative approach to graphics processing units (GPUs). Initially catering to the gaming industry, Nvidia quickly expanded its technology to other fields, most notably AI and data centers. The company's GPUs became the backbone for AI research and development, offering unparalleled perfo

Yesterday, $Accenture PLC(ACN)$ , the world's largest management consulting firm, released its third-quarter results of fiscal 2024 , covering the period ending May 31st, and its stock price soared 7.29%!RevenueIn terms of revenue, Accenture's FY24Q3 revenue was $16.47 billion, down 0.6% year-on-year:But based on management's guidance, the next quarter's revenue is expected to be between $160.5 billion and $166.5 billion, beating analysts' estimates of $164.3 billion, representing a 2.8% growth. Looks like Accenture's fundamentals are turning a corner!In addition, their new order bookings are amazing! FY24Q3 saw $210.6 billion in new orders, a whopping 22.1% increase year-on-year, the highest in six quarters! This indicates that Accenture's future

Recently, U.S. economic data has been more volatile, and the market has swung back and forth on the Fed's rate cut expectations as a result. Especially after the release of the latest employment data and inflation data, the market divergence is more obvious. Previously, the May nonfarm payrolls data significantly exceeded expectations, CPI 3.3 is also lower than the expected 3.4%, while the core CPI fell even faster.Fed meeting highlightsBitmap AdjustmentThe Fed adjusted its dot plot, reducing the number of rate cuts for the year to one from three in March, while the number of rate cuts for 2025 was revised upward to four from three. Overall, the number of rate cuts was reduced from six to five. Although the market is expected in September and December each have a rate cut, but the Fed cho

1. A bunch of semiconductors hit record highs!This year has been an insane bull market for semiconductors! $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $Broadcom(AVGO)$ $Applied Materials(AMAT)$, and more have all hit record highs!Data as of 12th June 2024$Texas Instruments(TXN)$ $ARM Holdings Ltd(ARM)$ $Micron Technology(MU)$ $Intel(INTC)$

The stock split announcement drove $NVIDIA Corp(NVDA)$ 's share price up 27%, breaking through the $3 trillion mark and making it one of the big three in the U.S. stock market. Clearly, investors are still pumped about the concept of stock splits!On June 12th, $Broadcom(AVGO)$ , another chip giant, announced a 1-for-10 stock split along with stellar financial results, set to take effect on July 15th. This sparked a buying frenzy, and in just two days, its stock price soared 16%.All in on Broadcom Baird's Tristan Gerra kept his "Outperform" (Buy) rating and hiked the target price to $1,950 from $1,500, a 12% jump from last Friday's close. Deutsche Bank's Ross Seymore maintained his "Buy" rating and upped h

The US stock market, especially tech stocks, are always prone to bubbles. Some people say $NVIDIA Corp(NVDA)$ 's stock has all the makings of a bubble: a whopping 206% surge in the past 12 months and a sky-high static P/E ratio of 77.1. But let me tell you, this AI stock is actually undervalued! Yes, you heard me. And the reason behind this isn't some gimmick. It's AI, the core driver. NVIDIA's growth story is just getting started, and AI is going to revolutionize the world.So, here are five key reasons why NVIDIA's stock price will continue to soar in the coming years:First off, people still don't realize the true power and disruptive force of AI. Wait till Apple integrates AI into its ecosystem and Amazon makes Alexa even smarter. When consumers

$Broadcom(AVGO)$ The Semiconductor Industry is Booming The semiconductor industry is on a tear, and Broadcom (AVGO) is one of the hottest stocks in the sector. The company recently announced a 10-for-1 stock split, which has sent its share price soaring. But is AVGO a buy before or after the split? And what is the company's long-term outlook? Bullish on Broadcom I am bullish on AVGO for several compelling reasons: Industry Leadership: Broadcom stands as a leader in the semiconductor industry, boasting a proven track record of innovation and growth. Its products are widely used across diverse applications, including networking, computing, and wireless communications. Strong Market Position: AVGO is well-positioned to capitalize on the continued g

The U.S. stock market $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ hit a new high for the 30th time, and the bull market is expected to continue into next year. Do we need to continue to hold stocks firmly? One indicator worth a look>> $Cboe Volatility Index(VIX)$ The $Cboe Volatility Index(VIX)$ index fell below 12 last month—such a trajectory has only occurred a few times since the index was established in 1990.When we see such levels, the market is quiet. But we should not misinterpret this as "calm before the storm." In fact, individual stocks may start to outperform the market from here.To prove this point, I looked at

The $S&P 500(.SPX)$ hit a new all-time-high of 5,500 yesterday. That is the index's 31st time it has hit a new all-time-high in 2024! Increasing, more and more experts are coming on TV to say that the market will crash soon. Is the market hitting a new high a bearish signal? History says no. Since 1950, the $S&P 500(.SPX)$ Has Set 1,250 All-Time Highs along the path to its current level. That’s an average of 16 All-time-highs a year If you break it down by decades, the 1990s had 300 all time highs made. This decade was one of the most bullish, with the S&P 500 gaining +312%. The 2000's had only 13 all time highs. The 2000's was one of the most bearish decades, which saw the dot com crash and G

Yesterday, I sold out $Marathon Digital Holdings Inc(MARA)$ , $Apple(AAPL)$ & $Micron Technology(MU)$ calls early, i feel regret, will find time to purchase back.The $Broadcom(AVGO)$ is so strong, may be we should not fear the all time high, we can hold it until it split before July 15th.I also bought $NVIDIA Corp(NVDA)$ call, but may sell out soon.I still hold $Tesla Motors(TSLA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Palo Alto Networks(PANW)$，

With the broader market at record highs, tech stocks rocketing, and $NVDA over $Microsoft (MSFT)$. and $Microsoft (MSFT)$ and $Apple (AAPL)$. span> As it becomes the No. 1 company by market capitalization, investors may also be tapping into other AI-related companies that benefit greatly.$Goldman Sachs (GS)$ made a list of stocks that are artificial intelligence while Gain List of Stocks.According to them, during the "revenue-enabled phase" of AI adoption trading, AI stocks have performed +8% relative to

I closed $ARM 20240621 137.0 PUT$  ,ARM is my new fav now as the IV is higher than Tesla, giving me higher premium income with a relatively higher margin of safety (eg larger buffer before it hits the Put exercise price)