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Maverick Options
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2025-10-09

10B Answer for AVGO. Now, the Real Question: Scale = Profit?​

$Broadcom(AVGO)$ has secured substantial demand confirmation from clients, particularly OpenAI: The company expects to ship approximately $10B worth of products to OpenAI in FY26Q3. Barring significant delays, this development will transform the "story" into "numbers." Management emphasized that rack-scale orders will compress gross margins but significantly amplify operating profit and earnings per share.Key Points at a GlanceManagement believes that the existing four mega-customers alone can "easily" achieve the lower bound of $90 billion in AI revenue by 2030, with even $120 billion within reach.OpenAI's $10 billion order is scheduled for shipment within the company's fiscal year FY26Q3, with a small portion potentially extending into Q4.Rack-b
10B Answer for AVGO. Now, the Real Question: Scale = Profit?​
TOPMerle Ted: not that happy as the indexes make new all time highs and AVGO is stuck in the ditch!
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Luxodorscent
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2025-10-08
$ACHR 20260116 10.0 CALL$ bought before the rumour and sold to get partial profits after the news.. it's also going down today.. should i wait or just sell the rest all?  Anyone holding Drone related stocks? What do you guys think Tigers?  #drone #winningtrades #profits #optionbuy #optioncall 
$ACHR 20260116 10.0 CALL$ bought before the rumour and sold to get partial profits after the news.. it's also going down today.. should i wait or j...
TOPJackQuant: Congrats to you!
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