With another major player in the semiconductor sector, $Broadcom(AVGO)$ giving its earnings after market close on 04 Sep 2025, we saw that the shares gained over 4% in after-hours trading. as Broadcom delivered a strong fiscal Q3 2025, with results driven by AI networking strength and continued VMware integration. Revenue and EPS both topped expectations, reinforcing the company’s role as an essential player in the AI infrastructure buildout. Management also raised full-year guidance, citing robust AI chip demand and accelerating adoption of VMware’s software stack. Shares gained over 4% in after-hours trading. I am holding Broadcom for long term so I would like to explore how we can trade opportunities with option for Broadcom. Buying s

$NVIDIA(NVDA)$ I’m fully convinced NVDA is rolling into a deeper corrective phase. The harmonic symmetry, gap magnets at $149–$145, and Keltner/Bollinger breakdowns all line up for continuation. Momentum is on the side of the bears short term, and I’m not fighting it. Instead, I’m leaning into tactical setups with both direct NVDA trades and inverse ETF vehicles like NVDQ and NVDS. 📊 Technical Breakdown I’m seeing NVDA roll right out of its wedge top into a clean descending channel. The structure points toward deeper retests, and the confluence across multiple timeframes tells me the path of least resistance is still lower. The $149 and $145 gaps remain highly magnetic as liquidity zones waiting to be tapped. 🔷 Harmonic Alignment The harmonic leg

Big-Tech’s Performance​Macro Headlines This Week:​​​Indices Hit New Highs Amid Increased Volatility.​​ The three major indices repeatedly set new closing records this week, with the Nasdaq performing particularly strongly, driven by tech stocks. However, due to disappointing inflation (CPI rose to 2.9% year-on-year from 2.7% in July) and employment data (approximately 22,000 new jobs added, which is relatively low; the unemployment rate rose to about 4.3%, and initial jobless claims surged to 263,000), market sentiment began to diverge, and concerns about stagflation (stagnation + inflation) intensified.​​Oracle's Surge Sparks Debate Over AI Concept Hype.​​ The AI narrative received a boost from ORCL's earnings report and positive cloud service contracts, leading to a one-day surge of appr

$NVIDIA(NVDA)$ Broadcom ( $Broadcom(AVGO)$ ) soared 4.7% to $350.48 on Monday, marking a new record and extending a 10-out-of-11-session rally, with an 18% monthly surge. Nvidia (NVDA) edged up to $170, hinting at a recovery, as both stocks ride the AI wave. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariff tensions and oil at $74.50/barrel. Posts found on X cheer “AVGO’s Nvidia moment,” but some question “NVDA’s rebound.” This deep dive explores Broadcom’s rise, Nvidia’s trajectory, the AI rivalry, trading opportunities, and a plan to bet on the ascent or hedge the shift. Broadcom’s Rise: AI Powerhouse Emerges Broadcom’s momentum is unden

$Broadcom(AVGO)$ $NVIDIA(NVDA)$ Broadcom’s latest earnings obliterated forecasts, with revenue soaring to $15.8 billion (up 20% YoY) and AI revenue hitting $4.6 billion (46% growth), propelling shares to a new all-time high of $302 after a 6% after-hours spike on September 5, 2025. Yet, historical patterns raise red flags: over the past five earnings, post-spike rallies led to two-month declines, while post-drop days sparked two-month rallies. With institutions potentially unloading shares and Nvidia’s earnings outlook unchanged, the $302 peak invites scrutiny. As the S&P 500 sits at 6,520, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals calm amid $74.50 oil and 30-35% tariff th

$Broadcom(AVGO)$ $NVIDIA(NVDA)$ Broadcom’s Q3 FY25 earnings shattered expectations with $15.95 billion revenue (up 22% YoY) and $1.69 adjusted EPS, sending shares to a new all-time high of $335, up 9.41% in after-hours trading. Yet, historical patterns show post-earnings spikes often lead to two-month declines, while drops spark rallies. Nvidia’s earnings outlook remains unaffected, with its stock at $167.02, down 2.70%, amid broader chip sector dynamics. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 signals calm amid tariffs (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. How would you trade Broadcom? Will Nvidia’s stock be affected tonight? Take

Recent developments, particularly $Broadcom(AVGO)$'s strong earnings report and its new custom AI chip deal with OpenAI, have shifted investor attention and raised questions about whether it poses a significant threat to $NVIDIA(NVDA)$'s market dominance. While Broadcom's recent performance has been impressive, a deeper analysis reveals that these two companies are not in a zero-sum competition. Instead, they operate in distinct but complementary parts of the AI ecosystem, making them both viable long-term investments. This is the very reason why I have these two names in my long-term portfolio, only to increase more weightage for one when opportunities appear. In this article I would like to share why in

Wow, looking at Broadcom's latest performance, I'm absolutely thrilled. Their shares climbing 4.7% to $350.48 on Monday, marking another record high, just underscores the rocket ship this company is on. It's risen in 10 of the past 11 sessions and jumped 18% this month alone— that's not just momentum; that's a clear signal of investor confidence. As someone who's been following semis closely, I can't help but feel validated in my long-term bullish stance on AVGO $Broadcom(AVGO)$  . Their latest earnings report blew past expectations, and the incoming forecast? Mind-blowing. Revenue guidance for the next quarter suggests even stronger growth, driven by AI demand and custom silicon deals. It's like they're printin

$Broadcom(AVGO)$ $S&P 500(.SPX)$ $Alibaba(BABA)$ I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif

$Broadcom(AVGO)$ $NVIDIA(NVDA)$ I believe Broadcom will close in the Flat range (-5% to +5%) on September 5, most likely between $295 and $300. Earnings will be strong, but resistance at $300 and September’s historical weakness will cap the upside. 📊 Macro & Seasonality Context September has historically been the weakest month for equities. Seasonality charts confirm: • S&P 500: steady early, sharp fade after mid-month. • Apple & Meta: typically drag indices lower. • Amazon & Microsoft: relative stabilisers. • Tesla: volatile, often resilient mid-month. The McClellan seasonal overlay illustrates how Fed cuts, tariff shocks, and geopolitical surprises can distort the September path. This ye

🚀 Broadcom Rocket Continues: AVGO the Next Nvidia… or a Different Beast? Broadcom ($Broadcom(AVGO)$  ) is stealing the spotlight. The stock closed at $350.48 (+4.7% Monday), marking 10 gains in the past 11 sessions and a jaw-dropping +18% this month. AI momentum is fueling the rally, but investors are asking a bigger question: is Broadcom morphing into the “next Nvidia,” or is this a totally different play? Meanwhile, Nvidia ($NVIDIA(NVDA)$ ) — the AI poster child — has slipped into choppier waters. After a historic run, shares hover near $170, recovering modestly from earnings jitters. But with 39% of revenue tied to just two customers, the story now carries fragility. Has Nvidia’s golden

I'm really impressed with Broadcom's $Broadcom(AVGO)$   latest earnings report! The fact that they posted record quarterly revenue, driven by strong sales of their AI semiconductors, speaks volumes about their position in the market. It's exciting to see another U.S. chipmaker thriving, especially with the growth highlighted in their Thursday report. The strong earnings and AI tailwinds definitely reinforce my confidence in their long-term potential. As for the potential of ASIC (Application-Specific Integrated Circuits), I think Broadcom has a solid chance to showcase even more strength here. Their focus on custom chips, particularly with major clients, suggests they're well-positioned to capitalize on thi

$Broadcom(AVGO)$ is scheduled to report its fiscal Q3 2025 earnings on Thursday, September 4, 2025, after the market closes. I am holding Broadcom long-term and in this article I will be sharing the analysis for Broadcom earnings and also how I planned to do an option setup for Broadcom expiration post earnings. Here is an analysis of what investors and traders should watch for. Revenue and EPS: The market consensus is for Broadcom to report revenue of around $15.8 billion and adjusted earnings per share (EPS) of $1.66. These estimates represent significant year-over-year growth, driven primarily by strong demand for its AI-related products. Any material deviation from these numbers will be the primary catalyst for post-earnings stock movement. Su

Broadcom Options Volume Jumps Seven-Fold as Shares Hit All-Time High $Broadcom(AVGO)$   options volume jumped more than seven-fold, allowing the company to join its biggest rival $NVIDIA(NVDA)$  , electric vehicle giant $Tesla Motors(TSLA)$   and $Opendoor Technologies Inc(OPEN)$   in the most active stock options Friday.  That comes as shares climbed as much as 16.4% to an intraday all-time high of $356.34, buoyed by brightening outlook and better-than-expect

$Broadcom(AVGO)$ Broadcom’s earnings report drops today, Thursday, September 4, 2025, spotlighting the U.S. chipmaker’s ascent after a record quarterly revenue driven by booming AI semiconductor sales. With a market cap nearing $1.5 trillion and a 12% YTD gain, Broadcom’s focus on Application-Specific Integrated Circuits (ASICs) could redefine its rivalry with Nvidia. The S&P 500 sits at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, while the VIX at 14.12 hints at stability despite 30-35% tariffs on EU/Mexico/Canada and oil at $74.50/barrel. Can ASIC growth lift Broadcom’s stock and the chip sector? Is it still a formidable Nvidia rival? Are new highs on the horizon post-earnings? Dive into the data, trends, and strategies to navigat