Stock Watch of the Day: The AI Custom Chip Battle (AVGO vs. MRVL)
While $NVIDIA(NVDA)$ gets all the headlines for AI chips, a massive shift is happening behind the scenes. Big tech companies (hyperscalers) are trying to cut costs. Instead of buying expensive, one-size-fits-all GPUs, they are turning to Custom ASICs—tailor-made chips built for specific AI tasks. Two players are leading this charge: $Broadcom(AVGO)$ and $Marvell Technology(MRVL)$ . But they offer two very different ways to play the AI boom. Get your free vouchers from linktr.ee/ChillOnSunday 🔵 Broadcom (AVGO): The Steady Compounder Broadcom dominates the AI custom chip market (holding roughly 60% to 80%) with giants like Google and Meta. It isn't just a chipmaker
$SPY 20260908 766.0 PUT$ Did anyone attend our community physical event (trader coffee chat ) yesterday? It was a good sharing by the option guru, came all the way from Malaysia, and tiger brokers market strategist. We will have another one coming soon this month. Tigersss, let's come and join and HUAT together .
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
$SPY 20260902 763.0 CALL$ Trader always dispute on TP and CL, honestly, i think is just a mathematical formula. (No of win trade X profit + No of lose trade X lose) / 10 Comment below How do you decide them?
$AbbVie(ABBV)$ is a leading global biopharmaceutical company based in the United States. Ranked among the largest in the industry, it develops treatments across key areas including immunology, cancer, neurology, and aesthetics. Its major products include blockbuster medicines like Humira, Skyrizi, and Rinvoq for autoimmune conditions, cancer therapies like Imbruvica and Venclexta, mental health medication Vraylar, and Botox. The name "AbbVie" originates from a combination of "Abbott," the name of its former parent company, and "vie," which refers to a Latin root meaning 'life.' In a long-term uptrend, but it is currently hitting a strong price ceiling at $260–$262. Momentum is slowing down, which suggests sellers are stepping in and could cause
$SPY 20260828 773.0 CALL$ Today is a gambling day. The price movement is extraordinary. Thank you Warsh for the miracle. Lesson: check the financial calender before you trade. Market emotion is definitely something day traders want to avoid.
$NVIDIA(NVDA)$ call was strongly positive on demand, product ramps and strategic partnerships — record revenue ($96B), robust data center growth (+18% Q/Q), major customer commitments and rapid Vera Rubin production. At the same time, significant near-term operational headwinds persist: supply constraints limiting fulfilled demand, sharp memory price inflation pressuring gross margins, rising operating expenses, and sizable capital commitments to AI labs that increase balance-sheet exposure. Overall the company emphasized strong secular tailwinds and execution confidence while acknowledging margin and supply bottlenecks in the near term. IF YOU ALREADY OWN THE SHARES Strategy: Sell an Out-of-the-Money (OTM) Covered Call (selling the right for some
$SPY 20260827 770.0 CALL$ Q: What is a Trading strategy? 1. Find out the trend you trading 2. Check your entry and verification 3. Know your TP & SL 4. Stay with your strategy 5. Review