Big-Tech Weekly | How ORCL/AVGO Creating 'Multi-Core' AI-Eco? Unpacking Tesla's Rally To $400
Big-Tech’s PerformanceMacro 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
Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now and win Tesla Share like me!
Broadcom’s AI Ascendancy: A Hidden Gem Ready to Soar
Broadcom Inc. (AVGO) is quietly emerging as the unsung hero of the AI revolution, poised for a stellar ascent that could outshine its flashier peers. Trading at $369.57 after a 13% weekly surge, this semiconductor and software titan boasts a $1.7 trillion market cap and a year-to-date gain exceeding 100%. Unlike the spotlight-stealing GPU giants, Broadcom’s unique edge lies in its custom AI chips and networking solutions, making it the backbone of tomorrow’s data-driven world. Here’s why this stock deserves a bullish spotlight. The recent 22% revenue jump to $15.95 billion in fiscal Q3 2025, driven by a jaw-dropping $4 billion in AI semiconductor sales (up 200% year-over-year), underscores Broadcom’s meteoric rise. [19] The crown jewel? A rumored $10 billion custom chip order from a major
Why We Should Not Focus Only On Either Nvidia or Broadcom
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
🚀 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
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’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?
$NVIDIA(NVDA)$ 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
The AI boom has rewritten the rules of tech investing, and Nvidia has been the undisputed poster child of this revolution. But while the spotlight shines bright on NVDA, Broadcom (AVGO) is quietly (and powerfully) scripting its own growth story. With its strategic acquisitions, dominance in custom chips, and a strong foothold in AI networking, Broadcom is no longer just a semiconductor giant—it’s becoming an AI infrastructure powerhouse. As hyperscalers scale, Broadcom scales with them. Is AVGO the “next Nvidia”? Maybe not in the same GPU-driven way, but in terms of sustained relevance, critical AI ecosystem positioning, and exponential growth potential, Broadcom could very well be the parallel story investors shouldn’t ignore. Sometimes the next big winner isn’t the loudest name in the ro
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
🌟🌟🌟 Nvidia $NVIDIA(NVDA)$ recent slide feels like heart break but the big question is - Is this temporary or something far worse? The answer lies in Nvidia's dominant role in the AI Infrastructure and its wide moat especially in its CUDA platform. So I believe this is a great opportunity to bargain hunt this phenomenonal stock. @Tiger_comments
Both AI giants are more priced than the fair value in this AI bubble of more supply but the real use case and implementation is practically slower as obvious. Be patience on expected usual dip in September and priority to buy is Nvidia of course!
🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥
$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
🚨🔥 $AVGO: Broadcom Earnings & Wall Street Week Ahead Mega Forecast 🔥🚨
$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
Big-Tech Weekly | How ORCL/AVGO Creating 'Multi-Core' AI-Eco? Unpacking Tesla's Rally To $400
Big-Tech’s PerformanceMacro 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)$ 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
Play Option Instead Of Broadcom Chase High Or Buy Nvidia Dip
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
Why We Should Not Focus Only On Either Nvidia or Broadcom
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
Broadcom’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?
$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’s Earnings Explosion: Chase the Peak or Scoop Nvidia's Dip?
$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
Option Setup For Broadcom (AVGO) Post Earnings On Top Of My Long Term Holding
$Broadcom(AVGO)$ 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 Earnings Unveiled: ASIC Power to Propel Chip Sector to New Heights?
$Broadcom(AVGO)$ 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
Broadcom’s All-Time High Surge: Lock Profits or Ride the Wave?
$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
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
🚀 Chase High of Broadcom or Buy the Dip on Nvidia? Broadcom’s latest earnings were nothing short of spectacular 💥. The company crushed Wall Street expectations, sending shares to fresh all-time highs. Yet seasoned investors know the history here: in the past five earnings reports, whenever Broadcom spiked on earnings day, the stock often cooled off for at least two months. When it dropped on earnings day, however, the opposite happened—shares rallied strongly in the months ahead.$NVIDIA(NVDA)$ With shares up 6% after hours, the key question now is whether Broadcom can sustain this momentum, or if institutions will quietly use this rally to offload positions. Meanwhile, all eyes are on Nvidia, the market’s mos
Broadcom Earnings Preview: All Eyes on ASIC Timelines AI ASIC chip leader $Broadcom(AVGO)$ is set to report its fiscal third-quarter 2025 results after the market close on September 4th. The market will be primarily focused on the ramp-up pace of its $Alphabet(GOOG)$ TPU business and the production timeline for ASIC orders from other key customers. Core Financial Indicators ~The consensus estimate for Q3 revenue is $15.82 billion, representing a 21% increase year-over-year (YoY) and a 5% increase quarter-over-quarter (QoQ), in line with the company's prior guidance of $15.8 billion. ~Gross margin is expected to be 6
$Broadcom(AVGO)$ 🚀 Broadcom Earnings Ahead: Can ASICs Push AVGO to New Highs? Broadcom (AVGO) is about to take center stage this Thursday. After posting record revenue on the back of AI demand, its stock has been riding high. But with shares up more than 60% in the past year, the question is simple: can Broadcom keep surprising, or is the bar now too high? --- 📊 The Big Setup Broadcom isn’t Nvidia — and that’s exactly why it’s intriguing. While Nvidia has stolen the spotlight with its $3T market cap and near-monopoly on GPUs, Broadcom has built a quieter empire. Its semiconductor division, particularly ASIC chips (application-specific integrated circuits), has become critical to the world’s biggest cloud and A
Broadcom vs. Nvidia: Will Custom ASICs Define the Future of AI Chips?
$Broadcom(AVGO)$ Broadcom (NASDAQ: AVGO) is about to step back into the spotlight as it prepares to report quarterly earnings on Thursday. This isn’t just another chipmaker’s earnings update — it’s a bellwether event for the entire semiconductor sector. After delivering record quarterly revenue in its most recent report, powered by strong demand for artificial intelligence (AI) semiconductors, Broadcom has already cemented itself as one of the clear beneficiaries of the AI revolution. But the upcoming earnings announcement is about more than revenue beats. Investors want to know whether the company’s Application-Specific Integrated Circuits (ASICs) are gaining traction, whether it can continue to carve a path alongside Nvidia, and whether the stoc
[Discussion] Why Pick ASIC? Chase Broadcom or Buy the Dip in Nvidia?
$Broadcom(AVGO)$ the next Nvidia? Broadcom 🚀 soared 12% after earnings.Q3 revenue: $15.95B, +22% YoY (beat est. $15.84B)Non-GAAP net profit: $8.40B, +37.3% YoYEPS: $1.69, also beat expectationsOn the call, CEO Hock Tan dropped a bombshell:A new mystery customer placed a $10B order for Broadcom’s custom AI accelerator XPU. Rumor has it — OpenAI is set to begin mass production with Broadcom, shipping next year.Why do tech giants like $Alphabet(GOOG)$ turn to Broadcom for AI ASICs?Morgan Stanley notes cloud providers like Google, Amazon, Microsoft are aggressively investing in ASIC design.Because Nvidia’s GPUs are insanely expensive 💰 and hard to get. Plus, you’re locked into CUDA software + NVLink for scali
🚀 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