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What are our thoughts on app lovin? $APP bullish or value trap?
Their revenue growth was 43% YoY And I think if they just beat earnings next quarter this stock could go back up to 600 I feel like the market has given them an unfair time. Thoughts?
π¨ TOP DAILY STOCKS - Sep 3
π¨ Today's Pre-Market Movers - Sep 3
Detailed AVGO earnings summary
**1. This is now an XPU company with an Ethernet side business.** Custom AI chips made up 73% of AI revenue and grew north of 3x year-on-year, while AI networking grew over 2.5x. Broadcom guided both to roughly triple again in Q4. Everything else β legacy semis, software, VMware β β¦
Small cap put to call ratio v elevated as traders price the rate hike in Sept. If NFP comes cool, I'd assume a squeeze here in Small caps. Note that despite v elevated yields and oil, most of the dealer positioning is still higher on SPY on the heat maps. 760 the key level to hold into NFP.
need suggestions for swing trade...
π SPOT - Stock analysis Sep 3
Broadcom Q3 results: what the numbers say
$1.0M call sweep on SKHY today, biggest print by a wide margin. Full board below.
Scanned today's options sweeps (orders bought straight at the ask). https://preview.redd.it/inpbsfpbr7nh1.png?width=1258&format=png&auto=webp&s=f28d0256bbea1b505ebef10fdecd0081dd32be8e # Top of the list: \- SKHY: $1.0M call, $160 strike, Jan 21 \- TSLA: $925K call, $360 strike, Sep 4 (plus two more TSLA call sweeps later in the day, $154K and $127K) \- META: $542K call, $600 β¦