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Started By
Message
1
Posted on 3/6/25 at 11:42 am to bigjoe1
Yes I loaded up this morning.
Bought 1/3 of a share
Bought 1/3 of a share
Posted on 3/6/25 at 3:01 pm to bayoubengals88
(no message)
This post was edited on 3/6/25 at 3:02 pm
Posted on 3/6/25 at 3:04 pm to meeple
quote:
(No message
You sold didnt you baw…
Posted on 3/6/25 at 4:55 pm to bayoubengals88
AVGO up big in post.
promising sign
promising sign
quote:
Broadcom reported first-quarter earnings on Thursday that topped analysts’ expectations, and the chipmaker offered strong guidance for the current quarter. The stock jumped 16% in extended trading.
Here’s how the company did versus LSEG consensus estimates:
Earnings per share: $1.60 adjusted vs. $1.49 expected
Revenue: $14.92 billion vs. $14.61 billion expected
Broadcom said it expects about $14.9 billion in second-quarter revenue, higher than the $14.76 billion forecast by Wall Street analysts. Revenue in the last quarter rose 25% from $11.96 billion a year earlier.
The company said net income increased to $5.5 billion, or $1.14 per share, from $1.33 billion, or 28 cents per share, in the same period last year.
Broadcom’s artificial intelligence business is at the center of the company’s recent boom, which saw its stock price more than double last year. The company is one of the primary data center infrastructure vendors for AI, working both on Google’s custom AI chips as well as providing essential components for networking thousands of other chips together to develop advanced AI software.
Posted on 3/7/25 at 12:53 pm to sonoma8
quote:What did he say?!
(No message
You sold didnt you baw…
Posted on 3/8/25 at 5:27 pm to bayoubengals88
Still here and holding, accidental post.
Posted on 3/8/25 at 5:27 pm to jefforize
quote:
AVGO up big in post.
promising sign
For Nebius?
Posted on 3/8/25 at 7:48 pm to meeple
quote:
For Nebius?
quote:Yes, especially this part. It’s all about demand.
Broadcom’s artificial intelligence business is at the center of the company’s recent boom, which saw its stock price more than double last year. The company is one of the primary data center infrastructure vendors for AI,
Posted on 3/9/25 at 7:31 pm to bayoubengals88
Blood red futures
Not great.
Not great.
Posted on 3/9/25 at 8:07 pm to jefforize
This manus ai shite out of China might be Deepseek 2.0
Adjust expectations accordingly.
Adjust expectations accordingly.
Posted on 3/10/25 at 12:35 pm to jefforize
Bruh
Posted on 3/11/25 at 12:16 pm to sonoma8
Its been quiet on this thread lately…worth noting that NBIS has teamed up with VAST data to increase AI cloud performance
Vast
A few notes on VAST.
Vast
A few notes on VAST.
quote:
VAST ranked No. 5 on the 2022 Deloitte Technology Fast 500[13] and No. 3 on the 2023 Financial Times list of The Americas’ Fastest-Growing Companies. In December 2023 VAST announced it had surpassed $1 billion in cumulative software bookings; had surpassed $200 million in annual recurring revenue (ARR); and had maintained positive cash flow for the previous 12 quarters with a gross margin of nearly 90 percent.[14][15][16][17] In 2024 VAST was included in the Forbes Cloud 100, a list of the top private cloud computing companies, and was named a leader in the Gartner Magic Quadrant for File and Object Storage Platforms.[18]
quote:
VAST partners with several systems technology vendors worldwide, including Arista, Cisco, Equinix, HPE, Lenovo, NVIDIA, and Supermicro.[28][29]
This post was edited on 3/11/25 at 12:19 pm
Posted on 3/12/25 at 8:47 am to sonoma8
promising start to the day 
Posted on 3/12/25 at 8:55 am to jefforize
What is this green color in my portfolio?
Posted on 3/14/25 at 10:24 am to HogPharmer
Things are looking up.
Big conference next week.
Market may recover.
Big conference next week.
Market may recover.
Posted on 3/14/25 at 10:29 am to bayoubengals88
Yesterday I traded shares in Roth for 2027 leaps.
I own eight '27 calls ($30 strike), and two 26 calls (a $60 and a $30).
I own eight '27 calls ($30 strike), and two 26 calls (a $60 and a $30).
Posted on 3/16/25 at 9:34 pm to bayoubengals88
Feeling the bottoming out to go bullish? Why not sell covered calls?
Not specific to NBIS, I'm considering entering leaps over the next 1-2 wks.
Not specific to NBIS, I'm considering entering leaps over the next 1-2 wks.
Posted on 3/19/25 at 8:30 am to ApexHunterNetcode
Some great info yesterday on the nvda call. But itll prob make this go to 16$ instead of $50
Posted on 3/19/25 at 8:37 am to LChama
Yep. I'm in sit back and relax mode. It's lawn season now.
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