Josh

Options Seller | Made $27,731.92 last month |CEO of multimillion $ company. Saved by Grace through Faith in Jesus Christ-Ephesians 2:8-9 ↓ Join for live trades!

[Josh @JoshTradeOption]

Tire of losing?

Want to make money in this market without gambling?

Last month I made $27,731.92 by selling options.

123 Total Trades
————————
*107 Trade Winners
*3 Trades Losses
*7 Trades Rolled (into future winners)
*5 Trades Assigned

Results here https://t.co/XORbE4o1b0

I do this every month.

Join me and learn.

You can do this too.

Join along! https://t.co/DMsfaTCHbA

[Josh @JoshTradeOption]

@Veganhippo21 🫡

[Josh @JoshTradeOption]

@RJCcapital $MRVL

[Josh @JoshTradeOption]

@navajav5227 What's that even mean?

[Josh @JoshTradeOption]

My thesis remains with $IREN and today could be a good opportunity to add.

[Josh @JoshTradeOption]

$IREN is going to fly soon. @DollarCostAvg did a fantastic job breaking down the company. He has great picks and soon has his best June. Jump in and follow him for some great picks!

[Josh @JoshTradeOption]

@parasquidsg That's right!

[Josh @JoshTradeOption]

@LIGregC I like MRVL a lot. I'm with you.

[Josh @JoshTradeOption]

$MRVL I bought it after hours. Bought the dip.

$NVDA CEO told us the company will be worth a trillion dollars. That's 4x from here. Who's with me?

[Josh @JoshTradeOption]

@Lok_visa OK, what are you buying?

[Josh @JoshTradeOption]

I agree 100% with @aleabitoreddit here. I've got a position in $AVGO and $MRVL - both upside down after the sell off tonight. Don't be the guys selling the first red day you see. The long term thesis is intact and the AI trade is just heating up.

Remember $MU?

[Serenity @aleabitoreddit]

Just some random notes about $AVGO earnings transcript

- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)

Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects?

- “So as the TPUs continue to accelerate, there’ll be pressure overall on margins.
But the connectivity side, the AI networking side of the business has very rich margins”

“Demand for … networking is simply insatiable”

Also very positive read through as well for the $LITE and the other players. But for TPU margins it goes down at scale, which is understandable.

- “they are placing orders in fairly huge demand, which basically gives us a lot more visibility.. runs all the way to 2028 right now”

positive read through on overall AI demand since it’s 2026 now… and orders are out in 2028

- The initial order for 1 gigawatt, which includes XPUs and our networking has been received and will start Delivery in the second half of 2027. for our other two customers, we expect shipments to begin late 2026 and accelerate into 2027.

$META custom AI program h2 2027 timelines

- “Our revenue, our content per gigawatt will increase. you start putting a lot, you start putting embedding CPU cores into the same XPUs and making those chips basically multi die with lots of hvm.”

Just for the GW modelers.

- “For OpenAI we have delivered silicon and we are on track for production late 2026”

OpenAI custom program timeline

- “If you ask about 27 or 28 that will continue to grow. We expect in fact 28 to be a substantial growth from what we are forecasting in 27.”

More about the demand ramp, go brrr

- “Google, that we expect a diversity of sources from them”

Mediatek (2454) primary beneficary, maybe $MRVL. Already expected though Google doesn’t sole source so they don’t get bottlenecked.

There’s quite a lot of AI demand visibility way until 2028, which is bullish on the AI sector as a whole. Regardless, Broadcom ends the week +0% lol.

TLDR: Strongly bullish AI demand, especially networking. Stocks don’t move in a straight line up, but demand curves 2026-> 2027 -> 2028.

[Josh @JoshTradeOption]

This this is broken. Why is going down? It only goes up, right?

I hope you guys have cash handy. I'm almost 40% in cash - if we get a dip, I'll add.

Remember, size accordingly guys. The market doesn't go straight up. We've had an incredible run. A consolidation would be fine.

[Josh @JoshTradeOption]

@VyOQytsCMUs6VYB Not me.

[Josh @JoshTradeOption]

@Frank22729742 👍

[Josh @JoshTradeOption]

@tripleruoa @TheProfInvestor Soon!

[Josh @JoshTradeOption]

@STAXAIAPP @Ducky_Trades I’m telling you guys! I’ve been taking the trades for close to six months now. I flew out to meet them at their headquarters. I verified. They have a very good program. DM me if you have any questions or concerns at all. 👍

[Josh @JoshTradeOption]

@DollarCostAvg Good numbers. Remember $MU? Everyone sold to me at $450.00 or so.