Cave Hermit

Aggressive trader utilizing TA for swing trades, and options. Sharing my positions, real P&L, no pump and dumps, and accurate analysis to help us all win.

[Cave Hermit @BaBig90]

@notcee_fan IT

[Don’t Follow Shardi B If You Hate Money @ShardiB2]

$AVGO prob a buy

they sell everything initially

double beat

Broadcom (AVGO) Q2 Earnings:

EPS: $2.44 vs. $2.40 expected — beat by $0.04 (+1.67%)

Revenue: $22.2B vs. $21.7B expected — beat by $0.5B (+2.30%)

[Cave Hermit @BaBig90]

$AVGO overreaction. Expect a pump like $CRDO tomorrow.

[Patient Investor @PSInvestor]

$AVGO Hock Tan, President and Chief Executive Officer: 'Broadcom achieved record revenue, operating profit and free cash flow in Q2 driven by accelerating growth in AI semiconductor revenue and strong operating leverage. Q2 semiconductor revenue from AI of $10.8 billion grew 143% year-over-year, above our forecast, driven by increasing demand for custom AI accelerators and AI networking. The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.'

[Cave Hermit @BaBig90]

@ShardiB2 Idk how. DOUBLE BEAT. Reminds me of $CRDO last week

[Cave Hermit @BaBig90]

@ShardiB2 I work in cybersecurity and coulda told you this was coming. $AVGO LET's GOOOO

[Cave Hermit @BaBig90]

@harry03994688 Just own all

[Cave Hermit @BaBig90]

$ONDS is a buy here.

[Cave Hermit @BaBig90]

@Anraz_1 I own all 3. All are poised to go up significantly. The CAPEX spend was reiterate by Google today to increase next year.

Nothing is stopping this train.

[Cave Hermit @BaBig90]

$Peng has now entered hold forever territory.

[Cave Hermit @BaBig90]

@sayinshallah Don't do it

[Cave Hermit @BaBig90]

$PENG is basically a pure play picks and shovels bet on CXL + AI memory bottlenecks.

They sit at the intersection of:

Proven CXL hardware (SMART Modular NV‑CMM just made the CXL Integrators List, so not vaporware).

A production ready CXL KV‑cache server (MemoryAI) built specifically to fix the memory wall in large scale inference, with up to ~11TB of pooled CXL memory per box.

They've got a Full‑stack AI factory integration, so they’re not just selling modules but designing/deploying whole racks for hyperscalers and AI data centers.

That being said, if your thesis is connectivity + CXL pooling, $PENG gives you:

1) working silicon and systems in market today

2) leverage to AI inference growth without paying GPU‑like multiples

3) a sub‑3B cap name that can re rate fast if CXL becomes standard in AI racks.

You’re effectively long the transition from DIMM‑bound nodes to pooled, composable memory across the rack.

[Cave Hermit @BaBig90]

@CKCapitalxx Check out $WOLF

@Wolfspeed

[Cave Hermit @BaBig90]

@shackelf11 Waiting for my 55-60k!! Then bull run back on!

[Cave Hermit @BaBig90]

@The_Big_Chifa_ Banshee was so damn good. They put it on Cinemax because they were trying to promote the channel for me people to pay for it including HBO and the show got screwed.

1 of the best shows out there.

[Cave Hermit @BaBig90]

@TrendSpider Oh I likeeeee $SMCI and $ARM announcement today is flying under the radar because $MRVL.

[Cave Hermit @BaBig90]

@ShardiB2 lol wtfff this damn thing 😂

[Cave Hermit @BaBig90]

lol guy on @CNBC was just talking about the move from copper to optics and $MRVL and they just cut him off to put on some Goldman Sachs guy talking at some New York Economic Club lol.

[Cave Hermit @BaBig90]

The cope on CNBC is too funny. They just don't get it.

[Cave Hermit @BaBig90]

@Pablo01618 $peng baby

[Cave Hermit @BaBig90]

@PurpleDrink_LLC Goofiest stock ever that will prob be $500 dollars when people realize what $WOLF does and what they're solving is insane. Just gotta execute.

[Cave Hermit @BaBig90]

@KillaXBT lol you're a absolute machine. Love it.