Broadcom reports after close tonight with the implied options move priced in at around 8-10%. After MRVL's 32% single-day surge and HPE's 40% gap, options vol on AVGO has been bid up significantly. The risk into this print is asymmetric: a clean beat with raised AI guidance likely adds another significant move. But if anything in the AI backlog or VMware integration disappoints, the unwind from an elevated vol premium could be sharp. Watching the VIX term structure and put/call skew before positioning.
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