AVGO · Broadcom
Everything Quant Data holds on AVGO, on one page. Four options-positioning readings computed from open interest settled on 2026-09-03, each with its own detail page; what paid research publishers wrote about AVGO in the last 14 days; and every attributed directional statement on AVGO recorded in the daily research notes. The positioning numbers are Quant Data's computations. The research entries are records of what others said, reproduced as stated and not verified.
Options positioning, settled 2026-09-03
Dated snapshot from end-of-day open interest, rebuilt nightly, never an intraday reading. Max pain is arithmetic on open interest; the gamma flip is a Black-Scholes estimate and is the less certain of the two (how we compute them).
What published research said about AVGO in the last 14 days
Pieces from the paid research publishers Quant Data reads whose primary ticker was AVGO, from the ingestion ledger as of 2026-09-08. Titles belong to the publishers. This is a record of who wrote about AVGO, not an endorsement of what they wrote.
| Date | Publisher | Title | Directional statements |
|---|---|---|---|
| 2026-09-03 | James Bulltard | 9/3/26 Recap | 2 |
| 2026-09-03 | TMT Breakout | TMTB Morning Wrap | 10 |
| 2026-08-27 | TMT Breakout | TMTB: Morning Wrap clarification AVGO | 0 |
Each piece is tagged with one primary ticker; passing mentions of AVGO inside pieces about something else are not counted.
Directional statements on AVGO, on the record
Each row is a dated fact: a named source expressed a direction on AVGO. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-09-03 | James Bulltard | unidentified institutional options seller | Bullish | 7,000 $290 November puts sold at 4.28, an economically bullish bet against AVGO breaking below $290. |
| 2026-09-02 | TMT Breakout | TMT Breakout | Bearish | Reads the FY27 AI outlook as underwhelming versus the ~$130B+ buy-side bar, calling the print 'fine' but not thesis-changing near term. |
Research notes that mention AVGO
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- September 2, 2026 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Positioning metrics are computed by Quant Data from end-of-day open interest and stamped to 2026-09-03. Research entries are attributed to their publishers, accessed through the GeoScope aggregator under a licence that permits redistribution, and reproduced as stated without verification. Educational only: not investment advice, not a recommendation, not a forecast.