AVGO Earnings to Test After Nvidia's Beat.Here Are Weekly Plays！

For event‑driven moves such as earnings, options market makers typically price volatility at roughly ±2 standard deviations.

Knowing a stock's typical volatility and its earnings‑day behavior helps position and hedge ahead of the print.

AI Chips & Hardware: AVGO (Broadcom, custom ASIC), DELL (AI servers), HPE (enterprise AI hardware), NTAP (storage), CRDO (high-speed interconnect), AMBA (edge vision chips)

Data & Cloud Software: MDB (cloud database), SNOW (data cloud), GTLB (DevOps platform), PATH (RPA/AI agents), DOCU (e-signature)
Cybersecurity: PANW (Palo Alto Networks), ZS (Zscaler)

China Concepts / Auto: NIO (Nio)
Consumer & Retail: LULU (athletic apparel), FIVE (youth discount stores), OLLI (off-price retail), GIII (apparel wholesale)

Healthcare / Industrial / Staples: MDT (medical devices), CIEN (optical communication equipment), TTC (lawn & agricultural machinery), CPB (Campbell Soup), SAIC (government IT services)

$Broadcom(AVGO.US) Nvidia disclosed last week, and the market views Broadcom's report as the second validation point for AI demand. Capital flows show clear divergence—Cathie Wood sold $74.5mn of AMD ahead of earnings and shifted to buying $76mn each of Nvidia and Broadcom; Stanley Druckenmiller sold Broadcom and rotated into other AI giants. The stock was essentially flat last week (+0.09%).

Leveraged ETFs:$AVGO 2X Long ETF(AVGX.US)$AVGO 1X Short ETF(AVS.US)

$Dell Tech(DELL.US) Market expectations are for an upward revision in AI server order guidance this time, with some institutions noting that related Taiwanese supply chain partners will also benefit. Options markets are pricing in ~11% post-earnings volatility. If you hold peers:$Super Micro Computer(SMCI.US)$Hewlett Packard Enterprise(HPE.US), there may be correlated volatility (drag/benefit); please monitor your position hedging.

Leveraged ETFs:$DELL 2X Long ETF(DLLL.US) (No short ETF available yet)

$Snowflake(SNOW.US)$MongoDB(MDB.US)$Zscaler(ZS.US) All three are software stocks with good recent performance. Earnings from CRM, CWRD, etc., last week drove the entire software sector. If these three can continue the momentum this week, they might ignite another rally for$iShares Expanded Tech Software Sector ETF(IGV.US), leading to an independent uptrend.

This Week's Macro: Non-Farm Payrolls

Following Fed Chair Walsh's speech at the Jackson Hole annual meeting last Friday, bets on rate hikes have intensified.

Monday opens with the G20 Innovation Ministers' Meeting (Sept 1–2), featuring Musk, Altman, andJeason  Huang. 

Friday's August Non‑Farm Payrolls (8:30 AM ET) is the week's marquee event—especially as rate‑hike expectations resurface, wage inflation data may carry as much weight as the headline jobs number.