Fast Returns from Broadcom Inc. Call Options

Upside option positions are delivering exceptional profits in Broadcom Inc. (AVGO).

On September 8, 2025, Market Rebellion’s Unusual Option Activity Service identified the purchase of 3,500 October $360 call options for $11.60 to $13.48, with AVGO shares trading between $346.01-$350.21, significantly exceeding the strike’s previous open interest of 2,024 contracts.

Those October $360 calls have traded as high as $26.60 today with the stock at $372.58, delivering impressive returns of approximately 97.33% to 129.31% from the initial entry price range of $11.60 to $13.48. Meanwhile, AVGO shares gained approximately 6.35% to 7.67% from their initial trading level around $346.01-$350.21, demonstrating how options can deliver significantly amplified returns compared to simply owning the underlying stock.

This performance illustrates the power of options leverage when the directional thesis proves correct, though it’s important to note that this same leverage can work against traders when market moves go in the opposite direction.

Oracle Earnings Catalyst Validates AI Infrastructure Thesis

The timing of this AVGO options trade proved exceptionally prescient, as Oracle’s earnings report on September 9th provided powerful validation for the entire AI infrastructure ecosystem. Oracle reported that its remaining performance obligations jumped 359% from a year earlier to $455 billion, indicating massive growth prospects ahead. Even more importantly for Broadcom, Oracle generated $3.3 billion in revenue from cloud infrastructure, up 55%.

The connection to Broadcom is direct and significant. Oracle announced deals with Google and OpenAI during the quarter, with OpenAI signing an agreement to develop 4.5 gigawatts of U.S. data center capacity. This massive data center buildout requires the exact type of custom AI chips that Broadcom produces through its XPU business. Additionally, CEO Safra Catz revealed that the company signed four multibillion-dollar contracts with three different customers in the quarter.

AVGO was last trading at $363.06, up 7.84% on the day.