AI Trading Ideas: Can We Pick Up the Star in the AI Match?

Hello everyone! Today i want to share some trading ideas with you!

1

$Broadcom(AVGO)$ now sees AI semiconductor revenue reaching $115B in FY27 and $230B in FY28 which would be a 4x increase in two years.

Broadcom already has the supply secured to support that ramp with demand running ahead of plan.

2

$Broadcom(AVGO)$ has begun production shipments of $Alphabet(GOOGL)$ next-generation TPU v8i with Anthropic expected to deploy another 5 GW in 2027.

That gives Broadcom another large-scale TPU ramp beyond Google as the same architecture expands across multiple AI customers.

3

$Microsoft(MSFT)$ is restructuring FY27 reporting into two segments with Agents & Infrastructure sitting alongside Devices & Consumer.

That effectively makes AI agents and the infrastructure behind them one of Microsoft’s two core reporting pillars.

4

$Broadcom(AVGO)$ semiconductor business just grew 127% YoY and extended its acceleration streak to eight straight quarters.

The reason the curve keeps steepening is Broadcom sits inside $Alphabet(GOOGL)$ TPU, $Meta Platforms, Inc.(META)$ MTIA and OpenAI and Anthropic programs with multiple ramps hitting at the same time.

5

$Meta Platforms, Inc.(META)$ is rolling out Muse Spark 1.3 with what Zuckerberg calls “frontier performance almost too cheap to meter.”

Meta is making coding and agentic workloads dramatically cheaper to run at scale.