Beyond $Alphabet(GOOG)$  itself, the clear beneficiaries of stronger demand for Google TPUs are $Broadcom(AVGO)$  and CLS.

$Broadcom(AVGO)$ $NVIDIA(NVDA)$ Broadcom just lined up $63B in financing from banks and Blackstone to supply chips to Anthropic. AI labs keep locking in massive compute packages, and the chip makers sit right in the middle of that capital structure. The financing machine is still running at full speed.

$Broadcom(AVGO)$ Hock Tan looks ready to collect. CNBC covered Oracle expanding its OpenAI partnership, and the chip angle is hard to miss. Google TPUs still carry Broadcom's fingerprints. OpenAI's custom silicon push is another large opportunity, and Anthropic has committed billions to AI infrastructure. The earnings setup is also notable. Wednesday brings Google and Microsoft, both AVGO customers. Thursday brings Amazon, also an AVGO customer. A pattern is forming. The focus remains on AI capex, TPU deployments, and cloud growth. Hundreds of billions are flowing into AI. Wall Street keeps shouting about an AI bubble. Meanwhile Hock is positioned with open arms for Google, OpenAI, and Anthropic workloads. Not every dollar goes to AVGO, but h

$Broadcom(AVGO)$ Anthropic is saying their IPO is going to be bigger than the SpaceX IPO.

$Broadcom(AVGO)$  Hock is a decent CEO. He's no Jensen, but he's no John Chen either. Broadcom as a company is firing on all cylinders. The share price should fully reflect that soon.

Bank of America, Blackstone, Citi and Morgan Stanley announced a $63 billion deal to deploy AI computing capacity using Broadcom's technology for Anthropic, with deliveries expected to start in 2027. The transaction will be structured through a newly created special-purpose vehicle, funded by the four financial partners to buy AI XPUs and networking solutions from Broadcom, which will then be leased to Anthropic. Bank of America, Citi and Morgan Stanley will arrange the senior secured financing, while Blackstone will exclusively provide the committed junior secured tranche. Broadcom will offer residual-value support equivalent to the senior financing tranche. Blackstone COO Jon Gray said surging AI demand is creating meaningful opportunities to finance large-scale computing infrastructure.

$Broadcom(AVGO)$ Good sign, and no algo this time? Unusual call option volume in Broadcom points to a bullish shift, with investors taking advantage of shares at 6-month lows.

$Broadcom(AVGO)$ Morgan Stanley, Bank of America, Citigroup, and Blackstone are teaming up to provide $63B in financing for Anthropic. A lot of that money will go toward buying chips from AVGO. Hock Tan is smiling.

$Broadcom(AVGO)$  Bank of America, Blackstone, Citi and Morgan Stanley have announced a $63 billion financing structure to support AI compute capacity, working with Broadcom on the initiative.

$Broadcom(AVGO)$ Plenty of positive news for Broadcom today.

$Broadcom(AVGO)$  I'm interested in buying Broadcom. There's a lot of upside here. Let's see how the next month plays out.

$Broadcom(AVGO)$ Anthropic just disclosed $3.5B in 1H'26 FCF, along with $130B in cash and short-term treasuries, plus another $50-$100B in IPO net proceeds coming in a couple weeks. Their quarterly financials are also showing operating leverage, with revenue growth far outpacing compute and infrastructure costs on the P&L. Hard to see what the AI bear narrative is supposed to be now.

$Broadcom(AVGO)$  Seeing some interesting call flow in size for the Nov. 20th calls. One order worth $480K on the 355 calls and another worth $233K on the 365 calls.

$Broadcom(AVGO)$ Anthropic's S1 filing confirms just how big Broadcom's role is here. Broadcom (AVGO) is the single largest named supplier. The five-year equipment leases carry about $161.2 billion of rent for TPU-based systems, backed by a $42 billion convertible note facility that Broadcom (or a financier it assigns to) can convert into equity. For an AVGO holder, this filing is a multi-year, largely non-cancelable demand signal for TPU systems, with Broadcom also acting as lender and future shareholder.

$Broadcom(AVGO)$ This is pretty simple. Hock Tan has said Anthropic will be Broadcom's biggest customer over the next several years. So Anthropic's IPO is extremely bullish for Broadcom, period.

$Broadcom(AVGO)$ Bullish sentiment is picking up. Bulls need to take control of this board this week. Bears are stuck here while it just moves sideways, and it is pretty obvious there is no money to be made when other stocks dropped 40 points last week. Time to move on.

$Broadcom(AVGO)$ NOV20 330C, still actionable. Zone: $319.43 to $323.93 Invalidation: close under $310 Objectives: $341, then $360 The math: up 6.0% to the first objective and 11.9% to the second, against 3.6% risk on the invalidation, better than 3 to 1 to the second. This is a swing setup, and the picture is simple. Broadcom closed Friday at $321.68, holding near $320 for a second day after falling about a fifth since April, with its next earnings not due until December, after this contract expires. If that footing holds, the walk back toward $341, then $360, is open, and a close under $310 tells you the idea is wrong. P.S. Analysts still rate Broadcom a strong buy, even after the fall.

$Broadcom(AVGO)$ Spent the back half of last week sitting right around $320 after Thursday's ~4% drop. Honestly, I think Wednesday's Alphabet call matters more for it than anything Broadcom says itself. If Google sounds confident on TPU demand, the worry about it spreading chip work to other designers probably cools off. If the capex talk gets shaky, it likely goes down with the rest of semis. I'm long AVGO, so factor that into my read.

$Broadcom(AVGO)$ A smart trader takes the good with the bad instead of arguing with the bulls. Day trading requires all the info posted here. I have blocked a few people with shares who were day trading, and they probably have regrets now. Just stating facts.

$Broadcom(AVGO)$  52 week lows are within sight. I'm happy to be accumulating shares here. High conviction buy and hold.