$Broadcom(AVGO)$ Anthropic is expected to become Broadcom's largest compute customer in 2027. Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027 and $230 billion in fiscal 2028. I'm long AVGO.

$Broadcom(AVGO)$ Checked the numbers on this one and it's only up $10 year to date. Not a great year so far, but I think better days are ahead.

$Broadcom(AVGO)$  I'm down $50/share. P/E is only 44. The company keeps beating revenue and earnings estimates quarter after quarter. Something feels off when big money and market makers keep driving this company down while financial media keeps talking it up.

$Broadcom(AVGO)$  I bought this stock for the first time before the last earnings report, and I've been stuck since last month. It hasn't moved anywhere except down. Meanwhile Nvidia at least pushed to an all-time high in May, but this one just keeps sliding. The chart looks like it's mirroring Google's chart, maybe because Google is its biggest customer. I hope it recovers.

This company has been in development for a while now, and there's clearly a use case with its AI platform around large ships, shipments, and vessels, plus ocean-related needs. They're located in the northwestern part of the United States, and could potentially be linked up with $Amazon.com(AMZN)$  since both are in Washington state. I'm thinking with some optimism here because of the homeland security deal. It could end up being much more than 29 million as they introduce and leverage their new capabilities over time. My price target for $Airship AI(AISP)$  is back to $5 easily. Given the volume and the price jump, by December it could look very different.

$Broadcom(AVGO)$  Anthropic's IPO filing notes that certain payment or performance defaults could make a substantial portion of its lease obligations immediately due, while limiting its ability to use the $42 billion financing facility to cover those payments.

$Broadcom(AVGO)$  ANTHZZX.PReuters is reporting that Broadcom will lend Anthropic up to $42B to lease chips. Broadcom is becoming a uniquely strategic Anthropic partner here, covering compute supply, equipment leasing, and up to $42B of infrastructure financing. Anthropic could end up being Broadcom's largest custom-chip customer next year as it scales its AI infrastructure buildout. The financing arrangement may also let Broadcom designate a financing partner, and the debt instruments could be converted into Anthropic shares.

$Broadcom(AVGO)$ Big news here. Broadcom has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure buildout. The facility could cover roughly one-third of Anthropic's $125.2B five-year TPU compute commitment, and the debt may be convertible into Anthropic shares. Anthropic is also expected to become Broadcom's largest compute customer in 2027. The filing says Broadcom's combined role as hardware supplier and financing partner creates potential conflicts around pricing and access to compute. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$ 

$Broadcom(AVGO)$ The income statement, balance sheet, and cash flow all look strong. Product quality, growth, and leadership also stand out. Forward P/E is 29.

$Broadcom(AVGO)$ Meta just had its best month in 13 years, AMD posted its strongest gains in years, and MSFT delivered its best performance in 20 years. Someday AVGO will be in that same conversation. Just have to get through the scammer shakeout first.

Settlement outlook from now through mid-2028, based on the per-share value Samsung realized at $3/share. Micron comes in around $3.85–$4.70/share, Google at $10–$13/share, and $Hewlett Packard Enterprise(HPE)$  $Broadcom(AVGO)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Lenovo Group Ltd.(LNVGY)$  plus Nvidia at $1.50–$3/share. Core target sits at 35% probability, with 1/4 treble damages. That puts Micron at $1.35B–$1.65B, Google at $5B–$6.5B, others at $750M–$1.5B, and a price range of $23.90–$30.70. The moderate case is 30%, no treble. Micron $900M–$1.1B, Google $3.5B–$4.5B, others $500M–$1B, with a price o

$Broadcom(AVGO)$ Made 370 today. The bull cycle looks set for AVGO. I picked up some cheap October calls on SPY, QQQ, and MU.

$Micron Technology(MU)$ Reporting after the close Wednesday with the highest bar in its history. Consensus is $50.75B revenue and $31.45 EPS, versus $11.31B and $3.03 a year ago. Gross margin guide is near 86%. The stock closed at $1,070.31, up 239% YTD. Options imply a 7.7% swing. Last record print peaked the same day, then fell about 40% over the next month. The fresh risk is legal. Netlist filed a new ITC complaint seeking exclusion orders on HBM3E, HBM4, and HBM4E, naming $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , and GOOGL. Micron has shipped over $1B of HBM4 and is still fighting. Watch the 2027 outlook.

$Broadcom(AVGO)$  Dividend payout is tomorrow, September 30th.

$Broadcom(AVGO)$ Looks like it held the bounce at the midpoint of the rally. Should start trending back up soon, unless the bounce fails of course.

$Broadcom(AVGO)$ There's a user here who posts CRO-related commentary. Big on Hock and AVGO. Retired, used to day trade around here. Every time I posted anything bullish, he'd show up bearish. Yet he's holding shares himself. He never liked a single post either. After three years, I finally blocked him. He had a put position here last year and kept arguing the stock always drops after the ex-dividend date. The price actually held up. So I blocked him.

$Broadcom(AVGO)$ Anthropic's IPO prospectus reportedly shows $518 billion in future AI infrastructure commitments. The biggest identified piece is around $161.2 billion involving Broadcom. Reported breakdown: Broadcom: ~$161.2B Google: ~$111.1B Amazon: ~$110B Microsoft: ~$31.4B Around 80% of the overall commitments are reportedly non-cancelable or payable regardless of utilization. Important caveat: $161B does not equal $161B of AVGO revenue. We still need the public S-1 to understand the lease structure, XPUs, networking, financing, and revenue recognition. The thesis remains centered on Anthropic, custom XPUs, networking, and a massive AI infrastructure buildout. Broadcom isn't just inferred now. It's named, and the number is enormous. The

$Broadcom(AVGO)$ In Anthropic's IPO filing, they mentioned that the $518B in spending cannot be cancelled or reduced. Sounds like a take-or-pay arrangement. That's good for AVGO, and it's why Hock Tan is so confident.

$Broadcom(AVGO)$ If they hit 30 EPS in 28 as management indicated, at a 20x forward PE in 28 that works out to roughly 70% upside from the current price.

$SPDR S&P 500 ETF Trust(SPY)$ $Broadcom(AVGO)$ I get the feeling it will hold things up going forward. Wall Street needs at least one big tech name to keep the market supported.