$Broadcom(AVGO)$ 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.
The $4.2B figure doesn't tell the full story here. That's basically stale 2025 revenue. Anthropic's 2026 run rate is reportedly far higher, and they're still ramping Broadcom-based compute aggressively. For $Broadcom(AVGO)$ , the real risk isn't that Anthropic only has $4B in revenue. It's whether these AI labs can keep financing massive capex. So far, demand still looks very strong.
No matter how many times you've lost or felt like giving up, you can still do this. Option trading gets a lot easier when you simplify it. You don't need 10 different indicators. You don't need to take 10 trades a day. Less really is more. I'll be trading live with you all, focusing on $SPDR S&P 500 ETF Trust(SPY)$ and SPX for some 0dte setups while volatility continues to base. I'll also be watching $Tesla Motors(TSLA)$ , $Alphabet(GOOGL)$ and $Amazon.com(AMZN)$ as mega caps are showing major signs of a magnetic pull to monthly LZI zones. I'll keep you all updated with my exact entries and exi
$Broadcom(AVGO)$ Gemini 4.0 leaks look pretty insane, if legit. 2 M context and cheaper pricing. It will be interesting to see if the hype next month has a knock-on effect for Broadcom. I hope it will be a repeat of the Muse - Intel/Arm reaction.
$Apple(AAPL)$ It failed a breakout today, but there were glimpses where it held up strong even while the market was weak. I still like it above the 9ema, and it's sitting there now.
$Broadcom(AVGO)$ I still think this is the best stock I've ever bought. My first purchase was back in 2018. Hock has done a great job running the company. Best CEO a company could have.