$Broadcom(AVGO)$
We have Amazon issuing another $25 billion in bonds to fund its AI build-out, while simultaneously announcing a 20% price increase for GPU compute starting July 1st. The trend is unmistakable: demand is outstripping supply, and the capex spending continues.
This pattern is likely to be replicated across the industry. The current analyst noise feels like a tantrum over wanting a specific number from Hock Tan to plug into their models. Long-term Broadcom investors are familiar with Hock's playbook—underpromise and then massively overdeliver.
From my perspective, this looks like the standout AI play for the coming five years. The market's focus might shift back to the ongoing AI narrative around July 16th, when TSMC reports its earnings.
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