$Vertiv Holdings LLC(VRT)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ Talk about an overreaction. Coreweave and $Oracle(ORCL)$ are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience.
Google and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power internal ecosystem features like Meta's Muse integration or Google's native multimodal search rollouts. $Meta Platforms, Inc.(META)$
Conflating a PR-driven safety breather by two specific labs with a total evaporation of structural enterprise silicon and data center demand is detached from reality. Scooping up as much as I can.
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- Investordude1301·09-15Scooping up as much as I can too! $Broadcom(AVGO)$ has never been this cheap and this is a fantastic buy the dip opportunity1Report