Let me get this straight chat… you have:
$NVIDIA(NVDA.US) 70% supply constrained revenue growth projections (would be 100%+)$Broadcom(AVGO.US) AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230BOpenAI Astra blowing away AGI benchmarks and starting to train itself.$Microsoft(MSFT.US) / $Alphabet(GOOGL.US) / $Amazon(AMZN.US) stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.Even your legacy players like Winbond are starting 2029-2030 allocations.Markets always have temporary drawdowns and macro scares… but…How can anyone not think AI stock go brrr?
AVGO 1X Short ETF (AVS)
- Open
- 8.130
- High
- 8.250
- Low
- 8.130
- Prev. Close
- 8.170
- Volume
- 12.14M
- Turnover
- 99.53M
- Avg Price
- 8.195
- Bid/Ask Ratio
- -53.56%
- Amplitude
- 1.47%
- 52wk High
- 11.487
- Volume Ratio
- 0.98
- Turnover Ratio
- 1,349.43%
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The week is concluding with a strong Aug job report and that's pulling back those rate hike expectations. The relief from yesterday may be short lived.
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AVGO delivered strong earningswith AI semiconductor revenue and forward guidance showing impressive growth. However, the high expectations and valuation leave little room for disappointment if AI spending eventually slows.
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