$Broadcom(AVGO)$ Ignore the no

$Broadcom(AVGO)$ Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":598802444881944,"tweetId":"598802444881944","gmtCreate":1787174115000,"gmtModify":1787209193317,"author":{"id":9000000000000197,"idStr":"9000000000000197","authorId":9000000000000197,"authorIdStr":"9000000000000197","name":"peepzy","avatar":"https://static.tigerbbs.com/6b4c316453c0a428f08c7f29a4529b77","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":74,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.</p></body></html>","text":"$Broadcom(AVGO)$ Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598802444881944","repostId":0,"isVote":1,"tweetType":1,"viewCount":75,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":479,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/598802444881944"}