🌟🌟🌟When a chip supplier like $Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down.  By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand.  It is manufacturing in a closed loop system.

The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet.

My answer is 4:  The key is not funding but how much money Anthropic can make.

It is important for Anthropic to translate this   closed loop financing into profitability.  In other words, show me the money, otherwise the entire foundation may buckle.

@TigerStars @Tiger_comments @Tiger_SG

# Xiaohu Hotspot Radar

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  • Investordude1301
    Β·10-06
    TOP
    Super bullish on $Broadcom(AVGO)$! It’s undervalued by easily $150-200
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    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
      10-06 12:33
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    • koolgal:Β 
      $Broadcom(AVGO)$ is indeed a phenomenal stock with tremendous upside πŸš€πŸš€πŸš€πŸŒ›πŸŒ›πŸŒ›
      10-06 12:32
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    • koolgal:Β 
      Thanks for sharing πŸ₯°πŸ₯°πŸ₯°
      10-06 12:32
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  • Meowvin
    Β·10-06 15:06
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    Thanks for sharing. I believe the best is yet to hold to it. If you have extra capacity, consider adding more to your investment.
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    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
      10-06 16:23
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    • koolgal:Β 
      Yes I agree with you.πŸ‘πŸ‘πŸ‘
      10-06 16:22
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    • koolgal:Β 
      Great idea to add more if the funds permit.
      10-06 16:23
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  • Grab Master
    Β·10-06 18:25

    Great article, would you like to share it?

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    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
      10-07 07:39
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    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
      10-07 07:39
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    • koolgal:Β 
      Thanks 😍😍😍
      10-07 07:39
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  • Grab Master
    Β·10-06 18:25

    Great article, would you like to share it?

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    • koolgal:Β 
      May you grab all the winning trades πŸš€πŸš€πŸš€πŸŒ›πŸŒ›πŸŒ›πŸ’°πŸ’°πŸ’°
      10-07 07:40
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    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
      10-07 07:40
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    • koolgal:Β 
      Thanks 😍😍😍
      10-07 07:39
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  • zuma
    Β·10-06
    thx
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    • koolgal:Β 
      Happy Trading πŸŒˆπŸŒˆπŸŒˆπŸ’° πŸ’°πŸ’°
      10-06
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    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
      10-06
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    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
      10-06
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