$Broadcom(AVGO)$ Anthropic just disclosed $3.5B in 1H'26 FCF, along with $130B in cash and short-term treasuries, plus another $50-$100B in IPO net proceeds coming in a couple weeks. Their quarterly financials are also showing operating leverage, with revenue growth far outpacing compute and infrastructure costs on the P&L. Hard to see what the AI bear narrative is supposed to be now.
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