Micron's sold-out high-bandwidth memory through 2027+ and contracts already being signed for 2029-2030+ extend its earnings runway. At 5x forward earnings, it is cheaper than a year ago; its private Anthropic stake is about to be instantly rerated at Anthropic's IPO, and a new share buyback is expected to be announced Dec. 9. Micron could certainly gain 30% in three months. x.com  x.com 

Anthropic's compute commitments point to future revenue for Alphabet, Amazon, Microsoft, Broadcom and Nvidia. Its S-1 reports 14-fold revenue growth, positive second-quarter 2026 EBIT and more than $600 billion committed to compute through 2045. The AI trade is alive and well, more than expected, provided demand keeps pace with those commitments. x.com 

Broadcom borrowing again signals a $1.8 trillion company running low on cash. Per @KobeissiLetter, citing the WSJ, Broadcom is seeking more than $50 billion of financing for OpenAI's custom AI chip, with Apollo and Blackstone among the lenders it has approached. x.com 

Improving earnings and more attractive valuations favor AI infrastructure names Nvidia, Micron, Broadcom and TSMC. Goldman Sachs charts put memory stocks at about 4 times two-year forward earnings versus an 8 times median, and large fabless chip stocks at about 13 times versus 18 times. x.com 

Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more

Broadcom has no material upside left even if it hits its 2029 targets, because the AI capex boom is nearing its peak and its 25x sales multiple, up from 5x before 2023, would reset to about 10x. Hyperscalers are at their limits: Alphabet sold shares to raise funds, Meta is considering it and Amazon issued bonds, so frequent upward capex revisions are unlikely and a re-rating is inevitable. Nvidia, at about 20x forward earnings and 9x sales, is the better semiconductor bet. x.com 

Semiconductor leaders look better placed than high-beta stocks with poor company models. TSMC, ASML, Nvidia and memory should lead the sector and belong in the buy basket, with Broadcom not far behind. The CPU basket is only a hold: much of its upside was priced in during Intel and AMD's run. x.com 

John Tinsman's screen for profitable large caps in high-growth sectors with low valuations makes Nvidia, Micron, Sandisk, Broadcom, Meta and Alphabet buys. Tinsman expects downside volatility in growth and tech while seeking to retain their upside potential. x.com 

Broadcom is more overvalued than people realize. Its forecast of $230B in revenue by 2028 has the market valuing it at roughly $2T, yet Meta already generates that much revenue and is far less cyclical. x.com  x.com  x.com 

Alphabet is a long as Anthropic commits to spend $200B on Google Cloud and chips over five years, per The Information via @amitisinvesting. Alphabet has also overtaken Nvidia as the world's most valuable company. x.com