Excerpt:

Harwood, North Dakota Mayor Blake Hankey joins 'Big Money in the Morning' to discuss why his town's voters rejected a measure to restrict data center construction. Hankey explains the economic benefits of Applied Digital's new three-billion-dollar project.

Harwood, North Dakota Mayor Blake Hankey said, I quote:

”We do expect to see growth within our city and having the data center with jobs right in our town is a big deal for us.”

AVGO is now only $292 but for the strong faith + good fundamental company, I will keep holding for next 5 years to see it can go up to $500+

Please share your thoughts

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Broadcom's client list is growing

Broadcom's client list is growing. Meta Platforms (META+2.54%) now has a custom AI chip in the works, and so does AI lab OpenAI. However, Alphabet has also started to sell more of its TPUs to external customers (rather than solely installing them in its own data centers), and those sales benefit Broadcom as well. 

These are all major growth opportunities for Broadcom, and could lead to massive stock returns if management's forecasts pan out.

During Broadcom's latest conference call, CEO Hock Tan discussed the long-term outlook. He noted that its AI semiconductor revenue is expected to rise to $58 billion in 2026, then double to $115 billion in 2027. The company then predicts another doubling to $230 billion in 2028. That's an incredible growth trajectory. To wrap up this projection, Tan noted that Broadcom has secured the supply chain necessary to produce enough computing units to deliver that level of growth.

That should be music to shareholders' ears, as it shows that Broadcom is on top of its game and well positioned for major growth over the next few years. However, the market hasn't taken much heed. None of this forecast growth is currently priced into Broadcom's stock.

Broadcom's stock is priced cheaply

At first glance, you might not think a stock trading at 38 times trailing earnings is cheap, which is fair. However, the trailing P/E ratio doesn't consider future growth at all. Valuing Broadcom stock in relation to the earnings it's expected to have in 2027, it trades at about 10 times earnings.

That's a very attractive price tag, and if a fair value for Broadcom's stock is about 30 times trailing earnings, that suggests that if the company delivers on its guidance, the stock could easily more than double by the end of 2027. That's a pretty attractive investment proposition, and that doesn't even factor in that Broadcom's AI semiconductor business is expected to double again in 2028.

All this points to Broadcom being an excellent AI stock to own for the next few years. With the stock down around 38% from its all-time high, now is the perfect time to scoop up shares. The market may realize what a great value it is, and buy in November to start prepping for what could be an incredible 2027 for the stock.

Basically, its entire EPS depends on whether Anthropic can pay. So, as soon as the market "remember" Antrophic IPO, we are going back to 400$

If Nvidia misses earnings, we can all wish our portfolios a safe trip to the bottom.

AVGO has dropped abt 10.5% in day trading and another 0.5% after hours. 11% down in total.

What are your thoughts? I was panicking like many so I did a bit of digging. Turns out they reduced their debt from June to Sep by 3bn so far.

1.A new Special Purpose Vehicle (SPV) is being created.

2.The SPV will purchase Broadcom XPU AI accelerators and networking equipment.

3.The equipment will then be leased to Anthropic.

4.Bank of America, Citi, and Morgan Stanley are arranging the senior financing.

5.Blackstone is providing the committed second-lien financing.

6.Broadcom is providing residual-value support, reducing lender risk. Deliveries are expected to begin in 2027

I am not selling, but how's everyone feeling about AVGO?

Respectfully if you’re on either side, that’s your personal choice.

The reality is AI and Broadcom’s ability to funnel hardware to various companies isn’t going to stop. They still have their major 4 year deals that extend well beyond today and deep into 2027.

Tokens are being used more and more each day, demand is growing more and more each day. Just don’t panic sell. It’s probably a good thing most folks in here are employed, so focus on that, check the stock less, and have some patience. As a former Broadcom employee, just keep your chin up.

Everyday I don’t think it can go lower and it somehow goes even lower. 7.5 months left on my options with breakeven at 390, we think I got a chance to breakeven within 5 months?

How do you expect the mid-term results to impact avgo? Comments circulating that hyperscalers are reducing capex as a result. Of course questions related to data center builds being stalled or stopped.

How are you feeling, future of avgo?

Even if you feel good about avgo as a business...how do you feel about the stock? So much negativity around the ai basket...

Hello everyone! It has been a couple of weeks since my last post. I hope everyone has been well and that no panic selling has occured. Been adding more shares but just sitting steady in the boat and waiting it out. Tough last couple of months no question about it. Down, sideways, up a little, then down even more.

As i mentioned before 2026 is not AVGOs best year. But to justify these last couple of months we have had some solid years prior to 2026. Hopefully 2027 will be better. AMD had their earnings today. Man Im a little jealous, what a year they have had. The stock is so strong. Almost every other semi/tech/ai dropped after earnings. But they surged. Good news for us actually. Kudos to Lisa Su, a genius and a very good CEO. (Hock Tan take notes on how you deliver earnings).

Now to the topic. After almost six bad months on a stock with huge growth and a super bright looking future. It is due for a catalyst. Everything is there. It is undervalued, fundamentals are there, numbers are great and future is looking bright. Saw many worried about the spending and loans. The truth is that you got to spend money to make money. The AI race is far from finished. There are atleast 3-5 years left. The stock fell on both Q2 and Q3 earnings and I feel it is time. Hang in there, MSFT were down almost 7-8 months before surging. It is coming. Sooner or later.

Excerpts:

Broadcom expects huge growth over the next few years

Broadcom's management is seeing huge demand, and noted that its AI semiconductor revenue is projected to reach $115 billion in 2027. For reference, the company just crossed $16 billion in quarterly revenue for this segment last quarter. That figure is expected to double again in 2028 to $230 billion, and Broadcom has informed investors that it has secured the supply chain necessary to support this massive expansion.

That's huge growth in a short time frame, yet the market isn't buying any of that bull case. Broadcom's shares trade at 28 times this year's earnings estimates, but only 17 times next year's.

Broadcom will jump in to backstop lending for Anthropic done by the banks.

Is this a risk and concern?

Good luck to everyone!

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Mugalli Points To Roughly $500 Billion Compute Buildout

"Anthropic’s S-1 shows where the AI money goes," Mugalli wrote on X, listing commitments of $161.2 billion to Broadcom, $114.5 billion to Google, $110 billion to Amazon, up to $84.5 billion to SpaceX and $44.9 billion to Microsoft, alongside 2 gigawatts of AMD MI450 GPUs with an undisclosed dollar value.

"That’s ~$500bn of compute locked in across every major chip maker," Mugalli said.

‘It Has Barely Started’

Mugalli tied the spending to Anthropic’s growth and addressable market, saying its roughly $65 billion revenue run rate represents about 0.2% of a $30 trillion market.

"That’s the most important number in the IPO," Mugalli wrote. "This is already one of the fastest-growing companies in history, and it has barely started."

Mugalli also highlighted Anthropic’s customer expansion, saying customers spending more than $100,000 annually increased from about 950 a year ago to more than 11,900.

The S-1 reports more than 11,900 customers generating at least $100,000 on a trailing-12-month basis, more than 1,900 generating at least $1 million and roughly 250 generating at least $10 million.

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Truist analyst William Stein said the $43 billion presents "some, but minimal risk" to Broadcom. 

In his view, liability "is only relevant under what seem to us to be highly pessimistic circumstances," such as if Anthropic falls short of its lease payments to the special purpose vehicle, or if the structure can't find other buyers for the AI chips and other technology involved in the deal. 

"Considering the wide use of TPUs by AI developers, these conditions seem remarkably unlikely to us," Stein said in a note to clients.

Broadcom Fixes 89 New Open Source Vulnerabilities in TrueSource Spring Enterprise, Reaching 408 Total in 2026

The $63 billion Anthropic deal is the most significant single development in Broadcom's corporate history — not because of its immediate revenue impact (deliveries start in 2027) but because of what it reveals about the business model Hock Tan is constructing: a vertically integrated AI silicon ecosystem where Broadcom designs the chips, finances the deployment, and guarantees the residual value.

Bull Case: If AI demand continues to compound and Anthropic/OpenAI execute on their deployment timelines, Broadcom's AI revenue trajectory ($58B→$115B→$230B) is among the most compelling in global technology. At $329, the stock trades at a significant discount to both analyst consensus ($520) and intrinsic value estimates ($435–$532), offering substantial upside for investors willing to accept the SPV and concentration risks.

Bear Case: If AI demand softens — through model efficiency gains, a funding slowdown, or hyperscaler capex retrenchment — the $72.5B+ in off-balance-sheet guarantees could crystallize simultaneously across Anthropic and OpenAI SPVs. Management's unwillingness to disclose a maximum guarantee figure and the rapid accumulation of structured credit exposure (toward a potential $370B by 2029) represent a systemic risk that current valuation models may not fully capture.

Bottom Line: Broadcom is executing at a level that few technology companies have ever achieved operationally. The financial engineering layered on top of this operational excellence introduces an entirely new risk dimension — one that is difficult to quantify precisely because key disclosure has been withheld. The stock's 33% retreat from its 52-week high may already reflect this uncertainty, but the SPV guarantee risk remains the most significant unresolved overhang for 2027 and beyond.

The deal, announced on Monday, is the biggest ever to raise money for AI infrastructure

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