When Jensen announced the $500 billion chip securitisation scheme with some Wall Street big institutions, I said “there will be more similar schemes to be structured and offered to the market”. Then today $AVGO decided to join the game with up to $100 billion. Human never change, so does the financial market. If you learned what happened in the past, you better hope we don’t enter into interest rate hiking cycle anytime soon, as that would potentially kill the AI trades…
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I was just saying that we will be looking for capex in the upcoming earnings. But here it is. We all know what it means for $INTC right? Foundry customers!
