Shay Boloor(@StockSavvyShay):J.P. Morgan says the market is ignoring 12 years of $AVGO execution at $GOOGL and would be “aggressive buyers at current levels.” The 5-year Google deal still locks Broadcom into TPU v8-v11 with rising revenue commitments while $META, $AAPL, OpenAI, Anthropic, ByteDance and SoftBank programs remain on track. J.P. Morgan sees over $56B of AI revenue in FY26 and another 2x to 2.5x growth in FY27 with Tomahawk 6 already sold out through next year and Samsung supply commitments implying $1T of cumulative AI revenue over 5 years.

2026.08.20 13:07

J.P. Morgan says the market is ignoring 12 years of $AVGO execution at $GOOGL and would be “aggressive buyers at current levels.” The 5-year Google deal still locks Broadcom into TPU v8-v11 with rising revenue commitments while $META, $AAPL, OpenAI, Anthropic, ByteDance and SoftBank programs remain on track. J.P. Morgan sees over $56B of AI revenue in FY26 and another 2x to 2.5x growth in FY27 with Tomahawk 6 already sold out through next year and Samsung supply commitments implying $1T of cumulative AI revenue over 5 years.