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.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

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.