This week was crazy hectic with $NVDA, $IREN and $MRVL among others reporting. And then we had $SIVE, which once again managed to leave pretty much nobody indifferent. Next week should be a good one too. On Tuesday I’m looking forward to $CRDO. And don’t miss my collab with @babyfolio. We published an article earlier this week asking a simple question: does buying Credo at today’s valuation still make sense? Then Wednesday we get one of my highest-conviction holdings, $AVGO. Broadcom is probably the company where my custom silicon thesis is expressed most clearly today. They sit inside multi-generation hyperscaler roadmaps with their XPUs, while also owning a huge part of the networking stack required to connect those chips. That combination is why my conviction is so high. On the call I’ll be listening closely for any change to the $100B+ FY27 AI semiconductor outlook, how the OpenAI ramp toward production in late 2026 is progressing, more color around Google, Meta and Anthropic, and whether the insane demand Broadcom is seeing in AI networking continues. I’m also curious if Hock gives us anything new on 2028. Last quarter he was already talking about substantial growth beyond 2027. Then on Thursday, $CIEN reports pre-market. Another useful read on the optical side of the AI infrastructure buildout. Those are the three I’ll be watching closest. How about you? What are you looking forward to next week?