AVGOBroadcomBearishBroadcom
2w ago on
People will soon understand what I mean when I say credit will slow down the buildout and hurt margins. Semiconductor companies are buying their own chips. $AVGO https://t.co/u75ouKB3BG
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Obsessed with markets and the big picture. Macro, stocks, and whatever the economy is trying to tell us. Main Street Alpha / GNG Research / Seeking Alpha
Cite asCryptoQuant has tracked the directional calls on AVGO by @LeoNelissen on X since Mar 2022: not yet scored on AVGO (as of Nov 12, 2026).
1 AVGO call on record, a thin history.
Relative view by default: fewer than 30 AVGO calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @LeoNelissen to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
People will soon understand what I mean when I say credit will slow down the buildout and hurt margins. Semiconductor companies are buying their own chips. $AVGO https://t.co/u75ouKB3BG
View original →The AI capital cycle just got even more interesting. $META is launching roughly $35 BILLION of new equity financing, including mandatory convertible preferred stock and common shares. And it plans another ~$60 BILLION ATM program after its new Class C stock begins trading. Think about that for a second. Meta generated $97 billion of operating cash flow in the first nine months of 2026 and ended Q3 with ~$82 billion of cash and securities. Yet its AI ambitions are now so large that even that isn’t enough. 2026 CapEx guidance: $135-$145 BILLION. This is exactly what I mean when I say AI is no longer a normal tech cycle. It is becoming an infrastructure cycle. And here’s my favorite part: $NVDA, $AMD and $AVGO have indicated interest in buying up to $5 billion of Meta stock in the offering. The companies selling Meta the chips may now help finance Meta buying more chips. That is wild. I remain extremely bullish on AI long term. But when one of the strongest cash-generating businesses on earth starts adding preferreds, forward equity sales and a $60B ATM to fund the buildout, investors should pay attention. The AI boom is becoming a capital markets story just as much as a technology story.
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