NeutralAVGOBroadcomBroadcomCRDOCredo Technology Group HoldingCredo Technology Group HoldingMRVLMarvellMarvellVRTVertiv Holdings, LLCVertiv Holdings, LLC

4w ago on

If capital becomes harder to raise, getting more useful compute out of every dollar invested becomes even more valuable. That’s part of what interests me about $VRT. Better power management and cooling can help customers use more of the compute capacity they’ve already paid for. $AVGO, $MRVL and $CRDO fit the same broader argument through networking and connectivity.

NeutralAVGOBroadcomBroadcomBXBlackstone Inc.Blackstone Inc.NVDANVIDIANVIDIAORCLOracleOracle

4w ago on

Getting clearer by the day. I wrote back in July that capital could become another bottleneck in the AI buildout. Yesterday, $AVGO CEO Hock Tan said capital will be the biggest constraint as the company works through wafer and memory shortages. That is quite a statement coming from someone whose business depends on customers funding this expansion. Broadcom’s financing platform with Apollo and Blackstone launched with an initial $35 billion transaction. Nvidia has since disclosed guarantees capped at $105 billion supporting parts of OpenAI’s Ohio project. Now there are reports of another major financing package for OpenAI involving Broadcom, alongside further chip financing discussions at Oracle. I think the important question to dive in on is: How much exposure will they accept to the same customers and the same assumptions about future compute revenue? I remain bullish on the buildout. But I’m paying much closer attention to the capital bottleneck.

BullishAVGOBroadcomBroadcomMRVLMarvellMarvell

10/12/2026 on

I think this is bullish for companies like $AVGO and $MRVL. It doesn’t confirm a win for either, but it shows why hyperscalers have such a strong financial incentive to keep investing in custom silicon and the networking around it. https://t.co/Af9lNxr0pK

NeutralAVGOBroadcomBroadcomALABAstera LabsAstera LabsANETArista NetworksArista NetworksCRDOCredo Technology Group HoldingCredo Technology Group HoldingLITELumentum Holdings Inc.Lumentum Holdings Inc.MRVLMarvellMarvell

10/12/2026 on

OCP Global Summit starts today. Probably one of the more interesting weeks of the year if you follow the AI connectivity side of the market. $AVGO, $ANET, $MRVL, $CRDO, $ALAB and $LITE are all showing where this is heading.

AVGOBroadcomNeutralBroadcom

10/8/2026 on

With $AVGO reportedly helping arrange financing for OpenAI, I’m wondering whether capital becomes the biggest AI bottleneck. How much exposure can lenders take when so many projects depend on the same few customers, and suppliers are also financing them? Who takes the loss if one of those customers can’t pay?