@4-shadows.bsky.social"Let the Casino Burn" (but don't bother telling anybody).
The selloff hammered #SKHynix single-stock leveraged ETFs, which have fallen 71.3% from their listing price. Experts warned about the risks of holding leveraged products long-term. @techmeme.com #HockTan #ElonMusk #Broadcom #DataCenters
@nile11.bsky.socialBroadcom CEO Warns AI Investors Are Gambling, Not Investing
..................
https://nile1.com/broadcom-ceo-warns-ai-investors-are-gambling-not-investing/
..................
#aiBubble #aiCapex #aiRoi #annualizedRevenue #apiTokens #artificialIntelligence #broadcom #customAiChips #dataCenters #firmu
@newisty.comBroadcom CEO Calls AI Investors Gamblers, Days After Co-Founder Sold $750 Million in Stock
#broadcom #stocks #ai
@chipstockinvestor.bsky.social$AVGO Broadcom’s AI chip revenue is up 221%. But the real question is what happens as AI models become cheaper.
The chart below shows a reverse DCF scenario with 24% FCF-per-share growth for 5 years and 5% terminal growth.
Read the full article linked in the comments.
@capitalsnitch.bsky.socialMarkets: Broadcom vs. Nvidia: If I Could Only Own One for the Next 5 Years, It Would Be This One.
Your AI reads the news. Teach it to read insiders: capitalsnitch.com/stock/AVGO
$NVDA #Broadcom #Nvidia #JensenHuang #Semiconductors
@victoriametrics.bsky.social#DevEx Talks episode 9 is here 🚀
In this episode, our DevRel, @didiviking.bsky.social, sat down with Saiyam Pathak, Head of Developer Relations at vCluster, and Nabarun Pal, Principal Software Engineer at #Broadcom.
@capitalsnitch.bsky.socialMarket news: Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner.
Real money, real names, real filings. CapitalSnitch in your AI. capitalsnitch.com/stock/NVDA
$NVDA $AVGO #Nvidia #Broadcom #JensenHuang #AI
@securityonline.bsky.socialBroadcom introduces VMware monthly security updates to quickly patch flaws discovered by AI. Discover the new HyperArmor add-on for advanced virtual patching.
#VMware #Broadcom #Cybersecurity #HyperArmor #CloudComputing
@ironmillman.bsky.social
@businessam.bsky.socialBroadcom-topman Hock Tan vergelijkt AI-investeerders met “gokkers in een casino” #Broadcom #HockTan #AI #investeringen #gokken
@businessam-fr.bsky.socialHock Tan, PDG de Broadcom, compare les investisseurs dans l’IA à des « joueurs dans un casino » #IA #Investissement #Technologie #HockTan #Broadcom
@capitalsnitch.bsky.socialHeads up: Broadcom Is Backing Anthropic and OpenAI With $92 Billion. Here's What It Means for Investors.
Breaking news is great. Breaking insider buys is better. capitalsnitch.com/stock/AVGO
#Broadcom #Anthropic #OpenAI #SamAltman
@pjwelcher.bsky.socialVMware now supports logical GPU slicing for more efficiency. Article posted: #CFD26: VMware Deepens GPU Virtualization. Tags: #PeterWelcher #CCIE1773 #CFD26 #Broadcom #VMware #VCF #GPU #NVIDIAvirtualization #GPUslicing #GPUvirtualization URL: www.linkedin.com/pulse/cfd26-...
@forbes.itIl Kospi cede il 5,5% dopo le parole di Hock Tan, ceo di #Broadcom, sugli investimenti in Ia. Il calendario delle trimestrali delle Big Tech #big-tech #borsa-finanza #borsa-di-seul #intelligenza-artificiale #samsung #semiconduttori #sk-hynix #wall-street
@processorpress.bsky.social
@jumpdaily.bsky.socialPor qué te importa: El acceso al capital podría limitar el crecimiento de la IA, según los consejeros delegados de Intel y Broadcom.
✅ 3 fuentes: CNBC Technology, Quartz y Bloomberg Technology
#IA #Broadcom #FinanciacióndelaIA
es.jumpdaily.news/inversion/intel-bro…
@4-shadows.bsky.social"Casino Economy" a commonly used metaphor since the #BillClinton financialization of the 90s: repeal of #GlassSteagall, Commodity Futures Modernization Act. (Bill was not a victim of GOP malfeasance). Either #HockTan is going senile or he's addressing #Millennials #GenZ. #Broadcom #Nvidia #Anthropic
@techimo.bsky.socialBroadcom CEO compared AI investments to a "casino," sparking a chip stock sell-off. Investors "don't know what they are investing in" with "extremely high expectations." Samsung, SK Hynix, TSMC, and Micron saw significant drops. The global semiconductor sector took a hit. #AI #ChipStocks #Broadcom
@capitalsnitch.bsky.socialJust in: Broadcom CEO Says Many AI Investors Have ‘No Clue,’ Likens Boom to a Casino.
Follow the money, not the hype. capitalsnitch.com/stock/AVGO
$AVGO #Broadcom #Semiconductors #Ai #StockMarket
@market-ocean-es.bsky.social#Semiconductores #InfraestructuraIA #Broadcom