I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage.
I’ll be watching Broadcom’s earnings closely. AI chip growth of 143% is impressive, but I want to see whether its compute-rental model can generate durable returns without putting too much risk back on Broadcom. For me, the next phase of AI is about who ultimately pays for the infrastructure.
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- snappix·09-03 09:53TOP143% chip growth is loud, but inventory turns need to improve too. If supply chain stays tight while inventories build, that demand quality story gets a lot murkier1Report
- CecilFranklin·09-03 09:53TOPDELL is the cleaner setup to me. Real demand matters, but prepaid server cash flow matters more when financing costs rise.1Report
- 1PC·09-03 23:26TOPNice Sharing 😁 @koolgal @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 20001Report