AI Trading Ideas: Can We Pick Up the Star in the AI Match?
Hello everyone! Today i want to share some trading ideas with you!
1
$Broadcom(AVGO)$ now sees AI semiconductor revenue reaching $115B in FY27 and $230B in FY28 which would be a 4x increase in two years.
Broadcom already has the supply secured to support that ramp with demand running ahead of plan.
2
$Broadcom(AVGO)$ has begun production shipments of $Alphabet(GOOGL)$ next-generation TPU v8i with Anthropic expected to deploy another 5 GW in 2027.
That gives Broadcom another large-scale TPU ramp beyond Google as the same architecture expands across multiple AI customers.
3
$Microsoft(MSFT)$ is restructuring FY27 reporting into two segments with Agents & Infrastructure sitting alongside Devices & Consumer.
That effectively makes AI agents and the infrastructure behind them one of Microsoft’s two core reporting pillars.
4
$Broadcom(AVGO)$ semiconductor business just grew 127% YoY and extended its acceleration streak to eight straight quarters.
The reason the curve keeps steepening is Broadcom sits inside $Alphabet(GOOGL)$ TPU, $Meta Platforms, Inc.(META)$ MTIA and OpenAI and Anthropic programs with multiple ramps hitting at the same time.
5
$Meta Platforms, Inc.(META)$ is rolling out Muse Spark 1.3 with what Zuckerberg calls “frontier performance almost too cheap to meter.”
Meta is making coding and agentic workloads dramatically cheaper to run at scale.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
