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“the real value of companies like $AVGO, Mediatek, and $MRVL lies in their $TSM allocation and memory allocation, which they got sooner than everyone else.”
@bubbleboi
TSMC is the irreplaceable chokepoint in AI chips; hyperscalers going direct to TSM bypasses co-designers and concentrates more pricing power and revenue at the foundry.
TSMLONG@ $436.54
$395.10-9.49%
since call Jun 24
“optics will be essentially for longer distances. If copper is 100% today, he thinks it will be 70% copper, 30% optics in the next 2-3 years.”
@bubbleboi
Optical interconnects will grow from near-zero to 30% of the AI data center interconnect mix in 2-3 years as rack-to-rack distances scale beyond copper's reach.
LITELONG@ $855.13
$722.54-15.51%
since call Jun 24
peak +0.7%
“It's glorified IT consulting”
@bubbleboi
AVGO's AI co-design premium is peaking as hyperscalers move in-house; TSM allocation, not design expertise, was the real moat all along.
AVGOSHORT@ $378.91
$379.92-0.26%
since call Jun 24
peak +4.3%
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