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AVGOTSMMRVL#142

themeLONGWATCHmissQuality: 65/100
Thesis

GOOGL raising $80B for AI infra; total 2026 AI capex ~$185B (2x 2025). Broad AI supply chain beneficiaries.

By @ParadisLabs · View post ↗
Original post text

$GOOGL AI Supply Chain ETF: Since they're raising $80B to finance AI infrastructure expansion. Total 2026 AI Capex: ~$185B. Custom silicon/memory: $AVGO, $TSM, $MRVL, Samsung...

Price Tracking
LabelTickerPriceRecorded
t+3dAVGO$389.972026-06-05 18:35:32
Metadata
T0 Price: $489.05
Created: 2026-06-03 18:32:21
Scored: 2026-06-03T18:33:37.099933+00:00
Updated: 2026-06-05T18:35:32.802207+00:00
Theme: GOOGL AI Supply Chain