MANISH

Kernel architect (ARM/x86) | AI chip design, infra & memory systems | low-level performance & power management

[Quiver Quantitative @QuiverQuant]

BREAKING: We just caught some interesting new stock trades.

Representative Josh Gottheimer just filed purchases of:

- SanDisk, $SNDK
- Micron, $MU
- AMD, $AMD
- Palo Alto Networks, $PANW

Gottheimer sits on the House Subcommittee on AI.

Full trade list up on Quiver.

[Micron Technology @MicronTech]

Every search, recommendation, simulation and AI-generated response depends on rapid access to #data.​​

From training large AI models to enabling real-time inference, #DRAM helps keep today's most demanding workloads moving at the speed innovation requires.​​

This National DRAM day, join us in celebrating the technology that helps bridge the gap between processors and data, enabling everything from smartphones and PCs to #AI infrastructure.

[MANISH @OrbitHigher]

@italianinvesto Super confused:

As per their ER, AVGO is growing 30% QoQ ($22 -> $29B) and 60% AI Revenues QoQ ($10B -> $16B)
FY AI Revenue $56B -> 2027 $100B 78% YoY

I guess it just ran up a lot. but Hock mentioned 'substantial' Google revenues multiple times.

[MANISH @OrbitHigher]

@sheslee Amazing call!! Brilliant.

[Eric Daugherty @EricLDaugh]

🚨 WOW! Secretary Rubio is taking NO BS from Dem Rep. Ted Lieu, he keeps DESTROYING them

LIEU: Trump can't even stay awake during meetings!

RUBIO: He's NOT falling asleep

LIEU: YOU'RE LYING

RUBIO: Is this a JOKE!? This is a Foreign Affairs Committee you're asking about SLEEP [...] Absurd and ridiculous. I can't believe we're in a Foreign Affairs Committee with questions about someone who thinks he's a MEDICAL EXPERT when he's NOT! We HAD a cognitively impaired president for 4 years. THIS president is a guy that literally DOESN'T sleep, works long hours every day. I talk to him day and night, HE WORKS INHUMANE HOURS. I've been on trips where he doesn't sleep the whole flight, he's wandering the hallways to wake people up and talk to! He has an INCREDIBLE amount of energy.

He's so good.

[Hardik Shah @AIStockSavvy]

Bought $AVGG ( $AVGO). I think it's overreaction.

[MANISH @OrbitHigher]

@mzuhair123 Pls read the full article

@SemiAnalysis_

[MANISH @OrbitHigher]

@WisemanCap 😂😂

[MANISH @OrbitHigher]

@tuolaji2024 Do you have full article link from @SemiAnalysis_ @dylan522p

[Wall St Engine @wallstengine]

Apple’s overhauled Siri will reportedly use Google’s Gemini models running on NVIDIA Blackwell B200 chips, per The Information.

$AAPL tried running a modified Gemini model on its own Private Cloud Compute servers, but performance was reportedly too slow.

More complex Siri requests may rely on Google’s cloud infrastructure, while Apple is still expected to emphasize on-device AI at WWDC.

[Hardik Shah @AIStockSavvy]

$AVGO | 𝐁𝐍𝐏 𝐏𝐚𝐫𝐢𝐛𝐚𝐬 𝐄𝐱𝐚𝐧𝐞 maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟒𝟎, 'Primed for Growth'

Analyst sees the market's negative reaction to near-term AI sales as shortsighted, citing accelerating AI orders supporting visibility through '28.

[MANISH @OrbitHigher]

@PythiaR Sorry I am honestly confused here.

AVGO guided 80% YoY revenue growth, 35% QoQ and 200% AI Revenue growth, and it is down 15%

Plus $100B AI Revenue in 2027 which is 78% YoY growth.

What am I missing?! Perhaps it had a strong run up to ER.

[MANISH @OrbitHigher]

@BlueChipPremium AVGO guided 80% YoY revenue growth, 35% QoQ and 200% AI Revenue growth, and it is down 15% ... CIEN down 10% is nothing ;-)

[Dylan Patel @dylan522p]

I love that people reposting what we said miss most of what the note says.
Happens all the time.

[Kaushik @WisemanCap]

$AVGO PT Raised to $580 at JPMorgan

We came away from the F2Q (Apr-Q) print incrementally more positive on AVGO’s growth outlook over the next couple of years, reinforcing our conviction that the AI compute buildout remains early-innings and that AVGO is the most strategically entrenched provider of ASIC/XPU compute/networking. Apr-Q results were solid and, despite a fair amount of hand-wringing ahead of the print, Jul-Q guidance still landed ahead of Street consensus with revenue of $29.4B (+84% Y/Y) and AI semis revenue up 200%+ Y/Y to $16B. But the more important signal was orders: AI bookings eclipsed $30B against $10.8B shipped, lifting backlog sharply and raising revenue visibility even further. Mgmt even struck a very confident tone on FY28 visibility (unusually early), with what we see as ample room for that FY28 pipeline to keep building over the next 12-18 months.

Management detailed an expanding, increasingly diversified customer set, reaffirming a multi-generation TPU engagement with Google, underpinned by substantial revenue commitments from Google and reciprocal supply commitments from AVGO (which we have repeatedly highlighted - link, link); Anthropic, layering an incremental ~5 GW of next-gen TPU from FY27 atop its >1 GW FY26 footprint; OpenAI, with first silicon already delivered and 1.3 GW slated for FY27 within its 10 GW/2029 commitment; Meta’s multi-generation MTIA program (3 GW through 2028, initial 1 GW XPU-plus-networking order delivering in 2H27); and two further customers ramping from late 2026, with $6B of POs already in hand. Notably, for AVGO’s >20 GW XPV compute platform built with Apollo and Blackstone to fund capacity for Anthropic and OpenAI, we estimate only ~5 GW is delivered in FY27 (~1.3 GW OpenAI + ~3.5 GW Anthropic), implying ~15 GW still to ship in FY28 for those two customers alone; folding in Google, Meta, and other at-scale programs, we think FY28 AI revenue could approach $300B - far in excess of current expectations.

[MANISH @OrbitHigher]

@WisemanCap As per their ER, AVGO is growing 30% QoQ ($22 -> $29B) and 60% AI Revenues QoQ ($10B -> $16B)

FY AI Revenue $56B -> 2027 $100B 78% YoY

I guess it just ran up a lot. but Hock mentioned 'substantial' Google revenues multiple times.

[MANISH @OrbitHigher]

@Sandeman52 As per their ER,
AVGO is growing 30% QoQ ($22 -> $29B) and 60% AI Revenues QoQ ($10B -> $16B)
FY AI Revenue $56B -> 2027 $100B 78% YoY

I guess it just ran up a lot.

[MANISH @OrbitHigher]

@jbulltard1 AVGO that's growing 30% QoQ ($22 -> $29B) and 60% AI Revenues QoQ ($10B -> $16B)

[Alan Rice @alan__rice]

AI prices are getting ridiculous

[Hon Hai Technology Group (Foxconn) @HonHai_Foxconn]

Hon Hai (Foxconn) and Intel have announced a strategic collaboration to advance next-generation AI infrastructure, Edge AI, and Physical AI platforms.

✨ Read more: https://t.co/19Rpfyu3so

#Intel #AI #EdgeAI #PhysicalAI #AIInfrastructure #HonHaiTechnologyGroup