Sam’s AI InfraPulse

AI Infrastructure & tech Investor.
10+ years cash-only equity investor ⚡ 100% transparent. real cash capital, zero hype. follow me to share insights and trades

[Sam’s AI InfraPulse @Samdurn40]

One trade at a time to reach your goals in the market. Let’s gooooo…

[Sam’s AI InfraPulse @Samdurn40]

@SelfMadeMastery Yes men must lead but only if the wife allows and let them to lead

[Sam’s AI InfraPulse @Samdurn40]

@elonmusk when you said if ship of America sinks the rest of the word would sink you meant the unsustainable debt and deficit right…

[Sam’s AI InfraPulse @Samdurn40]

@StockSavvyShay $AVGO customer updates:
• Multi-tens-of-billions multi-year deal with Google
• Anthropic set to become largest XPU client in FY27
• Production shipments of Meta's custom MTIA start in Q4

[Sam’s AI InfraPulse @Samdurn40]

@StockMarketNerd $AVGO customer updates:
• Multi-tens-of-billions multi-year deal with Google
• Anthropic set to become largest XPU client in FY27
• Production shipments of Meta's custom MTIA start in Q4

[Sam’s AI InfraPulse @Samdurn40]

@JonahLupton $AVGO customer updates:
• Multi-tens-of-billions multi-year deal with Google
• Anthropic set to become largest XPU client in FY27
• Production shipments of Meta's custom MTIA start in Q4

[Sam’s AI InfraPulse @Samdurn40]

@JonahLupton Hyperscalers are leaning into custom chips over off-the-shelf GPUs, and $AVGO is winning:
• XPU shipments grew >3.5x YoY
• XPUs accounted for 73% of total AI revenue in Q3
• High-volume shipments included Google/Anthropic TPUs & OpenAI's custom chip

[Sam’s AI InfraPulse @Samdurn40]

@StockMarketNerd Hyperscalers are leaning into custom chips over off-the-shelf GPUs, and $AVGO is winning:
• XPU shipments grew >3.5x YoY
• XPUs accounted for 73% of total AI revenue in Q3
• High-volume shipments included Google/Anthropic TPUs & OpenAI's custom chip

[Sam’s AI InfraPulse @Samdurn40]

@danielnewmanUV Hyperscalers are leaning into custom chips over off-the-shelf GPUs, and $AVGO is winning:
• XPU shipments grew >3.5x YoY
• XPUs accounted for 73% of total AI revenue in Q3
• High-volume shipments included Google/Anthropic TPUs & OpenAI's custom chip

[Sam’s AI InfraPulse @Samdurn40]

@NexusCoOfficial @kevinxu It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%

[Sam’s AI InfraPulse @Samdurn40]

@tjohnson101374 It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%

[Sam’s AI InfraPulse @Samdurn40]

@Beth_Kindig It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%

[Sam’s AI InfraPulse @Samdurn40]

@aleabitoreddit It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%

[Sam’s AI InfraPulse @Samdurn40]

@kevinxu It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%.

[Sam’s AI InfraPulse @Samdurn40]

@MarcosMillaYT It's not just hardware. Broadcom’s $avgo Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%.

[Sam’s AI InfraPulse @Samdurn40]

Why Did the Stock Dip After-Hours? 📉
Despite a double beat and monster AI numbers, $AVGO traded down ~5% post-market. The culprit? Ultra-high expectations. Traders wanted an even bigger upside blowout on overall Q4 revenue guidance ($34.8B) after the stock's run-up into earning

[Sam’s AI InfraPulse @Samdurn40]

Cash Flow Powerhouse 💰
Broadcom generated $13.7B in free cash flow in Q3 alone—translating to a massive 46% FCF margin. They declared a quarterly dividend of $0.65/share. $AVGO

[Sam’s AI InfraPulse @Samdurn40]

@wallstengine It's not just hardware. Broadcom’s Infrastructure Software segment pulled in $8.75B in Q3 (+29% YoY), boosted by enterprise adoption of VMware Cloud Foundation. Software margins held strong at ~84%. $avgo

[Sam’s AI InfraPulse @Samdurn40]

@StockSavvyShay Hock Tan isn't seeing an AI slowdown. Broadcom expects Q4 AI semiconductor revenue to hit $21.7B (+236% YoY). Total Q4 revenue target: $34.8B. $avgo

[Sam’s AI InfraPulse @Samdurn40]

@elonmusk Extremely concerned that impending power scarcity and grid bottlenecks over the next few years will end up delaying the physical AI and robotics timeline. How are you planning to solve the energy scaling wall?

[Sam’s AI InfraPulse @Samdurn40]

@elonmusk I can envision army of Optimus working to build this @elonmusk That would be breathtaking…