Ana Telleria

AI COMPUTE is sold out until end of 2028. This is exactly how you become a millionaire, you buy and hold these companies: GPU / CHIPS (Direct Compute Suppliers) $NVDA GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute. $AMD #2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues. $AVGO Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary. $MRVL Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency. MEMORY (You Can't Run Compute Without It) $MU HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied. $SNDK NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery. NETWORKING (Moving Data Between GPUs) $CRDO High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue. $ANET Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in. $LITE Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris $COHR Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE. POWER (The Real Bottleneck) $VST Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive $CEG Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing. $NEE NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia $GEV Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+. $ETN Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems. DATA CENTER BUILDERS / OPERATORS $EQIX Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR $DLR REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment. $APLD Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec $IREN High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure. CLOUD HYPERSCALERS (Resell the Compute) $MSFT Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive $GOOG $175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group $AMZN $200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group $META Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.

itsmichaelluu's tweet photo. AI COMPUTE is sold out until end of 2028.

This is exactly how you become a millionaire, you buy and hold these companies:

GPU / CHIPS (Direct Compute Suppliers)

$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.

$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.

$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.

$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.

MEMORY (You Can't Run Compute Without It)

$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.

$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.

NETWORKING (Moving Data Between GPUs)

$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.

$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.

$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris

$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.

POWER (The Real Bottleneck)

$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive

$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.

$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia

$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.

$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.

DATA CENTER BUILDERS / OPERATORS

$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR

$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.

$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec

$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.

CLOUD HYPERSCALERS (Resell the Compute)

$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive

$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group

$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group

$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.

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Ana Telleria

@teller990

about 2 months ago

@gopuff Buying gone easy !

teller990 retweeted

Michael | Hypermarkets

@itsmichaelluu

2 months ago

In 5 years, $AVGO exploded 1000% from $47 to $470+ Tonight will be $AVGO biggest earnings in history. I'm bullish on it and here's why: 1. AI Revenue Is About to Print the Biggest Single-Quarter Number in Broadcom's History The guided number was $10.7B in AI chip revenue for Q2. That is not just a beat setup, it is a structural acceleration. Q1 came in at $8.4B and already beat expectations. If tonight prints $11B or higher, that is 140%+ YoY growth on a base that is already massive. For context, Broadcom did $4.4B in AI revenue just two quarters ago. The market will reprice the entire forward earnings curve in one session. A number above guidance at this scale does not get a polite reaction. It gets a gap. 2. The Q3 Guide Is the Real Catalyst, Not Q2 Every sophisticated trader knows tonight is about Q3 guidance, not the print itself. If Hock Tan walks onto that call and guides Q3 revenue toward $24-25B with AI chip revenue above $12B, the stock re-rates immediately. The $100B AI revenue figure he cited for 2027 becomes a straight-line extrapolation the market can finally model with confidence. Institutions that have been waiting on the sidelines for a clean entry point will not wait for a pullback. They chase. 3. Dealer Hedging Creates a Mechanical Bid That Cannot Be Stopped The options market is loaded. Call volume is running nearly 2:1 over puts with a 0.46 put/call ratio. AVGO is already trading in the positive gamma extension zone above C1. The moment the stock gaps up on earnings, every dealer who sold calls into this print is forced to buy shares to stay delta-neutral. That buying pushes price higher, which forces more buying. It is not sentiment driven at that point. It is mechanical. The gamma squeeze feedback loop on a $400+ stock with this much open interest can add 3-5% on top of whatever the fundamental move is. 4. The $MRVL Read-Through Just De-Risked the Entire Custom Silicon Thesis $MRVL reported last week and exploded 25%+. Their custom AI silicon business confirmed that hyperscaler demand for custom accelerators is not slowing, it is accelerating into the second half of 2026. Broadcom is the largest custom silicon player on the planet with more hyperscaler customers than anyone. $MRVL just told the market the cycle is real and durable. When the sector leader reports into a tape where the second-largest player just validated every bull thesis, you do not get a quiet reaction. The $MRVL print is the pre-game show. $AVGO is the main event. $AVGO if they beat will do $DELL and $HPE explosion move. ♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $AVGO earnings tonight.