PhD, Materials Consultant
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Joined July 2020
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Ajit Mishra retweeted
$AVGO
Broadcom to lend Anthropic up to $42B to lease chips: report
Broadcom (AVGO) will lend Anthropic (ANTHRO) up to $42B to help finance infrastructure spending, according to a media report.
The financing is part of a broader relationship between the companies that includes the supply and leasing of computing equipment. Anthropic is expected to become Broadcom's largest customer for its chip-design business in 2027, according to Reuters.
Broadcom and Anthropic did not immediately respond to Seeking Alpha's request for comment.
Anthropic has committed $125.2B to lease computing capacity over five years, with the convertible debt from Broadcom potentially covering about a third of that amount.
The computing capacity will include Google's (GOOGL) tensor processing units, or TPUs, supplied by Google and Broadcom beginning in 2027.
Under the financing arrangement, Broadcom could designate a financing partner, and the debt could be converted into Anthropic shares. Anthropic said it does not expect the notes to be sold before its IPO.
Anthropic also warned in the filing that Broadcom's dual role as a hardware supplier and financing partner could create "potential conflicts of interest" and affect its access to computing capacity.
Ajit Mishra retweeted
LOL!
JUST IN: AOC says Congress should break up Apple, $AAPL, amid looming price hikes for MacBooks and iPhones
Despite of so much uncertainty, there are a handful of stocks not showing any signs of weaknesses (yet) and rallying hard on any green day. Once the market will be conducive, most probably these can go up very fast.
$AAOI $VIAV $GEV $PL $BW $FSLY $SNDK $AEHR
05 Apr 2026: Weekend Homework ✏️
Look at all of these on a weekly and daily chart timeframe - no excuses for folks saying there are no setups anymore, there are clearly many developing/broken out already!
Camp 1 — Agentic AI / Edge Compute:
- ARM, NET, UI, SKM, DOCN, AKAM, FSLY, RNG, LSCC (9)
Camp 2A — Compute Infra + Photonics:
- INTC, AMD, MRVL, STM, ACLS, UCTT, ICHR, Q, FORM, KLAC, ONTO, MPWR, AEIS, FN, MTSI, KEYS, LITE, CIEN, AAOI, VIAV, TSEM, AEHR, LWLG, AXTI, AMAT, GLW, TER, SNDK, WDC, STX, MU (31)
Camp 2B — Physical Infra:
- GEV, NBIS, DELL, VRT, MOD, POWL, NOK, EQIX, DLR, AGX, ETN, NVT, EME, MTZ (14)
Camp 2C — Energy Infra:
- BW, SQM, ALB, SEDG, NXT, SOLS, PWR, ON (8)
Space:
- RKLB, PL, LUNR, ASTS, SATS, FLY, SATL, GSAT, IRDM, BKSY, VSAT (11)
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Anyone who is saying this is oversold or that is oversold has forgotten 2022 panic dumping and extended selling. One of fin twits (and mine) favorite, $SOFI dropped from $26 to $4.50. I was “bullish” and kept buying without respecting simple stage analysis, poor market condition
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sector rotation, institutions selling etc. The current market is giving a similar vibe, will it be like last year quick correction and recovery or can be like 2022? Nobody knows. However, one thing is clear that other than oil, chemicals, fertilizers there is no uptrend anywhere
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$SPY $QQQ $IWM This makes lot more sense. Other than Oil stocks (and photonics, memory stocks), there is no sub-sector (out of ~160) doing well. Photonics and memory stocks also showed y’day what can go wrong if there will be panic in the market. This is a day traders market.
Feels like market setting up for a similar upside reversal trade to January 24th, 2022. First leg down out of a multi-month topping pattern. Flushed through 200-day moving average with consecutive down days. Big panic gap down the following Monday and undercut the previous lows. Nearing April 2025 low AVWAPs on $SPY $QQQ
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Are we going to see 200sma undercut and recovery (doubtful in the current geopolitical climate and mid-term election year), 2022 bear market (doubtful with the current government fixated to stock market) or last year correction (likely) or maybe a mix of last year and 2022.
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