Okay, look. Everyone’s chasing the shiny object, right? AI this, AI that. It’s exhausting. And now they want me to tell you where to put your thousand dollars? Fine. I’ll say it. Broadcom. (AVGO 0.92%). Three shares. That’s it. Don’t ask me to explain the entire market. It’s just…less annoying than most of the other options.
Let’s be clear, I didn’t want to talk about AI. It’s all just… hype. But apparently, people are throwing money at “AI infrastructure.” Trillions, they say. Trillions! And the hyperscalers – these data center behemoths – they’re planning to spend $700 billion this year? It’s obscene. And now they want custom chips? Like they don’t have enough power already?
The Custom Chip Thing. Honestly.
So, these companies – Alphabet, OpenAI, whoever – they’re deciding they don’t want to just buy chips off the shelf. They want custom chips. Which means…more complications. More potential for things to go wrong. And Broadcom, of all companies, is apparently the one they’re turning to. It’s just…unsettling. They’re making these incredibly complex, bespoke chips, and expecting them to work? What could possibly go wrong?
Apparently, it’s something called an ASIC – Application-Specific Integrated Circuit. They’re hardwired, which sounds…permanent. Like, if you mess up the design, you’re stuck with it. And they’re supposedly more energy efficient. Which is great, I guess. Unless it means they’re just shifting the energy consumption somewhere else. It’s always something.
And the whole thing is, Nvidia has a lock on the training side of AI with its GPUs and CUDA software. Fine. They built something. But this inference stuff – just using the AI – apparently, it’s not as complicated. So, suddenly, everyone thinks they can build their own chips? It’s like, “Oh, you can make a toaster now? Great. Does that mean you can build a nuclear reactor?” It’s a slippery slope.
Broadcom already helped Alphabet with its Tensor Processing Units, or TPUs. Apparently, they’re good. Alphabet’s using them for everything and now they’re selling them to other people? It’s like, “Here, let us inflict our complicated technology on you.” And Anthropic ordered $21 billion worth of these things? Twenty-one billion? What are they doing with all those chips?
They’re projecting over $100 billion in AI ASIC revenue by 2027. A hundred billion! It’s just…a lot of money. More money than anyone needs. And they’re also doing data center networking, which is growing by 60%? It’s just…relentless. It’s like they’re actively trying to make things more complicated.
Look, I’m not saying Broadcom is a bad company. They seem…competent. But this whole AI thing is just… exhausting. It’s a lot of hype, a lot of money, and a lot of potential for things to go wrong. But if you insist on throwing your money at it, Broadcom seems…less awful than most. Three shares. That’s my recommendation. Now leave me alone.
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2026-03-10 23:42