SouthernValue @SouthernValue95 · 03 Sep 2026
$NVDA is guiding to >70% growth in FY27, $AVGO to 100% growth, both are supply constrained and say real demand is higher. $AVGO went a step beyond and guided to >100% growth again in FY28, with >20GW of XPU demand from just $GOOG $META Anthropic and OpenAI, plus two other
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