Meta Platforms is considering making a big purchase of Alphabet's AI chips. Broadcom and Taiwan Semiconductor Manufacturing would also be beneficiaries of that deal.
Alphabet has shifted the narrative to being one of the most important AI companies on the planet. Broadcom has a huge opportunity with custom AI chips.
Broadcom is well positioned to witness a multiyear AI ramp-up, driven by solid demand for its XPUs from hyperscalers and AI labs. The company's multiyear partnership with Alphabet has improved its visibility on Wall Street.
AWS is a mission-critical player in the global AI infrastructure buildout, backed by massive multiyear AI deals and $200 billion-plus backlog. Broadcom is seeing a dramatic increase in demand for its custom silicon and networking components from hyperscalers and AI labs.
Selling options can generate 12-15% annual income but requires discipline, risk management, and due diligence. We explain why selling cash-covered puts and covered calls is a relatively safe choice for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for options.
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