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To: Augustus Gloop who wrote (219970)	12/11/2025 8:30:43 PM
From: GROUND ZERO™	Read Replies (1) \| Respond to of 220268

I think way too much is being made about all this AI stuff... Everyone ran to it like it was free candy... And now that everyone is on only one side of the boat, it's starting to tip over and capsize... GZ

To: Augustus Gloop who wrote (219970)	12/11/2025 9:05:27 PM
From: #Breeze	3 Recommendations Recommended By Augustus Gloop GROUND ZERO™ toccodolce Read Replies (1) \| Respond to of 220268

A_G, I highlighted the two statements that gave analyst angst. Customer concentration Breeze "The company projected first quarter revenue to be $19.1 billion, implying a growth of 28% from last year, and also higher than the average analyst estimate of $18.3 billion. CEO Hock Tan said that revenue from the AI chip sales will double in the first quarter, compared to the same period last year. Yet, the stock fell in afterhours trading. Multiple aspects focused on by the company during the earnings call, did not please the street. First, the company disclosed an order backlog of $73 billion in AI product orders that will be shipped over the next six quarters, a number that did not impress investors, as they expected more. However, CEO Tan said that the figure was a "minimum." “We do expect much more as more orders come in for shipments within that next six quarters,” he said. “So our lead time, depending on the particular product it is, can be anywhere from six months to a year.” Tan also said that the company received an $11 billion order from Anthropic during the fourth quarter, but margins were narrowing due to the AI product sales. Broadcom also did not give a revenue forecast from the AI segment for 2026. "It’s a moving target,” Tan said. “It’s hard for me to pinpoint what 2026 is going to look like precisely. So I’d rather not give you guys any guidance," CEO Tan said during the earnings call. Broadcom has also signed on another customer for a $1 billion order, but did not disclose the name of the same. The Palo Alto, California-based company has a wide-ranging lineup that spans communications chips, networking components and software. Anthropic's $11 billion order in the fourth quarter follows a $10 billion in the third. OpenAI had also signed a deal with Broadcom for its own AI chip designs."