So cool! 👍 This is the best @AnthropicAI promo I've ever seen! Now I have 5 hours every day chatting with #AI, and 3 Openclaw bots working for me, it feels amazing!!

Today I read a UBS analysis report on Broadcom $AVGO and was shocked. According to UBS's forecast, by 2028 Broadcom will become a company worth at least 5 trillion USD! 🧐 Honestly, this projection is quite large. Let me break it down and calculate for everyone to see how much real money $AVGO can make from shipping 35 million TPU units by 2028! 🧮 UBS provided TPU market data in the report: 35 million TPU units, with Broadcom conservatively estimated to hold 60% market share, about 20 million devices, each priced at 15,000 USD, conservatively estimating 300 billion USD TPU revenue. Additionally, with the surge in ASICs, the market demand for AI network infrastructure will explode, driving up demand for Tomahawk 6/7 network switches and PCIe switches. Network communication is expected to contribute about 40 billion USD. Traditional business + VMware software: assuming steady or stable annual growth, contributing about 35 billion USD. 📌 Total revenue here will astonishingly reach 375 billion USD, which is 5 times the 2025 level. Based on this year's Q1 net profit margin of 42%, the estimated net profit for 2028 will reach an astonishing 157.5 billion USD. To put this in perspective, Nvidia's full-year net profit for fiscal 2026 is only 120 billion USD. Using Nvidia's current PE ratio of 41x to value Broadcom, the market cap would reach an astonishing 6.45 trillion USD. Even with a conservative 30x PE, it would be 4.7 trillion USD, 2.6 times the current market cap! 🧐 But I still feel something is off. This projection is too big and could choke. Let me point out some major potential pitfalls here 🚨 1️⃣ Supply chain bottlenecks: TPU shipments growing from 4.3 million to 35 million in two years is an 8x increase, which will severely test supply chain capacity. TSMC's capacity, CoWoS packaging technology, HBM memory supply (Micron, SK Hynix, Samsung) — every link must keep up. Currently, Nvidia's GB300 and VR200 are competing for capacity. Can AVGO secure enough wafer allocation? This is a big question. 2️⃣ Customer concentration risk: AVGO's ASIC main customers are just a few: • Google (TPU) • Meta (MTIA) • OpenAI (rumored to be developing, cooperating on Nexus 10GW project) • Anthropic (3.5GW agreement) If any of these major customers cut or delay orders, AVGO's ASIC business will collapse immediately. Moreover, these tech giants are burning huge amounts on AI; if the economy downturns and capital expenditures are cut, ASIC orders will shrink significantly. 3️⃣ Intensifying competition: ARM AI ASIC chips are also on the way, expected to launch in early 2027, and MediaTek is working on dual sourcing. Although the market pie is growing, more players are sharing it. Whether AVGO can maintain its market share is a key variable. 📝 My personal judgment is that UBS's report looks great on paper, but the actual implementation has too much uncertainty. I think 35 million shipments is somewhat unrealistic; a more realistic expectation might be around 15 to 20 million units. If we assume 15 million units with 60% market share, AVGO would get 9 million units, and the market cap would double by 2028. That should be quite achievable. Key time points to watch: • End of 2026 to early 2027: ARM AI ASIC launch, watch the competitive landscape. • Mid-2027: Monitor OpenAI's ASIC project progress, which will greatly impact AVGO. • 2028: See if actual shipments can meet UBS's expectations. DYOR 🙏, investing carries risks. Just take this UBS report as a reference and don't take it too seriously!

South Korea🇰🇷 stock market had a brief flash of recovery during the session, but ended up crashing again! The Korea Exchange got anxious and started strict monitoring and investigation of illegal short selling! Now, this huge pressure is hitting tonight's US stock market😭 Calling📞 Trump, Jensen Huang, Musk…

Facing different markets, Chinese and American robots have taken completely different approaches! 🧐 🇨🇳 Chinese robots focus on emotional value, rescuing the single-person economy! Core pain points: loneliness, empty nests, and high-pressure urban life. 🇺🇸 American robots focus on hardcore manual labor, tackling blue-collar costs head-on! Pain points: high blue-collar labor costs, difficulty hiring, and efficiency bottlenecks. 👈 is UBTECH 👉 is Boston Dynamics Ultimately, this benefits the robotics sector. This topic has been gaining momentum recently, with related keywords ranking top three on Twitter, Xiaohongshu, and Reddit. You might want to keep an eye on related concept stocks! 🧐

In China, these high-dividend blue-chip assets have once again reached a historic high! In mainland China, most disposable assets are held by people aged 70-80, and their favorite are high-dividend blue-chip assets, providing steady happiness! 🧐

🚨Why do I get hit with explosive news about Micron every day?! 🥹 Rumor has it that Google $GOOG released an AI tool called TurboVec that can reduce memory requirements by 92%! But I checked the paper, and this is clearly last year's paper being hyped up again? The short sellers are really nasty! Why do these ghost stories happen several times every year! 🧐 I suggest everyone feed the paper to AI; it actually has no impact on HBM at all!

The three major technological revolutions of this era: 1. AI 2. Robotics 3. Quantum Computing With AI being overheated in speculation, it’s worth studying the latter two! Currently, the robotics sector hasn’t reached its GPT moment yet, and I believe its importance is on par with AI. I often read @citrini’s memos, which can be said to be the most insightful research institution in the tech world, especially the dystopian scenario report "Autonomous AI Agent Out-of-Control Spread and the 2028 Global Intelligence Crisis," which directly dragged down SaaS software stocks at the beginning of the year—undeniable strength! Today I saw Citrini invested in Robostrategy, which is an important signal. If you don’t know which robotics company to invest in, you might as well take a look at Robostrategy, stock code #BOT. It is an investment fund focused on the robotics sector and surged 11.8% against the market trend yesterday. It has invested in many promising and unlisted robotics unicorn🦄 companies’ equity, such as Figure AI, Apptronik, Standard Bots, etc. Worth keeping an eye on🧐