Coreweave's revenue per megawatt peak is projected at $14.4 million in 2030 and $12.1 million in 2035, with analysts expecting only a 10% revenue increase from 2029 to 2035.
Source Post
The Best AI Buying Opportunity I've Seen in Months Is Hiding Here
Oct 5, 2026
The creator discusses Broadcom (AVGO) as a significant AI buying opportunity, highlighting its attractive valuation despite its large market cap. They detail a thesis based on future earnings potential, strong growth projections, and improving margins, suggesting current market estimates are too low compared to management's own guidance.
Linked Mentions
Tickers discussed in this post
ARM is mentioned as a potential customer for AI semiconductor companies.
AMD is mentioned as a company expected to see significant growth in the AI semiconductor space.
StoneCo (DLO) is mentioned as being up 7.3% due to election results in Brazil.
MercadoLibre is noted as a new holding that is up significantly due to election results in Brazil.
The creator is increasing their position in Nvidia, viewing it as a large-cap company that is still attractive despite its size.
Broadcom is presented as a prime AI buying opportunity due to its attractive valuation, strong future growth, and improving margins, with the creator increasing their position.
Linked Signals
Tracked calls opened from this post
AVGObuy opened Oct 5, 2026
-5.53%