Tesla End Game @EndTesla

@EnerTuition AVGO guided to $100bn in 2027 AI revenue Even if you add $10bn for Mediatek, the total market is lighter than Goldman and JPM were expecting. They had AVGO at $120-135bn next year

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@bubbleboi this is bearish everyone 2027 revenue target of $100bn is low. JPM at $120bn, GS at $130bn Even if we add Mediatek in at $10bn as they take some share, the revenue is light. 2027 Semiconductor revenue is too high. Cycle peak.

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Tesla End Game @EndTesla

2 hours ago

@michaeljburry The responses to this post are terrifying A lot of retail bagholders Burry is doing you a favor. You should be looking to book gains. But alas the bagholders will do what they do best.

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Tesla End Game @EndTesla

3 hours ago

@firstadopter We have support from the entire supply chain but we are supply constrained What a liar

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Tesla End Game @EndTesla

3 hours ago

@donaldgorbachev lol, you didn't address the biggest points he made OpenAI is losing $20bn plus, and their models are becoming more expensive. Fewer people will pay up for more expensive models

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Tesla End Game @EndTesla

3 hours ago

@tailrisked Mediatek is only guiding to $2bn in 4Q revenue and maybe $10bn next year your numbers are off

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Tesla End Game @EndTesla

3 hours ago

@HandlerRich too bad i want to short SpaceX

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Tesla End Game @EndTesla

4 hours ago

@rdd147 no they are still up

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Tesla End Game @EndTesla

4 hours ago

@SpecialSitsNews And 4Q guide is $21bn AND 2027 guide is north of $100bn in AI semi revenue ALL OF THIS IS BELOW CONSENSUS Devastating quarter. Should be down more.

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Tesla End Game @EndTesla

4 hours ago

@TheValueist Alot of words to say 2H 2026 and 2027 AI semi revenue is below market expectations.

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Tesla End Game @EndTesla

4 hours ago

@PatrickMoorhead this is just not true 3.Reaffirmed 2027 AI semiconductor revenue at more than $100B, but did not raise it even when pressed. $100bn is way below expectations for 2027 hence stock down

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Tesla End Game @EndTesla

4 hours ago

@fkpxls duh, isn't this obvious?

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Tesla End Game @EndTesla

5 hours ago

@firstadopter Missing the point. Your point is about margins This is about revenue $AVGO 2027 REVENUE IS WAY BELOW CONSENSUS Whole semi sector is vulnerable and 2027 estimates come under scrutiny.