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

3 hours ago

@rdd147 no they are still up

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Tesla End Game @EndTesla

3 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

3 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

3 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

3 hours ago

@fkpxls duh, isn't this obvious?

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Tesla End Game @EndTesla

4 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.

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@

4 hours ago

Ladies and gentlemens, dignitaries, royals, and celestial beings… We stand at the inflection point where greed meets fear. The majestic yet consequential broadening pattern has now completed on two fronts from the longer-term upper major levels of historical resistance down to the shorter broadening ascending patterns level of resistance. What awaits us is not for the faint-hearted. 💔 Remain vigilant, diligent, and above all… disciplined. Yours truly, The Great Martis✨

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Tesla End Game @EndTesla

4 hours ago

@801010athlete this has already happened what happens next is collapse

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Tesla End Game @EndTesla

4 hours ago

@jukan05 this is a kill shot for the sector. 2027 numbers too high AVGO is the only semi name to talk in detail about 2027. And it is down about 30% vs consensus AI semi estimates. GAME OVER