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[@BankCardTech](/creator/twitter/BankCardTech)
"Broadcom is executing a perfect AI playbook. ✅ XX% AI revenue CAGR ✅ Strongest AI inference tailwinds into 2026 ✅ Google TPU ramp driving custom silicon surge ✅ $30B AI rev potential Valuation Stretched. Fundamentals + runway Even stronger. $AVGO is built for this moment. #AIInference #Semis #AVGO #TechInvesting #NextFAANG"  
![@BankCardTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1620127631365505024.png) [@BankCardTech](/creator/x/BankCardTech) on [X](/post/tweet/1948073689817497823) 2025-07-23 17:32:15 UTC XXX followers, XX engagements


"Oracles Cloud Comeback is Real 📊 $ORCLs IaaS is set to grow 70%+ in FY26 💸 MultiCloud DB up XXX% QoQ 🧠 AI deals = $60B+/yr potential 📈 RPO to double to $275B Is Oracle building the most underestimated AI hyperscaler Could be $1T bound. Dont sleep. 🛌 #CloudWars #Oracle #AIInfrastructure #TechInvesting #OpenAI #NVDA"  
![@BankCardTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1620127631365505024.png) [@BankCardTech](/creator/x/BankCardTech) on [X](/post/tweet/1946195213631783338) 2025-07-18 13:07:52 UTC XXX followers, XX engagements


"AI-Fueled Gains But Caution Ahead ⚠ TSMC lifts FY revenue growth to XX% on surging AI chip demand. Still Q4 could slow: 📉 Tariff risk 📉 FX pressures 📉 Margin headwinds from overseas fabs The AI cycle is hotbut macro headwinds may test it soon. #TSMC #AIChips #Investing #TechTrends #Semiconductor"  
![@BankCardTech Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1620127631365505024.png) [@BankCardTech](/creator/x/BankCardTech) on [X](/post/tweet/1948020528112898332) 2025-07-23 14:01:01 UTC XXX followers, XX engagements