📌 X Insight Update[x_fin] (2026/06/05 08:14)
- $AVGO looks structurally locked into the AI infra capex cycle. The key edge is customer stickiness across multi-year roadmaps: $GOOGL has a long-term deal for future TPU generations and AI-rack networking through 2031, while $META has an initial MTIA commitment above 1GW.