Broadcom (AVGO) Q1-26 earnings: The $100B AI forecast & weaponizing the supply chain

Broadcom's Q1 2026 earnings revealed a fascinating paradox: a purely tax-driven EPS drop that masked a monstrous AI super-cycle with management projecting a path to $100B in future AI chip revenue alone. In this episode:• Why GAAP net income dropped 14% despite surging operating margins.• Hock Tan’s insane line of sight to $100B in AI revenue.• Confirming OpenAI as the newest custom AI silicon customer.• How Broadcom locked up 🔒 the global T-glass supply to 2028.• The CEO openly diagnosing an analyst with gross margin hallucinations.While non-AI networking revenue remains entirely flat, the hyperscaler panic-buying cycle has fundamentally detached Broadcom from normal macroeconomic gravity. They aren't just selling accelerator chips anymore; they are actively weaponizing the supply chain and aggressively cornering the raw physical materials needed to build them, effectively freezing out their fast-follower competition. Broadcom Inc. (AVGO) | Q1 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.