Jeremy Phillips
@usacampo
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
...— and Broadcom didn't make the cut. Grab the names FREE today . Campling combined three signals. First, the Broadcom-Google five-year deal. Second, Samsung’s earnings reported the same morning, validating memory and chip demand broadly. Third, Anthropic reported that over 1,000 companies are now spending more than $1 million annually on its AI solutions, a figure that doubled from February in just six weeks. Broadcom also confirmed plans to work with Anthropic to help power its operations. Su
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly
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Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly/price-power expectations (but not a direct bearish call in the excerpt).
Proof-backed call history
These are recent thesis calls tied to original source content where available.
...— and Broadcom didn't make the cut. Grab the names FREE today . Campling combined three signals. First, the Broadcom-Google five-year deal. Second, Samsung’s earnings reported the same morning, validating memory and chip demand broadly. Third, Anthropic reported that over 1,000 companies are now spending more than $1 million annually on its AI solutions, a figure that doubled from February in just six weeks. Broadcom also confirmed plans to work with Anthropic to help power its operations. Su
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly
Neil Campling (Bloomberg) frames the Broadcom–Google long-term TPU/networking supply agreement as evidence that AI infrastructure demand remains strong and that competition to Nvidia in AI accelerators/networking is structurally increasing. Core actionable implication: AI infra spend is broadening beyond Nvidia toward ASIC/TPU ecosystems and merchant networking silicon, benefiting Broadcom and (secondarily) Alphabet’s in-house AI stack; potentially a relative-risk narrative for Nvidia’s monopoly
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