$AVGO

FUTURUM EQUITIES PODCAST EPISODE #44 Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering: • $AVGO earnings & why custom silicon demand still looks very real despite the stock reaction • $CRDO revenue tripling & why AI connectivity may be growing as fast as compute • $CRWD & $RBRK earnings and what’s driving the stock pressure • $META enterprise AI push with Business Agent across WhatsApp, Instagram & Messenger • $NVDA all-in CPU push & what Vera means for $AMD, $INTC & $ARM • Anthropic’s potential IPO & why it could reprice $AMZN, $GOOGL & $MSFT as AI demand proxies We’ll leave the last 10 minutes for live Q&A so bring your questions!