Growth & Total Return Bi-Weekly Chat 03/30/2026

GTR Chat397 FollowersFollow5ShareSavePlay(4min)Comments This is the forum for Growth & Total Return discussion on Seeking Alpha. A new chat begins every two weeks, and all previous blogs are listed in chronological succession on the main chat page. We won't be doing any comment cleanup in the new chat, and users will always be able to refer back to previous discussions. More on Today's Markets: Micron: Don't Try To Call The Top, Just Choose Your Risk Appetite We also have the ironic knock-on effect to consider. Lower memory intensity per workload can reduce inference cost, broaden deployment, and raise total usage. However, when coupled with potential energy bottlenecks, maybe the base case is upside resistance, not heavy downside risk. I'm humble enough to say I don't know for sure. Fastly: The Future Is Bright, But Watch For These Threats Based on its past, current, and forecast results, I expect Fastly to keep growing, and in 2026 and beyond, to grow profitably. I reach that conclusion despite the concerns noted. AMD: Helium Shortage Is The Least Of Its Problems NVDA has long struggled to meet demand. A second supplier could alleviate this supply pressure. However, looking at the results of the most recent standardized MLPerf test, NVDA's GPUs produce far more tokens per second compared to those of AMD. Assuming that the test standardizes power consumption, this could mean that NVDA's accelerators produce more tokens per second per watt. In a world where data center power supply is scarce, this is a value proposition that's hard to ignore. Broadcom: A Great Company At A Fair Price I’ll first go through the latest earnings as to provide a quick snapshot of what has been happening at the firm. Broadcom posted a double beat in its fiscal Q1 with Non-GAAP EPS coming out to $2.05, a slight beat of 3 cents, while revenue came out to a staggering $19.31B, a 29.4% Y/Y growth rate and a beat of $170MM. This was largely linked to the robust demand for custom AI accelerators and AI networking, with the overall AI revenue growth accelerating. That’s why the company has guided for AI revenue to be $10.7B in Q2 and overall revenue is set to come to $22B, ahead of the consensus of $20.4B, while EBITDA margin is set to come out to 68%.

The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings I have to say, I am really concerned about how little data those companies are required to share. It’s absolutely outrageous that a vehicle without the Level 4 clearance is allowed to be “unsupervised,” even in a geofenced area.

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