The Analysts

@sancompounding

@sancompounding · Tue, Aug 4

Sandeep Anand@SanCompounding
🚨 BofA just turned EVEN MORE bullish on AI infra: 📈 AI capex: +78% in 2026, +35% in 2027 💰 Hyperscaler spend: $860B → $1.2T path 📦 Cloud backlog: $2.3 T+ (+16% QoQ) BofA’s 16 beneficiary buckets as a buy & forget basket 👇 1 $NVDA $4.5T Compute/GPU 2 $AVGO $1.7T http
31d agoview on X ↗media on X

tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

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Long NVDA, Long AVGO, Long TSM, Long MU, Long SNDK, Long DRAM, Long AMAT, Long LRCH, Long KLACK, Long ON, Long NVTS, Long MRVL, Long COHR, Long LITE, Long CRDO, Long ALAB · High confidence

Confidence

High0.99

Counted from

Wed, Aug 5 · market close

Rank since this call

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Aug 28

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Aug 29

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Aug 30

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Aug 31

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Sep 1

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Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 30 · fades out by Sep 15