🔥 Broadcom, $200 Billion Bait and Big Tech Earnings Variables - 2026.07.27

Hi, it's Carrot, here to break down charts and numbers in detail 🥕! I rushed to bring you this update because some insane numbers regarding Broadcom popped up over the weekend. The stock closed at $381.92 last Friday, showing a slight dip, but there are plenty of heavy-hitting factors that will be reflected this week.

📊 $200 Billion Form is Crazy

The most eye-catching news is definitely the massive partnership with Samsung Electronics. News has flooded in that Samsung Electronics signed a memorandum of understanding (MOU) for a foundry partnership with Broadcom worth a staggering $200 billion ^[1]. They are set to co-develop next-generation AI accelerators, which is a testament to how explosive the demand for Broadcom's custom AI chips truly is ^[2].

On top of this, it seems like the South Korean government is ready to provide support. President Lee Jae-myung held a series of meetings with CEOs of global big tech companies, including Broadcom ^[3]. Expectations are rising that the scale of the partnership could expand further as it integrates with the Korean AI ecosystem.

💡 Big Tech Earnings are the Real Variable

However, what's interesting is that Broadcom's stock price can dance to the tune of other companies' performance. MarketBeat suggested that Broadcom could be the biggest beneficiary once Alphabet's quarterly earnings are released ^[4]. The logic is that when hyperscalers like Google pour money into infrastructure, it eventually flows into the pockets of Broadcom, which sells network switches and custom chips.

SK Group Chairman Chey Tae-won read the market with a similar nuance. He mentioned that the demand for AI memory required by big tech firms like NVIDIA or Broadcom is at a surprising level and that supply will be insufficient ^[5]. Ultimately, we can infer that the demand for infrastructure that builds chips and connects data is more robust than we think.

🎯 Check Support Levels

Even with plenty of good news, you must view charts and sentiment coolly. Last Friday the 24th, the closing price was $381.92, down 2.69%, with a trading volume of 15,130,500. We are in a zone where short-term volatility is increasing as it slips slightly near recent highs.

No matter how big the $200 billion positive news is, you know my rule: no all-in buying, no all-in selling, and only act when support levels are broken. It is crucial to see whether funds flock to Broadcom after Alphabet's earnings announcement, or if profit-taking emerges to test the lower box. Carrot believes this week's relay of big tech earnings is the real trigger that will determine Broadcom's short-term direction. The key point this week is which side of the numbers the market will react to more: valuation pressure or explosive order momentum.

📰 Reference News (4)

1

Samsung Electronics signs $200 billion MOU with Broadcom... to develop next-gen AI accelerators - NewsWorks

뉴스웍스 · 2026.07.26

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2

Samsung Electronics wins $200 billion Broadcom AI chip partnership, boosting foundry push - CNBC

CNBC · 2026.07.25

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3

President Lee Jae-myung holds series of meetings with CEOs of OpenAI, NVIDIA, and Broadcom - Diplomatic Culture News

외교문화뉴스 · 2026.07.26

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📺 Reference Videos (1)

5

YouTube

Chairman Chey Tae-won: "AI memory demand is at a surprising level... it won't be enough even if we supply it"

▶연합뉴스경제TV·2026.07.25