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Broadcom and Dell are two results I’m watching together because they give us a pretty good check on whether the AI infrastructure boom is still running at full speed. Broadcom sits closer to the chip and networking side, while Dell gives us a look at actual AI server demand. For me, seeing strength from both would be more convincing than another strong result from just one AI company. But there’s something else I’m watching: expectations are already extremely high. Dell’s AI server business has grown massively, and Broadcom is expected to deliver another strong quarter. At this stage, simply reporting “good numbers” might not be enough. Investors want to see that orders, backlog and future guidance can keep climbing. Personally, that’s where the AI story gets more interesting. I’m no longer asking whether companies are spending on AI clearly they are. I’m asking whether this level of spending can stay this strong without margins or returns eventually becoming a problem. If Broadcom and Dell both continue showing strong demand, I’d see that as another sign that the AI infrastructure cycle still has room to run. #BroadcomDellAIResults $BTC