Why The US Government Cannot Fire Broadcom.
Автор: BigBankTheory7
Загружено: 2026-02-14
Просмотров: 18
Описание:
TIMESTAMPS
00:00 - The Impossible Deal: How China accidentally signed off on the greatest monopoly in history.
01:40 - The "Sleeper Agent": Why 17% China Revenue was actually the key to the acquisition.
03:46 - The "Stone Age" Moat: Why the Pentagon's ancient hardware forces them to use VMware (and nothing else).
05:09 - The Price Hike Purge: How Hock Tan "fired" the small customers to lock in the Fortune 100.
07:20 - The Sovereign Cartel: The secret deal between Broadcom, Nvidia, & Meta to tax G7 Nations.
08:32 - The Cloud Act Loophole: Why France and Germany cannot use AWS/Azure for classified AI (and must use VMware).
09:59 - The "Jailbroken" AI: How Governments are using Llama + VMware to build weaponized models offline.
11:07 - The Roll Call: Saudi Aramco, UK, NATO, and the CIA are all signed.
12:20 - Seniority Over Bonds: Why companies pay Broadcom before they pay their own debt holders.
14:18 - The Regulatory Wall: Why the DOJ will stop future M&A (and trigger massive buybacks instead).
15:30 - The Verdict: Hock Tan holds the Master Key.
This content is for educational and informational purposes only. It is not intended as financial, tax, or investment advice. Always consult with a licensed financial professional or tax advisor before making decisions based on this information.
I am a Financial Researcher , Educator and Journalist.
Wall Street thinks Broadcom (AVGO) is just a cyclical chip stock. They are sleepwalking. In this audit, we dismantle the bear case and reveal why Broadcom has effectively privatized the Operating System of the Geopolitical World.
While investors chase Nvidia's hype, Hock Tan has quietly built a "Digital Bunker" that G7 nations and Global Systemically Important Banks (G-SIBs) cannot leave.
In this video, we cover:
The "OneGov" Trap: How Broadcom’s 64% discount to the US Government is actually a 10-year lock-in mechanism with infinite switching costs.
The "Air-Gap" Alpha: Why the CIA and Defense Ministries must use VMware (Disconnected Mode) over AWS/Azure for Sovereign AI.
The Nvidia Symbiosis: How Broadcom and Nvidia have formed a "Private AI" cartel that forces governments to pay a tax on every GPU.
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