“Fed Proof” Your Bank Account with THESE 4 Simple Steps

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Dear Reader,

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.

It will give them unprecedented powers to control your bank account.

They could closely track every transaction.

They could even freeze it.

Unless you protect yourself today. Fortunately, there are 4 simple steps you can take to safeguard your savings.

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Weiss Ratings Founder

This Month’s Exclusive Content

Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

Written by Leo Miller. Article Published: 1/22/2026. 

TSMC wafer and Broadcom chip beside Meta data center racks, highlighting AI semiconductor supply chain.

Key Takeaways

  • Broadcom shares are struggling to recover after a steep December drop, down meaningfully in 2026.
  • However, news coming from huge players in semiconductors and AI is fueling support for the stock’s outlook.
  • META’s soon-to-be-released CapEx guidance could result in the next significant move for AVGO shares.

After ending 2025 poorly, shares of semiconductor giant Broadcom (NASDAQ: AVGO) have continued to face pressure in 2026. Year-to-date, shares are down nearly 4%. Broadcom isn’t alone: artificial intelligence (AI) processor stock NVIDIA (NASDAQ: NVDA) is down about 4.5%.

Broadcom’s 2026 weakness has come despite encouraging signals from other key players in the AI ecosystem, notably Taiwan Semiconductor Manufacturing (NYSE: TSM) and Meta Platforms (NASDAQ: META). Recent announcements from those companies suggest momentum in areas that matter to Broadcom could continue in 2026 and beyond.

TSMC Signals Strong AI Accelerator Demand Going Forward

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On Jan. 15, TSMC released its latest earnings report, which showed a strong quarter. Revenues rose by more than 25%, outpacing the roughly 19% growth analysts had forecast. As one of Broadcom’s key manufacturing partners, TSMC’s robust sales growth is a positive signal for Broadcom and its customers.

More important is TSMC’s outlook. For 2026 the firm expects sales to rise close to 30%, a slight deceleration from 2025’s 31.6% growth. That points to continued strong demand from Broadcom’s customer base.

Even more encouraging are TSMC’s projections for AI-accelerator revenues — the category that includes Broadcom’s XPUs and NVIDIA’s GPUs. TSMC now expects these AI-accelerator sales to grow at a compound annual rate approaching the mid-to-high 50% range from 2024 to 2029, up from its previous long-term projection in the mid-40% range. That suggests AI-accelerator demand may have more durability than some have expected, which is a clear positive for Broadcom.

Meta Compute Benefits AVGO’s Custom Chip Outlook

Meta Platforms CEO Mark Zuckerberg also signaled opportunities relevant to Broadcom in his Meta Compute announcement, describing it as the company’s initiative to greatly expand its data center capacityover coming years.

Within the announcement Zuckerberg referenced Meta’s “silicon program,” its effort to develop chips in-house. While the two companies haven’t publicly confirmed the relationship, Broadcom is widely believed to be Meta’s partner in developing those custom chips, which Meta calls its Meta Training and Inference Accelerators (MTIA).

There are clear economics behind Meta’s push for custom silicon. In June 2025, Meta published research on its second-generation MTIA 2i, finding that for supported models the chip reduced total cost of ownershipby 44% versus GPUs. While that is impressive, Meta is still early in its silicon development journey, leaving room for further improvements in future chip generations.

Broadcom’s largest custom-chip partner is Google’s parent, Alphabet (NASDAQ: GOOGL). Alphabet recently released the seventh edition of its tensor processing unit (TPU), and Goldman Sachs notes the TPU v7 offers a 70% reduction in cost per token versus TPU v6 — markedly improving the economics of running AI workloads and putting it “on par” with NVIDIA’s Grace Blackwell 200, according to Goldman.

Meta’s reference to its silicon program in the Meta Compute announcement signals a long-term commitment to in-house chip development. If Broadcom remains a partner in that effort — as its track record with Google suggests it could — the company stands to benefit from rising demand for custom chips.

META’s 2026 CapEx Guidance: A Potential Catalyst for AVGO

Despite Broadcom’s slow start to 2026, there are reasons for optimism. Meta is scheduled to report full-year 2025 earnings on Jan. 28, and analysts expect the company to provide its capital expenditure (CapEx) guidance for 2026. Given Meta’s relationship with Broadcom, the level of planned spending could be an important catalyst for AVGO shares, either positive or negative depending on the magnitude of the guidance.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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