RJ Hamster
A Western Rival to China’s Largest Titanium Mine
As U.S. defense spending crosses $1 trillion, drones, hypersonics, and next-gen aerospace are taking center stage.
Behind them? Titanium – lightweight, nearly as strong as steel, and essential to the F-35 Raptor, missile systems, and long-endurance UAVs. Yet the U.S. imports 91% of it… mostly from China, Russia, and Kazakhstan.
That’s why one new discovery in Canada is attracting serious attention. It’s targeting a massive titanium-vanadium system with grades and scale that rival the largest in the world – and it’s just 10 km from deepwater shipping, skilled workforce, and nearby hydroelectric power.
A recent geophysics survey returned magnetometer readings so intense they maxed out the equipment.
With a large oxide layering thickness, a near-monomineralic Vanadiferous Titanomagnetite (VTM) composition, and extensive mineral tenures, the Radar Titanium Project shows the potential to become a globally significant VTM project.
This could be one of North America’s most strategically important new sources of titanium – and it’s still flying under the radar.
Capital Trends
Further Reading from MarketBeat.com
Broadcom Slips Post-Earnings Even as AI Demand Goes Parabolic
Reported by Leo Miller. Originally Published: 12/12/2025.
Key Points
- Broadcom showed that the company is firing on all cylinders in its latest earnings release.
- However, amid high expectations, Broadcom saw its share price swing from solidly positive to solidly negative in after-hours trading.
- Broadcom expects AI semiconductor revenue to double next quarter, a significant increase over prior expectations.
After delivering a total return of more than 70% in 2025, semiconductor giant Broadcom (NASDAQ: AVGO) released its latest earnings on Dec. 11. Despite posting impressive results, Broadcom shares whipsawed in after-hours trading.
Shares rose more than 3% immediately after the company released its Q4 fiscal year 2025 (FY2025) report, but finished down more than 4% after the earnings call. Note that Broadcom’s fiscal year runs roughly one quarter ahead of the calendar year.
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The results and management commentary offer fresh insight into Broadcom’s positioning. The outlook remains constructive, supported by accelerating AI momentum and a growing base of new customers.
Broadcom’s Headline Numbers Impress
In Q4 FY2025, Broadcom reported revenue of about $18.02 billion, up 28% and ahead of expectations of $17.46 billion (24% growth). Adjusted earnings per share rose 37% to $1.95, beating the $1.87 consensus (32% growth).
Importantly, the company’s AI semiconductor business grew 74%, well above Broadcom’s guidance of 66%. Management said it expects AI semiconductor revenue to double year over year in Q1 FY2026.
Broadcom guided total revenue of $19.1 billion for the next quarter, roughly 28% growth—substantially higher than many anticipated. Its Infrastructure Software segment, which includes VMware, also continued to expand: sales rose 19%, an acceleration from 17% a quarter earlier. That suggests Broadcom is still growing VMware despite some clients expressing frustration.
Broadcom Adds XPU Fifth Customer, Sheds Light on Google, Anthropic
During the earnings call, Broadcom addressed the tensor processing units (TPUs) associated with Google parent company Alphabet (NASDAQ: GOOGL). Management reiterated that while Google uses TPUs internally, it is also making TPUs available to external customers. CEO Hock Tan noted that Apple (NASDAQ: AAPL) has been one external user, and he said the scale of external TPU deployment “could be significant.”
Tan also confirmed that the fourth custom chip (XPU) customer added last quarter was Anthropic. After an initial $10 billion order, Anthropic more than doubled its commitment in Q4 with an additional $11 billion order.
Further, Tan said Broadcom has added a fifth, unnamed XPU customer that placed a $1 billion order. The relatively small size of that initial deal may have disappointed some investors, but Anthropic’s follow-on order shows such commitments can grow substantially. On the networking side, Broadcom’s Tomahawk 6 switch is seeing strong demand; the company reported roughly $10 billion of backlog in AI switches.
AI Backlog and Margins Outlook Weigh on AVGO Shares
Broadcom said its total AI backlog now exceeds $73 billion, which it expects to convert into revenue over the next 18 months. That figure may have fallen short of some investors’ hopes, helping to drive the post-earnings decline. Tan emphasized the company expects many more orders over the next 18 months, which suggests actual AI revenue could ultimately be higher.
Comments on gross and operating margins also likely unsettled investors. Management said margins will compress as AI semiconductors become a larger portion of revenue—consistent with prior guidance that AI products are lower margin. Broadcom expects the massive growth in those products to more than offset margin pressure and drive higher overall profits. Chief Financial Officer Kirsten Spears indicated the impact should be modest, saying operating margin would “come down a bit.”
Management also sees Infrastructure Software growth moderating to the low double-digit range in FY2026, after 26% growth in FY2025. That outlook may have been another factor markets viewed negatively.
Overall, Broadcom is adding new XPU customers and expanding revenue from existing ones. The roughly 100% AI semiconductor growth rate the company forecasts for next quarter is well above the 60%–70% range it had previously discussed. Despite the market’s short-term negative reaction, Broadcom’s business momentum remains strong, supporting a constructive medium-term outlook for the stock.
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Further Reading: A Western Rival to China’s Largest Titanium Mine (From Capital Trends)
