Calls
1
Hock Tan
CEO, Broadcom
Win Rate
100.0%
return
+7.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 24
$385.85
+7.7%
The successful debut of OpenAI's custom Jalapeño chip, designed for LLM inference from the ground up and taped out in only nine months, validates Broadcom's business model of partnering with frontier model developers to build their own custom AI silicon. This indicates strong future demand for Broadcom's custom chip design services and reinforces its leading position in the AI silicon ecosystem.
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Hock Tan has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: AVGO.
