Calls
2
Jordan Nanos
Member of Technical Staff at SemiAnalysis
Win Rate
0.0%
return
-1.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 29
$368.79
-3.1%
Custom in-house AI accelerators can lower hyperscaler chip costs because the buyer pays Broadcom's design margin only, rather than NVIDIA's or Broadcom-plus-Google-TPU margins. OpenAI's Jalapeño TCO advantage on tokens per dollar versus GB300 and Vera Rubin supports this custom ASIC economics, making Broadcom a key beneficiary of hyperscaler silicon programs.
AI ASIC
Long
Aug 09
$223.96
-0.7%
SpaceX's decision to go all-in on Nvidia GPUs as their exclusive provider for the 10 GW AI data center buildout is a massive validation for Nvidia. SpaceX's enormous capex and the likelihood that Nvidia will provide vendor financing will lock in high-volume GPU orders, significantly boosting Nvidia's revenue and ecosystem lock-in even as competitors push alternative chips.
AI Compute
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Jordan Nanos has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: NVDA, AVGO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
