Calls
2
Kunjan Sobhani
Semiconductor Analyst
Win Rate
50.0%
return
+1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 03
$364.23
-0.7%
Broadcom's key positive is its very high fiscal 2028 AI revenue guidance of about $230 billion and the first-time disclosure of top four AI customers Google, OpenAI, Meta and Anthropic; as the number one custom ASIC player, it is seeing more diversification and growth from new frontier-lab programs, easing competitive concerns.
AI ASIC
Long
Jul 24
$100.23
+2.7%
Intel's execution is turning around, driven by the AI boom and a surprise beat in the PC client side where improved yields and volumes are boosting revenue. Combined with discipline work over the last year, both areas are helping Intel deliver better results.
Foundry Equipment
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Kunjan Sobhani has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: AVGO, INTC.
