Calls
1
u/Dry_Shirt7120
Reddit r/wallstreetbets
Win Rate
100.0%
return
+0.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 15
$338.12
+0.7%
The author argues Broadcom has other cash-generating avenues beyond data center supplies and designs XPUs, which he claims are the most cost-effective way to run AI models versus Nvidia GPUs needed for training. He contends that once spending shifts from AI development to cost-effective, profitable AI services, Broadcom will skyrocket. The main risk is the timing of that spending shift, which he leaves unspecified.
AI ASIC
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u/Dry_Shirt7120 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: 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
