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“Apple made TSMC as much as TSMC made Apple — never forget their deep relationship.”
@Semi Doped · Vikram Sekar
Apple sourcing chips from Intel validates Intel Foundry, a historic win that re-rates the stock
INTCLONG@ $130.88
$88.13-32.66%
since call Jun 19
“Architect Labs raised $24M to make custom chip design as accessible as TSMC made chip manufacturing … chip design needs to get easier because human expertise…”
@Semi Doped · Vikram Sekar
If AI tooling democratizes custom chip design, Broadcom's expertise moat erodes and its ASIC margins compress.
AVGOSHORT@ $403.52
EXIT$378.91+6.10%
since call Jun 19
flipped Jun 25 · held 6d · record frozen at +6.10%
Trade on Hyperliquid →TIMESTAMPS
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