← Semi DopedTrade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
00:00LONG
“OpenAI has designed and built its first AI chip, "Jalapeño," in collaboration with Broadcom.”
@Semi Doped · Vikram Sekar
OpenAI's Jalapeño locks Broadcom in as anchor custom-silicon partner, deepening a multi-year ASIC revenue ramp.
AVGOLONG@ $377.01
$380.38+0.89%
since call Jun 25
peak +4.8%
“Micron Technology, Inc. reports record results for the third quarter of fiscal 2026.”
@Semi Doped · Vikram Sekar
HBM stays sold out and Micron locks margins via direct multi-year deals, turning memory into structural AI cash flow.
MULONG@ $1,222.72
$812.60-33.54%
since call Jun 25
00:00LONG
“Qualcomm is actually a good AI CPU play because they likely have a ton of capacity from TSMC due to mobile chips allocation (if its even fungible).”
@Semi Doped · Vikram Sekar
Qualcomm has spare TSMC capacity and a Meta deal, making it a credible AI CPU play in datacenters
QCOMLONG@ $203.50
$149.28-26.64%
since call Jun 25
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