Jukan — sniff.trade

2 trades tracked · Jukan · 1mo agoview on X

@jukan05

OpenAI names Broadcom as its silicon partner for Titan V1, unlocking a multi-year $150-200B ASIC revenue ramp.

AVGAVGOLONG@ $387.82

$380.89-1.79%

since call Jun 24

peak +2.3%

in postSNPSNPSSHORTFIRST CALL

@jukan05

OpenAI's AI-accelerated chip design threatens to compress or displace the EDA software workflow, putting Synopsys's core business model at risk.

SNPSNPSSHORT@ $470.38

$383.53+18.46%

since call Jun 24

peak +19.5%

TIMESTAMPS

in post