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in postLONG
“There are two 800-pound gorillas in the market - Jensen (more like 2400 pound) & Hock”
@zephyr_z9
Broadcom's Hock Tan is the second HBM gatekeeper, cementing AVGO's custom AI chip moat across Google, Meta, and OpenAI
AVGOLONG@ $360.90
$381.17+5.61%
since call Jun 27
peak +8.8%
in postLONG
“Google wanted to source HBM directly, but getting HBM supply is extremely hard (if u are not Jensen or Hock)”
@zephyr_z9
HBM scarcity is so extreme even Google can't source it directly, making Micron's constrained memory supply a multi-year pricing windfall
MULONG@ $1,132.84
$815.49-28.01%
since call Jun 27
in postLONG
“There are two 800-pound gorillas in the market - Jensen (more like 2400 pound) & Hock”
@zephyr_z9
NVIDIA controls HBM supply allocation at scale, locking out ASIC rivals and compounding its AI chip pricing power
NVDALONG@ $193.43
$199.81+3.30%
since call Jun 27
peak +11.1%
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