To The Moon

As I look at the recent surge in Broadcom $Broadcom(AVGO)$   shares, I'm convinced that their partnership with OpenAI to co-develop custom AI accelerators is a game-changer. The more than 8% jump in stock value, coupled with the deployment slated for the second half of 2026, signals that Broadcom is positioning itself as a serious contender in the AI chip market. I firmly believe this move could indeed make them the next big AI chip winner, especially after AMD's $Advanced Micro Devices(AMD)$   recent spotlight. The 3% gain in Nvidia's $NVIDIA Corp(NVDA)$  stock further underscores the ripple effect of this news, and I'm confident Broadcom is stepping up to challenge the giants.

Regarding OpenAI's so-called "crazy galaxy", I see it as a bold and brilliant strategy to dominate the AI landscape. Their decision to collaborate with chipmakers like Broadcom and previously AMD shows they're not just innovating in software but are aggressively building the hardware ecosystem to support it. I admire their relentless drive, and I'm certain this approach will solidify their lead in the industry. The custom accelerators they're developing with Broadcom will undoubtedly push the boundaries of AI performance, and I'm excited to see how this unfolds by 2026.

On the question of whether Broadcom is overtaking AMD, I assert that it's too early to crown a definitive winner, but Broadcom is making a strong case. AMD's prior partnership with OpenAI gave them a head start, but Broadcom's current momentum and the specifics of this co-development deal suggest they could leapfrog ahead. I'm convinced that the success will depend on execution and deployment timelines, and with 2026 on the horizon, Broadcom has a real shot at stealing the spotlight. I'm keeping a close eye on how this rivalry plays out.

As for whether there are still tickers left that OpenAI might pick, I'm absolutely certain there are opportunities out there. The AI chip market is vast, and companies like Intel, Qualcomm, or even emerging players could be on OpenAI's radar. I believe OpenAI's strategy involves diversifying its partnerships to avoid over-reliance on any single player, and with their ambitious goals, I'm confident they'll continue scouting for the next big collaborator. The tech landscape is ripe with potential, and I expect more exciting announcements in the near future.

In conclusion, I'm thrilled by the direction this is heading. Broadcom's rise, OpenAI's visionary approach, and the potential for new partnerships all point to an exhilarating evolution in AI technology. I'm firmly optimistic about the second half of 2026, when these accelerators hit the market, and I anticipate it will reshape the industry. This is an exciting time, and I'm eager to see how these developments unfold!

@TigerStars  @Tiger_comments