Broadcom lands Apple custom ASIC silicon contract, adding a new high-margin design win on top of its already-booming AI chip revenue.
*BROADCOM TO DEVELOP CUSTOM ASIC SILICON PRODUCTS FOR APPLE
— pendingopen horizon
Speakerguest
zerohedge
@zerohedge / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
Verified record
—pending
No settled calls yet — credibility updates as call horizons resolve.
Speaker record
Intel loses Apple's silicon business to Broadcom, confirming it is being systematically cut out of the most valuable chip design relationships.
Why would Intel design chips for Apple????
— pendingopen horizon
High beta momentum collapses every July; 5yr avg -6%, and 2026 is already -17.52% — NVDA is the sharpest short now.
High Beta Momentum is disintegrating in July. Every July
+0.04%July
High-beta momentum names bleed every July — 5-year avg -6%, and July 2026 already -17.52% — NVDA is the biggest target.
High Beta Momentum is disintegrating in July. Every July
+0.04%
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.