X 讨论Broadcom sits flat-to-red on the year even after OpenAI posted SemiAnalysis results showing its Broadcom-built Jalapeño inference ASIC beating Nvidia and AMD on efficiency. The fight is whether that ASIC partnership is a mispriced catalyst or whether chart damage and competition fears still dominate into September earnings.
多头OpenAI's Broadcom-built Jalapeño already beats Nvidia and AMD on inference efficiency. SemiAnalysis testing showed 1.5–1.9x more work per watt, with mass production ramping in 2027 while AVGO trades red on the year.
空头Price action rejects the chip news and keeps filling downside gaps. Jensen brushed off the Jalapeño-over-GB300 claim on the Nvidia call while charts flag $334 and $315 as the next levels.
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多头论据
@KawzInvestsOpenAI's Jalapeño beat Nvidia and AMD on inference efficiency; mass production ramps in 2027 for AVGO.
@anni_senJalapeño posts 1.5–1.9x work/watt and lower latency vs Nvidia; AVGO is the clear winner despite a weak tape.
@michaelsikandWatching AVGO flip red on the Jalapeño beat chart is disconnected from the fundamentals.
@DudeWhoInvestsAVGO is now red on the year despite 50%+ earnings growth and is getting too cheap to ignore.
空头论据
@StockSavvyShayJensen brushed off OpenAI's AVGO-built Jalapeño beating GB300 and said Nvidia is still gaining AI share.
@JesseOlsonAVGO filled the 12.2% gap and is set to fill smaller gaps next at $334 and $315.