Baker mentioned Broadcom AI segment guiding 143% YoY growth. AI ASIC/connectivity chip play riding same AI infra wave as CRWV/NVDA. Stock at ~$385 after recent correction. Not in portfolio — convergence flag from Baker+Gerstner AI infra theme.
Narrative: AI ASIC + networking beneficiary — Baker signal + AI infra convergence
Next catalyst: AI ASIC design win announcements, Q3 earnings
Max entry: 390.0 · Entry limit: 350.0 · Profit target: 15.0 · Timeframe: research
Options positions (ledger as of 2026-10-07T11:30)
Expiry
Side
Contracts
Net cost
2027-06-17
short
1
-$2,621.00
2027-06-17
long
2
$8,060.00
avg_price is per-contract dollars; shorts carry negative credits.
Research mentions — timeline (1)
newest first · undated last
Altimeter (Gerstner, $9.8B): NVDA 19.2% top holding. NEW: Cerebras 16.2% ($1.60B), MU, Qualcomm, Applied Materials, LRCX ($171M), SpaceX ($303.5M). EXITED AVGO and AXON. Kept: CRWV 6.2%, ARM $582M, META $763M, TSM $683M, AMZN $578M, HOOD/SNOW core. Signal: rotation out of AXON/AVGO into compute-hardware picks-and-shovels. AVGO + AXON watchlist entries lost their initiating guru.
Read-only insight page · assembled Oct 19, 2026 04:21 PM ET · not a trade recommendation; execution only in the agentic account after Raj agrees to a specific trade.