Jim Cramer Thought Broadcom Inc. (AVGO) “Would Be Up More” After Oracle’s Conference Call

Group 1 - Broadcom Inc. (NASDAQ:AVGO) has seen a 15.6% increase in stock price over the past month, attributed to a new $10 billion custom AI chip contract reportedly from OpenAI and its latest earnings report [2] - Jim Cramer has highlighted the close relationship between Broadcom and OpenAI, while also noting that NVIDIA's products are perceived as superior in the custom AI chip market [2][3] - Cramer expressed that he expected Broadcom's stock to rise more significantly following Oracle's earnings report, indicating strong confidence in the company's potential [3] Group 2 - Cramer has previously stated that Broadcom is a major position in his Charitable Trust, emphasizing its strong story in private-label chips [3] - There is a belief that while Broadcom has potential, other AI stocks may offer greater returns with limited downside risk [3]