“Broadcom climbed to a high of $412 leading up to its earnings, and I imagine it did so based on people trading on the belief that OpenAI and Broadcom were doing a deal together, which does not appear to be happening.”
Our reading:
The 10GW OpenAI-Broadcom chip deal does not appear to actually be happening.
Assessment: Can’t be checked
What happened
Not graded on evidence
Outcome: Can’t be checked
An opinion, a recommendation, or too vague to test. Listed, not scored.
Evidence up to . Checked .
Why
Zitron hedges both parts of this sentence. He says he 'imagines' that traders pushed Broadcom's stock up because they believed OpenAI and Broadcom were doing a deal. That is a guess about why people traded, and no record can check it. He then says the deal 'does not appear to be happening.' That is an impression. It is not a firm statement that the deal was cancelled or not going ahead. To score it, we would have to replace it with a firmer claim that he did not make. Under the contract, neither part is scored, so no evidence was gathered.
Caveats
- No evidence on the status of the OpenAI-Broadcom deal was gathered, so this record says nothing about whether the deal went ahead.
- A reader could take 'does not appear to be happening' as a firm claim. Read that way, it could be checked against records of orders, deployments or revenue under the deal.
Evidence (0 items)
Claims like this aren’t scored, so there is no evidence to show.
How we judged it
- Kind of claim
- Observation
- Deadline
- None given. We don’t add one.
Where we had to interpret
- The deal part is worded as an impression ('does not appear to be happening'), not a firm statement that the deal was cancelled or not proceeding.
- The reason for the stock move is openly a guess ('I imagine'). That is speculation about traders' motives and cannot be checked.
- In context, the impression rests on facts he cites: Broadcom said OpenAI had not yet ordered chips, and its CEO 'did not expect much in 2026' from the deal. Those are his reasons, not a separate claim to score.
- Because the claim is hedged at both points, there is no plain reading of a firm claim to test. Scoring it as if he had said 'the deal is dead' would be unfair to him.
We don’t grade claims like this. We only check the quote and who said it.
We found 31 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, The Enshittifinancial Crisis, paragraph 127.
- Said
- We read the source
- live page, full text, public
- Evidence up to
- Checked
We read this wording on 2026-10-28. The post may have been edited after 2025-12-29.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, The Enshittifinancial Crisis
Broadcom climbed to a high of $412 leading up to its earnings, and I imagine it did so based on people trading on the belief that OpenAI and Broadcom were doing a deal together, which does not appear to be happening.
- Where
- paragraph 127
- Published
- 2025-12-29
- We read it
- , live page
- Access
- full text, public
History
Versions
- Current: Can’t be checked. Evidence up to 2026-10-28.
What happened to this record
PublishedBy us
Published after both AI reviews and the final check passed.
Held backBy us
A reviewer said our test wasn’t fair to what was actually said.