$Broadcom(AVGO)$ NVDA $NVIDIA

NVDA $NVIDIA Corp(NVDA)$ has a ‘wide moat’ due to its monopolistic position in GPU tech. AVGO has no moat, though VMWare has significant market share in virtual cloud ecosystem. It was great acquisition. The problem is the AI-bubble has propelled valuations up to NVDA levels. It clear laid out that AVGO is a good company, but simply over valued.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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