$Broadcom(AVGO)$ 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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":322756858740760,"tweetId":"322756858740760","gmtCreate":1719820055118,"gmtModify":1719820059405,"author":{"id":9000000000000714,"idStr":"9000000000000714","authorId":9000000000000714,"authorIdStr":"9000000000000714","name":"zippixo","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":73,"starInvestorFlag":false},"themes":[{"themeId":"9a9c728124df40e8a466a4604ac44684","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Semiconductor Companies & Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9a9c728124df40e8a466a4604ac44684}&rnconfig={\"headerBarHidden\": true}","description":"The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. \nWhat companies in your watchlist? Do you have special comments to share?","image":"https://community-static.tradeup.com/news/4d390e1ef8b537c72a7fc9aa69c83989"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <v-v data-views=\"0\"></v-v>NVDA <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 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.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <v-v data-views=\"0\"></v-v>NVDA <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 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.</body></html>","text":"$Broadcom(AVGO)$ 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.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/322756858740760","repostId":0,"isVote":1,"tweetType":1,"viewCount":372,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":305,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322756858740760"}