kibkibkib
12-17 19:58
$NVIDIA(NVDA)$  Broadcom is the next AMD (pump and dump) story.


With investors looking to create their own growth narrative, the market is in super delusional state when comparing the growth rate of NVDA and AVGO. This pump is full of speculations without real understanding of Broadcom's actual market as most investors do not even know the differences between Broadcom and Nvidia Chips.


Let's us compare a few key metrics:

P/E (TTM)

- Broadcom: 203

- Nvidia: 52

Revenue Growth (TTM) YoY

- Broadcom: 43.99%

- Nvidia: 152.44%

Revenue Growth (Q3) YoY

- Broadcom: 51.30%

- Nvidia: 93.61%

We are currently looking at the pump like what investors did last year to AMD. They aren't looking for actual growth, but rather a story of an underdog trying to challenge the incumbent. And we also saw the dump of AMD this year.

With Broadcom delivering 51% YoY growth, investors decide that Nvidia's 93.61% YoY growth is not impressive enough. We find that the recent Broadcom pump is too delusional and would be heading for a dump.

Is 93% Q3 YoY growth less impressive than 51.2% Q4 YoY growth?

Modified in.12-17 20:02
Broadcom $1 Trln! Another Star in Semiconductor Sector?
Broadcom released a better-than-expected Q4 earnings report, with profits exceeding expectations and AI revenue more than doubling this year. Even more surprising, the CEO revealed that Broadcom is working with three major cloud customers to develop custom AI chips. This unexpected news caused Broadcom's stock to surge over 15% in after-hours trading. Analysts believe that the AI hype in 2025 may shift from chips to AI applications. ----------- Is the future of AI in chips or software applications? Will Broadcom surge more in the year end? What's your target price?
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