$Broadcom(AVGO)$ $NVIDIA Corp(

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$Broadcom(AVGO)$ $NVIDIA Corp(NVDA)$ The hype for NVDA and the hype for AVGO just aren't the same. First, AVGO is >40% legacy-ish software now. Second, within AVGO semis business, AI is only ~40%. The rest is non-AI networking, iPhone connectivity, enterprise storage driven - several of these have been in cyclical troughs and are still working their way out. So it's easier for AVGO to beat expectations, whereas it may not have been possible for NVDA.

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