Still, I’m cautious about chasing AVGO after a +12% spike, since history shows it often cools off post-earnings. Meanwhile, Nvidia’s dip looks more attractive — despite competition, it still dominates training workloads and the CUDA ecosystem, which are hard to replace.
For now, I’d watch Broadcom for consolidation while eyeing NVDA’s $NVIDIA Corp(NVDA)$ pullback as a better entry. Both can benefit from the AI boom, but I see Broadcom as the custom chip play and Nvidia as the core AI bet, with each serving different needs in the market.
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- LenaAnne·2025-09-08TOPGreat insights! Love your perspective! [Great]1Report
- moonzo·2025-09-08TOPCautious optimism1Report