I won’t chase AVGO’s rally. Th

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MHh
2025-09-07

I won’t chase AVGO’s rally. The best chips available is still from Nvidia. AVGO can only be considered second option if one cannot get hold of Nvidia’s chips due to the high demand or the high price point. In the longer term. AVGO’s chips demand will still be high as long as NVDA cannot keep up with all of market’s demand. However, if NVDA can keep up, demand for AVGO should drop. With the recent rally, I find that the safety margin for it has reduced and I would prefer to watch for the dip to consider entry. NVDA’s dip may continue to dip further with increased competition. However, I still have faith in it’s superiority and will allow the full dip before considering entering too. Otherwise, the safer option for me would be to buy SMH and hold. @Success88 @Kaixiang @HelenJanet @DiAngel @Fenger1188 @SPOT_ON @Wayneqq @LuckyPiggie come join

# Broadcom Jumps 10%! AI Chip Rally, Is Nvidia’s Pullback Over?

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AlvinBell
·2025-09-08
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It's wise to be cautious with AVGO after that rally. Waiting for a dip sounds like a smart move
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- MHh:
  Thank you[Smile]
  2025-09-14
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Valerie Archibald
·2025-09-08
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Avgo needs legs rest of year…maybe 2 trilly soon…..

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- MHh:
  We’ll see if the legs appear[Happy]
  2025-09-14
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Merle Ted
·2025-09-08
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I'm expecting a really nice run from AVGO.

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- MHh:
  All the best to your investments!
  2025-09-14
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AI Chip Rally, Is Nvidia’s Pullback Over?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b27858c9b3344ec9a9c1ba3466e563e9}&rnconfig={\"headerBarHidden\": true}","description":"Chip sector rally on Al optimism; Broadcomand Credo up 10%; Arm up 9%; Astera Labs up7%: Nvidia, TSMC and Micron up 3%","image":"https://community-static.tradeup.com/news/1d52ce2330477b2e9c28dfda2c7224fa"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I won’t chase AVGO’s rally. The best chips available is still from Nvidia. AVGO can only be considered second option if one cannot get hold of Nvidia’s chips due to the high demand or the high price point. In the longer term. AVGO’s chips demand will still be high as long as NVDA cannot keep up with all of market’s demand. However, if NVDA can keep up, demand for AVGO should drop. With the recent rally, I find that the safety margin for it has reduced and I would prefer to watch for the dip to consider entry. NVDA’s dip may continue to dip further with increased competition. However, I still have faith in it’s superiority and will allow the full dip before considering entering too. Otherwise, the safer option for me would be to buy SMH and hold.<a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a>come join</body></html>","htmlText":"<html><head></head><body>I won’t chase AVGO’s rally. The best chips available is still from Nvidia. AVGO can only be considered second option if one cannot get hold of Nvidia’s chips due to the high demand or the high price point. In the longer term. AVGO’s chips demand will still be high as long as NVDA cannot keep up with all of market’s demand. However, if NVDA can keep up, demand for AVGO should drop. With the recent rally, I find that the safety margin for it has reduced and I would prefer to watch for the dip to consider entry. NVDA’s dip may continue to dip further with increased competition. However, I still have faith in it’s superiority and will allow the full dip before considering entering too. Otherwise, the safer option for me would be to buy SMH and hold.<a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a>come join</body></html>","text":"I won’t chase AVGO’s rally. The best chips available is still from Nvidia. AVGO can only be considered second option if one cannot get hold of Nvidia’s chips due to the high demand or the high price point. In the longer term. AVGO’s chips demand will still be high as long as NVDA cannot keep up with all of market’s demand. However, if NVDA can keep up, demand for AVGO should drop. With the recent rally, I find that the safety margin for it has reduced and I would prefer to watch for the dip to consider entry. NVDA’s dip may continue to dip further with increased competition. However, I still have faith in it’s superiority and will allow the full dip before considering entering too. Otherwise, the safer option for me would be to buy SMH and hold. @Success88 @Kaixiang @HelenJanet @DiAngel @Fenger1188 @SPOT_ON @Wayneqq @LuckyPiggie come join","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/475951852806504","repostId":0,"isVote":1,"tweetType":1,"viewCount":1131,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":702,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":476221313167664,"commentId":"476221313167664","gmtCreate":1757292432218,"gmtModify":1757348963056,"authorId":9000000000000716,"author":{"id":9000000000000716,"idStr":"9000000000000716","authorId":9000000000000716,"name":"AlvinBell","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":475951852806504,"objectIdStr":"475951852806504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"It's wise to be cautious with AVGO after that rally. Waiting for a dip sounds like a smart move","text":"It's wise to be cautious with AVGO after that rally. Waiting for a dip sounds like a smart move","html":"It's wise to be cautious with AVGO after that rally. Waiting for a dip sounds like a smart move","likeSize":1,"commentSize":1,"subComments":[{"id":478379029213904,"commentId":"478379029213904","gmtCreate":1757823516251,"gmtModify":1757823521057,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 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you[Smile]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":476399091830880,"commentId":"476399091830880","gmtCreate":1757312383058,"gmtModify":1757312387986,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":475951852806504,"objectIdStr":"475951852806504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Avgo needs legs rest of year…maybe 2 trilly soon…..\n ","text":"Avgo needs legs rest of year…maybe 2 trilly soon…..\n ","html":"Avgo needs legs rest of year…maybe 2 trilly soon…..\n ","likeSize":1,"commentSize":1,"subComments":[{"id":478379708330176,"commentId":"478379708330176","gmtCreate":1757823555877,"gmtModify":1757829630057,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 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appear[Happy]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":476398879133712,"commentId":"476398879133712","gmtCreate":1757312252087,"gmtModify":1757312256789,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":475951852806504,"objectIdStr":"475951852806504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I'm expecting a really nice run from AVGO. \n ","text":"I'm expecting a really nice run from AVGO. \n ","html":"I'm expecting a really nice run from AVGO. \n ","likeSize":1,"commentSize":1,"subComments":[{"id":478379291111536,"commentId":"478379291111536","gmtCreate":1757823567464,"gmtModify":1757823572253,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":475951852806504,"objectIdStr":"475951852806504","type":1,"supId":476398879133712,"supIdStr":"476398879133712","prevId":0,"prevIdStr":"0","content":"All the best to your investments!","text":"All the best to your investments!","html":"All the best to your investments!","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}