YoY revenue 28% compared to NVDA 60%

Also the AI revenue is only account for a small portion while NVDA is almost pure AI revenue. 

The PE ratio is more than doubled than NVDA while the market cap isn't small (~2T)

At this price level, I would hold on NVDA instead of chasing AVGO

所有跟帖： 

• ASCI potential and growth room. NVDA not much room to grow -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 14:26:01

• NVDA still has plenty of room to grow on much larger base -tutututu- ♂ (64 bytes) () 12/11/2025 postreply 15:11:59

• Expectations even higher -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 15:16:32

• Price is not cheap but people look at potential -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 14:28:30

• ASIC isn't a wide moat business -tutututu- ♂ (367 bytes) () 12/11/2025 postreply 15:15:21

• It may change in the future -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 15:16:56