AVGO great earning, but may face pressure due to 44 PE

This is also the first time over last 4 quarters where Hock has not 畫 大餅yet, let's wait for conference call to complete and see if he has any surprises.

所有跟帖： 

• why I checked PE is 105? NVDA is 44 -tutututu- ♂ (0 bytes) () 12/11/2025 postreply 14:24:31

• Because you are not looking at right number :) -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 14:27:24

• Think you are looking at the forward P/E :-) -越挫越勇2- ♂ (0 bytes) () 12/11/2025 postreply 14:38:18

• Whoever look at TTM PE should stop investing :) -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 14:44:41

• NVDA forwarding PE is only 23. same 50-60% growth next year -tutututu- ♂ (28 bytes) () 12/11/2025 postreply 15:10:08

• Down 6% now, that is a huge swing -越王劍- ♂ (0 bytes) () 12/11/2025 postreply 14:52:16

• Because as I said, first time over a year where Hock 沒有畫餅：） -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 14:53:41

• Yes from high of 422 to 387 now , no rosy guidance -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 14:56:21

• Need to see where it trades after conference call -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 14:57:30

• I could be wrong, but I think AVGO go back to 35 PE -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 14:56:53

• Maybe be sometime next year but not near term -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 14:58:51

• 425 is near term ceiling unless Trump does something, lol -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 15:02:00

• 好多beat業績的股都低走，給人一種感覺，AI故事有點講不動了，需要點新東西 -ihavingfun- ♂ (0 bytes) () 12/11/2025 postreply 14:58:37

• 或者是對業績寄予了更高的期望 -ihavingfun- ♂ (0 bytes) () 12/11/2025 postreply 14:59:37

• No, AVGO delivers great earning, But price run too high -三心三意- ♂ (0 bytes) () 12/11/2025 postreply 14:59:39

• 這次指數調整，avgo基本都沒調 -ihavingfun- ♂ (0 bytes) () 12/11/2025 postreply 18:27:40

• 這個股已經漲了很多很快了。 他的性格也是大漲大跌 -bogbog- ♀ (0 bytes) () 12/11/2025 postreply 15:01:15

• Price action已經告訴我們投資人已經不再願意為CapEx買單 -越王劍- ♂ (114 bytes) () 12/11/2025 postreply 15:04:50

• 可能近期AI熱點股上漲動力都capped -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 15:08:00

• 可能還需要看元月份七大巨頭的季度報告吧？看看它們在大把花錢的同時賺錢了沒有 -桃花源裏人家- ♂ (0 bytes) () 12/11/2025 postreply 15:39:55

• 是， 都掙錢都掙錢， lol j/k -bogbog- ♀ (0 bytes) () 12/11/2025 postreply 15:44:11

• 人工智能競賽正處於加速期，沒有那麽悲觀， -bogbog- ♀ (284 bytes) () 12/11/2025 postreply 16:45:21

• 賣掉一些Ai找機會換指數基金吧 -ihavingfun- ♂ (0 bytes) () 12/11/2025 postreply 18:25:57

• 好在不是隻有靠投資AI才能賺錢。 -我是一隻井底蛙- ♂ (0 bytes) () 12/11/2025 postreply 15:26:25