https://bbs.wenxuecity.com/finance/6500193.html
Given Market already priced in 25-30 worst case PE for NVDA, I think unless AVGO beat estimate by a good margin, it won't be easy for it stay in the 160-165 range.
But long term, I am very bulish on AVGO. Any hyperscalers who want to make their own AI chips (instead of buying from NVDA) will have to work with AVGO to develope customized ASIC
