60-90B is market size annually, and AVGO is clear leader

來源: 三心三意於 2024-12-13 13:25:40 [檔案] [舊帖] [給我悄悄話] 閱讀數 : (609 bytes)

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回答: 非常感謝你的幹貨，如果2027的估值才 270，那麽3年漲 $45（20%）也不是很高的回報哦，是不是我沒理解對？由 Austin8 於 2024-12-13 13:17:30

So, I am expecting AVGO to grab 2/3 of the market as leader usually has the pricing power and scale to drive revenue and profit.

At this point, the focus is not to be precise, but to recognize the fundamental shift of business. This is why instituion buyers all jump in big time today. We need to think and act the way instituion buyers do, not the way as retails.

I did the similar analysis on Tesla after its last quarter's earning report and think it should be a buy on dip. It is also due to the fudamental shift of their business. No one listened :(

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• 太感謝三心啦，說的非常好 -Austin8- ♀ (0 bytes) () 12/13/2024 postreply 15:30:04

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