YoY revenue 28% compared to NVDA 60%

tutututu 2025-12-11 14:20:31 ( reads)

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

跟帖(6)

ASCI potential and growth room. NVDA not much room to grow

NVDA still has plenty of room to grow on much larger base

Expectations even higher

Price is not cheap but people look at potential

ASIC isn't a wide moat business

It may change in the future