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

三心三意 2025-12-11 14:22:06 ( reads)

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

跟帖(24)

tutututu

2025-12-11 14:24:31

why I checked PE is 105? NVDA is 44

三心三意

2025-12-11 14:27:24

Because you are not looking at right number :)

越挫越勇2

2025-12-11 14:38:18

Think you are looking at the forward P/E :-)

三心三意

2025-12-11 14:44:41

Whoever look at TTM PE should stop investing :)

tutututu

2025-12-11 15:10:08

NVDA forwarding PE is only 23. same 50-60% growth next year

越王剑

2025-12-11 14:52:16

Down 6% now, that is a huge swing

三心三意

2025-12-11 14:53:41

Because as I said, first time over a year where Hock 没有画饼：）

lionhill

2025-12-11 14:56:21

Yes from high of 422 to 387 now , no rosy guidance

lionhill

2025-12-11 14:57:30

Need to see where it trades after conference call

三心三意

2025-12-11 14:56:53

I could be wrong, but I think AVGO go back to 35 PE

lionhill

2025-12-11 14:58:51

Maybe be sometime next year but not near term

三心三意

2025-12-11 15:02:00

425 is near term ceiling unless Trump does something, lol

ihavingfun

2025-12-11 14:58:37

好多beat业绩的股都低走，给人一种感觉，AI故事有点讲不动了，需要点新东西

ihavingfun

2025-12-11 14:59:37

或者是对业绩寄予了更高的期望

三心三意

2025-12-11 14:59:39

No, AVGO delivers great earning, But price run too high

ihavingfun

2025-12-11 18:27:40

这次指数调整，avgo基本都没调

bogbog

2025-12-11 15:01:15

这个股已经涨了很多很快了。他的性格也是大涨大跌

越王剑

2025-12-11 15:04:50

Price action已经告诉我们投资人已经不再愿意为CapEx买单

lionhill

2025-12-11 15:08:00

可能近期AI热点股上涨动力都capped

桃花源里人家

2025-12-11 15:39:55

可能还需要看元月份七大巨头的季度报告吧？看看它们在大把花钱的同时赚钱了没有

bogbog

2025-12-11 15:44:11

是，都挣钱都挣钱， lol j/k

bogbog

2025-12-11 16:45:21

人工智能竞赛正处于加速期，没有那么悲观，

ihavingfun

2025-12-11 18:25:57

卖掉一些Ai找机会换指数基金吧

我是一只井底蛙

2025-12-11 15:26:25

好在不是只有靠投资AI才能赚钱。