@HyperTechInvest Se reduce por la grave escasez de memoria y por más envíos de racks Rubin de los estimados inicialmente. La gente es estúpida. Vendieron en deepseek, vendieron en turboquant y venden ahora.
@JulienTechInvst The reality is that the articles are presented in a sensationalist way, at least in their headlines, and the market always interprets them negatively. Every time something is published about $MU, the stock price plummets.
@Midnight_Captl I think they haven't increased the backlog forecast because they can't reserve more capacity at TSMC or more memory. You know who owns everything.
@fReshhhh26@The_AI_Investor $NVDA FW PE 21, $AVGO FW PE 36. Broadcom is 70% more expensive. $NVDA keeps raising its profit forecast quarter after quarter, while $AVGO just meets consensus projections. We'll talk again in a year.
@IndexDecoded@The_AI_Investor So what? The point is that NVIDIA's networking business alone generates more revenue and profit than Broadcom's entire AI business, and it's growing faster. Soon, NVIDIA's networking business will exceed all of Broadcom's revenue.