YoY revenue 28% compared to NVDA 60%

来源: 2025-12-11 14:20:31 [旧帖] [给我悄悄话] 本文已被阅读:

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