Not sure, they specifcially mentioned about ASIC

But it is not ready yet, so 2025, large part of 60B still goes to NVDA.

AVGO wont be ready in 2025

所有跟帖： 

• Amazing --your brain keeps track of so many stocks FA & TA -越挫越勇2- ♂ (0 bytes) () 01/29/2025 postreply 14:43:33

• Only 7:） -三心三意- ♂ (0 bytes) () 01/29/2025 postreply 14:51:40

• AVGO up almost 10 after hours now. -lionhill- ♂ (0 bytes) () 01/29/2025 postreply 14:44:53