这个我昨天提过。。。

AVGO business is diversified, XPU today only $12B revenue, not even 1/4th of its entire business. AVGO's VMware acqsuitation is doing really well and sales went through roof (more because of new license strategy).

Yes, street is betting on that $60B 2027 XPU business, but even if AVGO only manage half of that, its stock can still support at least a 180 price with the help of other non-XPU business

NVDA, on the other hand, is already at 73% gross margin and price for perfection. If any pricing pressure comes due to DS, NVDA stock can not sustain its current level. Just take a simple example if they miss revenue by 10%, and gross margin down to 65%, their stock will tank to $70.

This is why you see some short term uncertainty on NVDA.

Simply put, if any of these DS claim is true, NVDA can't absorb any weakness but AVGO can