Did it rebound unexpectedly?
It seems that Powell's relatively 🐦-like statement might be having an effect, as the Oracle shock appears to be easing somewhat. Or perhaps it’s just my imagination.![]()
Given the sense of undervaluation and risk reduction, I wonder if NV will rise.![]()
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183384252 : I hope it will be like that!
ほそみー : I hope it happens, but there’s still no sign of that yet.
masa5858 OP ほそみー : Broadcom seems poised to benefit from a favorable market environment as it heads into earnings season.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ほそみー : Why does AVGO consistently rise after each earnings report?
masa5858 OP ほそみー : Even though we divided it similarly, Broadcom has moved far ahead. I believe inexpensive TPUs are easier to implement, and with Nvidia being the top market cap company, it might be too large to rise easily.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Regretful
Eustoma(お花) masa5858 OP : Given that we have VMware… it's on the rise from both the hardware and software perspectives.
The following is an excerpt.
The acquisition of VMware, completed in the second half of 2023, significantly altered the revenue composition, with software now accounting for over 40% of total sales, up from approximately 25% pre-acquisition. This fusion of hardware and software is deliberate—hardware drives 'growth' fueled by surging AI demand, while software provides 'stable and highly profitable cash flow' based on subscription models.
masa5858 OP Eustoma(お花) : Our CUDA and networking business has grown by 160%, significantly impacting Broadcom's Ethernet business. Additionally, I have heard that VMware’s enterprise business is not receiving favorable reviews from performance stakeholders.
ほそみー : What factors would lead to an increase in NVIDIA going forward? Since the Rubin milestone is still far off, it seems that NVIDIA might not rise unless OpenAI releases something significant.
masa5858 OP ほそみー : It seems like a strategy to separate the public image of OpenAI and Oracle, but frankly, it feels burdensome. Even for Google or Meta, their TPUs alone shouldn't be sufficient in quantity, so they must still be purchasing GPUs. Yet, their stock prices seem to be suffering from an impression that TPU market share has significantly increased. Additionally, perhaps there’s an implication that companies are leveraging financial power to build nuclear plants and manage them using GPUs. While Rubin (possibly referring to a technology or project) is good, it seems likely that Broadcom will continue to reap unexpected benefits due to perceptions of high costs.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ほそみー : There’s a strong sense that market share is being lost. Is the situation tough even for Rubin?
I’d like to buy Google, but there’s no dip in sight.
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