$Broadcom (AVGO.US)$ Additional 30-40B of revenue in 2027 wo...
$Broadcom (AVGO.US)$ Additional 30-40B of revenue in 2027 worth about 300-400B market cap, implies 40%-50% upside from 183 before the earnings (corresponds to 250-275 share price), if this the new information is to be fully price in.
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玄学炒股的美股韭菜 : Did you know? I expect my stock investment income to reach one hundred billion US dollars in 2030.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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韭菜变主力 OP 玄学炒股的美股韭菜 : I don’t know. but the analysis provided by the CEO is supported by analysis of his customer’s ramp up. Of course, some may believe it, some may not. So it shouldn’t be fully priced in as claimed.
1福星高照1 玄学炒股的美股韭菜 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
玄学炒股的美股韭菜 韭菜变主力 OP : If you really believe in artificial intelligence narrative, take a look at my poor AMD.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Already cut in half, their financial report exceeded expectations, and it is expected to continue to grow in double digits after 2025. The fundamentals of your company in 2027 are purely a pie in the sky... Now bringing out Tesla - their initial claim of Robotaxi in 2027, failed to convince anyone, hence the significant drop.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Purely pure speculation.
151364853 玄学炒股的美股韭菜 : First push up, who will take care of it later.
韭菜变主力 OP 玄学炒股的美股韭菜 : No. I am as poor as you holding and trading AMD. But you need to understand the basics. AMD’s GPU is not as competitive and does not have network offering. There appears to be shifting among hyperscalers from GPU to custom chips provided by AVGO and MRVL.
韭菜变主力 OP 玄学炒股的美股韭菜 : I am not a bull of TSLA.
玄学炒股的美股韭菜 韭菜变主力 OP : 好吧，确实得承认mvrl开启了定制芯片的新叙事![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
只不过这种明显跑到26年的营收预期的股价，在我眼里就是高估的。
韭菜变主力 OP 玄学炒股的美股韭菜 : Good fundamentals are much much more important than the valuations, because time is on your side if the fundamentals are good. You can just wait. But if the fundamentals are worsening, you have to sell, can’t wait.