$Broadcom(AVGO)$ If AI was a b

$Broadcom(AVGO)$ If AI was a bubble or consumers wanted to cut capex, how is NVDA barely wavering? They are getting far higher margins from hyperscalers than us while our chips deliver 70% cost savings. If customers had to cut capex, they would scale down on GPUs before us. Before the past quarter's earnings, NVDA was around 190-200. They gapped up on earnings while we gapped down. That just does not add up.

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