Alors que je détiens une position importante chez NVIDIA et reste optimiste concernant l'entreprise ainsi que le secteur plus large de l'intelligence artificielle, les développements récents me donnent une raison de reconsidérer ma position. Notamment, Apple développe son initiative Apple Intelligence sans allouer aucun budget à NVIDIA, préférant collaborer avec Broadcom pour des puces personnalisées. De la même manière, Anthropic s'est entièrement engagée en faveur des puces Trainium d'Amazon, ce qui marque un écart par rapport au schéma précédent où les levées de fonds importantes dans le domaine de l'IA comprenaient généralement des commandes substantielles auprès de NVIDIA. Ce changement pourrait indiquer un paysage en mutation.
En outre, l'annonce de Broadcom concernant ses projets de construction d'un million de centres de données XPU (ASIC) en partenariat avec des hyperscalers souligne la croissance de la tendance vers la silicium personnalisé. Bien que NVIDIA continue de dominer des concurrents comme AMD, la tendance vers les solutions ASIC de Broadcom - particulièrement pour des applications telles que les moteurs de recommandation chez des entreprises comme Meta ou Amazon - semble à la fois logique et impactante. Étant donné ces facteurs, je suis en train d'évaluer si je devrais diversifier mon portefeuille en vendant une partie de mes actions NVDA pour investir dans AVGO, afin de capter des gains provenant à la fois du marché établi des cartes graphiques et de la tendance naissante des ASIC.
Why not invest in the Nasdaq to gain exposure to both?
Selling NVDA often seems to trigger a price surge.
Who are you?
The last time an AVGO executive purchased stock was over a year ago. Since then, executives have consistently sold shares.
NVDA is up 1600% this year, while AVGO is up 1200%, so investors may see more relative upside in Broadcom.
This comparison is interesting.
I hold both.
NVDA is the better choice.
NVDA is already positioned for the future, while AVGO is not, and AMZN has been lagging for years. A rising tide lifts all boats, but NVDA has climbed so high it may have limited room to grow.
Non-programmers often underestimate NVIDIA’s lead. Having worked with machine learning, large language models, and computer vision, it’s clear that CUDA is NVIDIA’s competitive advantage. There’s no real equivalent—alternatives like OpenCL and ROCm lack comparable adoption.
This is the correct answer. It will take 5-10 years for anyone to develop their own framework to compete with CUDA. By then, NVIDIA will be 25 years ahead.
This situation is more about a rising tide lifting all boats, where overall market growth can overshadow individual stock performance.
The global market is large enough to support multiple major players. However, Nvidia stands out with its full-stack platform, spanning hardware, networking, and software, which will be very difficult for competitors to match.
Chasing the hype on these stocks is a risky move.
Consider AMD as an alternative investment.
Lisa Su’s decisions resulted in significant losses for my investments.
According to NASDAQ, NVDA’s forward P/E for 2027 is 26.8, which I don’t consider too expensive. That said, I hold positions in NVDA, AVGO, and AMD. There’s no need to limit yourself to just one.
Broadcom has been underperforming recently.
I would avoid buying right after a 40% spike unless there’s a clear reason another surge is coming.
If you’re interested in AVGO, you’ll likely find a better entry point if you’re patient.
Also, consider who’s manufacturing all those chips for Amazon and what their market cap is.
Can you sell today?
Consider selling some AMD stock too. I could use a new CPU.
AVGO has announced AI chips, but NVDA is already producing them. That’s the key distinction.
Broadcom produces custom chips for highly specialized tasks, including AI accelerators. However, this is also true of Qualcomm, Intel, AMD, Marvel, and other semiconductor manufacturers. They do not possess a competitive advantage or a durable moat comparable to NVIDIA’s.
Both NVDA and AVGO have established strong competitive advantages in their respective markets.
I agree. While there are many semiconductor companies, none can compete with NVDA. I still prefer NVDA.
The difference is that NVDA offers more potential upside but also carries greater risk.
Both NVDA and AVGO are strong contenders in the semiconductor space, but they serve different market segments. NVDA is heavily focused on AI and gaming, while AVGO has a broader portfolio including networking and software. Your choice should align with your investment strategy and risk tolerance.
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When choosing between stocks, always ask yourself what Nancy would do.
You’re essentially asking whether you should chase the hype.