Meet Kevin 对 $AVGO 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
现在，这个墨西哥辣椒芯片是与博通合作制造的。博通是一个非常有趣的标的，因为他们负债相当高。他们的资产负债表有点糟糕，但他们的估值现在非常便宜。他们的交易价格低于1倍市盈率。
Now, this jalapeno chip is made in partnership with Broadcom. Now, Broadcom is a really interesting play because they are pretty heavily indebted. Their balance sheet kind of sucks, but their valuation is dirt freaking cheap right now. Uh they are trading for under a one peg.
根据我们的股票AI，博通有95美元的目标价。问题是我们对公司的资产负债表有红旗，因为他们负债累累。所以，你的资产负债表是红旗。估值是干净的绿旗。他们在上次财报后从峰值下跌了约26%，原因是AS6交付的时间安排。
Broadcom according to our stock AI has a uh $95 price target. The issue is we have a red flag on the balance sheet for the company because they are so heavily um you know indebted. So, your your balance sheet is a red flag. valuation is just a clean green flag. They're down like 26% from their peak after their last earnings because of the timing of delivery of AS6.
那么，这与OpenAI有什么关系？嗯，他们正在为OpenAI做AS6。他们也在做谷歌的TPU。所以，OpenAI现在，嘿，我们准备流片这些，可能对博通是利好的。对整个产业链都是利好的。
So, why what does this have to do with OpenAI? Well, they're doing the AS6 for OpenAI. That's they're also doing the Google TPUs. So, OpenAI now like, hey, we're getting ready to tape these out probably bullish Broadcom. It's kind of bullish the whole stack.
但这些ASIC生产商，想想Marll和博通。博通的利润率比Marll好，但Marll的资产负债表比博通好。Marll也是一家2000亿美元的公司。它上涨了约5.6%。我持有Marll的敞口。
我没有博通的敞口，但我真的很喜欢博通。我现在真的很心动。1.7万亿美元的公司。
But these ASIC producers, so think Marll and think Broadcom. Uh Broadcom has better margins than Marll, but uh Marll has a better balance sheet than Broadcom. Marll is also a $200 11 billion company. It's up about 5.6%. I've got exposure to Marll. I don't have exposure to Broadcom, but I really like Broad. Like I'm really tempted by it right now. $1.7 trillion company.
那么这意味着什么？嗯，这意味着你可能会看到公司更倾向于博通的A6、谷歌的TPU（预计明年扩大规模）、或Marll的A6、或Nvidia的5090或6000，而不是最前沿的Vera Rubin芯片。
So what does that mean? Well, what that means is you might end up seeing companies preferring A6 from Broadcom, Google TPUs, which are expecting to scale next year, uh, or Marll A6, uh, or Nvidia 5090s or 6000s over the bleeding edge Vera Rubin chips.