中文翻译
@turnandburn07 $AVGO 在定制超大规模客户专用集成电路(ASIC)领域复刻了英伟达(NVDA)凭借GPU的崛起轨迹。在高位买入总是很难，但有时股价会持续上涨。无论如何，$TSM 是英伟达、博通(AVGO)等公司的基础，所以我更喜欢这只股票，我可能会选择买入TSM而不是AVGO。
· 个股论点
对比博通与台积电，认为台积电作为底层基础更值得投资。
英文原文
@turnandburn07 $AVGO mirrors nvda's ascent with GPUs but for custom hyperscaler ASICs. It's always hard to buy things at the top, but sometimes they keep going up. Either way, $TSM serves as the foundation for NVDA, AVGO, etc, so I like the stock the best and I'd prob buy TSM over AVGO