---
type: "Symbol"
title: "Ategrity Specialty Holdings LLC (ASIC.US) — Community Discussions"
description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors."
locale: "en"
url: "https://longbridge.com/en/quote/ASIC.US/topics.md"
symbol: "ASIC.US"
parent: "https://longbridge.com/en/quote/ASIC.US.md"
count: 19
datetime: "2026-03-08T00:26:59.586Z"
locales:
  - [en](https://longbridge.com/en/quote/ASIC.US/topics.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/ASIC.US/topics.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/ASIC.US/topics.md)
---

# Ategrity Specialty Holdings LLC (ASIC.US) — Community Discussions

### [AVGO Trans: AI revenue to top 100bn by 2027; XPU collaboration is sustainable

---](https://longbridge.com/en/topics/39073892.md)

- Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md)
- Datetime: 2026-03-05T04:09:34.000Z
- Comments: 0
- Dolphin Research's summary notes from Broadcom's FY2026 Q1 earnings call. For our take on the print, cf. '博通 AVGO：AI 火力全开，英伟达对头更飒？'. $Broadcom(AVGO.US) Key takeaways:1) AI biz.: (i) AI revenue rose 10

### [Study carefully](https://longbridge.com/en/topics/38917083.md)

- Author: [否极泰来的翻倍投资者](https://longbridge.com/en/profiles/17438397.md)
- Datetime: 2026-02-26T14:53:58.000Z
- Comments: 0
- Study carefully

### [NVIDIA never disappoints.](https://longbridge.com/en/topics/38901186.md)

- Author: [今天你要多吃点](https://longbridge.com/en/profiles/13067474.md)
- Datetime: 2026-02-26T04:56:03.000Z
- Comments: 0
- NVIDIA never disappoints.

### [NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized

---](https://longbridge.com/en/topics/38899235.md)

- Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md)
- Datetime: 2026-02-26T03:10:45.000Z
- Comments: 0
- Below is Dolphin Research's transcript of NVIDIA's FY2026 Q4 earnings call; for our take, see 'NVIDIA: Earnings Frenzy vs. Cold Stock — Is the No. 1 Stock in the Universe Losing Favor?'$NVIDIA(NVDA.US

### [Too strong! TSM hit a new high again やば！Did you al…](https://longbridge.com/en/topics/37531770.md)

- Author: [拜登的交易员エウベル](https://longbridge.com/en/profiles/14672202.md)
- Datetime: 2026-01-05T02:05:02.000Z
- Comments: 1
- Too strong! TSM hit a new high again やば！Did you all in? 🫵The stronger the fishing intensity, the more expensive the fish 🤣

**Comments:**

- **Hazuki · 2026-01-20T04:27:42.000Z**: @Trader Cop Congratulations, boss

### [🔥🎯🧠 Tesla 正在悄悄复制 NVIDIA 的 “全栈算力路线图”](https://longbridge.com/en/topics/37252729.md)

- Author: [辰逸](https://longbridge.com/en/profiles/16318663.md)
- Datetime: 2025-12-19T02:58:33.000Z
- Comments: 0
- 🚨 🚀The latest signal is very clear: $Tesla(TSLA.US) is hiring AI chip design engineers, aiming directly at self-developed custom ASICs, and it's not just about making a single chip—the recruitment s

### [Last night, I liquidated my position in $Palantir …](https://longbridge.com/en/topics/37221191.md)

- Author: [SSerpens](https://longbridge.com/en/profiles/14786379.md)
- Datetime: 2025-12-18T02:37:36.000Z
- Comments: 0
- Last night, I liquidated my position in $Palantir Tech(PLTR.US). The current expectations have already been priced in until 2030, leaving little room for error. This morning, I saw Micron's earnings r

### [Well said.](https://longbridge.com/en/topics/37114849.md)

- Author: [Roy_Chow](https://longbridge.com/en/profiles/17596417.md)
- Datetime: 2025-12-13T01:27:20.000Z
- Comments: 0
- Well said.

### [I've said many times, don't gamble on big company …](https://longbridge.com/en/topics/37109141.md)

- Author: [浩浩荡荡](https://longbridge.com/en/profiles/19784218.md)
- Datetime: 2025-12-12T17:04:50.000Z
- Comments: 6
- I've said many times, don't gamble on big company earnings reports, especially with options. The logic is simple:1. Institutional consensus is the real consensus. Even if performance far exceeds expec

**Comments:**

- **跟顾神反着买 · 2025-12-14T00:19:35.000Z**: More US stocks, huh
- **跟顾神反着买 · 2025-12-13T15:41:59.000Z**: Bro followed you, how are you so awesome, insightful
- **新用户_Y07 · 2025-12-12T22:45:33.000Z**: People from the A-share market are all big gamblers. The capital in the A-share market has no patience at all now. Can A-share investors be okay? Nothing you say will help.
- *[... 1 more comments →](https://longbridge.com/en/topics/37109141.md)*

### [Learn from the experts' experience](https://longbridge.com/en/topics/37055251.md)

- Author: [善猎者善等待](https://longbridge.com/en/profiles/22132499.md)
- Datetime: 2025-12-11T04:06:13.000Z
- Comments: 0
- Learn from the experts' experience

### [[IPO Frontline] From National College Entrance Exam Champion to Global Sales Leader: The Chip Company He Founded is Now Targeting the Hong Kong Stock Market](https://longbridge.com/en/topics/37050970.md)

- Author: [财华社](https://longbridge.com/en/profiles/11651030.md)
- Datetime: 2025-12-11T02:04:13.000Z
- Comments: 0
- Another "hard tech" chip company is sprinting towards the Hong Kong stock market. During the IPO period of $Novosense(688052.SH) $NOVOSENSE(02676.HK), another "challenger" has joined t

### [$Marvell Tech(MRVL.US)Whether there are orders for…](https://longbridge.com/en/topics/37008256.md)

- Author: [噜噜看世界](https://longbridge.com/en/profiles/8923.md)
- Datetime: 2025-12-09T14:11:59.000Z
- Comments: 0
- $Marvell Tech(MRVL.US)Whether there are orders for ASIC modules is just noise; the overlooked growth in optical modules/DSP network business is the core narrative driving MRVL's stock price in the com

### [20251205 Trading Notes: Hold tight + Sleep well, review a 100-day operation with 50%+ profit.](https://longbridge.com/en/topics/36959853.md)

- Author: [冷燃爱哔哔](https://longbridge.com/en/profiles/9614826.md)
- Datetime: 2025-12-06T08:07:23.000Z
- Comments: 6
- Disclaimer: All content is for personal learning purposes only and does not constitute investment advice; the market carries risks, and trading requires caution. Now, let's get to the point. What is M

**Comments:**

- **Belial213 · 2025-12-17T03:12:34.000Z · 👍 1**: Awesome
- **波段之子_索罗鸡 · 2025-12-11T06:28:30.000Z**: The only problem with US stocks is not having enough money, so only buy the leader and not the runner-up
- *[... 1 more comments →](https://longbridge.com/en/topics/36959853.md)*

### [Same longcall. The second half of the AI competiti…](https://longbridge.com/en/topics/36896470.md)

- Author: [神余](https://longbridge.com/en/profiles/18513234.md)
- Datetime: 2025-12-04T01:59:58.000Z
- Comments: 0
- Same longcall. The second half of the AI competition is about ASIC. After the production side rises, it's the application side's turn.

### [Learn the methodology of the big brother](https://longbridge.com/en/topics/36808357.md)

- Author: [jiafei按计划交易](https://longbridge.com/en/profiles/17631605.md)
- Datetime: 2025-11-30T18:53:41.000Z
- Comments: 0
- Learn the methodology of the big brother

### [PEG <1, buy boldly](https://longbridge.com/en/topics/36807450.md)

- Author: [SSerpens](https://longbridge.com/en/profiles/14786379.md)
- Datetime: 2025-11-30T12:08:04.000Z
- Comments: 0
- PEG <1, buy boldly

### [Dazi123's ideal buying point is too ideal. I calcu…](https://longbridge.com/en/topics/36806906.md)

- Author: [爱妻的交易员](https://longbridge.com/en/profiles/17289850.md)
- Datetime: 2025-11-30T07:42:54.000Z
- Comments: 0
- Dazi123's ideal buying point is too ideal. I calculated that below 160 is already extremely cheap.

### [US Stock Live Trading-20251130: Has "NVIDIA" bottomed out? I choose to buy the dip](https://longbridge.com/en/topics/36806772.md)

- Author: [京城Z先生](https://longbridge.com/en/profiles/9198235.md)
- Datetime: 2025-11-30T06:39:10.000Z
- Comments: 22
- Summary: The S&P 500 index rose 3.73% this week, and my actual portfolio value increased by 4.64%. Within 2025, the S&P 500 index rose 16.45%, and my actual portfolio value increased by 28.92%

**Comments:**

- **苟住能赢 · 2025-11-30T13:52:06.000Z**: 😂I went all in on NVDA and it's not expensive at all now. Look back a year from now, will it be a hero or a loser?
- **方小牛（早睡早起版） · 2025-11-30T13:36:07.000Z**: Can I buy some crypto stocks?
- **跟顾神反着买 · 2025-11-30T12:13:59.000Z**: Sir, you can post more real trades, must-read for every issue, I just recently found out your real trades are full of valuable insights. That gold mining stock, when you mentioned it at 79, I didn't get on board, missed two waves of pullbacks within the pullback, hope to get another chance, can't pu
- *[... 17 more comments →](https://longbridge.com/en/topics/36806772.md)*

### [Woke up in the morning and had a sudden idea to se…](https://longbridge.com/en/topics/36771249.md)

- Author: [英伟达de懒惰交易员](https://longbridge.com/en/profiles/14754317.md)
- Datetime: 2025-11-27T23:52:20.000Z
- Comments: 12
- Woke up in the morning and had a sudden idea to search for news about NVIDIA's ASIC layout☞As early as the end of last year and the beginning of this year, there were already reports that NVIDIA had s

**Comments:**

- **股中探月 · 2025-11-28T03:24:41.000Z**: Invest with caution and analyze the market rationally!
- **退哥小迷弟 · 2025-11-28T03:20:24.000Z**: How's your moderator application going? 😌
- *[... 7 more comments →](https://longbridge.com/en/topics/36771249.md)*

## References

- [Ategrity Specialty Holdings LLC (ASIC.US)](https://longbridge.com/en/quote/ASIC.US.md)


> Supported Languages: [简体中文](https://longbridge.com/zh-CN/quote/ASIC.US/topics.md) | [繁體中文](https://longbridge.com/zh-HK/quote/ASIC.US/topics.md)