---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000871698.md"
description: "$Broadcom(AVGO.US)I mentioned earlier that nvda earnings a few hours ago will lift entire AI related stocks. Now overnight all of them are up. Expect market gap up on open today. It is all about getting in early. Hock Tan is a good leader."
datetime: "2026-08-26T23:52:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000871698.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000871698.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000871698.md)
author: "[dhighstakes](https://longbridge.com/en/profiles/20757786.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)I mentioned earlier that nvda ea…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **dhighstakes · 2026-08-27T03:46:36.000Z**: Same trade. avgo and nvda will co exist because asic is only practical for the hyperscalers and their deployment take years. Nvda is still the default solution for range of AI training and similar small scale needs.Basically nvda earnings show that AI spend is not stalling. It is only going to maint
- **PumpLord_69 · 2026-08-27T03:36:50.000Z · 👍 1**: funny that avgo rallies on nvda print when the custom asic pitch is basically that you do not need nvda. you holding it as the hedge or the same trade?


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**