---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/33835837.md"
description: "Qualitative discussion on the short-term impact of $Broadcom(AVGO.US)'s earnings report on related stocks:$NVIDIA(NVDA.US), slightly bearish, reduced dependence on major clients.AMD, bearish, reduced scarcity as a backup option.$Alphabet(GOOGL.US), slightly bullish, further confirmation of TPU advantage.$Taiwan Semiconductor(TSM.US), bullish, reduced dependence on downstream single users, gross margin supported.Other major chip consumers/cloud platforms, similar to Google, slightly bullish. Increased possibility of cost reduction and efficiency improvement."
datetime: "2025-09-10T09:48:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33835837.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33835837.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33835837.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/33835837.md) | [繁體中文](https://longbridge.com/zh-HK/topics/33835837.md)


# Qualitative discussion on the short-term impact of…


### Related Stocks

- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)
- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Broadcom Inc. (AVGO.US)](https://longbridge.com/en/quote/AVGO.US.md)

## Comments (2)

- **爷傲奈我何 · 2025-09-10T09:53:50.000Z**: But Oracle's super large orders still rely on AMD and NVIDIA for delivery, right?
  - **晓风 morning_wind** (2025-09-10T09:56:31.000Z): You can check my next post. The earnings data of ORCL is definitely positive across the board. Information is influenced when combined.