---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/34752035.md"
description: "$Broadcom(AVGO.US) added one lot. Just a note. Recently, $NVIDIA(NVDA.US)'s series of moves, the core goal and motivation, are targeting Broadcom and $Alphabet(GOOGL.US), especially the latter. Attention from competitors is the best compliment to potential."
datetime: "2025-10-02T14:11:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34752035.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34752035.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34752035.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/34752035.md) | [繁體中文](https://longbridge.com/zh-HK/topics/34752035.md)


# $Broadcom(AVGO.US) added one lot. Just a note. Rec…


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## Comments (7)

- **苟住能赢 · 2025-10-02T14:24:08.000Z**: Google is tough, no short-term opportunities
- **爱吃菠萝包的猫 · 2025-10-02T14:19:15.000Z**: Can the Valley Master analyze the relationship and conflicts between NVIDIA and Google? I always thought Broadcom was the one with competitive relations.
  - **晓风 morning_wind** (2025-10-02T14:22:03.000Z): Google has the trinity of chips, algorithms, and applications. NVIDIA is leading in chips, but it also needs to deeply integrate with advanced algorithms and applications to counter Google's full-stac
  - **爱吃菠萝包的猫** (2025-10-02T14:24:25.000Z): Thanks for the reply, but I still think TPU is more suitable for personal use and won't pose a threat to the CUDA ecosystem.
- **石来运转 · 2025-10-02T14:13:40.000Z**: Bro, didn't make up for the past two days, is it stabilizing today?
  - **晓风 morning_wind** (2025-10-02T14:20:34.000Z): Short-term market feeling is not important. The main thing is to grasp the big picture.
  - **石来运转** (2025-10-02T14:29:32.000Z): Learned