《Five Reasons the Bubble Will Burst in 2027 | WAYT?》
博通基本面强劲，但由于先前定价和下一升级周期的激烈竞争，其股价面临估值倍数下行压力。
这就是市盈率，这就是为什么像博通这样的巨型芯片公司会从高点深度回撤。这两家公司都刚刚报告了一些我们任何人都会看到的最伟大的消息、合同和收益，但那些已经在六个月前被定价了。
That is the that is what pe and that's why you have gigantic chip companies like Broadcom for example in deep draw downs off of a tie. Both of those companies have just been reporting some of the greatest news and contracts and earnings any of us will ever see, but that was already priced in six months prior.
Marvell正在强势崛起。博通也在强势崛起。他正在比较让我们看看Marvell。Marvell正在为客户构建定制ASIC。亚马逊是他们最大的客户。所以亚马逊正在构建Tranium芯片，这些是专用集成电路。