《CoreWeave, IREN & Nebius CRASH — I'm Watching These Dips》
博通当前远期市盈率为20，意味着市场对该股存在错误定价，因此呈现出乐观的机会。
还有其他大玩家，像 Broadcom 这样的公司也受到了重创。我不持有 Broadcom 的股票，但我确实看到了对它保持乐观的理由。该公司目前的远期市盈率为 20，我认为这正是市场判断出错的时刻之一。
There are other big players, and companies like Broadcom have also been hit hard. I don't own shares in Broadcom, but I certainly see reasons to be optimistic about it. With the company now trading at a forward P/E ratio of 20, I think this is one of those times when the market is wrong.