所以你得问自己，如果你能买到Fair Isaac FICO，这就像是站在Trump交易的另一端，你能以一个1倍peg买到它，那你是去买FICO的1倍peg，还是去买Broadcom那种大约7倍peg？
So then you have to ask yourself, you know, if you could get Fair Isaac FICO, which is like taking the opposite end of the Trump trade, you get this for a one peg, do you go to FICO for a one peg or do you go to Broadcom and get like a 7 peg?
软件。就净利润率而言，软件和销售，对吧？就净利润率而言，Broadcom大约高出14个百分点，约为54%。所以，在像Broadcom这样的公司，你能得到比FICO更便宜的估值和更好的利润率。
所以，尽管FICO那个下跌很诱人，我不确定你会想站在那笔交易的另一端。
uh software. As far as net margins, software and sales, right? As far as net margins at Broadcom were about 14 percentage points higher at about 54%. So you get a cheaper valuation and better margins at a company like Broadcom than you do at FICO.
So, as desirable as that dip is on FICO, I don't know that you want to take the opposite end of that trade.