Is It Too Late to Buy Nvidia and Broadcom? Here's What History Says. - Yahoo Finance

Recent performance of NVIDIA and Broadcom, with gains of 442% and 401% over the past three years, has raised questions about whether it's too late to invest in these stocks. While both companies are b... Read original →

NVIDIA and Broadcom now trade at valuations pricing in two years of AI-driven data center demand—creating a dangerous bubble. Technologically, their reliance on TSMC’s (Taiwan, China) 3nm and EUV nodes creates acute supply chain vulnerability; any escalation in U.S.-China tensions could disrupt advanced chip deliveries. Regulatory headwinds are mounting: U.S. export controls force NVIDIA into margin-eroding, downgraded AI chips for China, while Broadcom’s VMware integration faces EU antitrust scrutiny. Intel is exploiting this window, pushing Gaudi 3 accelerators and foundry partnerships to win cloud customers in inference workloads. Over the next 12–24 months, the market will pivot from hype to hard metrics—only companies that demonstrably convert compute into client ROI will survive. Buying at current levels isn’t investing; it’s catching a falling knife.