Broadcom (AVGO) is mentioned as a peer semiconductor company that the creator would not sell Nvidia to buy.
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$NVDA Beats Q2 Expectations But the Stock Still Dropped: Why Doesn't the Market Make Sense?
Aug 26, 2026
Despite Nvidia beating Q2 earnings expectations significantly, the stock dropped, leading the creator to question market logic. The creator believes Nvidia is currently undervalued, especially compared to peers like Intel and AMD, and would hold or even buy more despite a 200% profit. The creator contrasts Nvidia's strong fundamentals and reasonable forward PE with Intel's high forward PE and less robust growth prospects.
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The creator questions why people buy Intel given its high forward PE of 65 and less supportive revenue/profit growth compared to Nvidia.
The creator is more interested in Nvidia than ever, viewing it as undervalued with exceptional execution, and would not sell it to buy other chipmakers.