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Broadcom vs Nvidia vs Micron: Which Wins on Value?

The creator compares Broadcom, Nvidia, and Micron, favoring Micron due to its significantly lower forward PE ratio (7) compared to Nvidia (18) and Broadcom (22), despite Nvidia being the leader in AI and growing faster. The decision is based purely on valuation and projected earnings, not technical analysis.

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NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia has a forward PE of 18, is the leader in AI, and is growing faster than Broadcom, making it a preferred ownership choice over Broadcom.

AVGONeutralLow ConvictionResearch Only

Broadcom has a forward PE of 22, but the creator would prefer to own Nvidia over Broadcom.

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