Commenter attributes Nvidia and Broadcom weakness to higher memory costs from SK Hynix and Samsung.
NVDA — SHORT Author states Nvidia is trading lower because memory suppliers SK Hynix and Samsung are now charging 60-70% more for memory. The higher memory costs are said to impact NVDA gross margins.
Nvidia & Broadcom are lower because memory companies SK Hynix & Samsung are now charging 60% - 70% more for memory, which impacts NVDA/AVGO gross margins
AVGO — SHORT Author states Broadcom is trading lower because memory suppliers SK Hynix and Samsung are now charging 60-70% more for memory. The higher memory costs are said to impact AVGO gross margins.
Nvidia & Broadcom are lower because memory companies SK Hynix & Samsung are now charging 60% - 70% more for memory, which impacts NVDA/AVGO gross margins
This Reddit post, published January 05, 2026, features u/dont_downvote_SPECIL discussing NVDA, AVGO. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/dont_downvote_SPECIL · Tickers: NVDA, AVGO