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![gainify_io Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1862106424395866112.png) Gainify [@gainify_io](/creator/twitter/gainify_io) on x 7999 followers
Created: 2025-07-18 10:15:16 UTC

X of the world’s largest semiconductor stocks.

X completely different stories.

In just X months, P/E multiples soared for:
$NVDA: 26.0x → 40.1x
$AMD: 22.8x → 40.6x
$AVGO: 27.8x → 41.3x

Meanwhile, value names barely moved:
$TSM: 16.2x → 19.3x
$ASML: 27.6x → 27.2x 

Does this two-speed valuation make sense?

![](https://pbs.twimg.com/media/GwIeuliXIAA5CGt.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946151777662853211/c:line.svg)

**Related Topics**
[the worlds](/topic/the-worlds)
[asml](/topic/asml)
[avgo](/topic/avgo)
[nvda](/topic/nvda)
[$asml](/topic/$asml)
[$tsm](/topic/$tsm)
[$amd](/topic/$amd)
[stocks](/topic/stocks)

[Post Link](https://x.com/gainify_io/status/1946151777662853211)