# Nvidia dips to pre-AI boom prices while competitors get multi-billion deals — bargain hunting on NVDA

_AI-generated trading idea · LONG · AVGO, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-dips-to-pre-ai-boom-prices-while-competitors-get-mult--de07524b-8cd9-45d7-a289-267cbfb88620

Nvidia's stock has fallen dramatically on fears that their new ultra-powerful AI systems are delayed, pushing their valuation to the cheapest levels seen since before the AI boom started. Meanwhile, Apple just announced a massive $30 billion deal with Broadcom, proving that AI demand is simply rotating to other chipmakers.

## Idea

Reports indicate Nvidia's next-generation AI server rack system has been delayed by over a year due to manufacturing difficulties, which has contributed heavily to a $1 trillion slide in the company's market value. This massive sell-off has pushed Nvidia's price-to-earnings valuation back to levels not seen since before the AI craze began. However, looking at Apple's newly announced $30 billion deal with Broadcom, it is clear that Big Tech is still spending aggressively on AI infrastructure; the demand hasn't disappeared, Nvidia is just facing temporary production bottlenecks. Because Nvidia remains the dominant player in AI data centers and is now priced like a value stock, this panic-driven dip offers a contrarian entry point.

## What happened since

- **NVDA** · LONG · T+1 -0.6565%

_Price changes since publication; updated 2026-07-13T03:25:24.301672+00:00._

## Key details

- Symbols: AVGO, NVDA
- Timeframes: D1
- Tags: \#stocks, \#ai, \#value, \#semiconductors

## Community

- Upvotes: 2
- Views: 11
- Copies: 0
- Cosigns: 0

## News sources

- [Nvidia's $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels](https://www.bloomberg.com/news/articles/2026-07-08/nvidia-s-1-trillion-slide-sends-valuation-to-pre-ai-boom-levels) — Bloomberg
- [Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says](https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html) — CNBC
- [Apple announces chip deal with Broadcom worth more than $30 billion](https://finance.yahoo.com/technology/article/apple-announces-chip-deal-with-broadcom-worth-more-than-30-billion-100000097.html) — Yahoo Finance

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- [Apple just handed Broadcom $30 billion — load up on AVGO ahead of the $2 trillion club](https://commonquant.ai/research/for-you/apple-just-handed-broadcom-30-billion-load-up-on-avgo-ahead--054886d0-feaa-49da-8581-e46d4cc63e3b)

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