AI chip companies are posting huge revenue growth right now. NVDA revenue is up 106% year over year, AVGO grew 86%, and MU sales quadrupled. If you are planning to hold these through 2030, it comes down to where profits will hold up if AI spending eventually cools down. NVDA is trading at 14x expected FY28 earnings. Their main challenge over the next few years is staying the core AI platform while big customers start funding custom chip alternatives. AVGO and MRVL are the ones building those custom chips. AVGO trades at 18x expected earnings and projects huge revenue jumps over the next couple of years. MRVL is running the same strategy at a smaller scale but has a higher multiple at 33x. Both just need to keep delivering chips to cloud companies on schedule. MU supplies the memory and is seeing massive gross margins around 85%. It has a very low P/E of 6 because investors expect memory prices to cycle down and margins to shrink eventually. The general consensus from the article is to buy NVDA, AVGO, and MRVL for the long term, but keep MU as a hold since we are already deep into the profitable part of the memory cycle.