Tell me why AVGO isn't overvalued or MU isn't cheap, after the massive run-up of both

Everyone spouted how Nvidia would crash as GPU sales are cyclical, oops, here we are again... Please tell me how MU is no longer a bargain without using the words 'cyclical', 'cyclicality' or 'cycle' in your analysis.

AVGO - $1700 Billion

Net income forecast next quarter - $9 Billion

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MU - $320 Billion

Net income forecast for next quarter - $9 Billion