In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), ...
One reason the market favors Nvidia is because “in semiconductors, incumbency scale matters,” said Arya. “Unless the incumbent messes up, it is very hard to dislodge them from a market share ...
So, Broadcom is likely to remain a top semiconductor stock going forward thanks to its sunny prospects in AI and a potential recovery in other markets. But is it worth buying this chipmaker over AMD ...