A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
- Posted on September 22, 2026
- By CNBC
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- 1 min read
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A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.