Reported 2 days ago
Fund manager Stephen Yiu believes that Broadcom Inc. could potentially outperform Nvidia by 2025, driven by demand for custom AI chips from major tech players like Microsoft and Google. Despite Nvidia's established position, Yiu notes Broadcom's strong partnerships and impressive year-to-date returns, indicating a shift in preference among investors. Nancy Pelosi's investment in Broadcom's call options has attracted significant attention, as the AI chip market continues to grow rapidly.
Source: YAHOO