Stock price when the opinion was issued
Clear winner, because its chips make AI possible. There is some competition out there, but AVGO isn't one of them. Look for a good buying opportunity.
He sees a parallel with INTC, which was a darling for many years. Not now. NVDA still has the market share; there are companies trying to catch up, but NVDA is still further ahead.
Marries hardware and software and applying massive improvements to push product cycle forward. AI wouldn't exist if not for NVDA. Capex cycles do end, so it won't be the honeymoon period forever. But we're only in 4th-5th inning, much more growth to go on the capex front. Still underbuilt, undersupplied, AI still taking off.
Earnings are coming up, and he thinks they'll beat and raise again. Yield is 0.02%.
He'd still buy here. Always fireworks around quarterly earnings. It's run up, but fundamentals are outstanding. Clear technical superiority in AI chips. AI infrastructure buildout will keep order books full for a long time. Major beneficiary of AI capex.
No contest. This is the one to own.
A design platform/video platform, and you could do pretty well here. The stock seems to be trading pretty richly. She doesn’t follow this is much as others, but it is a growing area, especially in the supercomputer design arena.