Prediction: A $5,000 Investment Split Between Nvidia and Broadcom Will Triple by 2028

Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are two of the most promising stocks in the entire market. Both companies have strong relationships with the AI hyperscalers, and the computing units they design are being deployed in mass quantities. They each have told investors they expect huge sales growth ahead, yet the market hasn’t fully priced that growth into their shares. As a result, I could see an investment split between these two tripling by 2028.

That’s a huge expectation, but when you examine the language each company has used, it makes perfect sense.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

How are these two involved in AI?

Nvidia and Broadcom approach AI computing in two completely different ways. Nvidia makes GPUs, alongside other hardware and software to support them. GPUs are parallel processors that handle many types of complicated computations by slicing them up into thousands of smaller problems, then solving those simultaneously. These accelerated computing units are well suited to the complex computing workloads of AI, but they are also highly flexible, capable of being programmed for a variety of tasks and data sets.