This quietly dominant stock — plus Nvidia and Broadcom — are Mizuho’s top chip picks

When looking for the best ways to play the ongoing semiconductor boom this year, investors might not want to overthink things.

When Mizuho analyst Vijay Rakesh put out his list of top chip picks for the year, two familiar names made the cut: Nvidia

NVDA and custom-chip rival Broadcom AVGO. Both can extend their dominance into 2026 and deliver further gains for investors, he noted.