By Yahoo Finance Video
Publication Date: 2026-04-07 11:00:00
00:00 Speaker A
We are starting to see a divergence in the chip trade. Despite the recent slump, our next guest says big tech names like Nvidia and Broadcom still have clear upside. Nvidia and Broadcom are down on the year. In fact, Nvidia and Broadcom really have gone sideways for the last eight months. So, what does it take to get these two stocks back alive?
00:27 Speaker B
It’s a great question, right? So, you know, the the compute names in AI, Nvidia Broadcom, they’ve kind of been stagnating a little bit as as as you point out. I think investors have been looking for upside more in the constraint. So like if you go back a year ago, the compute was the supply was really tight, it was in constraint and I think supply is still tight, but but the real constraints have moved to things like semi cap, memory and optical and like that those those stocks have been clearly ripping, right? And it does open up this really interesting divergence because you could ask like like why are they ripping? You know, well, they’re going to build all this like wonderful AI stuff and it’s like, okay, for who?
01:21 Speaker A
Right.
01:23 Speaker B
Presumably they’re going to be building it for for these other guys, right? In the meantime, you know, numbers have clear upside, the valuations have compressed pretty significantly. I’m I don’t personally think that valuations really can compress all that much more. You look at Nvidia broadcom, they’re…
