The "natural winners" of the leadership shift in Nvidia (NVDA) are AMD Inc. (AMD) and Broadcom (AVGO), says Andy Swan of LikeFolio. He discusses the "spillover" effect occurring from Nvidia into other Big Tech competitors as the Mag 7 giant sees a greater risk in losing market share. Andy adds that Alphabet (GOOGL) and its Google TPUs are the "most slept-on" product his firm took consumer interest data on.