Jim Kelleher believes Nvidia (NVDA) is so big "they're dragging the whole sector behind." However, he and Angelo Zino agree there's other names to keep an eye on as the A.I. space expands. They look into the parts of the chip trade dragging behind and why Nvidia, Marvell (MRVL), and Broadcom (AVGO) are among their top picks.
Trading 360
20 Sep 2024
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