A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours

According to a report by CNBC… The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem. complete report is on below link. Source: https://www.cnbc.com/2026/09/22/a-top-chip-stock-analyst-sees-big-things-for-nvidia-broadcom-how-his-case-aligns-with-ours.html