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Nvidia’s stock is no longer this analyst’s top pick in chips. Why Broadcom is his new favored play.
Market Intelligence Analysis
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Why This Matters
Jefferies analyst has shifted his top pick in the chip industry from Nvidia to Broadcom, citing potential upside from custom chip demand driven by major AI players.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Jefferies sees more upside for the custom chip maker as major AI players such as Google and OpenAI ramp up their own hardware.
Original article published by
Unknown
on November 4, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.