AI stocks are cyclical. NVIDIA is the leader, but they will eventually trade down.

Share

Sarah Kunst, Managing Director at Cleo Capital, discusses the strong demand for AI chips and highlights companies like Taiwan Semiconductor and NVIDIA. She believes Broadcom will remain significant in the AI chip market despite high valuations. Kunst notes that AI stocks are cyclical and mentions various catalysts for chip companies, including self-driving cars, crypto, and gaming.

Source link

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *