Klein: You can't mess with the three horsemen: Nvidia, Broadcom, and TSMC

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  Posted by Two Blokes Jun 25 - Filed in Stock - 3 views
  
  Jordan Klein, Tech Media & Telecom Analyst at Mizuho, says Nvidia remains dominant in AI chips and expects strong growth from Blackwell GPUs. He's bullish on Nvidia, Broadcom, TSMC, and Micron.