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As investors eagerly await Nvidia’s (NVDA) second-quarter earnings report, one expert is shifting focus to an often-overlooked player in the semiconductor space. The Bahnsen Group chief investment officer David Bahnsen names Broadcom (AVGO) as a better investment opportunity.
While Nvidia has been stealing the spotlight in the AI chip race, Bahnsen argues that Broadcom offers a more complete value proposition. “It’s not about the AI chip story,” he explains, emphasizing that “it’s a free-cash-flow growth story.”
Bahnsen highlights the company’s track record as a dividend grower, despite currently having a low yield. He expresses interest in the company’s future dividend strategy, noting “Broadcom’s returns kind of speak for themselves.”
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This post was written by Angel Smith
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