Why Broadcom does not ‘compete’ with Nvidia #NewsUnitedStates

As markets await Nvidia’s (NVDA) earnings after the bell, attention is focused on the semiconductor sector. However, investors are also seeking opportunities beyond this powerhouse. Defiance ETFs CEO & CIO Sylvia Jablonski joins Catalysts to discuss why she believes Broadcom (AVGO) is a promising stock in the chip space.

Jablonski describes Broadcom as a “top leader” in the semiconductor industry with “a great revenue growth story.” She notes that the stock is also part of “the teleconnectivity trade,” explaining that the AI trend benefits from “processing data very quickly,” an area where Broadcom excels.

While many chip investors are focused on Nvidia, Jablonski clarifies Broadcom’s position: “In a way, they don’t compete with Nvidia. They kind of go at it in a different way because they are focused on the data center… but they have the wireless focus.” She characterizes Broadcom as “the cousin of Nvidia,” highlighting its unique position in the market.

For more expert insight and the latest market action, click here to watch this full episode of Catalysts.

This post was written by Angel Smith