The creator previously recommended adding Intel stock in 2024 when valuations were more attractive, but now feels Nvidia and Broadcom offer more attractive upside.
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Huge News for Broadcom Stock and Nvidia Stock Investors! | AVGO Stock | NVDA Stock
Jun 25, 2026
The creator discusses a new custom chip developed by OpenAI with Broadcom, named 'Jalapeno,' which offers improved performance per watt. While this presents competition for Nvidia, the creator, who owns both Broadcom and Nvidia stock, is not concerned as Nvidia is still facing high demand and supply shortages. The creator believes Broadcom and Nvidia are well-positioned to benefit from AI data center development, unlike AMD and Intel which they felt were overvalued.
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The creator previously recommended adding AMD stock in 2024 when valuations were more attractive, but now feels Nvidia and Broadcom offer more attractive upside.
Despite new competition from Broadcom and OpenAI, the creator, who owns Nvidia stock, is not concerned due to high demand and Nvidia's continued innovation and market leadership.
The creator owns Broadcom stock and believes it will be a major winner in AI data center development, especially with the new custom chip developed with OpenAI.
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