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    A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours

    CNBC
    September 22, 2026
    via CNBC

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    A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours

    The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.

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