Graham: GOOGL & AVGO Strongest Companies in Hyperscaler & AI Chip Gap
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Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and custom silicon capabilities. He also talks about token pricing effects from a tentative cooldown. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https:/
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