Nvidia may be dominating headlines, but one portfolio manager has her sights on this 'overlooked' stock.
Chipmaker Nvidia is clearly the poster child for artificial intelligence, according to one portfolio manager — but she says another firm is being overlooked. Liontrust Asset Management's Clare Pleydell-Bouverie has turned her attention to Broadcom Inc , which manufactures and designs semiconductors. " think of Nvidia as the poster child for AI chips, and they are.
mountain Year-to-date share movement in Broadcom Pleydell-Bouverie flagged that the company has a "leading position" in segments like custom ASICs . "When we think about Meta Platforms and Alphabet 's Google developing their own chips, there's been a lot of coverage on this and whether they're going to rival some of the some of the merchants, silicon providers they're doing this alongside Broadcom," she added.
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