Broadcom is one of the top beneficiaries of the NVIDIA leadership crisis!

Broadcom (AVGO) is one of the most exciting beneficiaries of the leadership crisis at NVIDIA for me. After the surprising resignation of Jensen Huang on November 12, the stock rose by 5.5%. I believe that major AI customers are now questioning their dependence on a single chip supplier even more strongly. Analyst Ming-Chi Kuo particularly sees Google's TPU ecosystem and development partner Broadcom as potential main winners of the leadership uncertainty. BofA analyst Vivek Arya also sees additional opportunities for Broadcom with AI customers, should...