I'm Not Buying Nvidia Right Now. These 2 Growth Stocks Are the Smarter AI Supercycle Play.
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AMD and Broadcom are set to benefit from the rise of artificial intelligence, with AMD poised to gain from inference and agentic AI, and Broadcom from custom AI chips. These two stocks are considered a smarter play on the AI supercycle than Nvidia, which has already experienced significant growth.
AMD is set to benefit from the rise of inference and agentic artificial intelligence. The company has made progress in this area, including partnerships with OpenAI and Meta Platforms. Broadcom is also poised to gain from custom AI chips. AMD's opportunity in inference and central processing units positions it for strong growth. Demand for high-performance CPUs is surging, and AMD will be a prime beneficiary. Broadcom's custom AI chips will drive growth for the company.
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