A top chip stock analyst sees big things for Nvidia and Broadcom. The two companies that have already experienced massive run-ups now have an expert telling you they'll keep going up. This is what passes for actionable intelligence in 2026.
The analyst's case aligns with "ours" which means Jim Cramer's intern wrote a memo three weeks ago saying the same thing and now everyone gets to pretend they're part of a consensus. Nothing builds confidence like a journalist admitting his publication already took the same position before doing the reporting.
The bullish sentiment comes despite calls to slow down AI model development. So some people think we should pump the brakes on the technology but the chip stocks should definitely go higher. That's like saying we should ban alcohol but invest heavily in distilleries. The logic holds together if you squint and have a vested interest in semiconductor equities.
Rekindled investor enthusiasm for a competing part of the AI chip ecosystem apparently doesn't matter either. Money's flowing into the competition but these two are still the play. Every part of the sector is hot except this analyst wants you in the most crowded names possible.
Nvidia's chart looks like it was drawn by a guy who just discovered what exponential growth means. Broadcom's doing whatever Broadcom does which is apparently enough to get analysts excited. The technical setup screams "please buy my bags."
Retail traders will read this headline and think they're early. They'll open their brokerage app and discover they're buying at prices that would've seemed insane six months ago. But an analyst said big things are coming so it must be fine. The top is in when the expert consensus aligns perfectly with what you already wanted to hear.
Photo by Brecht Corbeel on Unsplash
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