Tengler Bullish on Broadcom
Nancy Tengler, CEO and Chief Investment Officer at Laffer Tengler Investments, recently appeared on Schwab Network to discuss her perspective on Broadcom (AVGO) and NVIDIA (NVDA).
Tengler referred to AVGO as the “poor man’s NVIDIA,” emphasizing its strong fundamentals and diversified revenue streams, particularly in semiconductors and software. While AVGO presents a compelling alternative, she also highlighted her long-term optimism for NVDA, predicting it will rally again as market conditions stabilize.
As technology continues to drive economic growth, Tengler’s expertise sheds light on how investors can navigate this dynamic sector.
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