3 AI stocks that could dethrone Nvidia in 2025
Transcript:
BOB LANG: I think a lot of people are going to be disappointed to hear that. I’m not going to endorse playing Nvidia. Obviously, Nvidia is the one chip master that’s out there getting out in front of the of AI and has been you know, it’s been the huge player. It’s been the huge winner, no question about it. But I think there’s other names out there like a Broadcom AVGO that are going to be a going to be huge winners that haven’t really scraped the surface of the of their business yet. I think you look at a name like like like Broadcom and then a name like Marvell International MRVL which is also another name that integrated circuits.
So in at least in the semiconductor space you know there are alternatives to to Nvidia here. I also think that, you know, Microsoft is still going to be a big winner, although they did talk about some weakness in the cloud business in their last earnings report. They’re going to be a huge winner I think in in AI. I do think Google is also alphabet is going to be another huge winner as well. So there’s a lot of them out there that haven’t really they’re exposed to some of the AI right now, but I think going forward, I think there’s a lot of a lot of riches to be to be had from those.
CONWAY GITTENS: And what about AMD AMD? I know when their results came out, the results were good, but people are still saying like, oh, they’re not doing enough to catch up to Nvidia’s. Like Nvidia is like the it’s like the benchmark, right?
BOB LANG: It’s a huge race out there and for the business. And I think if AMD you know look I mean it’s pretty cyclical right now with with those businesses. There was one a couple of years ago Nvidia was a little bit down and AMD was rising. And now the the tables have turned for both those companies. But I think that you know, by and large I think AMD is here to stay. They’re going to have some good products. I know dell uses uses AMD chips. I think that they’re they’re going to be a good alternative, especially if A if Nvidia runs out of chips and B if their costs are just too high that people don’t want to spend that kind of money. You know, AMD can come in and and lowball them on the price. I don’t mean talking about what deep seek is doing giving basically giving it away, but I certainly think that they can come in there and lowball on the pricing and grab some share of the business down the road.
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