Graham: GOOGL & AVGO Strongest Companies in Hyperscaler & AI Chip Gap

Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and custom silicon capabilities. He also talks about token pricing effects from a tentative cooldown. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about