Sell Nvidia. Buy Broadcom?

Nivida has been one of the hottest stocks and virtually all of Wall Street continues to recommend the shares. But semiconductor analyst Jay Goldberg is advising investors to sell! Not only that, he thinks investors should buy Broadcom. In this video, Jay explains his bearish view on Nvidia, his bullish view on Broadcom, and shares his take on a few more chip stocks, including AMD. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Who is Jay -- the ONLY analyst with a "sell" on Nvidia? 1:18 Are we in an AI bubble? 2:34 Why should you sell Nvidia shares? 3:20 Why Jay has a $100 target price on Nvidia's stock. 4:26 How does he feel being the only analyst with a sell rating? 5:54 Explaining the difference between Nvidia and Broadcom. 7:11 Why Jay likes Broadcom's stock over Nvidia. 8:24 Can Broadcom's stock continue to climb? 9:32 Jay used to like AMD -- so why did he downgrade the stock? 10:58 3 memory stocks to watch! Thanks to Jay for joining us. You can also follow him on X: @jaygoldberg Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Want to learn more about Ticker Take? https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #nvidia