In this article, we will look at the Goldman Sachs Semiconductor Stocks: Top 12 Picks.
The artificial intelligence super cycle is alive and well despite reports of a rotation out of big tech. While market skeptics are betting on a broad exit from the ‘Magnificent Seven,’ a wave of positive earnings from the semiconductor sector signals that there are still more legs to the AI race. Their long-term outlook also remains strong as hyperscalers increasingly pour money into AI data centers.
According to Victoria Fernandez, chief market strategist at Crossmark Global Investments, rotation from big tech looks set to slow a bit. Demand for chips that require massive high-end memory and advanced packaging remains strong, boosting the fortunes of leading semiconductor stocks.
Echoing Fernandez’s observations, Jack Fu, CEO at Draco Evolution, adds, “The main driver is AI-related demand, data centers, cloud capex, advanced computing, and that’s not slowing down yet.”
Semiconductor stocks started the year on a roll as companies benefited from continued demand for artificial intelligence. The S&P 500 Semiconductor & Semiconductor index is already up by 3.42% year to date, outperforming the overall stock market.
Ben Barringer, head of technology research at Quilter Cheviot, told CNBC that the impressive performance is due to a combination of strong demand for AI workloads and relatively constrained supply, especially in the high-bandwidth memory market.
“The recent rally across the semiconductor space has been driven largely by the memory side of the market rather than logic chips. We’re seeing a combination of very strong demand from AI workloads and relatively constrained supply, particularly in high-bandwidth memory, which is essential for training and running large AI models,” said Ben Barringer.
While the current positive run around semiconductors feels more structural than past ones and not a straight-line one, the overall trend for chips remains up as AI spending increases.
Goldman Sachs remains bullish on the semiconductor sector owing to intense AI-related demand. The investment bank has already reiterated a significant upside potential for AI-exposed stocks, citing supply constraints, high capital expenditures, and strong, AI-driven revenue growth.
Likewise, its investment unit boasts significant exposure to the semiconductor sector, well poised to benefit from the AI boom. Likewise, the bank’s asset and wealth management business soared last year. According to the firm’s full-year and Q4 2025 earnings results, net revenues in Asset and Wealth Management came in at $16.68 billion for 2025, 2% higher than 2024. Management explained that the increase reflects “higher Management and other fees.”
With that in mind, let’s take a look at some of the best Goldman Sachs Semiconductor Stocks likely to outperform amid the AI supercycles.
Source:Pexels
Our Methodology
To create this list, we combed through Goldman Sachs Group Inc.’s 13F portfolio filings for Q3 2025 and selected the top semiconductor stocks based on stake value. We also considered institutional sentiment for each stock based on Q3 2025 hedge fund data from Insider Monkey’s database. The list is presented in ascending order based on Goldman Sachs’ stake value.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Goldman Sachs Semiconductor Stocks: Top Picks
12. Analog Devices, Inc. (NASDAQ:ADI)
Goldman Sachs Stake: $976,947,448
Number of Hedge Fund Holders: 84
Analog Devices (NASDAQ:ADI) is among Goldman Sachs’ top semiconductor stock picks. On January 16, 2026, TD Cowen raised its price target on Analog Devices (NASDAQ:ADI) to $355 from $285, citing the company’s strong positioning in industrial markets and growth across subsegments such as automated test equipment and aerospace and defense. With a market cap of $151 billion and revenue growth of nearly 17% over the past year, ADI remains a key player in the semiconductor industry despite a tempered automotive outlook for the January quarter.
The firm noted ADI’s healthy gross profit margin of 61.5% and moderate debt levels, while acknowledging limited gross margin upside compared to peers. Still, above‑average margins in its industrial segment should drive accretion over time. TD Cowen expects strong results when ADI reports earnings on February 25, with analysts forecasting fiscal 2026 EPS of $9.91, though its late reporting cycle may leave little room for defense if peers deliver mixed outlooks.
The same day, Stifel also raised its price target on Analog Devices to $330 from $290 while maintaining a Buy rating, calling the company a high‑performance analog and mixed‑signal powerhouse and a key challenger to Texas Instruments. The firm highlighted ADI’s resilience in turbulent markets, with 87% of October quarter sales from B2B revenue, a revamped consumer segment focused on high‑margin products, synergies from the Maxim Integrated acquisition, and flexible manufacturing capacity that supports stronger revenue and margin stability compared to peers.
Analog Devices, Inc. (NASDAQ:ADI) is a U.S. semiconductor company specializing in high‑performance chips that power industrial, automotive, communications, and defense applications.
11. Marvell Technology, Inc. (NASDAQ:MRVL)
Goldman Sachs Stake: $977,898,794
Number of Hedge Fund Holders: 77
Marvell Technology, Inc. (NASDAQ:MRVL) is among Goldman Sachs’ top semiconductor stock picks. On January 14, RBC Capital Markets initiated coverage on Marvell Technology, Inc. (NASDAQ:MRVL) with an Outperform rating. The firm set a $105 price target on the shares citing Marvell’s dominance in the data center market.
According to Srini Pajjuri, the lead analyst, Marvell appears to have robust orders for the AWS Trainium3 chip program. Pajjuri also noted that the company’s recent Celestial acquisition and warrant agreement suggest it is likely to remain a key application-specific integrated circuit (ASIC) supplier for Trainium4. In fewer words, Pajjuri is of the opinion that Marvell’s business, particularly the optical segment, is on solid footing.
The analyst also touched on Marvell’s valuation, stating that “valuation is at a 25% discount to peers.” As a result, the firm is of the opinion that Marvell’s risk/reward is attractive.
Independent of the analyst action, on January 6, Marvell announced its intent to acquire XConn Technologies, a specialist in advanced PCIe and CXL switching silicon. The company said the move should bolster its position in artificial intelligence and cloud data center connectivity.
The deal, valued at around $540 million, will be funded with roughly 60% cash and 40% stock, Marvell said. This equates to about 2.5 million shares of Marvell common stock based on a 20-day volume-weighted average price. The company expects the transaction to close in early 2026.
Marvell Technology, Inc. (NASDAQ:MRVL) designs and develops semiconductors used in data centers, enterprise networking, carrier infrastructure, and automotive systems. Its portfolio of processors and networking semiconductors supports the growing demand for high-performance infrastructure.
10. Applied Materials, Inc. (NASDAQ:AMAT)
Goldman Sachs Stake: $1,293,999,933
Number of Hedge Fund Holders: 89
Applied Materials, Inc. (NASDAQ:AMAT) is among Goldman Sachs’ top semiconductor stock picks. On January 16, KeyBanc Capital Markets boosted its price target for Applied Materials, Inc. (NASDAQ:AMAT) to $380 from $285. KeyBanc maintained an Overweight rating on the stock, citing Applied Materials’ “diversified supplier position and potential benefits from increasing deposition and etch intensity.”
The analysts noted that Applied Materials stands to gain from growing demands in deposition and etch processes as advanced chips shift to vertical structures, even extending into DRAM memory. They pointed out that the company has seen less stock value growth compared to competitors like KLA Corporation and Lam Research. And the main reason is its greater involvement in older technology nodes for customers in China and elsewhere.
KeyBanc emphasized Applied Materials’ role in conventional DRAM, calling it “arguably the AI-related device facing the most scarcity.” This could open doors for more production capacity and business expansion, the analysts stated. And looking ahead, the firm predicts steady growth in Applied Materials’ Global Services area. It expects low double-digit revenue increases in fiscal years 2027 and 2028, which it said will come on the back of customers using existing equipment at full speed.
Separately, on January 15, Barclays upgraded Applied Materials stock from Underweight to Overweight. The firm said that the move was driven by the expected impact of AI-related spending on the semiconductor industry.
Barclays noted that although the timing and scale of AI deployments remain debated, proposed AI spending points to a “multi-year earnings tailwind” for semiconductor suppliers such as Applied Materials. The analyst team said concerns around China competition and exposure had already been reflected in the stock’s valuation.
Applied Materials, Inc. (NASDAQ:AMAT) is a semiconductor equipment company. It develops and manufactures materials engineering solutions used to produce integrated circuits, including deposition, etching, and inspection systems.
9. Qualcomm Incorporated (NASDAQ:QCOM)
Goldman Sachs Stake: $1,409,553,479
Number of Hedge Fund Holders: 63
Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026.
Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of $0.89 per share, to be paid on March 26 this year. All shareholders on record at the close of business March 5 will receive the payment.
The new payment equates to an annualized payout of $3.56 per share. This is a dividend yield of roughly 2.2% based on the stock price at the time of the announcement. And the payment is the same amount Qualcomm has paid in recent quarters, including the September 2025 payout. Prior to 2025, Qualcomm’s dividend was $0.85 per share, and the increase to $0.89 was approved by the board in March 2025.
In a different update, on January 14, RBC Capital started covering Qualcomm with a Neutral Sector Perform rating and a $180 price target. The firm noted that Qualcomm has experienced several struggles recently. It pointed out that the company’s stock has lagged behind the broader semiconductor index over the past year, and that it was hit by slow smartphone sales, Apple’s move to make its own modems, and no strong story yet in data center AI.
As a result, RBC expects limited overall revenue growth for Qualcomm in the coming two years. The analysts pointed out that losses in market share at big clients like Apple and Samsung will likely cancel out strong progress in automotive chips, extended reality (XR) devices, and Internet of Things (IoT) products.
Qualcomm Incorporated (NASDAQ:QCOM) is a semiconductor company. It develops and supplies wireless technology solutions, including system-on-chip products, modems, and processors used in smartphones, automotive, and IoT devices.
8. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Goldman Sachs Stake: $1,633,159,465
Number of Hedge Fund Holders: 115
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks. On January 21, Bernstein raised the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) to $225 from $200 and kept a Market Perform rating. Stacy Rasgon, the analyst on record, said that AMD is pushing ahead in AI, though she noted that OpenAI is currently the only big-name customer announced for AMD’s Helios chips.
Rasgon stated that with OpenAI’s rollout of these chips set to begin later in the year, she sees reduced short-term pressure on AMD’s AI goals. This breathing room, she said, allows the market to assess the full extent of AMD’s AI potential. It also creates a period where investors might focus more on positive developments in the company’s main operations.
And amid the wait for broader AI adoption, Rasgon anticipates gains for AMD from robust server demand and increasing market share. This could serve as bright spots and help sustain investor interest in the near term, Rasgon noted.
Separately, on the same day, January 21, KeyBanc Capital Markets doubled down on its positive view of AMD. The firm reaffirmed its Overweight rating on AMD stock and held a price target of $270, citing solid momentum in server CPUs and the latest Turin generation chips.
KeyBanc stressed the strong push from big cloud providers, who are already locking in capacity for 2026. This leaves AMD’s server CPUs nearly sold out through the end of the year, the firm noted, and pointed out that this is a sign of lasting strength in this key area.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company. It designs and produces central processing units, graphics processing units, and adaptive system-on-chip products used in personal computers, gaming consoles, data centers, and embedded systems.
7. Lam Research Corporation (NASDAQ:LRCX)
Goldman Sachs Stake: $1,862,221,139
Number of Hedge Fund Holders: 93
Lam Research Corporation (NASDAQ:LRCX) is among Goldman Sachs’ top semiconductor stock picks. On January 14, Stifel raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $250 from $160 and maintained a Buy rating on the stock. The firm made this move in response to Lam Research’s strong performance in 2025. During calendar year 2025, the company’s system sales grew by more than 40% year over year. Stifel noted that this rate significantly outpaced overall wafer fabrication equipment (WFE) growth in the industry.
Stifel added that early signals indicate Lam Research is likely to “exceed WFE growth again” in calendar year 2026. The analysts see this as evidence of sustained momentum in demand for equipment and tools used to build semiconductor chips. They also highlighted that the Advanced Foundry/Logic segments are expected to be larger dollar contributors to WFE spending in 2026. This development, the analysts stated, marks a shift from previous growth drivers and underscores Lam Research’s broader opportunity beyond memory-focused equipment.
Later on the same day, January 14, RBC Capital initiated coverage on Lam Research with an Outperform rating and set a price target of $260. Like Stifel, RBC highlighted Lam Research’s strong results in 2025, which it said were driven by upgrades in NAND technology and gains in the foundry market share. The firm expressed optimism about spending on wafer fabrication equipment and stated that it remains positive on WFE spending. Most importantly, RBC expects Lam Research to continue to outgrow the market.
Lam Research Corporation (NASDAQ:LRCX) is a semiconductor equipment company. It develops and supplies wafer fabrication tools, including deposition, etch, and clean systems, which are essential in manufacturing integrated circuits.
6. Micron Technology, Inc. (NASDAQ:MU)
Goldman Sachs Stake: $1,915,636,927
Number of Hedge Fund Holders: 105
Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc. (NASDAQ:MU) broke ground on a new advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore. The project represents a planned investment of about $24 billion over 10 years. Wafer production is expected to begin in the second half of 2028. The new fab is intended to support growing demand for NAND technology driven by AI and data-centric applications.
The double-story facility will become part of Micron’s NAND Center of Excellence in Singapore. It will support future technology transitions and long-term storage demand. The investment is expected to create around 1,600 jobs. It will also complement Micron’s nearby HBM advanced packaging facility, strengthening manufacturing synergies. The fab will follow Micron’s sustainability standards and support workforce development and innovation in Singapore.
On January 22, Stifel initiated coverage on Micron Technology, Inc. with an Outperform rating. Stifel based this initiation on the belief that the memory sector is entering a multi-year upcycle driven by AI demand and supply constraints, and that memory is becoming a critical bottleneck in AI systems.
The firm noted that as the second-largest memory supplier, Micron is positioned to benefit significantly. Stifel expects the company’s high-bandwidth memory (HBM) revenue to grow by 164% in fiscal 2026 and 40% in fiscal 2027. It also noted advantages for DDR and QLC NAND from AI trends.
But Stifel identified several risks, the key one being that Samsung is emerging as a more formidable HBM competitor. Others include elevated capital expenditures shifting value to equipment suppliers, and potential loosening of dynamic random-access memory (DRAM) supply-demand balance.
On valuation, the firm observed that Micron trades at approximately 9.7 times expected 2026 earnings, slightly below its historical average.
Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company. It manufactures memory and storage products, including DRAM, NAND flash, and solid-state drives used in data centers, personal computers, mobile devices, and automotive systems.
5. Texas Instruments Incorporated (NASDAQ:TXN)
Goldman Sachs Stake: $1,962,908,231
Number of Hedge Fund Holders: 72
Texas Instruments Incorporated (NASDAQ:TXN) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Evercore ISI reiterated an Outperform rating on Texas Instruments (NASDAQ:TXN) with a $226 price target, citing underweight investor positioning in analog and microcontroller semiconductors ahead of Q4 earnings and potential data center market share gains in 2026.
The firm noted TXN’s underperformance versus the S&P 500 and SOX index over the past six months but pointed to the upcoming Capital Management Day webinar as a catalyst for margin improvements into 2027. While generally positive industry feedback supports recovery prospects, Evercore also flagged valuation concerns and expectations of slower year‑over‑year revenue growth in the first quarter.
On January 16, Stifel raised its price target on Texas Instruments Incorporated to $200 from $170 and maintained a Hold rating. The firm based this adjustment on indications of a cyclical recovery shown in Texas Instruments’ Q3 2025 results.
According to its analysis, Stifel noted that all of Texas Instruments’ end markets experienced growth both sequentially and compared to the previous year. The firm pointed to the company’s data center performance as a key strength. This segment has driven notable revenue increases in enterprise systems, communications equipment, and industrial sectors, Stifel noted.
The analysts also highlighted Texas Instruments’ consistent free cash flow production. Trailing twelve-month free cash flow amounted to $2.27 billion, which represents 19.4% of trailing twelve-month sales.
Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor company. It designs and manufactures analog chips and embedded processors used in industrial, automotive, personal electronics, and communications equipment.
4. KLA Corporation (NASDAQ:KLAC)
Goldman Sachs Stake: $2,115,713,793
Number of Hedge Fund Holders: 61
KLA Corporation (NASDAQ:KLAC) is among Goldman Sachs’ top semiconductor stock picks. On January 15, Wells Fargo upgraded its rating on KLA Corporation (NASDAQ:KLAC) from Equal Weight to Overweight, and lifted the price target from $1,250 to $1,600. The basis for the action was the investment bank’s confidence that KLA can continue to grow strongly in the wafer fabrication equipment (WFE) market. This growth, the bank stated, will be possible due to momentum in 2nm process technology, which it expects to persist throughout 2026.
Wells Fargo pointed to elevated inspection sample rates tied to 2nm production, which, according to their analysis, suggests customers will use more KLA inspection tools as chip nodes shrink. The bank also highlighted additional growth levers beyond 2nm momentum, including strong performance in 5nm and 3nm with a high-performance computing mix. In other words, the analysts said, demand for scanning and inspection tools tied to advanced chips is robust across leading nodes.
That very day, on January 15, Morgan Stanley raised its rating for KLA shares from Equalweight to Overweight. It paired this with a massive bump in the price target from $1,214 to $1,694. Morgan Stanley made the revision because of changes in its valuation for KLA. The bank boosted 2026 EPS estimates by 7% and 2027 by 14%. Accordingly, the bank projected KLA’s revenue to expand by 16% in 2026 and 19% in 2027, well above consensus estimates of 10% and 9%.
Morgan Stanley heavily weighted the estimate hikes toward foundry logic; it raised 2026 and 2027 estimates by 10% and 18% respectively. In comparison, memory-related increases were 4% and 10%.
KLA Corporation (NASDAQ:KLAC) is a semiconductor equipment company. It develops process control and yield management systems used in the fabrication of integrated circuits. The company’s primary offerings include inspection, metrology, and data analytics tools that help chipmakers identify defects and improve manufacturing efficiency.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Goldman Sachs Stake: $3,389,149,891
Number of Hedge Fund Holders: 194
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results.
Morgan Stanley stated that its decision was driven by upside to gross margins and stronger earnings visibility. In other words, the analysts see continued profitability improvements and clearer future earnings prospects compared with previous expectations.
TSMC released its Q4 2025 earnings on January 15, where it posted a quarterly gross margin of 62.3%, significantly above both the company’s guidance and general market expectations. And for Q1 2026, the company guided gross margins of 63-65%. In light of this, Morgan Stanley noted that TSMC’s current margins already run well above the prior 53% level. And as such, the company’s guidance suggests structural improvements in profitability supported by pricing actions, productivity gains, and a higher share of AI-related revenue.
Meanwhile, Bernstein SocGen Group reiterated its Outperform rating on TSMC on January 16. The lead analyst Mark Li, also kept the price target at $330. Li cited TSMC’s Q4 2025 results, which he described as a strong beat against already high market hopes. And key to his optimism about TSMC is the company’s updated growth forecasts. Specifically, TSMC lifted its AI revenue CAGR to mid-to-high 50% for the 2024-2029 period.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry. It manufactures integrated circuits for global chip designers, producing advanced nodes used in applications such as artificial intelligence, cloud computing, mobile devices, and automotive electronics.
2. Broadcom Inc. (NASDAQ:AVGO)
Goldman Sachs Stake: $12,136,009,498
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wireless, broadband, networking, and storage, while Wells Fargo upgraded the stock to Overweight and the company issued $4.5 billion in senior notes.
On January 20, Goldman Sachs reiterated its preference for Broadcom Inc. (NASDAQ:AVGO) as one of the leading companies in the compute ecosystem alongside Nvidia. The bank said this decision is based on the view that Broadcom is positioned to benefit from ongoing capital spending tied to artificial intelligence infrastructure and from networking technology trends valued in AI compute.
In its research, Goldman constructed an inference cost curve to compare AI compute solutions from various chipmakers and how their relative costs evolve. The bank said it created the curve to help address investor questions about competition between traditional GPU-based solutions and custom ASIC designs. And its analysis found that Google and Broadcom’s tensor processing unit (TPU) implementations are narrowing the cost gap with Nvidia’s GPU solutions when judged by compute cost efficiency.
The bank also noted that the latest TPU version, TPU v7, reduced inference cost per token by about 70% compared with the prior TPU v6. And this change placed TPU v7 on par or slightly better than Nvidia’s GB200 NVL72 in absolute cost terms.
Goldman’s report also compared Broadcom/Google TPU performance with other competitors. The results were that Amazon’s Trainium and AMD’s accelerators showed only around 30% cost reductions. As such, the bank concluded that these alternatives are further behind in terms of cost efficiency.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor company. It designs, develops, and supplies chips for networking, broadband, wireless, and storage applications, primarily through its custom ASICs, networking processors, and wireless connectivity solutions. Its main products are semiconductors that power data centers, smartphones, and enterprise infrastructure, supporting artificial intelligence workloads and next-generation connectivity.
1. NVIDIA Corporation (NASDAQ:NVDA)
Goldman Sachs Stake: $31,352,300,832
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure.
As part of this expanded collaboration, NVIDIA invested $2 billion in CoreWeave Class A common stock at $87.20 per share. And, the companies said they will deepen their alignment across infrastructure, software, and platform development to support large-scale AI deployments and enterprise needs. On its part, CoreWeave will build and operate AI factories using NVIDIA’s accelerated computing platform technology to meet customer demand for AI compute and data center capacity.
This move comes only weeks after NVIDIA unveiled a new generation of AI chips on January 5. The Wall Street Journal and other major publications noted that this release was earlier than the company’s typical release cadence. As such, they see this as NVIDIA accelerating its product roadmap in response to surging demand for computing power used in AI workloads.
Specifically, NVIDIA CEO Jensen Huang announced the Rubin platform at the Consumer Electronics Show in Las Vegas. The platform is named after astronomer Vera Rubin, and the company is positioning it as the successor to the Blackwell architecture. Huang said that this new platform is designed for large-scale AI training and inference in data centers. It features six new chips aimed at advancing AI capabilities.
NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company. It designs and manufactures graphics processing units and accelerated computing platforms used in gaming, data centers, automotive, and professional visualization. The company’s primary offerings include its GeForce GPUs for gaming, RTX graphics for professional use, and data center products such as the A100 and H100 chips that power AI workloads.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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