Nvidia Bought by Major Investor Betting on 'Broader' AI Growth
1. Investors favor Nvidia over Broadcom for chip exposure. 2. Nvidia's market cap exceeded $4.5 trillion in October. 3. Aureus Asset Management increases Nvidia holdings, reduces Broadcom. 4. Broader customer base gives Nvidia stronger long-term growth potential. 5. Analysts predict significant earnings growth for Nvidia by 2026.