Nvidia, Broadcom, Marvell Positioned For Growth As AI Demand Drives Semiconductor Momentum

1. Semiconductors tied to AI saw 147% price increases, outperforming others. 2. Non-AI semiconductor firms faced revenue and earnings declines in 2024. 3. Bolton predicts mean reversion between AI and non-AI stocks in 2025. 4. AVGO and Nvidia predicted to benefit from XPU growth. 5. Silicon Labs and Lattice poised for recovery without macro dependency.