Broadcom Overtakes Nvidia as Top Semiconductor Pic…

From Financial Modeling Prep: 2025-04-18 02:55:00

Citi analysts found Broadcom (NASDAQ:AVGO) is now the top long position for semiconductor investors, surpassing Nvidia (NASDAQ:NVDA) due to its AI focus and recurring software revenue.

Broadcom (AVGO) stands out as the most favored long position, with strong AI presence and stable software revenue.

Analog Devices (ADI) and KLA (KLAC) are defensive alternatives for semiconductor investors.

Qualcomm’s upside remains quiet despite Broadcom’s rise in popularity.

Investors can track semiconductor sector performance using the Sector Historical Market Overview API from Financial Modeling Prep, providing historical data and trends.



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