The "leadership crisis" at Nvidia (NVDA) is creating opportunities for competitors like Broadcom (AVGO) and AMD Inc. (AMD), says Jeffrey Small. It's a turning point he describes as an "AI confidence shock." Jeffrey tells investors to be more selective in AI-tied stocks as he sees potential for new leadership to emerge. AMD's growth rate is something Jeffrey believes makes the stock "great to own," though he also sees potential in Nvidia and Broadcom. He doesn't see companies pulling back their AI spending, either.
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