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Brigati: GOOGL Has Opportunity to Take NVDA Market Share

Dela

Chris Brigati sees promise in Alphabet (GOOGL) and its forward trajectory making the case it has an opportunity to capture market share from Nvidia (NVDA). Ad revenue falling is a point of concern for Chris, though he believes Alphabet's tech ecosystem is so expansive that another key revenue driver will emerge. He turns elsewhere in the Mag 7 to Nvidia itself and steeper downside risks he sees following Jensen Huang's resignation as CEO.


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