Nvidia And Broadcom: Why The AI Mania Will Continue | Seeking Alpha

The piece argues that the AI-driven momentum in major semiconductors and infrastructure names is likely to persist, pointing to recent “outstanding” earnings and guidance from Nvidia and Broadcom. It frames Nvidia Corporation (NVDA) and Broadcom Inc. (AVGO) as the two leading companies behind the AI revolution at its base, emphasizing that both reported strong performance signals for investors. The article itself is authored by Victor Dergunov, MBA, who states he has been an active investor for more than 20 years, and includes extensive disclosures typical of Seeking Alpha content. It does not present specific numeric results in the provided excerpt.