Schaeffers Investment Research·2025-07-15 18:46Group 1 - Nvidia has reached a market capitalization of $4 trillion, becoming the first company to achieve this milestone, and is driving the Nasdaq Composite to record highs with potential resumption of AI chip sales to China [1] - Advanced Micro Devices Inc (AMD) and Broadcom Inc (AVGO) are benefiting from Nvidia's performance, with AMD shares up 6.9% and AVGO shares up 2.2% [2][3][4] - AMD's stock has increased 29.9% year-to-date, with significant call options activity indicating bullish sentiment [3] Group 2 - Broadcom's stock has gained over 63% in the last 12 months, reaching a record high of $283.36 [4] - The 20-day moving average has provided consistent support for Broadcom's stock since April [4] - Short-term options traders show a bearish lean towards Broadcom, suggesting potential for unwinding pessimism to create additional upward momentum [5]