Youtubeยท2025-11-12 18:31Group 1 - The investment strategy involves buying Nvidia and trimming Broadcom, indicating a shift in portfolio management focus towards Nvidia due to its broader market opportunities in GPUs compared to Broadcom's hyperscaler focus [1][2] - Broadcom's stock has increased by 160% since its purchase in June 2024, suggesting strong long-term performance and significant gains for investors [1] - Cowan has set a target price of $45 for Broadcom ahead of its earnings report on December 11, indicating potential upside for the stock [2][3] Group 2 - Momentum scores for Broadcom, Nvidia, Microsoft, Meta, and Tesla have shown a decline compared to stronger performers like Apple, Alphabet, and Amazon, suggesting a cautious outlook for these stocks [4] - The recommendation is to observe the market before making new purchases, with a preference for buying Nvidia at a new all-time high rather than at current levels due to weakening momentum [5][6]