Benzingaยท2025-11-13 15:32Group 1 - Nvidia Corp is gaining favor over Broadcom Inc as investors shift chip exposure, betting on Nvidia's broader graphics processing unit growth versus Broadcom's hyperscaler-heavy focus [1] - Nvidia became the first company to top the $4.5 trillion market cap in October [1] - Broadcom's stock has cooled after massive gains, while Nvidia is emerging as the preferred chip pick for its wider customer base and stronger long-term growth potential [1] Group 2 - Karen Firestone, executive chairman at Aureus Asset Management, is actively managing her portfolio by buying Nvidia shares while trimming her position in Broadcom [2] - Firestone's firm first bought Broadcom in June 2024, and the stock has since risen 160%, becoming a prominent position with significant long-term gains [3] - Aureus is increasing overall exposure to chips by adding Nvidia, noting that Nvidia's GPU business has broader growth potential than Broadcom's, which mainly serves hyperscalers [4] Group 3 - Firestone emphasized that Nvidia's broader customer base and stronger long-term opportunities make it the better buy now, while maintaining exposure to both companies for balance [4] - As of the latest check, Broadcom's stock traded 2.66% lower to $345.76, while Nvidia is down 2.49% [4]