December 1, 2025 05:27 AM GMT Semiconductors | North America Asia trip takeaways highlight AI strength testing the limits of semiconductor ecosystem | What's Changed | | | | --- | --- | --- | | Broadcom Inc. (AVGO.O) | From | To | | Price Target | $409.00 | $443.00 | | NVIDIA Corp. (NVDA.O) | | | | Price Target | $235.00 | $250.00 | Focus is AI strength across the board; we raise estimates on AVGO but importantly also for NVDA, as we see both ramping materially next year. We also focus on memory strength an ...