Group 1: Market Overview - The Nasdaq Composite has declined 3.97% over the past month, indicating a correction in the tech-heavy index [1] - Market pullbacks often create opportunities for long-term investors to buy high-quality stocks at a discount [1] Group 2: NVIDIA (NVDA) - NVIDIA's data center revenues reached $35.6 billion in Q4 of fiscal 2025, contributing to an annual total of $115.2 billion, more than doubling from the prior year [2] - NVIDIA's fourth-quarter revenues of $39.3 billion were up 78% year over year, with AI-related sales making up more than 80% of total sales [3] - Despite a 4.69% stock decline, NVIDIA's current valuation is appealing, trading at a forward P/E ratio of 28.05, below the industry average of 29.29, indicating potential undervaluation [4] Group 3: Broadcom (AVGO) - Broadcom's AI-related revenues surged to $4.1 billion in Q1 of fiscal 2025, marking a 77% year-over-year growth [6] - Broadcom reported $14.92 billion in revenues for Q1, a 24.71% year-over-year increase, with expectations for AI revenues to grow to $4.4 billion in Q2 [7] - Despite a 7.05% stock decline, Broadcom's stock trades at a forward P/E ratio of 30.79, below its one-year median of 34.24, indicating a favorable entry point [8] Group 4: Investment Outlook - The AI market is projected to reach unprecedented economic heights over the next decade, suggesting that buying NVDA and AVGO on this dip could yield significant long-term gains [10] - AVGO holds a Zacks Rank 1 (Strong Buy), while NVDA carries a Zacks Rank 2 (Buy) [10]