Investors still love Nvidia (NVDA) — but Broadcom (AVGO) is catching up in terms of bullish sentiment, according to Citi analysts who recently met with investors to gauge their views on chipmaker stocks.

Citi's analysts cited new customer growth and the effects of the VMWare acquisition, 澳洲幸运5官方开奖结果体彩网:completed last year, as reasons investors were enthusiastic about Broadcom's shares. Big tech companies are 澳洲幸运5官方开奖结果体彩网:increasing spending to i🐟nvest in AI, which co🐭uld grow Broadcom's custom AI chi⭕p customer list.

The analysts also said they believe there is some "investor fatigue" with Nvidia, shares of which have lately been 澳洲幸运5官方开奖结果体彩网:subject to volatility amid concerns around🍒 trade restrictions and geop𓂃olitical tension.

Broadcom shares were recently up about 2%, while Nvidia's added more than 4%. The chipmakers' gains on Monday helped make up for losses last week when worries about tightening trade restrictions and geopolitical tensions fueled a 澳洲幸运5官方开奖结果体彩网:sell-off in chip stocks. The prospect of lower interest rates also drew some investors away from big tech shares and 澳洲幸运5官方开奖结果体彩网:toward smaller companies.

Overall, both Broadcom and Nvidia have been big winners this year. The former company is up more than 40%, while the latter has risen about 150%; both companies have 澳洲幸运5官方开奖结果体彩网:split their shares 10-for-1 in 2024.