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Fundamental, Research

Semiconductors: The Four Horsemen of AI

Angelo Zino, CFA, VP of Equity Research and Tech Sector Head

16 June 2023

Summary

In a thematic dated March 28, we highlighted four major winners in the semiconductor space from the upcoming Generational AI push: AMD, AVGO, MRVL, and NVDA. At the time, all four were (and remain) CFRA-rated Buy or Strong Buy opinions.

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