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The U.S. added an estimated 178,000 jobs in March, rebounding from unexpectedly large job losses in February, according to data released Friday morning. March’s gains were about three times what economists expected, and the unemployment rate edged down to 4.3%. Why the March jobs report matters Market watchers generally viewed…
Key Points - Sandisk has been riding the NAND supercycle. - Nvidia's GPUs are complex chips with a strong ecosystem behind them. - Broadcom is a data center networking and custom AI chip leader. Sandisk (SNDK) was the best-performing stock within the Russell 1000 Index in the first quarter, with its share price surging 194%. The company benefited from a shortage in the NAND (flash) memory market, which helped drive up prices and led to huge revenue and earnings growth. While the NAND market is being aided by the artificial intelligence (AI) infrastructure boom, it has historically been a very cyclical business. That's why it could be a better move to buy some other artificial intelligence stocks while they are cheap. Let's look at two that have much more durable and differentiated businesses: Nvidia (NVDA) and Broadcom (AVGO). Nvidia: The AI chipmaker with a wide moat While flash memory is a commodity business, Nvidia's graphics processing units (GPUs) are complex logic chips surrounded by the strongest ecosystem in the semiconductor space. More than a decade of foundational AI code has been written on its proprietary CUDA software platform to optimize the performance of its chips for AI workloads, particularly large language model (LLM) training. This is then connected by its fast-growing networking portfolio. Broadcom: The ASIC and networking leader While Broadcom doesn't immediately screen as cheap, trading at 27.5 times current fiscal year analyst estimates, that multiple quickly drops to 17.5 times given the explosive growth the company is poised to deliver. The company is the market leader in two of the fastest-growing segments of the AI infrastructure market: networking and custom AI chips. As the size of data centers grows and more chips need to work together in unison, the networking side of AI data centers only becomes more important. Broadcom is a stalwart in the space, led by its industry-leading Tomahawk Ethernet solution. Long-term AI winners While Sandisk is riding a nice near-term trend, both Nvidia and Broadcom are built for the long haul. That's why I prefer these two AI stocks for the long term. Pick them up while their valuations are cheap.
In brief\n\nBitcoin dropped to about $93,000, falling back below the EMA50 and putting its recent golden cross at risk of invalidation. The global crypto market cap stands at $3.15 trillion, down 2.38% in 24 hours. On Myriad Markets, 82% of the money is betting on Bitcoin pumping to $100K before…
