$NVIDIA Corp(NVDA)$ Nvidia is

Nvidia is top large-cap pick given the company’s “dominant positioning” in artificial intelligence accelerators and the upcoming launch of the Blackwell architecture. The total addressable market for accelerators will continue to rise in 2025 by $70B, and Nvidia is well positioned to capture most of the incremental market increase while ceding only a small bit to its merchant chip competitors

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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