• If you believe strongly in A

• If you believe strongly in AI/HPC growth over the next 5–10 years: lean toward NVDA. Its leadership in AI hardware gives it high growth potential — but be ready for volatility.

• If you prefer a more diversified bet with somewhat lower risk: AMZN may make more sense — especially if you believe in e-commerce, cloud, and long-term enterprise growth, and prefer less concentrated exposure.

• If you are risk-averse or uncertain about macro/AI cycles: you may consider dollar-cost averaging — buying bits of both over time rather than going “all in” on one.

Nvidia Still A Top 2026 Chip Pick — Can It Hold After The Breakdown?

Nvidia has extended its recent pullback, breaking below key technical levels. Still, Morgan Stanley remains firmly bullish on the sector, calling semiconductors one of the brightest spots in U.S. equities next year. In its “2026 Top Semiconductor Picks,” Nvidia, Broadcom, and Astera Labs rank at the top. Morgan Stanley argues that the semiconductor upcycle is far from over, driven by seemingly limitless global demand for AI compute. Is this a buy-the-dip moment for Nvidia? Do you expect a rebound tonight — or a classic gap-up-and-sell-the-news session?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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