Key Points Nvidia is trading at a significantly cheaper forward earnings level compared to Broadcom. The company has visibility into $500 billion worth of Blackwell and Rubin orders through 2026. Nvidia has positioned itself as a key beneficiary of the multitrillion-dollar AI infrastructure buildout. 10 stocks we like better than Nvidia › Broadcom's (NASDAQ: AVGO) shares have gained over 132% in the past year, driven by explosive demand for artificial intelligence (AI)-powered networking solutions ...