May 15, 2026

ABOUT THIS EPISODE

Trillion-Dollar AI Buildout Drives NVDA, TSM, AVGO

The AI buildout is accelerating, with spending expected to reach trillions. Sid Choraria says the cycle is driven by profitable companies, not speculation, as demand flows to leaders like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO), along with broader supply chain and infrastructure plays. The focus remains on where capital is going and which companies can sustain growth.

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