Ajaib flags Nvidia, Broadcom and Alphabet as AI stocks with revenue growth up to 34%
QQQ•PT Ajaib Teknologi Indonesia identified Nvidia, Broadcom and Alphabet as AI-linked stocks, citing revenue growth potential of up to 34%.
1. AI-linked stocks
Ajaib described Nvidia as an AI infrastructure play tied to data-center GPUs and CUDA, Broadcom as a beneficiary of custom chips and data-center networking, and Alphabet as leveraging Google Cloud through Vertex AI and Gemini. It cited risks including cheaper open alternatives, hyperscaler demand and funding stability, and large clients’ cloud spending commitments; the companies’ market capitalizations were listed at about $5.65 trillion, $1.73 trillion and $4.22 trillion, respectively.
