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![YahooFinance Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::19546277.png) Yahoo Finance [@YahooFinance](/creator/twitter/YahooFinance) on x 1.9M followers
Created: 2025-07-25 14:48:42 UTC

$NVDA "just got their China licenses reinstated," Bernstein managing director @BernsteinRasgon says. "There's probably more upside to their AI numbers this year ... versus Broadcom."

He adds: "AI is the only thing in semis right now that fundamentally is really working."

![](https://pbs.twimg.com/amplify_video_thumb/1948754940370767872/img/1HwbM5g8l2Vj51cU.jpg)

XXXXX engagements

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**Related Topics**
[nvda](/topic/nvda)
[coins ai](/topic/coins-ai)
[china](/topic/china)
[finance](/topic/finance)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)
[$avgo](/topic/$avgo)

[Post Link](https://x.com/YahooFinance/status/1948757306193183162)