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Story summary
- Bernstein analysts recommend buying Nvidia and Broadcom despite calls to slow AI model development.
- They assign a buy-equivalent outperform rating and set a $400 price target for Nvidia.
- They set a $575 price target for Broadcom, implying 58% upside from $365.
- Analysts expect Nvidia to grow over 70% into 2027 and Broadcom to double revenue by 2028.