The article compares investor sentiment towards Broadcom and Nvidia, two leading semiconductor companies, in the context of the AI boom. It highlights that while Nvidia has been a clear winner due to its dominance in AI chips, Broadcom’s stock has also seen a significant rally. Citi analysts believe Broadcom’s AI exposure is underappreciated, and they expect the company’s AI-related revenue to grow from $3 billion in 2022 to $10 billion by 2024. The article suggests that Broadcom’s diversified business model, including data center and networking chips, positions it well for the AI era. However, Nvidia’s focus on AI and its leadership in GPUs for AI training and inference give it a competitive edge. The article concludes that both stocks are benefiting from the AI boom, but investor sentiment favors Nvidia due to its AI-centric business model.