Squawk on the Street Cramer's Morning Take: Broadcom & Nvidia 9/9/25
Sep 8, 2025
Dive into the fierce AI chip rivalry between Broadcom and NVIDIA, where Broadcom's custom XPUs are making waves. The discussion highlights Amazon's chip strategy and the evolving tech landscape. The hosts also celebrate Broadcom's stock surge and insider buying, alongside exploring low-cost investment options. Tune in for an engaging analysis of the market dynamics that shape investor decisions!
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Episode notes
Personal Call To Buy Broadcom
- Jim Cramer shared a personal moment about buying Broadcom during a dip after his hernia, highlighting conviction in the pick.
- He noted the position was bought in late September and held through the recovery, showing personal stake in the trade.
XPUs Drive Broadcom's Surge
- Broadcom's rally is driven by accelerating demand for custom XPUs from big cloud customers like Alphabet and Meta.
- This shift is sparking a debate about custom XPUs versus NVIDIA GPUs and possible share reallocation.
Analyst View: Some Share Shift To Broadcom
- Analysts trimmed NVIDIA targets citing some share shift to Broadcom as XPUs accelerate.
- NVIDIA's recent pullback partly reflects this competitive dynamic plus its prior strong run.