As investors eagerly await Nvidia’s (NVDA) second-quarter earnings report, one expert is turning his attention to an often-overlooked player in the semiconductor space. David Bahnsen, chief investment officer of the Bahnsen Group, cites Broadcom (AVGO) as a better investment opportunity.

While Nvidia is the main player in the AI ​​chip race, Bahnsen argues that Broadcom offers a more comprehensive value proposition. “It’s not about the AI ​​chip story,” he explains, emphasizing that “it’s a free cash flow growth story.”

Bahnsen emphasizes that the company is achieving dividend increases despite the current low dividend yields. He is interested in the company’s future dividend strategy and notes: “Broadcom’s yields speak for themselves.”

Click here to watch the full episode of Morning Brief for more expert insights and information on current market events.

This article was written by Angel Smith

Follow Yahoo Finance’s latest coverage on Nvidia ahead of this week’s earnings release:

Nvidia investors “pay for perfection”: David Bahnsen
Nvidia earnings are just around the corner. What investors will be watching
Why Nvidia’s share price rise is not leading to broader market gains
Nvidia results highlight busy end of August: What to know this week
These are other AI games where Nvidia is positioning itself as a “hub”
Nvidia is “tuned for perfection.” Strategist explains why
Anyone who doesn’t own Nvidia shares is missing out on a revolution, says a technology investor
Nvidia earnings: Key metrics to watch from a leading technology analyst
Nvidia is preparing to take over the stock market (again)
Nvidia profits: Analysts see no rationality
Nvidia vs. Alphabet: Strategist decides what to buy and what to avoid
Nvidia invests “aggressively” in R&D: Analyst explains why
Nvidia earnings: Options market predicts price fluctuation of $300 billion
Nvidia is still the best AI chip provider: Analyst
Nvidia earnings: What the options market expects
4 AI terms Nvidia investors should know
Nvidia profits “absolutely crucial for trading in AI infrastructure”