Yahoo Finance analysis points out that as of last Friday's close, NVIDIA's stock price was $230.36, only 2.6% below its 52-week high. However, its main AI chip peer, Advanced Micro Devices (AMD), was about 18% below its 52-week high, Micron Technology was about 19% lower, Broadcom was about 28% lower, and Marvell Technology was about 32% lower.

The analysis suggests that while these companies all benefit from increased data center spending, the market's patience with them varies. NVIDIA's Q2 FY2027 revenue was $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, up 117% year-over-year. Broadcom's Q3 FY2026 AI semiconductor revenue was $16.7 billion, a 221% year-over-year increase, and management expects AI revenue to double to $115 billion in the next fiscal year, and double again to $230 billion in FY2028. Marvell's Q2 FY2027 revenue hit a record $2.7 billion, up 37% year-over-year.

The analysis recommends investors buy Broadcom and Marvell, and continue to hold NVIDIA.