2025-12-29 04:22:20

Recently, the five major Wall Street investment banks (JPMorgan Chase, Morgan Stanley, Bank of America, Citibank, Goldman Sachs) jointly released a key focus list for chip stocks in 2026, with several stocks receiving rare unanimous bullishness.

The most eye-catching targets with multiple institutional preferred ratings are NVIDIA and Broadcom (AVGO), which are simultaneously listed as top picks by JPMorgan Chase, Morgan Stanley, Bank of America, and Goldman Sachs. Citibank's preferences differ slightly, as they focus on Microchip Technology and Lam Research (LRCX).

In addition to these heavyweight players, a group of potential stocks in niche sectors have also received individual endorsements from major investment banks. Besides favoring NVIDIA, JPMorgan Chase is also interested in other chip sectors; Bank of America has given a positive rating to CRDO; Goldman Sachs is betting on Synopsys (SNPS). The joint endorsement from these institutions usually indicates the market's key directions.

If you are planning your chip stock investment strategy, this list, endorsed by Wall Street's major firms, is worth considering as your reference.

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DefiPlaybook

· 7h ago

The five major banks are all optimistic about AVGO and NVIDIA, which is interesting. Are they collectively bullish or collectively bottom-fishing? --- Wait, Citibank and the other four have different opinions? This is like some governance token communities, with serious factional splits. I bet within a month, institutions will change their stance. --- This kind of "unanimous optimism" usually indicates... big players are offloading, retail investors are entering, and then the story is over. Same old trick.

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BearMarketMonk

· 7h ago

Once again, Wall Street is setting traps for retail investors, this time switching to chip stocks. --- Nvidia has already been heavily traded long ago. Now claiming everyone is optimistic? Laughable. --- The five major banks are all stepping in at the same time, feeling like a prelude to dumping... --- I haven't paid much attention to LRCX, but Citigroup picking this out alone is a bit interesting. --- Don't be fooled by institutional endorsements. Last time, everyone was "optimistic" and ended up losing everything. --- Releasing the 2026 list now? Just the old trick of smashing the market first and then pulling it up. --- Broadcom does seem to have some potential; this might be worth paying attention to. --- Honestly, I've never heard of SNPS. Goldman Sachs betting on this thing is a bit strange. --- Reference list? I’ll just treat it as a joke and have a laugh.

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LayerHopper

· 7h ago

NVIDIA is once again favored by several major banks at the same time? Is it true or just another routine of cutting leeks again? What’s different this time is that Citibank is actually betting on Microchip and LRCX, which is quite interesting. I’ve been paying attention to AVGO before; Broadcom’s position really is different. To be honest, these predictions on Wall Street are just for listening; those who truly make money are the ones who know the inside information. The chip industry is too complex, especially with 2026 still so far away.

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FreeMinter

· 7h ago

It's the same old investment bank rhetoric. With NVIDIA so hot, it has already broken through the sky. Is this really a genuine opportunity or just another round of the leek feast?

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FudVaccinator

· 7h ago

NVIDIA has been grouped together again, and this time the five major banks are really serious, but AVGO is truly undervalued. By the way, this round of operations is really a bit too neat... Are they genuinely optimistic or just trying to hype and sell off? LRCX was singled out by Citibank, this guy is a bit unusual. Wait, why isn't AMD on this list? I feel like something's missing.

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MEVSupportGroup

· 7h ago

NVIDIA is again in the spotlight, this time with the five major banks all praising it. Is it real or just hype? NVIDIA is almost being driven to the moon, but Broadcom might actually be the hidden monster. Can we really trust Wall Street's list? There might be another big reversal later. The few stocks that Citigroup is particularly bullish on seem to be overlooked, which is quite interesting. They want to copy the playbook again, but it still just follows NVIDIA's lead. This strategy has been used for so many years and still works well. Could AVGO actually be the real dark horse? It's crazy that all five major banks are bullish at the same time—are they all colluding to harvest the retail investors? The smaller, niche players might have a better chance; stocks with too many participants can't run much of a rally.

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MetaDreamer

· 7h ago

NVIDIA is once again being hyped up, but can Broadcom join in and get some of the pie this time? It seems like the latter is always more likely to be overlooked...

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