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Roussin Capital’s Mark Roussin says Nvidia’s strong results and guidance are a positive read-through for chip peers. He points to likely upside for AMD, TSMC, B

BWB News TV • 2026-08-26 16:51 UTC • By Billy Odell Tucker-Robinson
Roussin Capital’s Mark Roussin says Nvidia’s strong results and guidance are a positive read-through for chip peers. He points to likely upside for AMD, TSMC, B
Roussin Capital’s Mark Roussin says Nvidia’s strong results and guidance are a positive read-through for chip peers. He points to likely upside for AMD, TSMC, Broadcom, Marvell, Credo and Sterling as AI demand lifts the sector.
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