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Nvidia (NVDA +2.4%) is Needham's top pick among big chip makers for consumer electronics and...

Nvidia (NVDA +2.4%) is Needham's top pick among big chip makers for consumer electronics and computers. After disappointing sales of tablet computers, which hurt sales of Nvidia’s Tegra application processor, Needham believes the stock has now baked in modest expectations for Tegra. The firm’s top pick among small caps is Silicon Motion (SIMO +2.1%).
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