Nvidia stock has largely moved sideways for three months but RBC Capital Markets analyst Srini Pajjuri is backing a new rally.

However, there is an entirely different viewpoint you could be overlooking. Is there a more advantageous option?

Nvidia (NVDA) stock has fallen from its record high in October. Intelligent Alpha founder and CEO Doug Clinton joins Market Domination host Josh Lipton to take a closer look at Nvidia's stock price action.

Duquesne Family Office's billionaire boss jettisoned his entire stake in the face of the artificial intelligence (AI) revolution in favor of another industry-leading company.

Let’s delve into details regarding each of the assessed factors, but prior to that, for a quick background: With a $4.6 Tril market cap, NVIDIA offers graphics, computing, and networking solutions for gaming, visualization, data centers, and automotive sectors worldwide, alongside a strategic partnership with Kroger Co.

On the surface, it may not seem like a particularly innovative top pick.

Chinese authorities have instructed customs agents to ban the entrance of Nvidia's H200 AI chips into the country, according to Reuters.

Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12% and NVIDIA 3% in sympathy.

Let’s examine some figures and see how this distribution capability compares to the largest capital-returning companies in the market.