Investors looking for alternative ways to profit off of Nvidia 's impending Blackwell chip rollout may want to take a look at these derivative plays. Shares of Nvidia fell 3% despite topping quarterly earnings expectations and Wall Street's forecast. The stock has whipsawed amid concerns of slowdown following several quarters of monstrous revenue growth and lofty guidance beats. Semiconductor product manufacturers MACOM Technology Solutions and Semtech are other potential beneficiaries from a strong Blackwell rollout, according to Stifel's Tore Svanberg. This includes companies such as Marvell Technology , Credo Technology and Astera Labs .

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Persons: Brad Lin, Lin, Asiya Merchant, Stifel's Tore Svanberg Organizations: Nvidia, Blackwell, Bank of, Taiwan Semiconductor Manufacturing, Dell, Hewlett Packard Enterprise, Semiconductor, MACOM Technology Solutions, Marvell Technology, Technology, Astera Labs Locations: Taiwan