Alright, settle down, settle down! You wanna make a buck? Good. Everybody wants to make a buck. Artificial intelligence, see? It’s the new black. Morgan Stanley, those guys with the fancy calculators, they’re saying it’ll pump about $40 trillion into the global economy. Forty TRILLION! That’s a lot of bagels. And you, my friend, you want a slice of that bagel. But don’t just stand there like a bump on a log! We gotta position ourselves now before the robots take all the good jobs… and the bagels.
Now, this AI thing needs power, see? Like a hungry monster. And that means data centers and, crucially, chips. Not potato chips, although, frankly, I wouldn’t object. No, we’re talking silicon. So, I’ve got two companies for you. Two! Not three, not one and a half. Two. And they’re not selling miracle cures or timeshares in Florida. They make the stuff that makes the AI work. Trust me, I’ve seen a lot of schemes in my time.
Nvidia
Nvidia (NVDA 4.42%)? These guys are the kings of the GPU. Graphics Processing Units. Sounds fancy, doesn’t it? It’s basically the brain of the computer when it’s thinking really, really hard. And right now, everything’s gotta think hard. Their data center revenue jumped 66% year over year. 66%! That’s like winning the lottery… twice! You’d think they’d be charging a fortune, right? A king’s ransom? But the stock’s forward price-to-earnings multiple is only 25. That’s practically a bargain! It’s like finding a perfectly good herring for a nickel.
Now, some folks are worried about competition. “Oh, there’ll be other chip makers!” they cry. But Nvidia has been leading the GPU market for two decades! Two decades! That’s longer than some marriages last! They’re not gonna be knocked off their perch by some fly-by-night operation. They innovate faster than I can tell a joke. And believe me, that’s saying something.
Taiwan Semiconductor Manufacturing (TSMC)
Taiwan Semiconductor (TSM 4.45%)? These are the guys who make the chips for Nvidia, and a whole bunch of other companies. They’re the foundry, see? The chip factory. They’re like the bakers of the silicon world. And they’re good! They make more than 70% of all the chips in the world. 70%! That’s like controlling the entire supply of gefilte fish. You’ve got leverage, people!
The chip industry is a little… temperamental. Goes up, goes down. But TSMC has been delivering market-beating returns since the 1990s. The 1990s! Remember those? Big hair, grunge music… good times. And analysts expect their earnings to grow at 30% a year. 30%! That’s enough to make a miser smile. The stock is trading at 24 times this year’s earnings. So, get in now, before everybody else figures it out. Don’t be a schlemiel!
Read More
- 39th Developer Notes: 2.5th Anniversary Update
- TON PREDICTION. TON cryptocurrency
- Gold Rate Forecast
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
- The Hidden Treasure in AI Stocks: Alphabet
- If the Stock Market Crashes in 2026, There’s 1 Vanguard ETF I’ll Be Stocking Up On
- The Academy Has Reveales the Best Visual Effects Contenders Shortlist for the 2026 Oscars
- Games That Bombed Because of Controversial Developer Tweets
- Senate’s Crypto Bill: A Tale of Delay and Drama 🚨
- Lumentum: A Signal in the Static
2026-01-21 13:33