Right. Artificial intelligence. Everyone’s obsessed. Frankly, it’s exhausting. But, you know, money. And if everyone else is throwing it at something, well, I’m not exactly going to be the sensible one, am I? So, let’s talk about three AI stocks. Not because I’m suddenly a tech evangelist, but because… well, because they might actually make us some money. Don’t tell anyone I said that.
Nvidia
Look, Taiwan Semiconductor Manufacturing is ramping up capital expenditures. Huge deal, apparently. It means they actually believe this AI thing isn’t just a fleeting fancy. Which, honestly, is a relief. I was starting to feel like I was buying into a particularly elaborate tulip bubble. The point is, if TSMC is spending, it’s because someone’s actually building things. And Nvidia, bless their silicon hearts, is right at the center of it. They make the GPUs, the little brains that actually do the AI stuff. About 90% of the market, they say. Which, let’s be honest, feels a bit…monopolistic. But hey, I’m not here to solve ethical dilemmas, I’m here to profit from them. The data center construction is booming, and Nvidia’s basically printing money. It’s almost… boringly predictable.
Broadcom
Okay, Nvidia’s the obvious one. Everyone’s talking about Nvidia. Which means it’s probably already overpriced. So, let’s talk about Broadcom. They’re the quiet ones, the ones building the custom chips for the hyperscalers – you know, the companies with the really big data centers. Alphabet, for example. They helped them build those Tensor Processing Units – TPUs – which, apparently, are really good at… well, something. I’m not entirely sure what. But they’re ordering a lot of them. Twenty-one billion dollars worth, to be precise. Anthropic, too. It’s a good business model, really. Design the chips, let someone else worry about the actual AI, and collect the check. Smart. And Citigroup analysts are predicting their AI revenue could fivefold in the next two years. That’s…ambitious. But then again, so am I.
Micron Technology
Right, so you’ve got your brains (Nvidia, Broadcom), and now you need…memory. High bandwidth memory, to be precise. Apparently, AI chips are greedy things. They need a lot of it. And Micron makes it. Along with Samsung and SK Hynix, but let’s not talk about them. They complicate things. HBM is more complicated to make than regular memory, which means it’s in short supply. And short supply means…you guessed it…higher prices. It’s basic economics, really. I feel like I should be teaching a class. The point is, demand is through the roof, and Micron is scrambling to keep up. They’re working on increasing capacity, but it’s going to take time. Which means, for the foreseeable future, they’re going to be able to charge whatever they want. It’s a beautiful thing, really. Almost makes me feel…slightly less cynical.
So, there you have it. Three AI stocks. Not because I believe in the future of artificial intelligence, but because I believe in the future of…well, me. Don’t judge. We all have our priorities.
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2026-01-24 14:33