The current enthusiasm for Artificial Intelligence stocks is, shall we say, robust. Everyone is scrambling for the next big thing, which is rather predictable, isn’t it? The assumption, naturally, is that this time it’s different. (It rarely is, but let’s not dwell on historical precedents; they’re terribly depressing.) So, the question isn’t if there will be winners, but rather, which companies are positioned to benefit from the inevitable, and frequently chaotic, evolution of sentient toasters and self-aware spreadsheets. I’ve been looking at a few, and while ‘forever’ is a rather long time (approximately 31,536,000 seconds, give or take a cosmic event), these three appear… reasonably resilient. Alphabet (GOOG 0.02%) (GOOGL 0.07%), Microsoft (MSFT 0.74%), and Taiwan Semiconductor Manufacturing (TSM 2.65). Not exactly a radical departure from the mainstream, I grant you, but then I’ve never been entirely comfortable with lemmings, even in a metaphorical sense.
1. Alphabet
Alphabet, formerly known as Google (a name which, incidentally, sounds remarkably like a sneeze), has managed to re-emerge as a frontrunner in the AI arena. They stumbled a bit initially, briefly overshadowed by the flashier newcomers, but have since unleashed Gemini, a generative AI model that, while not quite capable of writing a decent novel (yet), is certainly competent at generating remarkably plausible nonsense. However, the real advantage Alphabet possesses isn’t just the technology itself, but the sheer volume of data they’ve quietly accumulated. (Think of it as a digital hoard, meticulously cataloged and waiting to be unleashed upon an unsuspecting world.) With your (voluntary, of course, and subject to a 78-page user agreement) permission, Gemini can access your photos, YouTube history, emails, and everything else you’ve ever entrusted to the internet. This allows for a level of personalization that others can only dream of. (It also raises some interesting philosophical questions about the nature of privacy, but let’s not get bogged down in existential dread; there’s money to be made.)
Furthermore, Alphabet has resources that would make Croesus blush. Unlimited resources aren’t a guaranteed path to success – often they simply lead to spectacularly inefficient projects – but they do provide a certain… buffer. They can afford to operate at a loss for a while, effectively suffocating smaller competitors with sheer financial weight. (It’s a bit like a very large, very polite, but ultimately unstoppable, steamroller.) Once they’ve established dominance, they can, naturally, start charging exorbitant fees. It’s the way of the universe.
2. Microsoft
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Microsoft, therefore, is a reasonably safe bet. It’s not going to deliver explosive growth, but it’s also unlikely to implode spectacularly. A solid, dependable investment, like a slightly worn but comfortable pair of shoes.
3. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSMC) is the unsung hero of the AI revolution. Everyone focuses on the glamorous software and algorithms, but it’s TSMC that actually builds the chips that make it all possible. Companies like Nvidia design the processors, but TSMC does the actual manufacturing. (Think of it as the plumbing of the digital world; essential, but rarely acknowledged.) The fact that Nvidia’s GPUs might not be the best option in the long run is almost irrelevant. Other players, like Broadcom, may emerge, but TSMC will still be the one building the chips. (They have a rather impressive monopoly, you see.)
There’s a concern that once the initial AI infrastructure is built, demand for TSMC’s chips will decline. I disagree. These chips have a surprisingly short lifespan. A year or two, perhaps three, before they become obsolete. (It’s a planned obsolescence on a scale that would make even the most cynical marketing executive blush.) This means there will be a constant need for replacements, driving continued demand. Furthermore, companies like Alphabet and Microsoft are still in the early stages of building out their data centers. (Announcing a data center is one thing; actually getting it operational is quite another.) This means we’re still years away from reaching peak demand for TSMC’s chips. A solid, if slightly unglamorous, investment.
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2026-02-01 08:03