AI Stocks: Beyond Nvidia’s Hype

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Right. So, Nvidia. Everyone’s talking about Nvidia. It’s like the avocado toast of the investment world – suddenly everywhere, and probably overpriced. Don’t get me wrong, it’s done brilliantly, reached that frankly terrifying $5 trillion market cap… it’s all very impressive. But honestly, chasing the obvious feels… exhausting. Like trying to get a taxi in rush hour. And a sensible dividend hunter needs to look beyond the hype. I’ve been doing some digging, trying to find companies that might actually, you know, grow without costing the earth. It’s a process. A messy, chart-filled process. Units of Cryptocurrency Lost: 3. Hours Spent Refreshing Portfolio: 7. Number of Times Considered Becoming a Beekeeper: 4.

Alphabet: The Quiet Achiever (Probably)

The Memory Maker (And Potential Bargain)

Apparently, all these fancy AI chips need… memory. Who knew? It’s like needing a filing cabinet for your brain. Micron makes the filing cabinets. Or something. It’s all very clever, but it feels… fundamental. Like water. Or oxygen. You need it, or everything falls apart. And it’s been undervalued, which, as a dividend hunter, is always appealing. Like finding a cashmere scarf in a charity shop.

The stock has quadrupled in the past year. Which is… startling. I usually avoid anything that increases that dramatically. It feels… unstable. But the latest results are impressive. 57% revenue growth? Almost tripled net income? That’s not just good, that’s… suspiciously good. I’m half expecting a hidden clause. But it’s delivering higher net profit growth than Nvidia, and the forward P/E ratio is only 12? That’s practically giving money away. Though I suspect there’s a catch. There always is.

They’re shifting away from the consumer business to focus on AI infrastructure. Which sounds… sensible. It’s like decluttering your life. Get rid of the unnecessary stuff and focus on what actually matters. They’re suggesting substantial growth across revenue, margins, and free cash flow. Which, frankly, sounds too good to be true. But I’m cautiously optimistic. I’m also adding it to my watchlist. And making a cup of tea. And reminding myself that past performance is not indicative of future results. It’s a process, after all. A messy, chart-filled, tea-fueled process. Hours Spent Worrying About Market Corrections: 18. Number of Times Considered Selling Everything and Moving to a Remote Island: 6.

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2026-02-11 13:22