AI Stocks: Regret Not Buying These (Probably)

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Right. So, I’ve been doing this investing thing for a while now, and honestly, it’s mostly just a long series of “should have bought that” and “why did I sell that?” moments. It’s a bit like dating, actually. You always think you’ve found ‘the one’… then the market corrects and you realise it was just a fleeting infatuation. But anyway, I’ve been staring at the charts (again) and there are three stocks I genuinely think I’ll be kicking myself about if I don’t get in now. It’s that feeling… like when you see the last croissant at the bakery and know you have to grab it, even if you’re technically on a diet. These are AI plays, naturally. Everything is AI now, isn’t it? It’s exhausting.

Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. But I digress. Let’s talk about Microsoft, Nvidia, and Broadcom. They’ve all had a bit of a wobble recently, which, frankly, feels like a gift. A slightly terrifying gift, but a gift nonetheless.

1. Microsoft

It’s almost embarrassing to admit, but Microsoft is… well, it’s actually looking cheap. Which is a sentence I never thought I’d write. It’s like seeing George Clooney at the discount supermarket. It shouldn’t be happening. They’ve done a brilliant job of reinventing themselves, moving away from selling software boxes to a subscription model. Cloud computing, of course. It’s all about the cloud. It’s like they realised being a software company was a bit… last century. Any historical valuation metric from before this transformation is basically useless now. It’s like trying to predict someone’s personality based on their childhood photos.

The price-to-earnings ratio is lower than it’s been in ages. It’s not dirt cheap yet, but it’s getting there. And the really weird thing is, there’s nothing fundamentally wrong with Microsoft. It’s not like they’ve invented a self-folding laundry basket that doesn’t work. It’s just a bit of a market overreaction, and I suspect we’ll all be slapping our foreheads in a year, wondering why we didn’t just buy more when it was on sale. It’s like that dress you see online, hesitate about, then it sells out. The regret is real.

2. Nvidia

Nvidia is in a similar boat, but with even more potential. The demand for their graphics processing units (GPUs) is insane. Seriously, it’s like everyone suddenly decided they needed to build a supercomputer in their basement. Wall Street is expecting 70% revenue growth this year, which is… a lot. But the market seems to think this is a one-off, a fleeting moment of glory. They’re pricing it as if Nvidia will be a perfectly average company next year. Which is… optimistic, to say the least.

At 22 times forward earnings, it’s trading at roughly the same price as the S&P 500. Which is… baffling. It’s like pricing a Ferrari the same as a Ford Fiesta. The assumption is that AI demand will slow down. But everything I read suggests that AI data center demand will continue for at least another decade. It’s not a fad, it’s a fundamental shift. And Nvidia is perfectly positioned to benefit. As long as AI doesn’t suddenly decide it prefers carrier pigeons, this stock is a steal. And honestly, I’m feeling pretty confident about the AI thing.

3. Broadcom

Last, but not least, is Broadcom. It’s not exactly cheap, but it’s expected to deliver huge growth. The key is their custom AI chip business. They’re designing chips specifically for their clients, which can offer significant savings compared to traditional GPUs. It’s like having a bespoke suit instead of something off the rack. As AI companies try to maximize their spending, these custom chips are becoming increasingly attractive. Broadcom’s guidance backs this up. They’re predicting their AI chip business will generate over $100 billion in revenue by 2027. That’s… a lot of revenue.

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Their latest quarter saw a 106% year-over-year increase in AI semiconductor revenue. The market doesn’t seem to be factoring this growth into the stock price, which is… strange. If they were expecting this level of growth, the market cap would be much higher. It’s like everyone is waiting for the other shoe to drop. But I’m feeling cautiously optimistic. I’m not saying it’s a sure thing, but it feels like a pretty good bet. And honestly, I’m tired of missing out on good investments. I’m starting to suspect my investment strategy is just “buy everything everyone else is ignoring”. It’s not very sophisticated, but it’s keeping me entertained.

Right. I’m off to stare at charts some more. Wish me luck. And maybe, just maybe, I’ll actually become a disciplined long-term investor. (Probably not.)

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2026-03-22 13:02