Amazon. It sells you things. A lot of things. And now, it wants to be intelligent. A perfectly reasonable ambition, I suppose, for a large corporation. They call it artificial intelligence. We call it…well, we mostly just keep buying things. So it goes.
But empires, even retail ones, don’t last forever. The numbers are starting to whisper it. Growth is slowing, and the stock price? Let’s just say it’s not exactly rocketing towards the sun. This creates an opening. A small crack in the pavement where something else can grow. Two somethings, actually. Taiwan Semiconductor Manufacturing and Broadcom.
These aren’t household names, not yet. But they make the tiny brains that power the artificial intelligence Amazon is chasing. The irony isn’t lost on me. Or, probably, on them. They’re building the future, one silicon wafer at a time. And they’re doing it with a frightening efficiency.
The Numbers Tell a Story
Amazon is valued at $2.13 trillion. A truly impressive sum. TSMC is close behind at $1.57 trillion, and Broadcom isn’t far off at $1.54 trillion. These aren’t distant figures. They’re practically breathing down Amazon’s neck. And the projections? Well, they suggest a changing of the guard.
Analysts expect TSMC to hit $14.31 in earnings per share by 2026, climbing to $18 in 2027. That’s a decent climb from their $10.65 in 2025. Broadcom is following a similar path – $10.27 EPS in 2026, up from $6.82 last year, and a jump to $14.42 in 2027. A predictable pattern, really. Demand goes up, profits follow. So it goes.
Amazon? They’re projecting $7.78 EPS last year, a slight dip to $7.74 this year, and a climb to $9.41 next year. The dip isn’t a failure, mind you. It’s the price of ambition. They’re throwing $200 billion at building out their AI operations. A colossal sum. It’s like trying to build a spaceship with a credit card.
And here’s the kicker: a good chunk of that $200 billion will end up flowing to Broadcom and TSMC. Amazon needs their chips, their technology. Everyone does. It’s a beautiful, brutal cycle. They’re funding the very companies that might eclipse them. The irony is…well, it’s almost poetic. So it goes.
Look, I’m not saying Amazon is doomed. They’re a formidable force. But the numbers don’t lie. The future isn’t about selling things. It’s about making the things that make the selling possible. And right now, Broadcom and TSMC are winning that game. They are, quite simply, a better bet. A more logical investment. A quieter, more efficient engine of growth.
These two aren’t just stocks to watch. They’re stocks to buy. Before everyone else figures it out. Before the valuation leaderboard shifts completely. They might even challenge other companies currently more valuable than Amazon. A thought that, frankly, amuses me greatly. So it goes.
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2026-02-16 19:52