They say artificial intelligence is the wave of the future. More like a rising tide of silicon and speculation. I’ve been watching the market long enough to know that every revolution leaves wreckage. But some wreckage is worth salvaging. Two names keep surfacing, not because they’re glamorous, but because they’re building the foundations – and collecting the toll. It’s not about believing the hype; it’s about following the money. And right now, the money’s flowing into these two.
Broadcom: The Quiet Man of the Machine
Some portfolio manager, a woman named Wood, is predicting AI infrastructure spending will triple by 2030. Smart woman, probably sleeps with a spreadsheet under her pillow. The real story isn’t the growth, it’s the shift. Networking, she says, will outpace computing. Meaning the pipes matter more than the power. Broadcom understands pipes. They build them, maintain them, and quietly profit from them.
Broadcom isn’t chasing the spotlight. They’re in the business of making things work. They supply the networking backbone for these AI data farms, the veins and arteries pumping data. And they’re moving beyond that. They’re not just building the highways; they’re building the custom engines. Alphabet tapped them to build their Tensor Processing Units – a smart move, even for a company that knows a thing or two. Now, others, including OpenAI, are coming to them for the same service.
Analysts at Citigroup are whispering about a revenue jump from $20 billion to $100 billion by 2027. That’s not growth, that’s a vertical climb. It’s the kind of number that makes a man check his calculator twice. It also makes Broadcom a stock worth considering, even in a world gone mad for shiny objects.
Taiwan Semiconductor Manufacturing: The King of the Hill
The AI boom is fueled by chips. Simple as that. And Taiwan Semiconductor Manufacturing – TSM – makes most of them. They’re the only foundry consistently cranking out advanced logic chips at scale, with yields that don’t resemble a lottery ticket. It’s a near-monopoly, and they know it. They don’t need to shout from the rooftops; their order books do the talking.
They’re increasing capacity, naturally. Demand is a hungry beast. But it’s not just volume. They’re also tightening the screws on pricing. Reports say they’ve already informed customers of a four-year hike schedule. A slow bleed, but a bleed nonetheless. It’s not about being nice; it’s about maximizing returns. And they’re projecting AI revenue growth exceeding 50% annually through 2029. That’s a steady march, not a sprint.
TSM isn’t a gamble. It’s a strategic position. A choke point in the supply chain. A necessary evil. And in this business, necessary evils tend to do very well. It’s a monster growth stock, alright. The kind you hold onto when the rain starts to fall.
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2026-02-05 23:53