The pursuit of value in the current market resembles, increasingly, an attempt to chart a course through a fog of calculations. Artificial intelligence, or what passes for it, dominates attention, not as a promise of liberation, but as a new form of inescapable obligation. It is not merely a matter of identifying growth; it is a matter of understanding the precise parameters of that growth, as dictated by an unseen hand. One finds oneself not choosing investments, but being chosen by them. And it is, perhaps, a relief to note that the field extends beyond the single, overexposed entity known as Nvidia.
Broadcom, Taiwan Semiconductor, and Sandisk—these are not merely stocks, but nodes in a vast, interconnected network, each dependent on the others, and each subject to the whims of an algorithm that cares nothing for individual prosperity. They are, for the moment, my recommendations, though the very act of recommending feels… superfluous.
1. Broadcom
Broadcom concerns itself with connectivity, a term that, in the present context, implies a surrender of autonomy. It provides the infrastructure, the networking solutions, for these AI entities—these clients, as they are politely called. But to speak of Broadcom as a single entity is misleading. It is a conglomerate of 24 related categories, a labyrinth of subsidiaries and departments, each contributing to the overall, inscrutable purpose. One might ask what that purpose is, but the question feels… improper.
The growth, it is said, is driven by AI, a statement that feels circular. AI semiconductor revenue increased by 74% in the fourth quarter of 2025. Total revenue grew by 28%. These numbers are presented as evidence of success, but one wonders what constitutes “success” in a system where the rules are constantly shifting. Management anticipates further growth, a doubling of AI semiconductor revenue in the first quarter of 2026, driven by custom accelerators and Ethernet switches. The implication is that the machine is feeding itself. Wall Street expects revenue and earnings per share to increase by more than 50% in 2026. A price-to-earnings growth ratio of 0.3 suggests a reasonable entry point, though the very notion of “reason” feels increasingly fragile.
2. Taiwan Semiconductor
Taiwan Semiconductor fabricates the chips, the very building blocks of this new reality. It is an essential part of the process, a silent partner in the creation of something vast and unknowable. Recently, it opened operations in the United States, bringing it closer to its clients—Nvidia, Apple—and shielding it, ostensibly, from tariffs. One suspects, however, that tariffs are merely a distraction, a minor inconvenience in the face of larger, more fundamental forces.
Management has announced an increase in capital expenditures, mirroring the actions of its partners. The opportunity, they say, is expanding. Revenue increased by 26% in the fourth quarter of 2025. While AI is a contributing factor, Taiwan Semiconductor also benefits from the demand for smartphones and autonomous vehicles—further layers of complexity in an already bewildering system. The stock trades at a forward P/E ratio of 20, an attractive figure, perhaps, but one must ask: attractive to whom? And for what purpose?
3. Sandisk
Sandisk provides memory and storage solutions—the capacity to retain information, to preserve the past, even as the future rushes toward us. It is a household name, known for its memory cards, but it was only recently spun off into its own company, experiencing a growth of over 1,600% in a single year. A remarkable statistic, certainly, but one that inspires not celebration, but a sense of unease.
The demand for Sandisk’s NAND flash memory products is driven by the need for data centers—vast repositories of information, the digital equivalent of bureaucratic archives. Total company revenue increased by 61% in the second fiscal quarter of 2026, with data center revenue up 64% sequentially. Like Broadcom and Taiwan Semiconductor, Sandisk serves a broad range of technologies, offering a degree of safety, perhaps, but also contributing to the overall complexity of the system. It provides the essential components for AI development, and in doing so, becomes inextricably linked to its fate. The stock trades at a P/E ratio of 15, a bargain, perhaps, but one should consider the true cost of participation.
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2026-02-18 19:12