I have long thought that one of the best ways to invest in artificial intelligence (AI) and its infrastructure is to find a company that provides a product or service so compelling that it essentially dwarfs the competition. That's why two of my favorite stocks in the semiconductor supply chain are Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML).
Both of these companies have been more-than-solid winners over the last five years, with net income for Taiwan Semiconductor (TSMC for short) rising 251% in that time, and revenue increasing by 165%. ASML has been strong as well, with better than 90% gains in both net income and revenue.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Their shares in the last five years have outpaced the tech-heavy Nasdaq Composite by a wide margin.
Both of these AI stocks have been great investments. But as we look forward, which appears to be the better AI play?
#asml #semiconductor #signal #NASDAQ
Both of these companies have been more-than-solid winners over the last five years, with net income for Taiwan Semiconductor (TSMC for short) rising 251% in that time, and revenue increasing by 165%. ASML has been strong as well, with better than 90% gains in both net income and revenue.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Their shares in the last five years have outpaced the tech-heavy Nasdaq Composite by a wide margin.
Both of these AI stocks have been great investments. But as we look forward, which appears to be the better AI play?
#asml #semiconductor #signal #NASDAQ
21 days ago
