TSMC is a critical company for the AI revolution, supplying chips to major tech players, and its earnings reports have a significant impact on the market.
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5 AI Stocks I’d Buy After Earnings (My New #1 Pick)
Aug 17, 2026
The creator discusses the evolving AI trade, moving beyond just chips to infrastructure like power, memory, and data centers. They analyze five AI-related companies, focusing on their recent earnings, growth, and valuation, with a particular emphasis on Amazon and Constellation Energy. The creator plans to rank these companies from least to most favored.
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Tickers discussed in this post
Vertiv has impressive growth forecasts and earnings, but its high valuation makes it expensive, suggesting it might be better to watchlisted for now.
Arista Networks shows strong revenue and EPS growth, but its high PE ratio suggests it's pricey and investors must determine if its quality justifies the premium.
Constellation Energy is well-positioned to benefit from the energy demands of data centers, with strong revenue growth and a reasonable valuation, trading at a forward PE of 22-23.
Amazon's AWS revenue growth accelerated to its highest in 18 quarters, demonstrating a strong return on AI investment, and the stock is considered reasonably valued at a 22x current PE.