Nvidia is a top pick due to exploding AI demand and token generation, with a forward PE of 23.82.
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TSMC EARNINGS Just Revealed the AI Stocks You Need to OWN!!
Jose Najarro StocksApr 24, 2026
The creator discusses TSMC's earnings report, highlighting robust AI demand and supply constraints in the semiconductor industry. Key updates include TSMC's decision to expand 3nm capacity beyond original targets and upgraded revenue guidance. The creator identifies Nvidia, TSMC, and Microsoft as strong investment opportunities due to AI growth and cloud infrastructure developments.
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Microsoft is a strong buy opportunity due to its AI data center advancements and cloud growth, with a forward PE of 24.
Intel was up roughly 5.4%, also benefiting from the ongoing CPU shortage.