If you’ve got some undeployed cash that you’re looking to invest in the stock market, I’ve got two fantastic stocks that look like excellent buys. However, there is a disclaimer on these stocks: you’ll need to hold them for at least three to five years to get the full benefit.
The tailwinds in the industries that these two operate in are long-term trends. However, the stocks will be disrupted occasionally due to fears of how the economy is doing, President Donald Trump’s tariff plans, or some other unknown issue that has yet to be uncovered.
If you can keep that mindset, then I think that Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are top buys right now. If you’ve got $1,000 to invest, I can think of few better stock picks, and I believe that over that three- to five-year time frame, it’s not unreasonable to expect your money to double.
Both Nvidia and Taiwan Semiconductor are at the center of a major technological shift: artificial intelligence (AI). AI has the power to transform how we do business and tasks in our daily lives and is likely the biggest innovation since the internet became widespread. This makes this trend a must-invest area, and focusing on suppliers is a great way to make a solid profit.
TSMC and Nvidia make key components in the AI value stream and are making lots of money from the trend right now. Nvidia’s graphics processing units (GPUs) are the computing muscle behind many of the AI models that are used today. These devices can process multiple calculations in parallel, making them more suited for arduous computing tasks like AI. Additionally, GPUs can be combined in clusters to further amplify that effect, which is why you’ll hear about AI hyperscalers placing over 100,000 GPUs in a data center.
Nvidia may design and combine components to produce a GPU, but it doesn’t make the chips that go into them; that’s where Taiwan Semiconductor shines.
TSMC is a chip fabricator and takes designs from clients like Nvidia or Apple and produces them on their behalf. This is a great position because TSMC can sell to companies competing against each other, as it does with Nvidia and Advanced Micro Devices. Although most of its chips are produced in Taiwan, which was a target of Trump’s tariffs, it is working on expanding production in the U.S. However, semiconductors are specifically exempt from tariffs, so this isn’t a concern right now — but it could be at some point.
DJ Kamal Mustafa
I’m DJ Kamal Mustafa, the founder and Editor-in-Chief of EMEA Tribune, a digital news platform that focuses on critical stories from Europe, the Middle East, Africa, and Pakistan. With a deep passion for investigative journalism, I’ve built a reputation for delivering exclusive, thought-provoking reports that highlight the region’s most pressing issues.
I’ve been a journalist for over 10 years, and I’m currently associated with EMEA Tribune, ARY News, Daily Times, Samaa TV, Minute Mirror, and many other media outlets. Throughout my career, I’ve remained committed to uncovering the truth and providing valuable insights that inform and engage the public.
