The race of artificial intelligence weapons is still in progress, and it is true that it is growing.
Nvidia and Taiwan semiconductor are key to supplying the necessary chips.
Alphabet and Mercadolibre actively integrate the AI in everything they do.
May is here, and the notion of “selling in May and disappearing” looks bad this year. The market is full of fantastic values and, depending on how the rates go out in the coming months, there could be a resurgence of the securities market, depending on which offers are announced.
There are four stocks that are my best shopping list and I think each one is well positioned to be successful in the long term, regardless of what happens in the coming months.
Where to invest $ 1,000 right now? Our analyst team just revealed what they think are the 10 best stocks to buy right now. Continue »
Image Source: Getty’s pictures.
Should not surprise anyone to include Nvidia (NASDAQ: NVDA) In this list. The company’s graphic processing units (Gpu) They are feeding the artificial intelligence weapons race (AI). Although investors seemed to have lost their interest in this generational change at the moment in favor of focusing on rates, Nvidia is still planned to see the growth of monsters this year.
Wall Street project analysts 54% Income Growth for the prosecutor 2026 (which ends in January 2026) and the growth of 23% in the 2027 financial year. However, it could be far above these growth numbers if the data center market grows rapidly.
By 2024, the capital centers of the Data Center (CAPEX) increased to $ 400 billion, but Nvidia projects CAPEX data center will increase to $ 1 trillion by 2028. Given that Nvidia generated about $ 115 billion of data centers for the last 12 months, this would indicate a growth of monsters for the company over the next few years.
Despite this pink image, Nvidia’s actions are quoted with a timid 25 times ahead, which is close to the cheapest that has been in some time. As a result, I think it is an excellent stock to get May, especially before reporting the first quarter revenue at the end of the month.
Alphabet (NASDAQ: Goog)(NASDAQ: Googl) He has already launched earnings from the first quarter and management has been mainly optimistic about the perspectives of the company. Although they acknowledged that the rates will cause a few bumps, they still feel very well with the general director of the business and the way the company integrates various characteristics of the AI.
However, all of this is overshadowed by the effects of a trade war on the company, as well as its two court cases. Both ruled that Alphabet has operated two illegal monopolies, one with their search engine and the other with their advertising business. Both could be long -term heads, but it is still far from knowing the end result, as this case will definitely end in the Supreme Court.
In the meantime, Alphabet’s actions are cheap to dirt, quoting around 16.7 times ahead, much cheaper than the S&P 500The evaluation of results 20.5 times forward. Alphabet’s shares are almost too cheap to ignore here, as investors are already worse for the company.
Manufacture of Taiwan Semiconductors (NYSE: TSM) It is one of the hidden beneficiaries of an AI boom, as it makes chips for almost all the main actors in this industry. Companies like Nvidia do not have the ability to make chips, so they outsource this work to a foundry like TSMC.
During his first quarter conference, TSMC acknowledged that the rates have risks and uncertainty, but stated that it has not felt any impact and reaffirmed the income guide for 2025, which is expected to grow at a rate by mid -20%. This growth is only part of a larger long -term trend, where TSMC hopes to increase revenue of about 20% of compound annual growth rate (CAG) over the next five years.
Despite this strong perspective, TSMC shares are only 17.8 times ahead. It is a very cheap price historically. Investors should use May to collect some of this long -term winner.
If the rates and related factors are avoided do not go to your portfolio, I recommend that there are some actions of Market (Nasdaq: Meli). The company is the dominant e -commerce giant in Latin America and also includes a fintech wing. It is as if it were combined Paypal and Amazon in one business.
This dominant company has constantly increased revenue and gains in recent years and is relatively immune to North -American decisions because its business is focused on Latin America, although it is in a stock market of North -American values.
It is expected that this strong growth will continue in the foreseeable future because Latin America is far beyond the creation of e -commerce than the United States. affected by fare decisions.
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Suzanne Frey, an Alphabet executive, is a member of the Board of Directors of the Motley Fool. John Mackey, a former CEO of Whole Foods Market, a Amazon subsidiary, is a member of the Board of Directors of the Motley Fool. Keiten Drury It has positions in Alphabet, Amazon, Mercadolibre, Nvidia, Paypal and Taiwan semiconductor. The Motley Fool has positions and recommends alphabet, Amazon, Mercadolibre, Nvidia, Paypal and Taiwan semiconductor. The Motley Fool recommends the following options: January Long 2027, $ 42.50, Paypal calls and short June 2025 $ 77.50 calls to Paypal. The mold’s fool has a Outreach policy.
