AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com  x.com 

TSMC's strong AI demand is straining supply, while solid company fundamentals and attractive semiconductor valuations make an abrupt stop to its advance unlikely. TSMC's Wendell Huang expects 2026-28 capex to be significantly higher than in the previous three years to support customer growth; he says most capex is tied to long-term demand. x.com 

China's entry into chip design and fabrication is a structural change: stop fading China as Western AI chip and cloud leaders get steeply discounted. China dominates nearly every manufacturing category; with multi-patterning its DUV tools perform near newer nodes and could scale massively or reach EUV. Chinese open models co-designed for Chinese chips could pull sovereignty-minded countries onto its tech stack. As Ford fared after China joined the WTO, so may Nvidia, ASML, TSMC and AWS by 2050. … Show more

Architecture changes could lift TSMC wafer demand. Shifting from 12-high to 8-high lifts volumes; an on-device AI phone upgrade cycle would be enormously bullish, while ASIC gains over Nvidia help because ASICs use more wafers. TSMC is arguably more vital to AI buildout than MAG stocks and a reasonable extended-AI-cycle play at a not-crazy multiple, barring big macro events. Margins may not expand as capex rises; a Terrafab partnership, if it happens, would somewhat ease Intel competition risk. … Show more

Taiwan Semiconductor looks undervalued as AI capex keeps climbing, yet investors are sleeping on it. x.com 

TSMC is not a favorite longer term because the US administration and US companies have a stated goal of building a domestic source of silicon supply, and relationships toward that are already being forged. x.com 

TSMC is the single supplier the AI revolution depends on, so owning it means owning the supply chain the world follows. Nvidia, Apple, AMD, Google and Meta all rely on its fabs in Taiwan. TSMC makes up 42% of Taiwan's stock market, which at nearly $5 trillion rivals India's $4.9 trillion despite 23 million people against 1.4 billion. x.com 

TSMC, the global AI weapons dealer, could be a $500 stock by January 2028 with some peace in the Middle East, as AI demand is "extremely robust." Q1 net income rose 58% to NT$572.5 billion, beating estimates, with gross margin at 66.2%. Q2 revenue guidance of $39.0-40.2 billion would be its strongest quarter ever, and full-year growth is now seen above 30% in USD. Headwinds include 2nm and overseas fab margin dilution and rising Middle East-linked chemical and gas costs. x.com  x.com 

Buy-American policy should drive demand toward US chipmakers from the top down, favoring Micron over SK hynix and Samsung and Intel over TSMC. President Trump said all federal agencies must buy American, no excuses. The best-product argument still matters, but domestic policy will steer demand here. x.com  x.com 

AI suppliers' profits and signed demand distinguish this buildout from dotcom overcapacity. AI leaders rose 2.9x on 3.1x earnings growth versus 7.4x on 2.1x before 2000; cloud providers have $2.3T in signed backlog. Alphabet, Microsoft, Amazon and Meta could repay debt with about six months' cash flow, unlike 2008's leveraged banks. Micron has multiyear take-or-pay deals and ASML has orders years ahead. Memory profits are cyclical; TSMC, ASML and GE Vernova remain favored in AI's early innings. … Show more