Everyone knows that Nafidia Company Nasdak: nvda He is the pioneer in the technology sector and its race to provide the necessary components for artificial intelligence to grow for what most investors believe can be. However, this does not mean that investors need to pay attention to NVIDIA, but some other less congestive ideas are growing there.
The transition through the artificial intelligence chain can be a great start, but of course, we should always put NVIDIA success. Through this, investors can decline in areas such as components makers that enable NVIDIA to make the leading fee units in the industry (GPU), and companies that focus on data centers that depend on these same chips, and even cloud computing work in the market, which can It only works using this type of technology.
These reasons are exactly the reason that investors should monitor names such as Taiwan manufacturing semiconductors Nyse: tsmfor Broadcom Inc. Nasdaq: AVGOAnd even Alphabet Inc. Nasdak: Googl In the next quarters. This is particularly the case if these themselves believe that NVIDIA’s success is far from reaching its full potential, as there may be more upward trend in these side plays.
Taiwan semiconductor share: this is not yet done
Although the shares of semiconductors in Taiwan are already trading within 90 % of their highest levels for 52 weeks, one basic driver is still pushing for more upward trend behind this name-one investor must pay attention to in the next seasons .
Given that the profits per share (EPS) usually pay the performance of stock prices, investors should note that Wall Street now expect up to $ 2.66 in the arrow’s profitability for semiconductor stocks in Taiwan in the fourth quarter of 2025.
Compared to $ 2.24 of the share profitability of $ 2.24, this is approximately 18.7 % growth, which must push the shares up.
Knowing that the expectations of the Taiwan SemiDUCTOR Stock were appointed to the ups of the ups of the EPS, it should not be a surprise that we see analysts from Barclays repeating a purchase classification on the company as of January 2025, and this time it maintains $ 255 per share.
This new goal will not be called to the highest new level in stocks for 52 weeks, but also calls for a 26 % increase in the place where you are trading today, giving investors another reason to get around and riding on the benefits of this company from the main suppliers of the GPU manufacturing series in Nvidia.
Mix the data centers well with Broadcom
The other side that will benefit from the growth of artificial intelligence is data centers, because these are places where models are trained and developed on huge amounts of data. This mostly requires the power of the computing offered by NVIDIA chips. This is where Broadcom plays for investors to consider.
Broadcom shares expectations today
225.04 dollars
Moderate purchase
Based on 26 analyst classifications
| High expectations | 260.00 dollars |
|---|---|
| Average expectations | 225.04 dollars |
| Low expectations | $ 170.00 |
Broadcom
Exposure to this area of the market allows the company to carry more back winds behind it, and Barclays analysts have recently noticed this in its assessments.
Thanks to the weight gain classification on Broadcom, these analysts now believe that the company is estimated at $ 260 per share, which, such as their classification in Taiwan semi -Mosul, calls for an increase of 52 weeks, along with a net net of up to 16 % in terms of trading today.
When realizing that the Broadcom’s path in the artificial intelligence race is relatively defined, some institutional buyers were ready to take this opinion for themselves, such as those in the UBS Asset Management collection, which strengthened their property in Broadcom’s stock by up to 1.7 % for the past quarter.
This new allocation raised its pure location to $ 7.9 billion today, indicating other investments in another vote of confidence in Broadcom shares.
Cloud computing is Google Road to high prices
Finally, not another, cloud computing should not be forgotten in this race in order to develop artificial intelligence, and this is exactly where you play alphabet (Google).
Alphabet shares expectations today
210.62 dollars
Moderate purchase
Based on 43 analyst classification
| High expectations | 230.00 dollars |
|---|---|
| Average expectations | 210.62 dollars |
| Low expectations | 181.00 dollars |
Details of the alphabet shares expectations
By accessing the world’s search trends, texts, video, and other forms of data, Google can feed artificial intelligence models with what they need to exacerbate themselves.
For this reason, analysts at Citigroup felt enough comfort with the story to repeat the purchase classification on the shares while setting an evaluation goal of $ 229 per share. This is not only the highest level in 52 weeks for the winners today, but also net up to 25.5 % of today’s share price.
It seems that even the downside merchants, who are called an excessive Google evaluation, have decided that it is not worth the battle given all the upcoming upcoming factors that accumulate the company at the time of its exposure to artificial intelligence.
Last month, Google’s short interest decreased by up to 8.2 % to show signs of landing surrender.
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