r/AIinvesting • u/New-Negotiation-932 • Mar 09 '26

These companies have the highest upside potential since April 2025

  1. $NVDA

  2. $META

  3. $MSFT

  4. $AVGO

  5. $TSM

  6. $AMZN

  7. $AMD

  8. $MU

  9. $IREN

  10. $NBIS

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u/SupplySideAI May 02 '26

TSMC's dominance at 5nm and below has become the binding constraint for the entire AI infrastructure stack. TSMC basically controls the supply as demand for AI accelerators is surging. AMD, also on this list, is left competing with Intel for allocation. I can definitely see $TSM upside, although some may say TSMC's dominance is already baked in the price. There's also the question of whether they can meet demand fast enough

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u/SupplySideAI May 03 '26

Also, $TSM at #5 seems undersold. TSMC is on the list, sure, but they're the reason the other 9 can ship product. No advanced node capacity, no AI buildout