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Taiwan Semiconductor predicts huge AI chip growth over the next few years. The stock trades at a reasonable price tag for its growth and opportunities.

Nvidia and Broadcom are making huge sums of money from the AI build-out. The AI hyperscalers look like compelling investments.

The AI trade is starting to show some fatigue. Stocks have tumbled since the war in Iran broke out.

Its stock has been negatively affected by geopolitical concerns, but core fundamentals remain strong. While investors may face short-term energy supply shocks, TSMC's long-term thesis is intact.

Nvidia offers a comprehensive suite of hardware and software solutions for artificial intelligence development. Palantir's ability to parse large volumes of messy data to produce insights for governments and enterprises makes it a unique player in the SaaS space.

Taiwan Semiconductor ramps up capex to $52B-$56B in 2026, doubling down on advanced nodes and global fabs to cement its lead in AI-driven chip demand.

For as long as most of us can remember, the conversation around international diversification went roughly the same way.