The author suggests that a $3,000 stake split among five shares of Nvidia, three of Broadcom, and two of Taiwan Semiconductor could grow to over $9,000 by the end of 2030, if AI infrastructure spending keeps expanding. For Nvidia, analysts expect fiscal 2031 revenue near $1.2 trillion, while the author's own estimate is over $1.9 trillion, which at a 20 forward P/E implies about $830 per share. Broadcom's custom AI chip business is projected to double twice to $230 billion, and with EPS of $52.15 at a 20 forward P/E, the stock could trade near $1,043. TSMC, the world's largest foundry, is assumed to reach adjusted EPS of about $48.35 in 2031, implying roughly $967 per share. The main risk noted is an AI slowdown.
Summary written by Upside AI from the original article. Read the source for full details.
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NvidiaBroadcomTSMCsemiconductors
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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