The author suggests splitting $10,000 equally, $2,000 each, across five AI-linked stocks rather than concentrating in one: Space Exploration Technologies (SpaceX, SPCX, IPO in June 2026, trading around $145 with a market cap near $2 trillion), Palantir (PLTR, around $195), Broadcom (AVGO, around $340), AMD (around $540) and TSMC (around $415). In the author's scenarios, a $2,000 stake in Palantir could become $8,000 to $10,000 by 2035 if its growth stays strong, or about $3,000 if growth cools. For Broadcom, the bull case is around $6,000 and the bear case around $3,000, while for AMD the outcome is $8,000 if it closes its software gap and about $4,000 if it falls short. The article also notes that TSMC raised its planned Arizona investment to $265 billion and lifted its 2026 capital expenditure budget toward $64 billion. These are the author's own scenarios.
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The author argues that spreading money across several companies in a promising sector beats concentrating in one stock, and suggests splitting $10,000 into five $2,000 stakes in SpaceX (SPCX), Palantir (PLTR), Broadcom (AVGO), AMD and TSMC. SPCX, which went public in June 2026, trades near $145 with a market cap of close to $2 trillion; PLTR trades near $195, and its U.S. commercial revenue more than doubled in the first half of 2026. Under the author's scenarios, $2,000 in PLTR could grow to $8,000–$10,000 if growth continues or about $3,000 if it slows; AVGO could reach near $6,000 or about $3,000; AMD could reach $8,000 or about $4,000. TSMC has raised its planned Arizona investment to $265 billion and its 2026 capex budget toward $64 billion.
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AMD shares are up more than 140% this year at around $530, but have fallen about 19% from their record close of $649.42 on Oct. 6, ahead of the Nov. 3 third-quarter report. AMD has consistently beaten its own guidance, and management expects third-quarter revenue of $12.7 billion to $13.3 billion with a non-GAAP gross margin of about 56%. The data center segment made up 58% of second-quarter revenue, but year-over-year growth may slow against a much tougher comparison; CEO Lisa Su said the Helios AI rack system begins ramping in the third quarter and steps up in the fourth. At about 34 times expected 2027 earnings, down from about 41 times at the record close, the author sees the stock as attractive and suggests a starter position with room to add if the price falls.
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