Replying to @這是甚麼東西:TSM isn’t

Replying to @這是甚麼東西:TSM isn’t one of the options but agree it is a good option//@這是甚麼東西:If I could only hold ONE of these stocks through 2026, I'd pick Taiwan Semiconductor (TSM) because of its foundational role in the AI infrastructure buildout. As the world's largest chip foundry, TSM is the primary manufacturer for high-end computing chips used by major tech companies like Nvidia and AMD. The massive, multi-year capital expenditure (capex) commitments by hyperscalers (projected to be around $500 billion in 2026) ensures continued high demand for its manufacturing services. This makes it a neutral investment in the AI trend, benefiting regardless of which specific company designs the best chips.

SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

Research platform Seeking Alpha has released its Top 10 Stock Picks for 2026. Micron Technology ($MU) — HBM leader, valuation discount Advanced Micro Devices ($AMD) — AI accelerators & servers Ciena ($CIEN) — Record orders in high-speed networking Celestica ($CLS) — AI data center hardware Coherent ($COHR) — Optical components for hyperscalers Allstate ($ALL) — AI underwriting + dividends Incyte ($INCY) — Profitable biotech pipeline Barrick Gold ($B) — Gold + copper exposure Willdan Group ($WLDN) — AI infrastructure contracts ATI ($ATI) — Aerospace-grade specialty metals

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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