Goldman Sachs: 7 Stocks Riding the $1T AI Investment Wave

AfraSimon
08-14 09:05

Goldman Sachs estimates that AI investment will exceed $1T in 2026!

Here are 7 companies benefiting from this investment: 🧵

1. $Micron Technology(MU)$

Drawdown -35%

2028 Revenue CAGR: 43%

2028 Net Income CAGR: 54%

2028 FCF CAGR: 78%

FWD P/E: 6

2. $NVIDIA(NVDA)$

Drawdown -5%

2028 Revenue CAGR: 40%

2028 Net Income CAGR: 32%

2028 FCF CAGR: 45%

FWD P/E: 23

3. $Lumentum(LITE)$

Drawdown -12%

2028 Revenue CAGR: 61%

2028 Net Income: $5.1B

2028 FCF CAGR: 98%

FWD P/E: 43

4. $Broadcom(AVGO)$

Drawdown -14%

2028 Revenue CAGR: 46%

2028 Net Income CAGR: 63%

2028 FCF CAGR: 56%

FWD P/E: 26

5. $Taiwan Semiconductor Manufacturing(TSM)$

Drawdown -4%

2028 Revenue CAGR: 26%

2028 Net Income CAGR: 27%

2028 FCF CAGR: 35%

FWD P/E: 19

6. $ASML Holding NV(ASML)$

Drawdown -9%

2028 Revenue CAGR: 23%

2028 Net Income CAGR: 34%

2028 FCF CAGR: 29%

FWD P/E: 32

7. $NEBIUS(NBIS)$

Drawdown -12%

2028 Revenue CAGR: 153%

2028 ADJ EBITDA CAGR: 318%

FWD P/S: 10

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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