Ai -tiations that should ride on the wave of nvidia News ad

Everyone knows this Nvidia Co. NASDAQ: NVDA He is a leader in the technological sector and his race to provide the necessary components for artificial intelligence in order to grow that most investors believe that it can be. Nevertheless, this does not mean that investors should pay attention only to NVIDIA, but rather increase some other less crowded ideas.

Moving the chain of creating the value of artificial intelligence can be a great beginning, but, of course, we must always remember the success of Nvidia. Thanks to this, investors can land on areas such as manufacturers of components that allow NVIDIA to make their leading graphic processing (graphic processors), companies that are concentrated on data processing centers that rely on these same chips, and even at cloud computing enterprises in the market, in the market. which can only work using this technology.

This is why investors should monitor names such as Taiwan semiconductor production NYSE: TSMIN Broadcom Inc. NASDAQ: AVGOAnd even Alphabet Inc. NASDAQ: Googl In the next quarters. This is especially applied if these same investors believe that the success of Nvidia has far from reaching its complete potential, since in these lateral games there can be much more growth.

Taiwanese semiconductor of the action: not yet done

Despite the fact that Taiwan Semiconductor shares are already being traded within 90% of their 52-week maxima, one fundamental driver is still striving for greater growth behind this name, one of investors should pay attention to the next quarters.

Considering that the profit per share (EPS) usually increases the price price indicators, investors must note that Wall Street now predicts to $ 2.66 to Taiwan shares, which will be delivered in the fourth quarter of 2025.

Compared to today’s shares of EPS, $ 2.24, this is about 18.7% of the growth rate, which should increase the shares.

Knowing that the prospects of Taiwan semiconductors are set on the upcoming stronghold of EPS, it cannot be surprised that analysts from BarClays repeat the purchase rating in the company as of January 2025, this time maintaining $ 255 per share.

This new goal will not only require not only a new 52-week maximum in stocks, but also 26% of growth, where it is traded today, which gives investors another reason to stop and ride on the advantages of the fact that this company is one of the main Suppliers for the production chain GPU NVIDIA.

Data processing centers are well mixed with Broadcom

Another aspect that will benefit from the growth of artificial intelligence are data processing centers, since these are places where models are trained and developed on huge quantities of data. This mainly requires computing power produced by NVIDIA chips. It is here that Broadcom enters the game for investors.

Get acquainted with this market area, allows the company to carry more passing winds, and Barclays analysts also noticed this recently in their ratings.

With a rating of overweight on Broadcom, these analysts now see that the company is estimated at $ 260 per share, which, like their rating for the semiconductor of Taiwan, requires a new 52-week maximum along with pure growth of up to 16%. Where does it trade from today.

The understanding that the Broadcoma’s path in the artificial intelligence race is relatively established, some institutional buyers were ready to take this point of view on, for example, from the UBS asset management group, which increased their assets in Broadcom shares by 1.7%. The last quarter.

This new distribution today brought their clean position to large -scale 7.9 billion dollars. The United States, which showed investors another voice of trust in the Broadcom campaign.

Cloud computing is Google to higher prices

And the last, but no less important: cloud calculations should not be forgotten in this race for the development of artificial intelligence, and it is here that the alphabet enters (Google).

Having access to world search trends, textual, video and other data forms, Google can feed artificial intelligence models, which they need to aggravate themselves.

That is why the analysts in Citigroup felt quite comfortable with the story to repeat the purchase rating for shares, and also outlined the purpose of estimating up to $ 229 per share. This is not only another new 52-week maximum for today’s list of winners, but also a pure potential by as much as 25.5% compared to today’s price price.

It would seem that even bear traders, calling the Google rating, decided that it was not worth the struggle, given all the bull factors that create right now for the company in its artificial intelligence.

Over the past month, the short percentage of Google decreased by as much as 8.2%to show signs of bear surrender.

Before considering the alphabet, you will want to hear it.

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