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Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026?
Key takeaways
- While there are great stocks on both sides of the AI industry, and even a few like Alphabet that operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
- After all, it doesn t matter which AI program a company adopts; they all need semiconductor chips, processors, and memory cards.
James Hires, The Motley Fool Mon, May 11, 2026 at 1:20 AM GMT+7 4 min read TSM GOOG NVDA INTC Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.
While there are great stocks on both sides of the AI industry, and even a few like Alphabet that operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
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