5 Compelling Stocks Worth Buying More Of Right Now (Including Broadcom)

The market mechanism here is not “buy AI” in the abstract, but a rotation toward the scarce bottlenecks in the stack. AVGO and TSM are the cleaner winners because they monetize compute intensity without needing end-demand to be perfectly efficient; that said, the second-order effect is that hyperscalers’ capex bills rise before monetization catches up, which can pressure free cash flow and multiples at GOOG/GOOGL and META if AI revenue per dollar of spend disappoints over the next 1-3 quarters.

TSM is the highest-quality chokepoint exposure, but the trade is less about near-term earnings and more about duration: every incremental AI design win deepens its pricing power while the Arizona/2nm buildout lowers geopolitical discount over 6-18 months. AVGO’s software + custom silicon mix makes it more defensive than a pure semiconductor name, but that also means investors are paying up for a story already widely owned; the upside is in backlog conversion, not multiple expansion. If AI spend slows, AVGO and TSM likely de-rate first because expectations are stretched.

In telecom, TMUS is the structurally better growth asset and keeps taking share in fixed wireless and fiber-adjacent broadband, while VZ is more of a balance-sheet/capital-return story than a growth story. The contrarian view is that the article may understate how much of the AI winners are already priced in, while underappreciating TMUS’s ability to compound cash flow as a quasi-broadband consolidator. For VZ, the key risk is leverage plus pricing pressure; if churn or capex rise, the dividend alone won’t hold the stock up.