Jun. 28 at 5:39 PM
These 15 Stocks are STRONG BUYS:
11) TSMC
$TSM
12) Fabrinet
$FN
13) MercadoLibre
$MELI
14) AMD
$AMD
15) Marvell
$MRVL
This list spans AI chips, semiconductor manufacturing, optical infrastructure, and digital platforms. TSM is the backbone of advanced chip production and a direct beneficiary of AI demand. FN is a key supplier to optical networking and data center infrastructure. AMD continues to gain share in AI GPUs and data centers. MRVL is deeply exposed to AI networking and custom silicon, while MELI remains one of the strongest long-term compounders in e-commerce and fintech.
The strongest companies often combine market leadership, profitability, and long-term growth potential. As AI capex continues to expand, semiconductors and infrastructure remain at the center of the investment story.
If you could hold only one for the next five years, would you pick TSM, AMD, MRVL, or the high-growth story in MELI?