If i hv $$ just for 2 stocks. My take are TSMC & NVDIA - Taiwan Semiconductor Manufacturing Co. Ltd. (ticker: TSM)

Taiwan Semiconductor, or TSM, is the largest semiconductor company in the world by market capitalization. It recently reclaimed that honor from Nvidia Corp. (NVDA). TSM is not the most glamorous semiconductor business, since it primarily does contract manufacturing for others rather than launching new chip designs itself. However, being the leading semiconductor foundry has been an exceptionally profitable business, and that's doubly true now that the world faces a semiconductor shortage. As the world races to secure vital chip supplies, all roads have led through TSM's manufacturing facilities. The company is, not surprisingly, planning to raise prices once again in 2023 following a steep hike in 2022 to take advantage of the current boom in the industry. Despite the favorable industry dynamics, TSM stock has fallen more than 22% year to date through May 17 amid the broader tech-sector rout. With that decline, Taiwan Semiconductor shares trade for about 16 times forward earnings.