I'm looking at these eight stocks for the long haul. Great companies don't always go up in a straight line. The real opportunities often come from spotting businesses with long-term growth potential before the market catches on. $Advanced Micro Devices(AMD)$ is a key player in AI chips, competing in the next wave of accelerated computing. $NEBIUS(NBIS)$ offers exposure to AI infrastructure and cloud computing as demand for compute keeps growing. $SoFi Technologies Inc.(SOFI)$ is a digital banking platform aiming to build out a major financial services ecosystem. $IREN Ltd(IREN)$ is positioned aroun
$Advanced Micro Devices(AMD)$ The key question is whether this is a shakeout similar to what happened after the break above $400, when the price dropped back to the upper $300s before ripping back to take out the $500 level. If certain technical levels aren't reclaimed, then it might look more like a sector rotation out of tech and into other areas. We should get a clearer picture in the coming days. If that's the case, I'd likely wait for lower price levels before adding back to my position. I'm a long-term holder and trader of this stock, and I know from experience that when it draws down, it can potentially go quite deep, often driven more by technical mechanics than fundamentals.
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC posted strong results, but the whole semiconductor sector dropped. That doesn't really add up to me. I'm still holding these stocks; I think they could bounce back soon.
TSMC just announced an additional $100 billion investment to expand its chip manufacturing and advanced-packaging operations in Arizona, bringing its total planned U.S. investment to $265 billion. This really solidifies their position in the global semiconductor supply chain and underscores the rising demand for advanced chips from AI, cloud, and next-gen tech. Looking ahead, $Taiwan Semiconductor Manufacturing(TSM)$ might see renewed investor focus over the next week as the market starts to factor in this long-term capacity build-out. There could be some short-term swings, but the core narrative is still tied to AI infrastructure growth and broader semiconductor demand. I'm keeping an eye on how the market digests this major investment cycle
$Taiwan Semiconductor Manufacturing(TSM)$ Q2 2026 revenue came in at a record $40.2 billion, up 34% year-over-year. The HPC/AI segment now makes up 66% of that, growing 20% quarter-over-quarter with strong margins. They've raised their 2026 capital expenditure guidance to between $60 billion and $64 billion, and they expect the next three years to be significantly higher. There's also another $100 billion-plus planned for Arizona, bringing total U.S. investment to $265 billion. The long-term revenue CAGR for AI accelerators is still expected to be in the high-50s percent. When you look at this level of expansion from TSMC, with demand continuing to outpace supply, it doesn't feel much like a short-term cycle to me.
$Taiwan Semiconductor Manufacturing(TSM)$ It's interesting to think the world's leading semiconductor manufacturer needs such high capital expenditures just to stay on top. Honestly, that's a big number to digest.