"Undoubtedly, Nvidia and Taiwan Semi, in particular, have been really helping investors outrun the rest of the market in recent years. And while it's tough to tell if more of the same is in store for 2026 and the rest of 2025, I do think that it's a wise idea for AI investors to diversify beyond the more obvious winners to names that may be able to offer more value due to their less-recognized long-term AI growth stories."
"In this piece, we'll check in on two AI stocks that have outpaced shares of NVDA, AMD, and TSM, which are currently sitting on year-to-date gains of 23%, 34%, and 15%, respectively. Though I think each one of these mega-cap AI plays is worth hanging onto, I simply see better value in broadening one's horizons as the AI theme continues to play out."
"Palantir ( NASDAQ:PLTR) stock has kind of faded into the back of the headlines in recent weeks, thanks in part to its latest correction. Now down just over 17% from its all-time high, growth investors have every reason to take a raincheck on the shares now that they're coming in. Despite the latest slide, the stock remains up big, around 106%, for 2025 thus far."
Nvidia, AMD, and Taiwan Semiconductor have been major beneficiaries of the AI revolution, producing year-to-date gains of 23%, 34%, and 15% respectively. Investors are encouraged to diversify beyond these GPU and foundry leaders toward names with less-recognized long-term AI growth potential. Palantir shares have corrected about 17% from their all-time high but remain up roughly 106% for 2025, and recent insider selling by CEO Alex Karp accompanied the drawdown. Micron (MU) is described as severely undervalued relative to its potential to benefit from the rising AI tide. PLTR and MU have outpaced NVDA, AMD, and TSM year-to-date.
Read at 24/7 Wall St.
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