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welcome Bill what are your thoughts on the recent overall decline in the stock market do you have any good advice for investors firstly I believe that short-term stock price Corrections are an acceptable Market phenomenon we've seen many investors recently favoring AI technology stocks but high valuations and excessive speculation are irrational behaviors I often advise investors to hold their positions rationally even as the market declines it also presents opportuni investors can find more undiscovered potential stocks and quality stocks poised for a rebound which can easily yield substantial returns to this end I've created a WhatsApp Community for investors and followers where I share my daily market analysis and weekly stock picks for free the good news is that you can join for free without providing any information inside the community investors get free weekly recommendations for three high growth stocks daily market reports and exclusive trading insights from Pang Zing just click the link in the video description to add the investment assistant and get access to all of this today we bring you the top three AI stocks worth considering for your portfolio poised to ride the wave of this technological Revolution top of our list is Chip manufacturer Taiwan semiconductor manufacturing ticker symbol TSM since November of 2023 TS PSM has been on an extraordinary bull run with its stocks soaring from 85 to $150 we believe there are more gains around the corner with another 100% upside possible tsm's robust technological capabilities significant expansions outside of Taiwan and crucial role in the semiconductor supply chain make it an excellent AI investment despite potential risks from geopolitical tensions between Taiwan and China these concerns are often overweighted by analysts tsm's chair Mark Lou has emphasized that any conflict would render their Advanced facilities inoperable due to Reliance on Global Supply chains highlighting the lower odds of this risk materializing why we believe in TSM is because it dominates the industry with a 54% market share producing the world's most advanced chips including 2 nanometer and 3 nanometer nodes they Supply major Tech giants like Apple Qualcomm and Nvidia to mitigate geopolitical risks tsmc has adopted a Taiwan plus1 strategy expanding its operations to the United States Japan and Germany this diversification is crucial as the demand for AI driven technology Soares the company's April Revenue surged 59.6% reflecting this high demand the Strategic importance of tsmc extends Beyond Taiwan us Secretary of Commerce Gina Rond has warned that Chinese control over TSM would be quote unquote absolutely devastating for the US economy which relies heavily on TSM for advanced chips the Biden Administration has supported tsm's expansion in Arizona with 11.6 billion in financial aid further solidifying tsm's Global strategic importance the demand for AI iot and cloud computing will continue to grow and tsmc is well POS position to meet this Demand with upcoming advancements like their 2 nanometer chips the company's leading position in the semiconductor industry though challenged by global tensions over chip access will sustain its technological superiority and supply chain leadership with a 2025 forward pric earnings ratio of just 19 times tsmc is undervalued despite its Superior capabilities the company's strong Partnerships with major tech companies and its strategic expansions make it a solid buy We Believe now is still not too late to enter TSM and have a Target price of $300 for this stock our next AI stock is Dell Technologies ticker symbol Dell since August of 2023 Dell has been on a tear virtually tripling in value from 50 to $150 in less than a year now as extraordinary as these gains look the company is still under valued with 2025 forward pric earnings of just 16.9 times Dell is a compelling AI stock to consider bolstered by its strategic consolidation of PC and server businesses and its significant Market presence despite a 14.3% decline in Revenue growth in 2023 Dell's Diversified portfolio positions it well for future growth during its latest earnings briefing Dell highlighted AI servers AI storage and AIP PCS as key growth drivers the company's focus on AI powered servers Storage Solutions and Commercial AIP PCS is expected to drive substantial growth in the coming years making it an attractive investment opportunity Dell's servers and networking segment is poised for significant growth due to the integration of AI Technologies Dell's servers including high performance general purpose and AI optimized servers are designed to handle AI model training fine-tuning and inferencing across various environments despite a slight decline in market share from 17.6% in 2016 to 15.6% in 2021 Dell remains a wellestablished server vendor with a stable market share the company's AI powered servers such as the poweredge XC 9680 equipped with Nvidia h100 accelerators exhibit exceptional performance in various AI tasks showcasing Dell's competitiveness in the AI server Market additionally Dell's investments in AI enhanced servers are expected to optimize data center operations reduce energy consumption and improve reliability positioning the company to capitalize on the growing demand for AI driven Technologies Dell's storage segment is another area where AI integration is driving growth Dell's Storage Solutions including all flash arrays scaleout file storage object platforms and software defined storage are essential for supporting ai workloads ai workloads require highspeed scalable storage to handle large amounts of unstructured data efficiently Dell's power scale for instance offers enhanced performance and scalability for AI modeling and training power scale smart scaleout capability improves GPU utilization leading to faster storage throughput for AI tasks The Client Solutions group segment encompassing notebooks desktops workstations and branded peripherals also stands to benefit from AI advancements despite a decline in PC shipments in 2023 Dell remains optimistic about the impact of AI on the PC market the introduction of AI PCS equipped with neural processing units or npus positions Dell as a frontrunner in this Emerging Market npus offer greater efficiency for air related tasks and complement CPUs and G gpus by specializing in AI driven functions Dell's focus on AI PCS is expected to drive future growth with the aipc market projected to grow at a cagr of 67.1% from 2023 to 2027 overall Dell technologies's strategic focus on AI powered servers Storage Solutions and PCs makes it a compelling AI stock to buy we have increased our Target price for Dell from $200 to $300 for the next 12 months our final AI pick is ON Semiconductor Corporation ticker symbol on o n rebranded as on semi the company stands out as a promising AI stock particularly for investors seeking value in the semiconductor manufacturing space despite a challenging period marked by a 33% stock decline since July of 2023 due to cyclical downturns in the auto and Industrial markets on semis long-term prospects remain strong the company's strategic focus on high growth markets such as electric vehicles and Advanced Driver assistance systems or Adas positions it well for future success on semi emphasis on intelligent power and sensing Solutions tailored for automotive and Industrial applications aligns perfectly with the accelerating adoption of AI Technologies on semi diverse product portfolio includes intelligent power solutions for longer range EVS fast charging battery systems and solar inverters as well as intelligent sensing solutions for Adas self-driving cars and Factory automation these segments are expected to outgrow the broader semiconductor Market driven by the increasing integration of AI in various applications the company's focus on high value high margin products particularly in the silicone carbide or sic semiconductor space further enhances its growth potential sic semiconductors known for their Superior performance in EVs and other power intensive applications are a key area of growth with on semi already achieving rapid Revenue growth and a strong Market position in this sector financially on semi is well positioned to weather current market challenges with a solid cash reserve of 2.6 billion and a manageable debt to equity ratio of 42.9% the company's Strate iic divestment of subscale Fabs and investment in a new 300 mm Fab in East Fishkill New York reflect its commitment to improving manufacturing efficiency and expanding margins additionally long-term Supply agreements or ltsa with major customers provide Revenue stability and help mitigate the cyclicality of its end markets as on semi continues to capitalize on the growing demand for AI driven Technologies it's robust Financial Health and strategic initiatives make it a compelling investment for those looking to profit from the AI revolution in the semiconductor industry we have a Target price
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