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If you type in Jensen Huang stock picks in your YouTube uh search bar, then you'll see dozens of videos. No, really, it's a big thing. Most of them have slick thumbnails, a confident-sounding voiceover, and a slew of stocks that the Nvidia CEO is supposedly betting on with his own money. The dirty secret is that they're fakes.
They use AI-generated voices and fabricated quotes. It's kind of creepy, right? To the best of my knowledge, uh Huang has never put out a stock picks list of his own. And when you take a look at his SEC filings, what you find is he holds just one stock. Anyone want to guess what it is? No shocker, it's his own stock, Nvidia.
So, why shouldn't you turn this video off right now? Well, here's the thing, is Jensen did publicly endorse one semiconductor company. He said that anybody who wants to buy this stock is a very smart person. I'm going to share that ticker with you today and a few more. True, Huang has only publicly endorsed one stock aside from Nvidia, but as one of the leading voices in the AI revolution, he has frequently discussed how he envisions the wider AI ecosystem.
It boils down to this. Huang believes that to reap the biggest reward, you have to own the entire AI chip stack. I kept those comments in mind when it comes to the AI boom by putting together this stock list. So, I'm going to show you five stocks that quietly make the entire AI revolution physically possible.
All of them score quite highly across those 115 factors analyzed by our in-house quant rating system. I'm talking about the Zen rating model. One of them just landed a $21 billion order from a single AI customer. Uh the last one on the list is so far under the radar that even most semiconductor investors have never even heard of them.
So, if you're tired of AI-generated knockoffs disguised as real research, then hit that like button. It tells the algorithm to send you more videos like this one and fewer fake voiceovers in the future. Okay. By the way, I'm Steve Rightmeister, but all my friends call me Righty. I spent over a decade as editor-in-chief of zacks.com, and now I'm currently a partner at Wall Street Zen, where I helped build a quant rating system that helps investors quickly find high potential stocks with all the nonsense you get with so many other stock research platforms.
One last thing before I start, the video should not be considered personal investment advice or recommendation to buy. Always do your own due diligence. All right, let's start with the one stock Huang has personally endorsed, that being Taiwan Semiconductor Manufacturing with a symbol of TSM. In August of last year, on a visit to Taiwan, a reporter asked Huang about Washington possibly taking equity stakes in chip makers.
I'm just going to give you his quote directly. Here it is verbatim. "TSMC is one of the greatest companies in the history of humanity. Anybody who wants to buy TSMC stock is a very smart person." Strong praise, and this was coming from the most influential CEO in tech, so you got to pay attention. Taiwan Semiconductor doesn't design chips.
Instead, they build them. Every advanced chip on the planet runs through this one company. Apple's A series, AMD's GPUs, and every single Nvidia AI accelerator. There's really no alternative at the cutting edge of semiconductors. Now, let's take a look at some of the recent data. For a Q1 2026, Taiwan Semiconductor reported revenue of $35.9 billion, a 40% year-over-year in US dollar terms, and that revenue strength translated into a 58% jump in earnings.
Meaning that for as large as the company already is, they are only getting larger by leading the AI chip parade. High-performance computing, which includes AI accelerators, now drives 61% of their revenue. That is up from just 29% only a few years ago. So, what do the experts think? On the Wall Street analyst side, the stock has a firm buy consensus.
Even more importantly, our system rates Quan models sees TSM in the top 9% of all stocks. This leads to a B rating, pointing to likely continued share price outperformance in the months and years ahead. In our system, it rates in the top 5% for momentum and financials, and in the top 10% for sentiment.
And if that wasn't good enough, it also scores in the top 14% when looking across 22 different value metrics. To boot, it grades a B for our artificial intelligence rating. Now, this AI rating is based on our neural network trained on 20 years of market data. Being labeled to be in this category gives TSM a better than average chance of share price outperformance.
The risk here is definitely geopolitical. Taiwan Semiconductor is headquartered in Taiwan, and the China question is real and run resolved. Anyone that want to hold this name should size positions with that in mind. Now, let's give Huang now the final word on Taiwan Semiconductor. Anyone who wants to buy TSMC stock is a very smart person.
Now, we move on to the most obvious trend to Huang pick on the list today, that being Nvidia, right? I mean, duh, right? Of course, he loves it, and he owns a ridiculous amount of it amount that we all wish we had in our portfolios. Earlier this year, Huang stood on stage at Nvidia's GTC and said the agentic AI inflection point has arrived.
And Nvidia's well-positioned to benefit from that surging trend. What the head of Nvidia told investors that it workloads are shifting from training models to actually running them. The new generation of our reasoning models are the ones that think before they answer. This leads to far more computation than what came before.
That's the part most Nvidia coverage misses right now. The bears keep arguing that AI demand is plateauing, whereas the actual data says the workload itself is changing, and the new workload computes at a rate the old one never did. The Blackwell line of chips is how Nvidia is selling into that demand.
Hyperscalers are now deploying around 1,000 of these racks every single week. The Vera Rubin, the architecture after Blackwell, is on track for late 2026 with HBM 4 memory built in sight. All this AI chip demand has led to a ferocious pace of revenue and profit expansion taking Nvidia's stock on a nearly non-stop rocket ride.
This also has led to sparkly financial metrics like return on capital employed over 81% nearly double the semiconductor industry average and the coveted profit margins above 55%. Wall Street analysts continue to fawn over these shares with 31 out of 32 analysts still posting buy or strong buy recommendations.
Not a single sell rating in the group. Even with all the gains for these shares already in hand, the average analyst still predicts 40% upside for shares in the year ahead. The street high target forecast predicts 80% upside for Nvidia. On the whole, it's currently in the top 6% of stocks we track in the Jensen Ratings.
That grades it as a B, but be sure to check out its current rating on wallstreetshen.com because it's flirting with A territory which is reserved for the top 5% of stocks. The point being that Jensen Ratings are updated daily and it's good to stay on top of all the upgrades and downgrades on the shares that you own.
Now, let's look at the key component grades behind the overall rating. The financials grade lands in the top 1% of all company. That is truly special. On top of that it gets a strong B rating for sentiment top 10% in that category which indicates a lot of smart money accumulation. The risk worth watching is structural.
Hyperscalers are actively building their own AI silicon to reduce their dependence on Nvidia and some are closing ground on inference workloads. Over time that may eat into Nvidia's dominant market share. But for now, Nvidia remains the key engine of the AI build out pointing more upside ahead. But engines always have to run on something, right?
That's exactly where our next pick comes in. Quick pause before we discuss that third stock. If you're getting value from this breakdown so far, then hit subscribe and turn on the notification bell. That's because we publish data-driven analysis like this weekly and the bell makes sure you actually see it when it gets published.
All right, back to our five Jensen Huang inspired stock picks. So, the list most certainly includes stock number three in Micron with a symbol of MU. Uh Jason Huang has never publicly endorsed Micron, uh but every single Blackwell GPU he ships carries Micron memory inside, which says something about the quality of the company, doesn't it?
Micron makes a high-bandwidth memory or HBM chips that pairs with every modern AI GPU. The GPUs that Nvidia makes, do the math, and the HBM from Micron feeds them the data fast enough to keep up. One can't work without the other. HBM is currently the actual bottleneck of AI deployment, more so than GPU production itself.
The key thesis behind this pick boils down to an interesting detail most investors did not see at all. Every unit of HBM consumes roughly three times the wafer capacity of standard DDR5 memory. That ratio comes from Micron's own management team. The implication might not be obvious, but it's important.
So, stick with me here for a second. As Micron and its competitors shift production towards HBM, supply tightens across the entire memory market. So, Micron makes a killing on HBM, but at the same time, it gets better pricing on everything else they make, DRAM, NAND, everything. And that three-to-one ratio gets worse with each new generation of HBM.
That all helps explain how Micron's earnings grew almost 411% over the past year. That's not a typo, folks. 411% earnings growth. The good times look far from over as Micron has already sold out its entire 2026 HBM supply. When demand is this high, they have tremendous pricing and margin power. Little doubt that will show up in future earnings reports.
Management's own projections, uh that HBM market will grow from $35 billion today to roughly 100 billion by 2028. What's funny is they originally predicted 100 billion by 2030. So, the market is so strong they actually had to pull ahead that projection by a full two years. Now, Wall Street analysts are fawning over these shares with 17 strong buys and seven buys and only one hold.
And that guy is probably questioning his decision given the strength of these shares in recent months. C.J. Muse at Canter Fitzgerald, a top 2% analyst in terms of his stock picking performance, just placed a price target on Micron that suggests the stock could see another 35% upside in the coming year.
And while I'm speaking of intelligent opinions, I should probably mention that Micron is part of my Zen Investor stock picking portfolio, and I continue to be quite bullish on the stock today. One reason for my conviction is how well it scores in our Zen Ratings model. Not just a rated, but in the top 1% of all stocks we analyze.
As we drill down to component grades, we have top 3% for value, top 2% for financial strength, and top 1% for growth, right? 3-2-1. That is a trifecta that is hard to beat. The risk you always hear about with Micron is about the boom and bust cycles for the industry. Yes, memory has historically been one of the most volatile semiconductor segments.
In 2023, uh saw revenue fall nearly 50% in a single year. But AI demand is being called a super cycle by many, where there are currently no signs of slowing down. Meaning, this boom might have some long legs. This is why it has so much support from Wall Street. This is why the Zen Ratings show so much love for the stock.
And yes, this is why I have it in my Zen Investor portfolio. We only have two stocks left to go today, which brings us to pick number four in Broadcom with a symbol of AVGO. To be clear, Jensen Huang has never publicly endorsed the stock, but let me explain why I think it perfectly fits in with his philosophy.
But before I really dig in here, I urge you to take a moment to sign up for my free stock of the week email. This weekly stock pick blends the outperformance found in the Zen Ratings quant model, along with my greater than 40 years of investing experience. Get my future stocks of the week for free by clicking the link in the description or scanning the QR code.
Let's get back to Broadcom. They are helping their biggest customers build their own AI chips. That's because Broadcom designs custom AI accelerators for the hyperscalers. Plus, they have a fairly new relationship with Anthropic with seriously big upside potential. Now, Broadcom uh dominates the high-speed networking silicon that connects AI chips together inside data centers.
That's two AI revenue streams for one company. Broadcom's uh revenue grew just over 25% over the past year, which sounds pretty good. What's even better is it translated into 145% earnings growth. Yes, earnings growth grew almost six times faster than revenue. That's operating leverage working in real time.
Management guided AI sales uh to grow another 20% sequentially next quarter. Not year-over-year, but 27% quarter-over-quarter. And on the most recent uh earnings call, their CEO publicly projected uh Broadcom's AI chip revenue could exceed 100 billion in calendar year 2027. Once again, we get a lot of support from Wall Street analysts with 16 strong buy recommendations.
This includes many top analysts supporting the stock, like William Stein at Truist, ranked in the top 1% for his stock-picking prowess. He has a target price for Broadcom 30% above current levels. Even better is the 40% upside predicted by uh Mark uh Lipacis of Evercore. Okay, The Zen Ratings gives Broadcom a solid B rating in the top 15% of all stocks we analyze.
Even better is their top 6% showing for financial strength. This typically speaks to management excellence, which often shows up in more beaten-raise reports ahead. The risk here is about customer concentration. Just a handful hyperscalers represent the bulk of Broadcom's AI revenue. Plus, the stock already trades at roughly 35 times forward earnings, which is a touch elevated.
Yet, even with their impressive growth profile. That said, the strong Zen Ratings and Wall Street support suggest that this is a watch list worthy pick. That brings us to our fifth and final stock, the one that almost nobody is talking about, but probably should be. I'm talking about ChipMOS with a symbol of IMOS.
Now, Jensen Huang uh did not personally endorse the stock. Rather, the data about the share is the reason it's most certainly worth your attention. ChipMOS is what's called an OSAT company, where OSAT stands for outsourced semiconductor assembly and test. In plain English, after a Taiwan uh semiconductor manufactures a chip, someone has to assemble it, package it, and test it before they ship it out to customers.
That's where ChipMOS comes in. They specialize in high-value memory chips going into AI servers and data centers. Think of them as the company that finishes what Micron starts. It's unglamorous and almost invisible to retail investors, but there's no denying it's absolutely essential. Their uh April 10th press release tells you what's happening under the hood.
Q1 2026 revenue is up 25% year-over-year. That matters because Q1 is historically a slow quarter for the semiconductor industry. ChipMOS is uh growing through this seasonal low because AI demand is far outstripping supply, and that party does not seem to stop. And the inflection isn't just showing up at the top line.
ChipMOS's recent uh reported quarter produced more earnings than the previous three quarters combined. That's the AI tailwind showing up prominently on their bottom line. Management was clear in what this means for the future with this quote from their earnings uh press release. "A persistent AI-related demand-supply imbalance driving growth and improving long-term visibility." In layman's terms, "Demand is off the charts, and we are locking in commitments further out than we're used to, leading to expanding profit margins." The Z rating is picking up what IMOS is putting down, and it scores in the top 3% of uh stocks for its fundamental prowess.
It also scores in the top 9% for growth and top 5% for momentum. Now, then you had the 4% showing for the AI grade. Remember, this comes from our neural networks read on the probability of a future share price outperformance. Yes, top 4% is very good in this category. And here's the part that matters.
Wall Street isn't covering Chipmos. If you've ever seen a stock with this much AI demand showing up in the real data, and Wall Street is still on the sideline. Now, that's not a red flag to me, because there is little doubt they will pick up new coverage in the future, which will then act as a catalyst for future share price gains.
The honest risk here is the long-term track record. Chipmos is a smaller, lower margin business than the other four picks we talked about. And prior to 2025, revenue growth had been weak for several years. The acceleration is the new story sparked by the AI buildout itself. This is exactly what a hidden gem looks like.
A tremendous turnaround that almost no one is talking about. Yeah, with the help of the Zen ratings 115 factor review, we can appreciate the tremendous virtue of these shares before others catch on and drive shares higher. But yes, it is a more speculative pick, so do consider sizing your position accordingly.
There you have it. Five stocks inspired by Nvidia's famed CEO Jensen Huang. These five companies truly span the full a wide range of the AI ecosystem. And no doubt every investor can find at least one, if not more, that have a rightful place in their portfolio. If you take anything from this video, it should be that Huang's actual philosophy isn't about picking a single winner.
It's about understanding the AI buildout is a stack, and the durable money is made by owning more layers of that stack, often in companies that few are talking about. Now, I want to hear from you. Which of these five stocks do you find most appealing, and why? Or are there other semiconductor stocks you think I overlooked and should discuss in future videos?
Let me know in the comment section below, as I read every one. Now, if you want to take the AI revolution from a different angle, then here's something for you. I recently did a video on five stocks that will benefit from enormous data center spending. That video is popping up on your screen right now, so go check it out.
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