Amazon, Alphabet, and TSMC: AI-Driven Stocks to Hold Forever, According to Analyst

An analyst identifies Amazon, Alphabet, and Taiwan Semiconductor Manufacturing (TSMC) as key stocks to hold long-term, citing their strong positions in the AI sector. Amazon's AWS cloud computing business, Alphabet's Google Cloud and Gemini AI model, and TSMC's dominance in chip manufacturing are highlighted as growth drivers. The cloud computing market is projected to reach $2.39 trillion by 2030, with Amazon well-positioned to capitalize. Alphabet's Google Cloud revenue grew 30% year-over-year in Q4. TSMC expects AI-related chip revenue to grow significantly, driving overall revenue growth. The analyst emphasizes that these companies are well-positioned to benefit from the ongoing technological shift towards AI.