Nvidia’s investment thesis from 2025 remains largely unchanged. Meta Platforms’ social media business is doing well, but the market is skeptical about the company’s AI infrastructure plans.
Source: https://www.fool.com/investing/2026/01/29/i-recommended-2-ai…
Taiwan Semiconductor produces the chips that drive AI. Nvidia makes a complete line of AI infrastructure products that work together for the most powerful solutions.
Silver has broken out of a decade-long channel, surging from $35 to $120 in six months, yet silver miners have lagged the metal’s performance. Despite FCF margins near 50% for silver miners at current prices, investor skepticism about the sustainability of high silver prices has kept valuations depressed. I like to focus on producers, near-term producers, and late-stage developers with scalable production potential, advocating broad, low-allocation exposure to mitigate mining-specific risks.
Broadcom has a massive opportunity ahead with custom AI chips. UiPath has huge potential upside as its revenue starts to accelerate.
