NVIDIA GPUs are in great demand for AI data centers.
Taiwan semiconductor manufacturing manufactures fleas for many technological companies.
The plan funded by Netflix advertising has brought more subscribers and could be a large income engine.
10 actions that we love better than Netflix ›
After dropping during the stock market sale in April, the technological sector was rebounded. Technology Nasdaq Composite is now back on a bull market and ended in June by reaching a new record.
Are you looking for quality technological companies to add to your wallet? Here are three industry leaders who should be long -term winners.
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You could assert a strong argument that no business has benefited from the growth of artificial intelligence (AI) as Nvidia (Nasdaq: NVDA). Many of the largest technological companies are based on NVIDIA graphic processing units for AI and automatic learning tasks. Although Nvidia is not the only GPU company, it is widely considered to be the most powerful.
NVIDIA has been on an incredible race since the launch of the OPENAI chatgpt on November 22, 2022. The income increased by 628% compared to this point to its last quarterly results, when it declared a turnover of $ 44.1 billion.
NVDA Return (Quarterly) Data by Ycharts.
Nvidia has potential drawbacks. First, it could be overvalued. It is the largest company by market capitalization and is negotiated with a price / long -term (p / e) ratio of 36.8, at the time of the drafting of this (June 30). NVIDIA is on the expensive side, although its excellent financial performance probably justifies the evaluation.
Another front wind is that some technological companies, including Alphabet,, AmazonAnd Meta-platformshave invested in personalized AI chips to better meet their needs. By conceiving their own tokens, they are not as dependent on Nvidia.
However, these three companies (and many others) still use Nvidia GPUs and will probably continue to do so, even if they also incorporate personalized fleas. In addition, Nvidia seems to play a key role in sovereign AI – the ability of sovereign nations to advance their AI technology.
In May, Nvidia announced its intention to build AI data centers in Saudi Arabia. While Nvidia probably exceeds its hyper-growth phase, it should continue to be an important player in AI growth.
Semiconductors are an essential part of most modern electronic devices, including smartphones, computers and game consoles. Manufacture of Taiwan semiconductors (NYSE: TSM) is the main semiconductor foundry, with a massive share of 68% of the world foundry market.
Most large technological companies cannot make chips themselves. Instead, they work with Taiwan semiconductor or TSMC to short. He makes chips for a wide range of customers, including Dmla,, Apple,, BroadcomNvidia, and Sony.
The position of the dominant TSMC market offers a rare mixture of safety and growth potential. Since customers depend on TSMC for their chips, its services should continue to be in demand.
It also increased rapidly due to the increase in semiconductor spending. The company’s share price increased by 30% compared to last year and declared $ 25.5 billion in revenues in the first quarter of 2025, an increase of 35% of one year on the other.
To top it all, TSMC shares are at a reasonable price at the moment. It is negotiated at a P / E ratio before 24, slightly higher than the S&P 500 But less than the Nasdaq composite.
Several entertainment companies have tried streaming, but none has matched Netflix (Nasdaq: nflx) in terms of popularity. It has 301.6 million paid subscribers, nearly 100 million more than any other streaming service. He also represented 7.5% of television and streaming in May, according to Nielsen data.
Netflix began to offer plans funded by advertising in 2022, a decision that helped him increase his subscriber base and income. The streamer reported in May that it had 94 million active users on plans supported by advertising, against 40 million per year before.
Revenues and operating income is both upwards – by 13% and 27% from one year to the next, respectively, from the report on the results of the first quarter of Netflix. Overall, it is a solid company that offers excellent financial growth.
The biggest problem is the cost, because Netflix is currently negotiated at a long term of 52.2. Yes, it is expensive, but it also only scrapes the surface of its advertising activity. Analysts estimate that Netflix will earn around $ 2 billion in advertising revenue this year, a small part of the company’s expected income from $ 43 billion to $ 44 billion. Research firm Moffettnathanson plans that Netflix could reach $ 10 billion in advertising revenue by 2030.
NVIDIA, TSMC and Netflix are at the top of their respective markets, and all three have experienced significant growth in their income and stock prices. If you are interested in adding to your technological wallet with proven companies, each of them is worth checking.
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Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool’s. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Lyle Daly has positions in Nvidia. The Motley Fool has positions and recommends micro advanced devices, alphabet, Amazon, Apple, Meta Platform, Netflix, Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a policy of disclosure.
3 The main technological actions to buy in 2025 were initially published by the Motley Fool
