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Everyone’s watching Nvidia (NVDA)… but no one’s talking about these 7 AI stocks that could be like buying Apple (AAPL) stock for pennies in 1986.

Nvidia is about to spend billions of dollars on U.S.-made chips—and this could boost not only Nvidia but also other companies in its ecosystem that I’ve been talking to my Premium members about for the past decade that you might have missed out on.

Lucky for you, I’m Kiana, the Invest Diva, former electrical engineer turned 8-figure investor here to help you take control of your financial future. 

And the AI boom is just getting started. Nvidia is hosting its first quantum computing day at GTC, 2025 which is kinda like the Super Bowl of AI.

Here are the key takeaways so far:

Blackwell architecture represents the biggest leap in AI computing.

• AI Factories will replace traditional data centers.
• Nvidia Dynamo is the AI operating system for large-scale inference.
• Enterprise AI adoption accelerating → Full-stack AI solutions, AI-powered workforce.
• Networking and power efficiency are key scaling challenges.
• AI-driven robotics and digital twins will drive the next wave of automation.

And Nvidia’s rise is creating a ripple effect in companies that could feel like buying Apple in 1986…

I will now use the 5 point Invest Diva Diamond Analysis (IDDA) framework to analyze the following stocks. 

This includes analyzing the news from capital, intentional, fundamental, sentimental, and technical perspectives to give you a clearer view of potential opportunities and risks.

IDDA Point 1 & 2: Capital & Intentional

This is specific to you. Your capital and intentional analysis should reflect your personal risk tolerance and financial goals.

Be aware of your mindset and overall strategy. Staying mentally prepared can help you navigate market swings with confidence.

Select your assets in alignment with your risk tolerance and financial goals.

1- Taiwan Semiconductor Manufacturing Company (TSM)

TSM is making Nvidia’s next-gen Blackwell chips in the U.S.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: As the world’s largest contract chip manufacturer, TSMC leads in advanced semiconductor technologies, producing cutting-edge 3nm and 5nm chips. ​Financial Times+2Investopedia+2Investor’s Business Daily+2
• Economic Moat: TSMC’s dominance in high-performance chip manufacturing and its extensive client base, including tech giants like Apple and Nvidia, solidify its market position. ​Investor’s Business Daily
• Market Capitalization: Approximately $550 billion.​
• Next Earnings Date: April 15, 2025.​
• Beta: 0.90, indicating lower volatility compared to the market.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: Currently at 65, suggesting moderate greed among investors.​
• Wall Street Rating: Strong Buy, with analysts optimistic about TSMC’s AI-driven growth prospects.​

IDDA Point 5: Technical Analysis: 

After reaching an all-time high of 226 in January 2025, TSM has been under pressure, breaking below the Ichimoku cloud and the 23% Fibonacci retracement level of $193.

It has now found support at the 38% Fibonacci retracement level at $172, which is a medium-risk price to buy.

The next support levels are at:

$155.69 (medium risk)

$139.51 (low risk)

(Click on image to enlarge)

2- Micron (MU)

Mu are Making AI memory chips essential for data-heavy workloads.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: Micron’s leadership in high-bandwidth memory (HBM) chips positions it favorably in the AI data center market. ​MarketWatch+2Barron’s+2Barron’s+2
• Economic Moat: Its technological advancements in memory solutions create high entry barriers for competitors.​
• Market Capitalization: Around $110 billion.​
• Next Earnings Date: June 20, 2025.​
• Beta: 1.35, indicating higher volatility relative to the market.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: At 70, reflecting increased investor optimism.​Barron’s
• Wall Street Rating: Buy, with emphasis on Micron’s pivotal role in AI memory solutions.​

IDDA Point 5: Technical Analysis: 

MU has been consolidating between the 105 and 86 zones since July 2024. For investors with high-risk tolerance, this could provide a juicy swing trade opportunity. For value investors, you can view optimal medium-risk entry points in the chart below, shown in orange and purple. 

(Click on image to enlarge)

3- Intel Corporation (INTC)

Intel is U.S. manufacturing rival to TSMC that could surge as government spending increases.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: Intel’s integrated design and manufacturing capabilities enable end-to-end chip production.​
• Economic Moat: Its established brand and extensive patent portfolio provide a robust competitive edge.​
• Market Capitalization: Approximately $200 billion.​
• Next Earnings Date: July 22, 2025.​
• Beta: 1.10, suggesting slightly higher market volatility.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: Currently at 55, indicating neutral investor sentiment.​
• Wall Street Rating: Hold, as Intel navigates challenges to reclaim its market leadership.​WSJ+1Reuters+1

IDDA Point 5: Technical Analysis: 

$19 continues to hold as a strong support level and a medium-risk entry point. A lower risk entry point is $13.66.

(Click on image to enlarge)

4- Advanced Micro Devices (AMD)

AMD is Nvidia’s main competitor, winning huge AI contracts of its own.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: AMD’s innovative CPU and GPU architectures cater to diverse computing needs, including AI workloads.​
• Economic Moat: Its focus on high-performance computing and strategic partnerships strengthen its market position.​
• Market Capitalization: Around $180 billion.​
• Next Earnings Date: May 5, 2025.​Barron’s+2MarketWatch+2Barron’s+2
• Beta: 1.50, reflecting higher sensitivity to market movements.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: At 75, showing strong investor confidence.​
• Wall Street Rating: Buy, driven by AMD’s competitive product lineup in the AI sector.​

IDDA Point 5: Technical Analysis:

(Click on image to enlarge)

5- Samsung Electronics Co. Ltd. (005930)

Samsung Supplies high bandwidth memory critical to Nvidia’s GPUs.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: Samsung’s diversified product portfolio spans memory chips, consumer electronics, and displays.​
• Economic Moat: Its vertical integration and massive scale provide cost advantages and market resilience.​
• Market Capitalization: Approximately $400 billion.​
• Next Earnings Date: April 28, 2025.​
• Beta: 1.20, indicating moderate market volatility.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: Currently at 60, suggesting cautious optimism.​Barron’s
• Wall Street Rating: Hold, as Samsung strategizes to enhance its AI capabilities. ​Reuters

IDDA Point 5: Technical Analysis: 

Bouncing off key support at 52,000 which is also a medium risk entry point. 

(Click on image to enlarge)

6- Vertiv Holdings Co. (VRT)

VRT is a quiet giant building AI data centers and power infrastructure behind it all.

IDDA Point 3: Fundamental Analysis

• Competitive Advantage: Vertiv specializes in critical digital infrastructure, essential for AI data centers.​
• Economic Moat: Its comprehensive solutions and global service network create high switching costs for clients.​
• Market Capitalization: Around $7 billion.​
• Next Earnings Date: August 10, 2025.​
• Beta: 1.25, reflecting higher market sensitivity.​

IDDA Point 4: Sentimental Analysis:

• Fear and Greed Index: At 68, indicating growing investor interest.​
• Wall Street Rating: Buy, with expectations of increased demand for AI infrastructure.​

IDDA Point 5: Technical Analysis: 

Bouncing off 50% Fibonacci retracement and key support level of $84.27, a medium-risk entry point:

(Click on image to enlarge)

7. SK Hynix Inc. (000660.KS)

SK Hynix Inc. powers next-gen AI memory.

Hynix is currently the main supplier of HBM3 and HBM3E, which are crucial for AI GPUs like Nvidia’s H100 and upcoming Blackwell chips.

Nvidia’s entire AI roadmap depends on massive amounts of fast, power-efficient memory—which is exactly what Hynix dominates.

Demand for HBM is expected to 10X in the next few years due to AI, and Hynix already holds a huge chunk of that market.

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