Lisa Su's AI Vision: 3 Stocks for the Next 10 Years

Lisa Su's AI Market Outlook

• 💡 Artificial Intelligence (AI) is a transformational technology and the foundation of a new economic cycle.
• 🎯 AMD CEO Lisa Su believes we are in the "early innings of a 10-year cycle" for AI, not a short-term bubble.
• 📈 Demand for AI is accelerating, with global AI infrastructure spending projected to exceed $500 billion.

Advanced Micro Devices (AMD)

• 🚀 AMD is central to the AI revolution, with surging data center and AI businesses.
• 💰 Its MI350 chips are in high demand, leading to a 70% price increase and narrowing the gap with Nvidia.
• ✅ AMD's AI CPUs are set to play a key role as the AI race shifts to personal computing, capturing both enterprise and consumer demand.

Taiwan Semiconductor Manufacturing (TSMC)

• 🏭 TSMC is the world's largest contract chip maker, manufacturing advanced chips for nearly every major AI player.
• 📊 The company reported strong Q2 2025 revenue growth of 54% and 66% EPS surge, driven by operating growth.
• 💡 High-performance computing, mainly AI chips for data centers, now accounts for 60% of TSMC's sales.
• 🌱 TSMC is making relentless investments in next-generation technology like 3nm and 2nm chips.

Broadcom (AVGO)

• 🌐 Broadcom quietly powers modern technology, with nearly all internet traffic passing through its chips.
• ⚡ Its custom chip business partners with OpenAI, Alphabet, and Meta, positioning it as an alternative AI processor supplier, especially for Inference.
• 🛠️ The VMware acquisition added a strong software arm, allowing Broadcom to offer full-stack hardware and software solutions.
• 🧩 Broadcom is indispensable for the invisible parts of AI infrastructure, such as switches and connectivity.