Here Are My Top 4 Must-Own Stocks for February

Group 1: AI Hardware Providers - Taiwan Semiconductor Manufacturing (TSM) and Nvidia (NVDA) are major beneficiaries of the AI buildout, despite a recent market sell-off following DeepSeek's announcement of training an AI model for under $6 million [2][4] - U.S. companies are expected to continue significant spending on AI, contradicting assumptions that more efficient models will reduce computing power needs [3] - Both TSM and Nvidia are currently trading at attractive forward price-to-earnings ratios, making them appealing investment opportunities [4][5] Group 2: AI and Advertising - Meta Platforms - Meta Platforms has a strong advertising business, generating$46.8 billion in Q4 revenue, a 21% increase year over year, with a 60% operating margin in its Family of Apps division [7][8] - The company is investing heavily in AI, virtual reality, and augmented reality, which could create additional revenue streams in the future [9] - With the stock trading at 28 times forward earnings, it presents a reasonable buying opportunity given its solid base business [9] Group 3: Commerce - MercadoLibre - MercadoLibre is the leading e-commerce platform in Latin America, with a growing fintech platform, often compared to PayPal and Amazon [10] - Despite facing temporary losses in its credit division, the company’s revenue is growing rapidly at 35% year over year [11] - The stock is trading at 16 times free cash flow, indicating it is undervalued relative to its growth potential, making it a strong long-term investment [11]