Here Are My Top 4 Stocks to Buy in May

Group 1: Market Overview - The market presents fantastic values, and potential stock market resurgence may depend on tariff developments in the coming months [1] - Four stocks are highlighted as top buys, positioned for long-term success regardless of short-term market fluctuations [1] Group 2: Nvidia - Nvidia is a key player in the AI arms race, with its GPUs driving significant growth [3] - Analysts project 54% revenue growth for Fiscal 2026 and 23% growth for Fiscal 2027, with potential for even higher growth if the data center market expands rapidly [4] - Data center capital expenditures are expected to rise from $400 billion in 2024 to $1 trillion by 2028, indicating substantial growth potential for Nvidia [5] - Nvidia's stock trades at nearly 25 times forward earnings, making it an attractive buy ahead of Q1 earnings report [6] Group 3: Alphabet - Alphabet's Q1 earnings report was positive, with management optimistic about integrating AI features despite tariff-related headwinds [7] - The company faces long-term challenges from two court cases regarding alleged monopolistic practices in its search engine and advertising business [8] - Alphabet's stock is trading at approximately 16.7 times forward earnings, significantly cheaper than the S&P 500's valuation, suggesting it is undervalued [9] Group 4: Taiwan Semiconductor - Taiwan Semiconductor Manufacturing is benefiting from the AI boom by producing chips for major industry players [10] - The company has not yet felt the impact of tariffs and maintains a revenue growth forecast of mid-20% for 2025, with a long-term CAGR of about 20% over the next five years [11] - TSMC's stock trades at 17.8 times forward earnings, indicating a historically cheap price [13] Group 5: MercadoLibre - MercadoLibre is the leading e-commerce platform in Latin America, combining elements of PayPal and Amazon [14] - The company has shown consistent revenue and earnings growth, remaining relatively insulated from U.S. tariff decisions due to its focus on Latin America [15] - Strong growth is expected to continue as Latin America is still developing its e-commerce infrastructure, making it a compelling investment opportunity [17]