Prediction: 4 Stocks That'll Be Worth More Than Apple 5 Years From Now

Core Viewpoint - Apple's growth stagnation may allow competitors like Microsoft, Amazon, Taiwan Semiconductor, and Broadcom to surpass it in market value over the next five years [1][2]. Group 1: Apple’s Current Position - Apple is currently valued at $3.6 trillion but is experiencing slower revenue growth at 10% year-over-year, relying on past performance rather than innovation [4]. - The company has not launched any significant new products recently, which raises concerns about its ability to maintain market share against more innovative competitors [4]. Group 2: Competitors' Potential - Microsoft, with a market cap of $3.4 trillion, and Amazon, valued at $2.5 trillion, are positioned to potentially surpass Apple due to their faster growth rates [7]. - Microsoft has benefited from the generative AI trend through its Azure cloud service, achieving mid- to high-double-digit EPS growth, which could propel it past Apple [8]. - Amazon's growth is driven by higher-margin divisions, and despite a slowdown in the third quarter, its operating income is expected to grow rapidly, allowing it to surpass Apple within five years [11]. Group 3: Semiconductor Industry Growth - Taiwan Semiconductor (TSMC) aims for a 25% compounded annual growth rate (CAGR) through 2029, which could triple its revenue and potentially surpass Apple [13]. - Broadcom is also well-positioned with its custom AI accelerator chips, expecting 100% year-over-year growth for these products, and could surpass Apple if it matches the projected growth in global data center capital expenditures [15][16].