The Motley Fool·2026-02-15 13:00Core Viewpoint - The article discusses three technology companies—Nvidia, Alphabet, and Taiwan Semiconductor—that are well-positioned to thrive in the current market, particularly in the context of artificial intelligence (AI) advancements. Nvidia - Nvidia is recognized as a leading designer of AI processors, with increasing demand driven by tech companies investing in AI data center infrastructure [4][5] - The company’s stock has a price-to-earnings (P/E) ratio of approximately 47, which is slightly above the tech sector average of 43, indicating it may still be a viable investment [7] - Nvidia's current market cap is $4.4 trillion, with a gross margin of 70.05% and a dividend yield of 0.02% [9] Alphabet - Alphabet's Gemini chatbot has achieved 750 million monthly active users, marking a 67% increase in just nine months, showcasing its success in AI [9][10] - The company is doubling its capital expenditures to $185 billion this year, which is expected to enhance its competitiveness in the AI market [6][11] - Alphabet's stock is trading at a P/E ratio of 30, presenting a relatively attractive investment opportunity [11][12] Taiwan Semiconductor - Taiwan Semiconductor (TSMC) holds a 70% market share in semiconductor manufacturing and is the preferred choice for tech companies needing AI processors [13][14] - TSMC's revenue is projected to increase by 30% to $122.4 billion in 2025, with diluted earnings expected to rise by 47% to $10.65 per ADR [16] - The company’s stock has a P/E ratio of 34, indicating it is well-priced for potential growth [16][15]