Cryptocurrency Market Overview - Bitcoin and XRP have seen significant gains of nearly 200% and 320% respectively over the past three years, despite recent volatility in the crypto market due to geopolitical tensions and AI disruptions [1] Taiwan Semiconductor (TSMC) - TSMC holds a dominant position in the processor manufacturing industry with a 70% global market share [4] - In Q4, TSMC's sales increased by 26% to $33.7 billion, while earnings rose by 35% to $3.14 per American depositary receipt [4] - The company is expected to see a 30% increase in sales in 2026 compared to the previous year, driven by its expertise in semiconductor manufacturing [5] - TSMC's stock has a price-to-earnings (P/E) ratio of approximately 32, which is lower than the tech sector average of 35, indicating it is relatively inexpensive [6] Alphabet Inc. (GOOGL) - Alphabet's Gemini chatbot achieved over 750 million monthly active users by the end of 2025, marking a 67% increase in six months [9] - The company has secured a multiyear deal with Apple, reportedly worth several billion dollars, to integrate Gemini as the AI model for an upcoming Siri update [9] - Alphabet is also advancing in the quantum computing sector, having released its Willow quantum computing chip in 2024, which significantly reduces error rates [10] - The company is working towards building a one-million-qubit quantum computer, with a potential market for quantum computing projected to reach $100 billion by 2035 [12] - Alphabet's stock currently has a P/E ratio of 28, making it an attractive investment opportunity [12]
2 Tech Stocks With More Long-Term Potential Than Any Cryptocurrency I've Seen