The AI infrastructure trade keeps accelerating, and three names are flashing the same signal: accelerating orders, expanding margins, and forward visibility that now stretches into 2028.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Broadcom (NASDAQ: AVGO) are all up sharply over the past year, with Taiwan Semi leading at 78.82% and Broadcom up 27.2%. Here is what it would take for each to reach a stretch price in 2027.
NVIDIA: The Path to $300
NVIDIA shares sit at $225.16, up 20.87% year to date. Q1 FY27 revenue hit $82 billion, up 85% YoY, with Data Center at $75 billion. Q2 guidance calls for $91 billion in revenue. CEO Jensen Huang told investors, “Demand…
