2 Stocks With Huge Potential for the Next Decade of Uncertainty

Artificial intelligence (AI) is transforming our world, and the next decade promises significant changes. As technology advances, there’s a mix of excitement and uncertainty. Not every current leader will remain a leader, but some companies seem well-positioned to stay ahead.

Here, we’ll explore two major growth stocks that could be worth owning for the next ten years in these unpredictable times.

Alphabet: A Comprehensive AI Strategy

In the AI landscape, Alphabet (Google) remains a significant player poised for long-term leadership. The company holds several advantages that are likely to persist.

One major asset is its chip business, which provides a structural cost edge. With its development of the tensor processing unit (TPU) over ten years ago, Alphabet established a strong hardware-software ecosystem, enabling them to build and execute AI models more affordably than competitors. The reception of these chips has been so positive that some clients are now ordering TPUs through co-development partnerships, creating another high-margin revenue stream.

Moreover, Alphabet’s distribution capacity is remarkable. Owning both Chrome—the most popular web browser—and Android, which dominates the smartphone market, grants the company nearly 70% global market share in these realms. Additionally, its agreement with Apple ensures that Alphabet remains the default search engine across Apple devices, which broadens its reach significantly. This means Alphabet holds multiple platforms for integrating AI models, such as Google Search, Gemini apps, and Google Maps.

On the monetization front, Alphabet operates the world’s largest advertising network, catering to everything from major brands to local businesses. Its connections through Google Shopping enhance its appeal to retailers. With the latest Gemini 3.5 model, it’s becoming clear that success in the consumer market doesn’t necessarily hinge on having the most advanced AI models, but rather on having something that’s quick, cost-efficient, and scalable across multiple products.

With a superior AI stack, alongside world-class chips and models, Alphabet stands to gain significantly from AI technologies. Therefore, many see this as a stock to hold for the next decade.

Taiwan Semiconductor Manufacturing: Key Player in AI Chip Production

Taiwan Semiconductor Manufacturing

Today’s changes

(-0.69%) $-2.82

Current price

$404.33

Key data points

Market capitalization

$2.1 trillion

Daily range

$402.95 – $410.61

52 week range

$190.56 – $421.97

Volume

314.2K

Average volume

13.7 million

Gross profit

60.72%

Dividend yield

0.82%

The AI infrastructure sector is rapidly evolving. Nvidia has been dominant in AI model training with its graphics processing units (GPUs). However, AMD is making strides in inference GPU deals, which is expected to grow. Meanwhile, hyperscaler companies are starting to design their own custom AI accelerators to cut costs. The increasing demand for high-performance server CPUs from agent AI is likely to shift the GPU-to-CPU ratio in data centers significantly.

This uncertainty makes it difficult to determine which semiconductor firms will lead in the future, but it’s a favorable outlook for Taiwan Semiconductor Manufacturing (TSMC) as they manufacture chips for many of the leading designers. TSMC holds a near monopoly on advanced logic chip production and possesses strong pricing power, which will benefit them as demand for production capacity intensifies.

In essence, TSMC is positioned as a crucial player in the AI infrastructure race, making it a stock to consider for the long haul. Regardless of which firms or technologies gain traction, TSMC’s scale and expertise set it apart, as its competitors face challenges in scaling and yield issues.