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3 Monster Stocks to Hold for the Next 3 Years

newsfeedback@fool.com (Geoffrey Seiler)
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⚡ Quantum Brief
Broadcom leads AI chip customization, benefiting from Alphabet’s $21B TPU orders and hyperscaler demand for ASICs, positioning it as a top growth stock through 2029. Alphabet’s TPUs—costing half of Nvidia’s GPUs—fuel its AI dominance, with Google Cloud monetizing them via $13B revenue per 500K units deployed. Micron capitalizes on the DRAM supercycle, as AI’s HBM shortages and 3x wafer capacity needs drive surging prices and margins through 2028. The AI infrastructure boom creates a stock-picker’s market, favoring Broadcom’s networking gear, Alphabet’s full-stack AI, and Micron’s memory leadership. Analysts highlight these three stocks as long-term AI plays, with Broadcom ($1.6T cap), Alphabet ($3.7T), and Micron ($466B) poised for outsized returns.
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By Geoffrey Seiler – Feb 13, 2026 at 9:12AM ESTKey PointsBroadcom has a huge opportunity with custom AI chips.Alphabet has the most complete AI stack and has a cost advantage with its tensor processing units.Micron is one of the best ways to play the DRAM supercycle. These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: AVGOBroadcomMarket Cap$1.6TToday's Changeangle-down(-0.86%) $2.84Current Price$328.33Price as of February 13, 2026 at 10:54 AM ETThese AI stocks have big potential over the next three years.While the market is still trading near all-time highs, it's increasingly becoming a stock picker's market, an investment environment where individual stock returns vary significantly. Active investors can potentially outperform the market by selecting specific, high-performing securities and holding them. Let's look at three monster artificial intelligence (AI) stocks to buy and hold for the next three years. Image source: Getty Images. Broadcom Broadcom (AVGO 0.86%) has some of the best growth opportunities of any company over the next three years. With the data center building boom, demand for networking equipment is red hot. And its opportunity with ASICs (application-specific integrated circuits) is even bigger. ExpandNASDAQ: AVGOBroadcomToday's Change(-0.86%) $-2.84Current Price$328.33Key Data PointsMarket Cap$1.6TDay's Range$325.42 - $334.1552wk Range$138.10 - $414.61Volume291KAvg Vol31MGross Margin64.71%Dividend Yield0.73% The company should be a big winner from Alphabet's (GOOGL 0.92%) (GOOG 0.90%) huge AI infrastructure spending surge, because Broadcom helps the leader in artificial intelligence make the tensor processing units (TPUs) that power its AI workloads. Meanwhile, Alphabet is beginning to let customers use TPUs for their own workloads through Google Cloud, and Anthropic has already placed a $21 billion order. Other hyperscalers are also turning to Broadcom to help them design their own custom chips, opening up an enormous growth opportunity over the next few years. Alphabet Alphabet is becoming one of the biggest beneficiaries of AI. Its core Google Search revenue has accelerated with the introduction of new AI features, and its Gemini AI model has been recognized as among the best. Meanwhile, its cloud computing unit has been on fire, with revenue surging 48% last quarter. The company plans to spend big on AI infrastructure this year to capture the opportunity it is seeing. This is a good move, since its TPUs give it a big structural cost advantage over competitors, at less than half the price of Nvidia's graphics processing units (GPUs). ExpandNASDAQ: GOOGLAlphabetToday's Change(-0.92%) $-2.84Current Price$306.16Key Data PointsMarket Cap$3.7TDay's Range$303.74 - $308.6252wk Range$140.53 - $349.00Volume861KAvg Vol38MGross Margin59.68%Dividend Yield0.27% The company's decision to start letting customers deploy these chips within Google Cloud opens up another big revenue driver, with Morgan Stanley estimating that Alphabet has generated $13 billion in revenue for every 500,000 TPUs deployed. As the company with the most complete AI stack -- from its own custom chips to a leading AI model -- Alphabet is a stock to own for the next few years and beyond.

Micron Technology One of the biggest bottlenecks in building AI infrastructure right now is memory. AI chips need to be packaged with high bandwidth memory (HBM) to optimize their performance, but the process to make HBM is complex and requires upward of three times the wafer capacity of ordinary DRAM (dynamic random-access memory). This has left the entire DRAM market in short supply and is leading to surging prices. As one of the three big DRAM makers -- along with South Korean companies SK Hynix and Samsung -- Micron Technology (MU 1.50%) is one of the best ways to play this dynamic. The current environment is leading to surging sales and huge gross margin increases. ExpandNASDAQ: MUMicron TechnologyToday's Change(-1.50%) $-6.22Current Price$407.75Key Data PointsMarket Cap$466BDay's Range$392.71 - $410.8252wk Range$61.54 - $455.50Volume13MAvg Vol33MGross Margin45.53%Dividend Yield0.11% And with demand increasing rapidly, the current supply/demand situation for DRAM is likely to remain very tight over the next few years, despite Micron and others increasing capacity. That's an ideal situation for the company. Read NextFeb 12, 2026 •By Geoffrey Seiler2 Tech Stocks You Can Buy and Hold for the Next DecadeFeb 12, 2026 •By Leo Sun1 Brilliant AI Stock That You Should Buy Hand Over Fist in 2026Feb 11, 2026 •By Patrick SandersMeet the Artificial Intelligence (AI) Stock That 98% of Wall Street Analysts Rate as a BuyFeb 10, 2026 •By Geoffrey SeilerPrediction: This Stock Could Be the Biggest Winner From Alphabet's Spending SpreeFeb 10, 2026 •By Danny Vena, CPA1 Unstoppable Stock To Buy Before It Joins Nvidia, Apple, Alphabet, and Microsoft in the $3 Trillion ClubFeb 8, 2026 •By Keithen DruryThis Under-the-Radar Stock Could Be a Market Leader by 2027About the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedBroadcomNASDAQ: AVGO$328.33 (0.86%) $2.84AlphabetNASDAQ: GOOGL$306.16 (0.92%) $2.84Micron TechnologyNASDAQ: MU$407.75 (1.50%) $6.22AlphabetNASDAQ: GOOG$306.58 (0.90%) $2.79*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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