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2 Tech Stocks With More Long-Term Potential Than Any Cryptocurrency I've Seen

The Motley Fool
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⚡ Quantum Brief
TSMC dominates semiconductor manufacturing with 70% global market share, reporting Q4 2025 sales up 26% to $33.7B and earnings rising 35%, driven by AI processor demand. Alphabet’s Gemini AI chatbot hit 750M monthly users by late 2025, a 67% six-month surge, while securing a multibillion-dollar Apple deal to power Siri’s AI upgrade. Both stocks outpace crypto volatility, with TSMC’s P/E at 32 (below tech’s 35 average) and Alphabet’s at 28, offering growth at lower valuations than many AI peers. Alphabet advanced quantum computing with its 2024 Willow chip, achieving 13,000x speedup over supercomputers and targeting a 1M-qubit system by milestone six. Geopolitical risks and AI disruption shift investor focus from crypto to stable tech leaders like TSMC and Alphabet, positioning them for long-term gains amid market uncertainty.
2 Tech Stocks With More Long-Term Potential Than Any Cryptocurrency I've Seen

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By Chris Neiger – Mar 21, 2026 at 7:15AM ESTKey PointsTaiwan Semiconductor has 70% market share in global processor manufacturing.Alphabet has 750 million monthly Gemini users and recently landed a major AI deal with Apple.There have been some big cryptocurrency winners over the past three years, with Bitcoin and XRP being two stand-outs with their gains of nearly 200% and 320%, respectively. But the crypto market has been very volatile recently, as investors have sought safer investments amid the Iran conflict, tariff threats, and the disruption of many companies by artificial intelligence (AI). If you're interested in investing in technology but don't want the inherent volatility that comes with owning cryptocurrencies, here are two great tech stocks that have great long-term potential for gains. Image source: Getty Images. Not all AI leaders are overpriced There's a lot of debate over whether AI stocks are in a bubble, as the value of many tech stocks has soared over the past few years. But while some companies are likely overvalued, many are increasing sales and earnings quickly -- and Taiwan Semiconductor (TSM 2.82%) is a great example of the latter. Taiwan Semiconductor, also called TSMC, is the leading processor manufacturer with 70% global market share. In the fourth quarter, its sales rose 26% to $33.7 billion, and its earnings popped 35% to $3.14 per American depositary receipt. TSMC benefits from its dominant position in AI processor manufacturing, and management estimates more growth this year, with sales expected to increase 30% in 2026 compared to last year. One thing that's helping TSMC grow at such a steady pace is the company's semiconductor manufacturing know-how, which has enabled it to stay ahead of Samsung and Intel. While other companies make similar processors, they can't match TSMC's efficiency. But maybe one of the most impressive things about TSMC is that its stock is still relatively inexpensive. Taiwan Semiconductor's shares have a price-to-earnings (P/E) ratio of about 32, which is cheaper than the tech sector average P/E ratio of 35. ExpandNYSE: TSMTaiwan Semiconductor ManufacturingToday's Change(-2.82%) $-9.55Current Price$329.24Key Data PointsMarket Cap$1.7TDay's Range$325.90 - $337.6052wk Range$134.25 - $390.20Volume17MAvg Vol13MGross Margin58.73%Dividend Yield1.02% Don't count this tech giant out Alphabet (GOOGL 2.00%) (GOOG 2.25%) doesn't have the same flashiness as some smaller AI stocks, but I believe the company has plenty going on that investors should be excited about. For one, its Gemini chatbot had more than 750 million monthly active users at the end of 2025 -- an increase of about 67% in six months-- an impressive achievement amid a fiercely competitive AI agent race. What's more, the company recently inked a multiyear deal with Apple, reportedly worth several billions of dollars, that will make Gemini the underlying AI model for an upcoming Siri update. In addition to its AI gains, Alphabet is also a key player in the emerging quantum computing market. The company released its Willow quantum computing chip in 2024, which can substantially reduce error rates. Just last year, it ran a verifiable algorithm on a quantum computer 13,000 times faster than on a supercomputer. ExpandNASDAQ: GOOGLAlphabetToday's Change(-2.00%) $-6.13Current Price$301.00Key Data PointsMarket Cap$3.6TDay's Range$298.27 - $306.0052wk Range$140.53 - $349.00Volume44MAvg Vol32MGross Margin59.68%Dividend Yield0.28% The company is working toward building a large, error-corrected, one-million-qubit quantum computer and is currently at milestone three of six to reach that goal. That's notable considering the scope of quantum computing, which could be a $100 billion market by 2035. To top it all off, Alphabet's stock has a P/E ratio of just 28 right now, making its shares a downright bargain.Read NextMar 20, 2026 •By John Ballard2 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now for Less Than $1,000Mar 20, 2026 •By Adria CiminoWhat Are the Best AI Stocks to Buy While Big Tech Is Spending $690 Billion on Infrastructure?Mar 18, 2026 •By Stefon WaltersThink It's Too Late to Buy Taiwan Semiconductor Manufacturing Company Stock? Here's the 1 Reason Why There's Still Time.Mar 18, 2026 •By Stefon WaltersThe Best AI Stocks to Invest $1,000 in Right NowMar 18, 2026 •By Justin PopeBuy These 3 Semiconductor Stocks Now and Thank Yourself in a DecadeMar 18, 2026 •By Keithen Drury2 Companies That Will Join Nvidia, Apple, and Alphabet in the $3 Trillion Club by 2028About the AuthorChris Neiger has been a contributing Motley Fool technology and automotive analyst since 2012.

Before The Motley Fool, Chris was an automotive journalist for the BBC. He holds a master’s degree in journalism from Regent University and a bachelor’s degree from the University of Delaware.TMFNewsieStocks MentionedTaiwan Semiconductor ManufacturingNYSE: TSM$329.33(-2.79%)-$9.46AlphabetNASDAQ: GOOGL$301.00(-2.00%)-$6.13*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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