My Two Favorite Growth Stocks to Invest in Right Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 16 2025
0mins
Should l Buy NVDA?
Source: Fool
Growth Stocks and AI Boom: Growth stocks, particularly in the AI sector, remain popular on Wall Street, with Nvidia and Taiwan Semiconductor identified as top investment choices due to their significant growth linked to the ongoing AI trend.
Nvidia's Market Position: Nvidia leads in providing GPUs essential for AI applications, maintaining a competitive edge over rivals like AMD and Broadcom, thanks to its flexible product offerings and strong ecosystem.
Taiwan Semiconductor's Role: As the largest chip foundry, Taiwan Semiconductor supports major AI companies and is addressing energy consumption challenges in AI technology by developing new chips that are more power-efficient.
Investment Outlook: Both Nvidia and Taiwan Semiconductor are considered undervalued based on their PEG ratios, making them attractive investments as AI-related capital expenditures are projected to rise significantly in the coming years.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 198.480
Low
200.00
Averages
264.97
High
352.00
Current: 198.480
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Industry Impact: The robust performance of these companies not only enhances their market valuations but may also lead to upward revisions in earnings expectations for other tech firms, creating a virtuous cycle that could further drive the recovery of the entire industry.
- Future Outlook: As the global economy gradually recovers, the success stories of Apple, Amazon, and TSMC may inspire other companies to adopt similar growth strategies, fostering innovation and investment that drive long-term growth.
See More
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- Outstanding Annual Performance: Micron's stock has surged 125% this year and 700% over the past 12 months, reflecting the company's robust performance amid a global memory shortage and the AI boom, further solidifying its market position.
- Soaring Memory Demand: The rapid development of artificial intelligence has led to a surge in memory demand, resulting in a global shortage, with chipmakers like Nvidia and AMD driving growth for Micron and other memory manufacturers due to their need for high-performance AI processors.
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See More
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- Robust Growth Trend: Since 2020, SMH has experienced two major bullish waves with gains of 232% and 239%, while the current third bull trend has risen 207%, suggesting that the semiconductor industry's growth momentum remains strong and could continue to drive the market upward.
- Fundamental Support: NVIDIA (NVDA) is projected to see revenue growth from tens of billions in 2021 to over $200 billion in 2023, with year-over-year growth rates that are astonishing, and its current forward P/E ratio of 23.7 indicates a relatively cheap valuation that may attract more investor interest.
- Portfolio Adjustment: With SMH leading the broader market, Inside Edge Capital plans to increase its semiconductor allocation, reflecting confidence in the sector's future growth potential while emphasizing the importance of technical analysis in timing investment decisions.
See More
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- Collaborative Innovation: At the Google Cloud Next event, Nvidia and Alphabet announced their collaboration on the A5X AI infrastructure, which reduces the cost per token for AI inference by 90% and increases speed by tenfold, likely attracting more companies to adopt AI technology and further expanding Nvidia's market share.
- Quantum Computing Advances: Nvidia released the open-source AI model Ising, which enhances efficiency in quantum computing, achieving 2.5 times faster and 3 times more accurate quantum error correction than existing methods, a breakthrough that will propel future developments in quantum computing and strengthen Nvidia's competitive edge in high-tech sectors.
- Optimistic Market Outlook: While these announcements are not game-changers, they provide incremental improvements within the AI ecosystem, indicating that ongoing adoption of AI could lead to new upward momentum for Nvidia's stock, especially following Palantir Technologies' release of its best financial report in history, which further supports the growth trend in AI adoption.
See More
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See More
