A portfolio of these three leading AI stocks would triple by 2030.
A portfolio of these three leading AI stocks would triple by 2030.
If you're looking to build a portfolio of artificial intelligence (AI) stocks with $3,000, you can't go wrong with buying shares of Nvidia (NVDA -1.43%), Broadcom (AVGO -4.53%), and Taiwan Semiconductor Manufacturing (TSM -2.28%). With that amount, you could buy five shares of Nvidia, three of Broadcom, and two of TSMC for under $3,000.
If the AI infrastructure build-out continues, I think that investment could be worth over $9,000 by the end of 2030, a more-than-threefold return in a little over four years. The biggest risk, of course, is an AI slowdown, but right now, growth appears robust, and demand for AI chips outstrips supply. Let's look at how an investment in these three top AI stocks could triple.
Nvidia is the AI king with its graphics processing units (GPUs), and it looks well-positioned to remain a big winner in the space over the next few years. The company continues to grow rapidly and has already forecast a 70% increase in revenue next fiscal year.
Analysts currently project that Nvidia's revenue will climb to nearly $1.2 trillion in its 2031 fiscal year (ending in January 2031) and its adjusted earnings per share (EPS) will hit $28.79.
$214.13-$3.10 (-1.43%)
NASDAQ · As of 4:00 PM ET 10/16/26
However, Nvidia has consistently cruised past analyst estimates over the past few years, and I think that will continue. Based on my own estimates, the company could generate over $1.9 trillion in revenue in fiscal 2031 and deliver adjusted earnings of almost $41.50 per share.
Adjusted operating expense
I find Nvidia's stock cheap, and think it could rerate higher to a forward P/E multiple of 20 in the coming years. If it can reach my projections, that would value the stock at $830, representing a nearly fourfold increase. Meanwhile, those five shares would be worth $4,150 in 2030.
Averytin News Financial update.