Found an article suggesting these four companies are good buys if you have some cash to invest. Here is the breakdown: **Nvidia (NVDA)** Analysts expect 52% growth for fiscal 2027. The argument is they provide the infrastructure for AI, so they should do well regardless of bubble concerns. **Broadcom (AVGO)** They are challenging Nvidia with custom ASIC chips, which are gaining traction with hyperscalers. AI revenue is expected to double year over year. **TSMC (TSM)** They manufacture chips for everyone, including Nvidia and Broadcom. It's a neutral play on the sector. Management expects 31% growth this year. **Microsoft (MSFT)** Azure revenue is up 39%. The stock dropped recently and is trading at 25x forward earnings, which is the lowest valuation it has seen in a while.