5 tech and telecom stocks worth buying now, led by Broadcom

An investment analyst has identified five stocks worth buying now, framing the opportunity as arising from twin secular forces: AI infrastructure expansion and connectivity demand. The list spans technology and telecom sectors.

Broadcom leads the recommendation. The company designs custom AI chips used by Alphabet, Meta Platforms, and other giants to run their own AI systems, and it dominates the networking equipment that ties thousands of chips together within data centers. Beyond chips, Broadcom operates an infrastructure software business anchored by VMware, which generates steady, high-margin revenue and cushions the cyclical chip business. The analyst emphasizes Broadcom's "massive AI order backlog" and a "clear path toward much larger AI sales," positioning it as pairing explosive growth with diversification most chipmakers lack.

Taiwan Semiconductor Manufacturing ranks second. The company manufactures the world's most advanced chips, including those designed by Broadcom and Nvidia. Management recently called AI demand "extremely robust" and raised its growth outlook while committing another $100 billion（約16兆円） to its Arizona campus and ramping 2-nanometer production. The analyst argues that because nearly every leading chip company depends on Taiwan Semiconductor's factories, the company sits at "an irreplaceable chokepoint in the AI economy."

Alphabet takes the third spot. It combines Google Search (a "cash machine"), a fast-growing cloud business, and leading AI models. The company is investing "enormous sums" for AI infrastructure and weaving AI across its products. The analyst notes that Berkshire Hathaway has built a large stake in Alphabet, framing it as a vote of confidence from a renowned value investor.

On the telecom side, T-Mobile is positioned as the growth story. It continues gaining customers from rivals and added more than 500,000 broadband connections in a single recent quarter. The company is expanding into fiber through joint ventures, giving it "a second broadband engine," and raised multiyear growth targets. Verizon offers a contrasting profile: steadier income and defensiveness. It recently closed its acquisition of Frontier, expanding its fiber footprint to more than 30 million homes and businesses, and is bundling fiber with wireless to defend its customer base.

The analyst warns that adding to winners carries real risk. AI-linked names—especially Broadcom, Taiwan Semiconductor, and Alphabet—trade at elevated valuations and face semiconductor-cycle exposure; a slowdown in AI spending would hurt them. Taiwan Semiconductor also carries geopolitical risk from its Taiwan base. On the telecom side, Verizon carries significant debt, and both carriers operate in a capital-hungry, fiercely competitive industry. The recommendation advises buying gradually and matching picks to investment goals: tech names for growth, telecoms for a blend of growth and income.

The article positions five stocks as attractive buys during a period driven by dual tailwinds: the ongoing build-out of AI infrastructure and persistent demand for connectivity. The analyst distinguishes between two categories: high-growth technology plays and steadier telecom holdings. Broadcom and Taiwan Semiconductor occupy critical positions in the AI supply chain—one as a custom-chip designer and network-equipment leader, the other as the foundry upon which the entire advanced-chip ecosystem depends. Alphabet, though a consumer-facing company, is defended by its search cash machine and active AI strategy. On the telecom side, T-Mobile and Verizon represent opposing risk profiles: T-Mobile offers momentum through wireless customer gains and a nascent broadband business, while Verizon provides ballast through income (a "hefty dividend") and defensive characteristics following its Frontier acquisition.

The analyst acknowledges material risks that temper the bullish case. Elevated valuations on the tech names expose them to cyclical downturns if AI spending slows; Taiwan Semiconductor's Taiwan base introduces geopolitical uncertainty; and both telecom carriers face structural headwinds (capital intensity, competition, and in Verizon's case, debt load). The recommendation hinges on conviction in the long-term thesis and gradual entry, not on near-term momentum.

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