2 No-Brainer AI Stocks to Buy Before They Skyrocket in 2025

AI revolution hits warp speed—these two stocks are positioned to dominate the next decade.

Forget the hype cycles and analyst jargon. While traditional finance still debates AI's real value, these companies are already printing money with intelligent systems that actually work.

The Infrastructure Play That Powers Everything

One name keeps appearing in every major AI deployment—the chipmaker supplying the brains behind the operation. Their processors handle the crushing computational loads that make modern AI possible, from language models to predictive analytics.

The Enterprise Solution Changing Business Forever

While everyone focuses on consumer AI, the real money flows through B2B applications. This company's platform integrates seamlessly across corporate systems, delivering measurable ROI that even skeptical CFOs can't ignore.

Wall Street might still be trying to value AI like it's 1999 internet stocks, but smart money knows transformative technology when it sees it. These two picks represent the rare combination of solid fundamentals and explosive growth potential—the kind of opportunity that comes around once in a generation.

Image source: Getty Images.

1. Alphabet (Google)

Cloud computing is a hot market right now, as companies move data over to cloud platforms to take advantage of AI services.'s (GOOG -0.53%) (GOOGL -0.56%) Google Cloud is soaking this demand up. The stock surged to new highs this year as investors started to recognize Google as a sleeping giant in the AI arms race.

Google Cloud makes up a small part of Alphabet's business. But it's the company's fastest-growing business, with revenue up 32% year over year in the second quarter. Importantly, this strong growth is starting to pull profits up, with Google Cloud's operating profit more than doubling year over year to $2.8 billion for the quarter.

Google Cloud's growth is just getting warmed up. Companies must adopt AI or risk falling behind in an increasingly competitive landscape where this technology is accelerating the rate of innovation. With most enterprise data still stored on on-premise servers, Google Cloud has a lot of room to grow in the years to come.

Google Cloud is already a preferred platform for AI startups, but it's also winning deals with large enterprises. Google's competitive advantage is based on its proprietary AI models (Gemini) and computing systems powered by its custom-designed Tensor Processing Units (TPUs). These systems are optimized for AI inference, where computer models learn to make forecasts from new data without human input. The AI inference market is expected to be much larger than AI training, which has driven much of the growth in AI over the past few years.

Google already has one of the most valuable brands in the world, based on billions of people who use Search and other services every day. Its integration of AI into both its consumer and enterprise services should yield excellent returns for investors over the next 10 years.

2. Taiwan Semiconductor Manufacturing

If(TSM -1.46%) disappeared tomorrow, the global economy WOULD likely collapse. It's the largest chip manufacturer by a wide margin. It makes chips for several of the leading semiconductor companies. TSMC's customers use these chips to power just about everything that makes the economy function: smartphones, cars, computers, data centers, and consumer electronics.

TSMC is in such a dominant position in the chip supply chain that it's kind of frightening. Geopolitical tensions between China and Taiwan pose a risk, but TSMC is also in the process of diversifying its manufacturing base across the world. It is building new facilities in the U.S., Europe, and elsewhere.

TSMC is No. 1 in chip making because it has better expertise, a large manufacturing capacity, and superior chip-making equipment than competitors. It has great relationships with customers that depend on TSMC to manufacture the most advanced chips for high-performance computing.

Advanced chips, or those that are 7-nanometer and below, made up nearly three-quarters of its revenue in Q2. It generated $45 billion in net income on $106 billion of revenue over the last year. That's a stellar profit margin of 43%.

Management expects 2025 revenue to be up 30%, indicating surging demand for AI chips. It expects demand for AI chips to grow at over 40% annually through 2029.

The stock is up 36% so far in 2025, and excluding a meltdown in the stock market, it should hit new highs in 2026 and for many more years. Demand for semiconductors is not slowing down, making Taiwan Semiconductor stock a no-brainer stock to buy and hold.