cURL Error Code: 7 cURL Error Message: Failed to connect to 127.0.0.1 port 9200: Connection refused cURL Error Code: 7 cURL Error Message: Failed to connect to 127.0.0.1 port 9200: Connection refused What Are the 2 Best Bargain Artificial Intelligence (AI) Stocks to Buy Right Now? - OurCoders (我们程序员)
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What Are the 2 Best Bargain Artificial Intelligence (AI) Stocks to Buy Right Now?

2025-09-23 08:33:00 英文原文

作者：Keith Noonan and Jennifer Saibil, The Motley Fool Tue, Sep 23, 2025, 4:33 PM 5 min read

Artificial intelligence (AI) has played a big role in pushing the stock market to new highs, and there are good reasons to think that the tech is still in the early stages of powering huge sales and earnings increases for top players in the category. If you're on the hunt for great AI investment opportunities, read on to see why two Motley Fool contributors identified these stocks as some of the best bargains in the space right now.

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Image source: Getty Images.

Jennifer Saibil (Taiwan Semiconductor): Taiwan Semiconductor Manufacturing (NYSE: TSM), also known as TSMC, is one of the most important AI stocks on the market, and it's growing rapidly. However, it trades at a cheap price, making it look like an incredible value.

It's not as "hot" as some of the AI stocks producing the technology that's literally revolutionizing the world, which is why it may fall out of the view of AI investors. However, it's a vital piece of the AI chain, and it has many advantages over other kinds of AI stocks.

At the top of that list is that it works with a large group of AI chip designers, so all of its eggs are spread out into different baskets. It's a chip foundry, and it manufactures the chips that other companies like Nvidia and Advanced Micro Devices design. It's an essential part of the chipmaking process, and its clients need its services to keep producing their chips, which are in high demand right now. When Nvidia gives an update about its contracts, for example, that's also great news for TSMC.

It's also well diversified among categories. It had a robust business long before generative AI landed on the scene, and categories like smartphones, auto, and gaming are important to its operations. But there's no question that AI is playing a large role in its growth today and its future opportunities.

Finally, it's extremely profitable. Revenue increased 44% year over year in the second quarter, and gross margin improved from 53.2% last year to 58.6% this year. Operating margin improved from 42.9% to 49.6%, and net profit margin expanded from 36.8% to 42.7%.

Now for the bargain piece. TSMC stock trades at a forward, 1-year P/E ratio of 23 and a price-to-free cash flow ratio of 44. That's attractive for a company growing as quickly as TSMC and with as much opportunity as it has going forward, and investors can still buy and benefit today.

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摘要

TSMC is highlighted as a critical yet undervalued player in the AI sector, offering diverse client partnerships and robust financial performance. Despite trading at what appears to be a relatively low price compared to its growth potential, TSMC's involvement with major chip designers like Nvidia positions it as an essential component of the AI supply chain. The company's revenue and profit margins are growing rapidly, while also diversifying across various industries including smartphones, automotive, and gaming. TSMC’s forward P/E ratio is 23, making it a potentially attractive investment opportunity given its significant growth prospects in the AI era.

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