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The best stocks to invest $50,000 in right now

These three tech stocks are at all-time highs and look like great long-term buys.

Warren Buffett once said, “Be fearful when others are greedy and greedy when others are fearful.” With that in mind, here are three tech stocks that investors should consider picking up while others have become fearful.

1. The alphabet

Alphabet (GOOGL 0.58%) Shares have recently sold off amid concerns about increased competition in search, as well as a court ruling that the company’s Google search engine is a monopoly.

Although Alphabet was found guilty of antitrust practices, a final resolution of the court’s ruling and the remedies put in place will likely take quite some time to implement. It wouldn’t be surprising if it stretches to 2026. The court ruling focused mainly on the company’s payments to smartphone makers to be the exclusive default search engine on their mobile devices, so there will likely be changes to those agreements.

Meanwhile, investors have become concerned about the financial effect artificial intelligence (AI) will have on Google’s business model, as well as the impact AI-powered search engines such as OpenAI and Perplexity will have.

Both problems seem more than manageable. First, Alphabet started innovating on the search front not only through AI, but also with features like visual search and the search circle. The former allows users to perform a search using the smartphone camera, while the latter allows users to circle or even scribble on an image or text to get more information about a subject without leaving an app.

Given Alphabet’s decades of data, a brand synonymous with internet search, a business that generates huge cash flow and new monetization opportunities stemming from AI, it won’t be easy for a small-scale, money-losing competitor, to make any significant inroads. in Google search dominance. While the court ruling will likely make it easier for users to change their default search engines, the company has about two years to ensure that not many people will want to do so by further increasing the technological advance in search.

Trading at a forward price-to-earnings (P/E) ratio of less than 19, the stock is a bargain given the growth opportunities ahead.

GOOGL PE Ratio chart (before 1 a).

GOOGL PE Ratio data (1 year ago) by YCharts

2. Taiwan Semiconductor Manufacturing

Actions of Taiwan Semiconductor Manufacturing Company (TSM 2.35%)or TSMC for short, sold off earlier this summer on news of tighter restrictions on semiconductor exports to China, as well as comments by presidential candidate Donald Trump that Taiwan had taken over 100 percent of the U.S. chip business and would have to pay for his own army.

While there are certainly geopolitical risks when it comes to investing in TSMC, given Taiwan’s importance to chip manufacturing and the havoc it would wreak should there be a disruption, those risks are likely overstated. Meanwhile, as the world’s leading semiconductor manufacturer, the company is set to continue to benefit from the development of its AI infrastructure.

The company’s revenue rose nearly 33% year-over-year in Q2 to $20.8 billion, while it recently reported that it had its best-ever sales month in July, with revenue up 45% in this month. The company has expanded production to meet high demand and is expected to raise prices by up to 10% next year for some smaller nodes. This should lead to very good growth next year.

Trading at a forward P/E of 20 times based on analyst estimates in 2025, the stock is too cheap to ignore given its growth prospects.

Chart TSM PE Report (forward 1y).

TSM PE Ratio data (1 year ago) by YCharts

Artist's rendering of the AI ​​chip.

Image source: Getty Images.

3. Nvidia

After a strong run, actions of Nvidia (NVDA 4.05%) they retracted concerns that the stock ran too much too quickly and that there would be delays for the newest Blackwell chip. While the latter is probably true, demand for its chips is so high that it will likely have only a minimal impact on its bottom line as customers continue to snap up their current-gen Hopper chips.

While there is some concern that spending on AI infrastructure could slow, comments from major companies involved in AI development point to greater investment in the future. Right now, the customer concern is not increasing capacity, but not building enough capacity. Meanwhile, the more advanced large language models (LLMs) become, the more computing power they will need.

For example, Meta platforms recently said that the Llama 4 LLM would probably need 10 times more computing power to train compared to the Llama 3. That means a lot more Nvidia graphics processing units (GPUs) are needed .

With demand unabated, Nvidia shares appear to be trading cheaply at less than 30 times next year’s earnings consensus. This seems like a great time to buy the dip.

NVDA PE ratio chart (forward 1y).

NVDA PE Ratio data (Before 1y) by YCharts

Suzanne Frey, chief executive at Alphabet, is a member of the Motley Fool’s board of directors. Randi Zuckerberg, former director of market development and spokeswoman for Facebook and sister of Meta Platforms CEO Mark Zuckerberg, is a board member of The Motley Fool. Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

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