In the fast-paced world of investing, where daily market swings can feel like a rollercoaster, there’s something profoundly reassuring about spotting stocks built to last. We’re talking about those rare “monster” picks—companies with unbreakable moats, explosive growth trajectories, and the kind of innovation that reshapes entire industries. As we hit late 2025, the artificial intelligence (AI) revolution is in full swing, powering everything from data centers to voice assistants. But not all AI plays are created equal. Some are flashy short-term bets, while others are decade-defining juggernauts.
If you’re eyeing a portfolio that could compound wealth over the next ten years, look no further than these four standouts: Broadcom (AVGO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), and SoundHound AI (SOUN). These aren’t just riding the AI wave—they’re engineering it. Broadcom dominates custom chip design for hyperscalers, Nvidia owns the GPU throne for AI training, TSM fabs the world’s most advanced semiconductors, and SoundHound is quietly revolutionizing voice tech with conversational AI. Together, they form a powerhouse quartet poised for outsized returns. Let’s dive into why each deserves a spot in your long-term hold list, backed by solid fundamentals and forward-looking catalysts. By the end, you’ll see why AVGO stock, in particular, could be the sleeper hit of the bunch.
Broadcom (AVGO): The AI Infrastructure Powerhouse
Broadcom has long been a staple in the semiconductor world, but it’s undergone a stunning transformation in recent years, evolving from a connectivity chip provider into an AI infrastructure titan. Founded in 1961, the company has grown through savvy acquisitions—like its blockbuster $69 billion VMware deal in 2023—that expanded its software and hardware arsenal. Today, with a market cap hovering around $800 billion, Broadcom isn’t just keeping up with the AI boom; it’s fueling it.
Financially, AVGO stock has been a beast. Over the past five years, shareholders have pocketed a staggering 57% compound annual growth rate (CAGR), turning a modest investment into life-changing gains. In its fiscal third quarter of 2025 (ended August), revenue surged 47% year-over-year to $13.1 billion, with AI-related sales exploding 154% to $4.3 billion. Management projects AI revenue to hit $6.2 billion in the current quarter alone, underscoring the insatiable demand for its custom accelerators used by giants like Google and Meta.
What makes Broadcom a 10-year hold? It’s the perfect blend of hardware and software synergy. While competitors scramble for pure-play AI chips, Broadcom’s end-to-end solutions—spanning networking, storage, and now AI-optimized ASICs (application-specific integrated circuits)—create sticky customer relationships. Analysts forecast 39% earnings growth to $6.75 per share in fiscal 2026, followed by another 38% jump to $9.34. Trading at a forward P/E of about 25, AVGO looks reasonably valued for its growth, especially with a juicy 1.2% dividend yield that’s grown 15% annually for a decade.
Looking ahead, the AI data center market is projected to balloon to $500 billion by 2030, and Broadcom’s 20%+ market share in custom silicon positions it to capture a hefty slice. Geopolitical risks? Sure, supply chain hiccups could arise, but Broadcom’s diversified footprint (with fabs in the U.S., Europe, and Asia) mitigates that. For long-term investors, AVGO stock represents stability in chaos—a reliable engine for compounding returns. If history repeats, a $10,000 stake today could swell to over $100,000 in a decade, assuming moderate 25% annualized growth.
Nvidia (NVDA): The Undisputed AI Kingpin
No discussion of monster stocks is complete without Nvidia, the undisputed leader in graphics processing units (GPUs) that power the AI revolution. Since its 1993 founding, Nvidia has pivoted masterfully from gaming to data centers, where its CUDA software ecosystem locks in developers like a velvet handcuff. With a market cap exceeding $4 trillion, it’s the poster child for AI hype—but the numbers back the enthusiasm.
Nvidia’s 2025 has been electric: shares are up 26% year-to-date after a 171% ramp in 2024, driven by blowout earnings. Fiscal third-quarter revenue (ended October) hit $35 billion, up 94% year-over-year, with data center sales—95% of the total—skyrocketing 112%. Earnings per share (EPS) came in at $0.81, beating estimates and prompting upward revisions across Wall Street.
Why hold NVDA for ten years? The AI training and inference market is a goldmine, expected to grow at 40% CAGR through 2030, reaching trillions in spend. Nvidia commands 80-90% market share here, thanks to its Hopper and Blackwell architectures that outpace rivals in efficiency and speed. CEO Jensen Huang’s vision of $1 trillion annual AI capex by decade’s end isn’t pie-in-the-sky; hyperscalers like Microsoft and Amazon are already committing billions. Plus, Nvidia’s foray into sovereign AI (national-level systems) and automotive (via Drive platform) diversifies beyond pure cloud.
Valuation concerns? At a forward P/E of 35, it trades at a premium, but that’s justified by 50%+ EPS growth projections for 2026. Morningstar pegs fair value at $225, implying 25% upside from current levels around $180. Risks include competition from AMD or custom chips, but Nvidia’s software moat—CUDA’s 4 million developers—makes switching costly. Over the past decade, $100 in NVDA has ballooned to $23,000; the next ten could deliver similar magic, albeit from a higher base. For growth chasers, it’s essential.
Taiwan Semiconductor Manufacturing (TSM): The Foundry Fortress
In the semiconductor food chain, Taiwan Semiconductor (TSM) is the indispensable middleman—the world’s premier contract chip manufacturer, or “foundry.” Since spinning off from Philips in 1987, TSM has built an unassailable lead, producing 70% of the globe’s advanced chips for clients like Apple, AMD, and Nvidia. At $1.2 trillion market cap, it’s not just big; it’s critical infrastructure.
2025 has been a banner year: revenue for the first nine months climbed 36% to $89 billion, fueled by AI demand. October sales alone rose 17% year-over-year, prompting TSM to hike full-year guidance to mid-30% growth. Net margins sit at a enviable 42%, dwarfing sector averages, thanks to its 3nm and 2nm process nodes that no one else matches at scale.
The 10-year case for TSM is ironclad. AI accelerators require bleeding-edge fabs, and TSM’s $30 billion annual capex (ramping to $40 billion) ensures it stays ahead. Management eyes mid-40% CAGR for AI revenue through 2029, as the chip market swells to $1 trillion overall. Trading at a forward P/E of 22—cheaper than Nvidia or Broadcom—TSM offers bargain-basement growth. Analysts project 44% EPS expansion in 2026, with revenue hitting $120 billion.
Geopolitics loom large, with Taiwan tensions a wildcard, but TSM’s U.S. fabs (via Arizona plants) and global diversification ease worries. A bold prediction: TSM could eclipse Apple’s market cap by 2030 if AI-fueled EPS grows 40% annually, pushing shares toward $300 from $190 today. For patient investors, it’s the ultimate pick-and-shovel play—profiting from every AI breakthrough without betting on one designer’s success.
SoundHound AI (SOUN): The Voice AI Underdog with Upside
Rounding out our quartet is SoundHound AI, the scrappy innovator turning voice recognition into conversational gold. Born in 2005 as a music ID app (think Shazam rival), SoundHound pivoted to enterprise AI in 2018, powering voice assistants for brands like Honda, Chipotle, and Krispy Kreme. With a $5 billion market cap, it’s the smallest here—but that nimbleness fuels monstrous potential.
SOUN’s trajectory is wild: up 95% in 2025 after tripling in 2024, though it’s dipped 42% from peaks amid broader AI pullbacks. Third-quarter revenue soared 68% to $42 million, with a $1.2 billion backlog signaling multi-year visibility. Management targets adjusted EBITDA profitability by year-end, a milestone that could ignite rerating.
Over ten years, SoundHound could explode as voice AI penetrates $100 billion+ markets in automotive, hospitality, and healthcare. Its Houndify platform enables custom agents that outperform Siri or Alexa in natural dialogue, with partnerships like Nvidia’s edge AI kit accelerating adoption. Analysts see 2025 revenue doubling to $169 million, then 50% growth to $253 million in 2026—enough for shares to hit $25 from $11, a 125% pop.
At 40 times forward sales, it’s pricey, but the total addressable market justifies it. Risks? Execution in scaling, but with 200% customer growth and zero debt, SoundHound’s moat is its dataset of billions of interactions. This is the high-beta bet: volatile short-term, but a potential 10-bagger long-term as voice becomes ubiquitous.
Why These Monsters Will Dominate the Decade
In a world where AI could add $15 trillion to global GDP by 2030, these four stocks—Broadcom, Nvidia, TSM, and SoundHound—aren’t just participants; they’re architects. AVGO stock shines as the balanced anchor, blending dividends with growth; NVDA the aggressive leader; TSM the steady enabler; and SOUN the high-reward wildcard. Collectively, they’ve averaged 50%+ annual returns over five years, outpacing the S&P 500’s 15%.
Of course, no stock is risk-free: chip cycles, trade wars, and valuation bubbles lurk. Diversify across them (say, 25% each) and hold through volatility—compounding at 25% turns $40,000 into $237,000 in ten years. As Warren Buffett says, time is the friend of the wonderful business. These are wonderful. Buy now, hold tight, and watch your portfolio roar.