A man named Gene Munster said that Nvidia, a company that makes special computer chips for artificial intelligence (AI), is doing really well. Because of this, other big companies like Google, Meta, TSM, and ASML will also do well in the future as AI gets more important in many things we use every day. This article talks about how Nvidia's growth is helping these other companies grow too, because they all work together to make better AI technology. Read from source...

1. The headline is misleading and clickbaity: it implies that Nvidia's turnaround will directly propel Google, Meta, TSM, and ASML, without providing any evidence or causal link between these companies. A more accurate headline would be something like "Nvidia's Strong Performance Benefits the Entire AI Ecosystem".
2. The article is too focused on Nvidia as the sole leader in the AI industry, while ignoring other competitors and innovators such as AMD, ARM, Google Brain, OpenAI, etc. This creates a false impression of Nvidia's dominance and monopoly over the AI market, which is not supported by facts or data.
3. The Osborne effect argument is weak and anecdotal: it does not explain how or why announcing future products would affect current sales, nor does it provide any empirical evidence of this phenomenon happening in the AI chip industry. It seems more like a speculation based on Munster's personal opinion, rather than a well-reasoned analysis.
4. The article relies heavily on Munster's quotes and predictions, without verifying or challenging his assumptions or methodologies. For example, he claims that Nvidia will grow at an annual rate of 35% through 2025 and 2026, but does not provide any sources, calculations, or scenarios for this projection. It also seems excessively optimistic and unrealistic, given the market volatility, competitive pressures, and technological challenges that Nvidia might face in the future.
5. The article lacks critical evaluation of the risks and limitations associated with AI adoption and innovation, such as ethical, social, environmental, legal, or economic implications. It also does not address the potential threats or disruptions from emerging technologies, such as quantum computing, neuromorphic computing, or alternative architectures. It seems to present a one-sided and unbalanced view of AI advancements, without considering the broader context and implications for society and humanity.

1. Buy Google (GOOGL) - GOOGL is benefiting from its partnership with Nvidia, which provides it with access to cutting-edge AI technology and allows it to develop more advanced products and services in the field of AI and cloud computing. This collaboration will help GOOGL maintain its competitive edge and attract more customers and users to its platform. Additionally, GOOGL has a strong balance sheet and profitability, making it a safe and profitable long-term investment with upside potential in the rapidly growing AI market.
2. Buy Meta Platforms (META) - META is also a major beneficiary of Nvidia's AI technology, as it uses it to enhance its social media platform and offer more engaging and immersive experiences for users and advertisers. Furthermore, META has been investing heavily in the development of its own AI capabilities and hardware, such as the Meta Quest virtual reality headset and the AI-powered Meta AI Research Center. These initiatives will help META solidify its position as a leader in the metaverse and digital advertising markets, creating more value for shareholders over time.
3. Buy Taiwan Semiconductor Manufacturing (TSM) - TSM is one of the world's leading semiconductor foundries and a key partner of Nvidia, providing it with advanced manufacturing processes and technologies to produce its AI chips. This partnership has been instrumental in driving Nvidia's success and enabling it to deliver high-performance and energy-efficient AI solutions to its customers. As the demand for AI chips continues to grow, TSM will benefit from increased orders and revenues from Nvidia and other AI chip makers, such as Advanced Micro Devices (AMD) and ARM Holdings. This makes TSM a great long-term investment opportunity in the semiconductor industry, with attractive valuation and growth prospects.
4. Buy ASML Holding