🕷️ Crawler Inspector

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Direct Parameter Lookup

Raw Queries and Responses

1. Shard Calculation

Query:

Response:

Calculated Shard: 102 (from laksa011)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa102.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.aol.com/articles/top-2-megacap-stocks-buy-002500983.html\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.aol.com/articles/top-2-megacap-stocks-buy-002500983.html\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.aol.com\/articles\/top-2-megacap-stocks-buy-002500983.html","crawl_time":1774576015,"first_indexed_time":0,"http_code":200,"src_unparsed":"com,aol!www,\/articles\/top-2-megacap-stocks-buy-002500983.html s443","src_root_hash":"10243928666277241102","history_drop_reason":null,"meta_title":"My Top 2 Megacap Stocks to Buy After Walmart's Latest Pullback - AOL","meta_descriptions":["These two megacaps are cheaper and have higher upside than Walmart."],"attrs_boilerpipe_text":"Key Points\nWalmart stock has sputtered recently, mainly due to its high valuation.\nAmazon stock is as cheap as it's been in a while and it is investing to meet future growth.\nTaiwan Semiconductor expects continued earnings growth and remains relatively cheap.\nLast year,\nWalmart\n(NASDAQ: WMT)\nannounced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs \"technology-forward\" approach.\nThereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings.\nWill AI create the world's first trillionaire?\nOur team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need.\nContinue »\nA person smiling, looking at phone, with the night-time city landscape behind them.\nImage source: Getty Images.\nRecently,\nanalysts at Erste Group\ndowngraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March.\nTypically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options.\n1. Amazon\nAmazon\n(NASDAQ: AMZN)\nstock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend $200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure.\nThe concern of many investors is that\nAmazon is already spending a lot on AI\nand is losing market share, so why double down and eat into free cash flow?\nBut Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by\nAlphabet\n(NASDAQ: GOOG)\n, and\nMicrosoft\n(NASDAQ: MSFT)\n, have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas.\nThis reset should set up Amazon for future growth to\nhandle its $244 billion in backlog contracts\n, which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years.\nWall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of $285 per share, suggesting 37% upside.\n2. Taiwan Semiconductor\nTaiwan Semiconductor\n(NYSE: TSM)\nis flashing the buy signal right now due to its relatively low valuation and massive growth potential.\nAs the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like\nNvidia\n(NASDAQ: NVDA)\ndesign, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle.\nIn 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to $122 billion in USD. For 2026, the company anticipates revenue to rise \"close to 30%\" in U.S. dollar terms, according to the Q4 earnings call.\nTSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its \"technology differentiation\" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors.\n\"While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years,\" Chairman and CEO C.C. Wei said on the earnings call.\nThe company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029.\nTaiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings.\nWall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of $435 per share, suggesting 28% upside.\nFor these reasons, both Amazon and TSMC look like better megacap options than Walmart right now.\nShould you buy stock in Amazon right now?\nBefore you buy stock in Amazon, consider this:\nThe\nMotley Fool Stock Advisor\nanalyst team just identified what they believe are the\n10 best stocks\nfor investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when\nNetflix\nmade this list on December 17, 2004... if you invested $1,000 at the time of our recommendation,\nyou’d have $490,325\n!* Or when\nNvidia\nmade this list on April 15, 2005... if you invested $1,000 at the time of our recommendation,\nyou’d have $1,074,070\n!*\nNow, it’s worth noting\nStock Advisor’s\ntotal average return is 900\n% — a market-crushing outperformance compared to 184% for the S&P 500.\nDon't miss the latest top 10 list, available with\nStock Advisor\n, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 25, 2026.\nDave Kovaleski\nhas no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a\ndisclosure policy\n.","attrs_markdown":"- [Home](https:\/\/www.aol.com\/ \"Home\")\n- [Roubaix, Nord-Pas-de-Calais Roubaix, Nord-Pas-de-Calais Local News](https:\/\/www.aol.com\/local\/ \"Local\")\n- [Subscriptions](https:\/\/www.aol.com\/products?ncid=mbr_rusacqlnk00000036 \"Subscriptions\")\n- [Animals](https:\/\/www.aol.com\/animals\/ \"Animals\")\n- [Entertainment](https:\/\/www.aol.com\/entertainment\/ \"Entertainment\")\n- Finance\n- [Food](https:\/\/www.aol.com\/food\/ \"Food\")\n- [Games](https:\/\/www.aol.com\/games\/ \"Games\")\n- Health\n- [Home & Garden](https:\/\/www.aol.com\/home-garden\/ \"Home & Garden\")\n- News\n- [Shopping](https:\/\/www.aol.com\/shopping\/ \"Shopping\")\n- [Style](https:\/\/www.aol.com\/style\/ \"Style\")\n- [Travel](https:\/\/www.aol.com\/travel\/ \"Travel\")\n- [True Crime](https:\/\/www.aol.com\/true-crime\/ \"True Crime\")\n\n- Back\n- Finance\n- [Finance](https:\/\/www.aol.com\/finance\/ \"Finance\")\n- 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[Subscriptions](https:\/\/www.aol.com\/products?ncid=mbr_rusacqlnk00000036 \"Subscriptions\")\n- [Animals](https:\/\/www.aol.com\/animals\/ \"Animals\")\n- [Entertainment](https:\/\/www.aol.com\/entertainment\/ \"Entertainment\")\n- Finance\n- [Food](https:\/\/www.aol.com\/food\/ \"Food\")\n- [Games](https:\/\/www.aol.com\/games\/ \"Games\")\n- Health\n- [Home & Garden](https:\/\/www.aol.com\/home-garden\/ \"Home & Garden\")\n- News\n- [Shopping](https:\/\/www.aol.com\/shopping\/ \"Shopping\")\n- [Style](https:\/\/www.aol.com\/style\/ \"Style\")\n- [Travel](https:\/\/www.aol.com\/travel\/ \"Travel\")\n- [True Crime](https:\/\/www.aol.com\/true-crime\/ \"True Crime\")\n\n- Back\n- Finance\n- [Finance](https:\/\/www.aol.com\/finance\/ \"Finance\")\n- [Banking](https:\/\/www.aol.com\/finance\/banking\/ \"Banking\")\n- [Business News](https:\/\/www.aol.com\/news\/business\/ \"Business News\")\n- [Estate & Retirement Planning](https:\/\/www.aol.com\/finance\/retirement-planning\/ \"Estate & Retirement Planning\")\n- [Loans & Mortgages](https:\/\/www.aol.com\/finance\/mortgages\/ \"Loans & Mortgages\")\n\n- Back\n- Health\n- [Health](https:\/\/www.aol.com\/health\/ \"Health\")\n- [Medicare](https:\/\/www.aol.com\/health\/medicare\/ \"Medicare\")\n\n- Back\n- News\n- [News](https:\/\/www.aol.com\/news\/ \"News\")\n- [Business](https:\/\/www.aol.com\/news\/business\/ \"Business\")\n- [Lighter Side](https:\/\/www.aol.com\/news\/lighter \"Lighter Side\")\n- [Politics](https:\/\/www.aol.com\/news\/politics\/ \"Politics\")\n- [Science & Tech](https:\/\/www.aol.com\/news\/science-tech\/ \"Science & Tech\")\n- [Sports](https:\/\/www.aol.com\/news\/sports\/ \"Sports\")\n- [Weather](https:\/\/www.aol.com\/weather\/ \"Weather\")\n\n# My Top 2 Megacap Stocks to Buy After Walmart's Latest Pullback\n[![The Motley Fool](https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/uaqNg_8ii56h15pj2Hkcpw--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTMwNDtoPTgw\/https:\/\/s.yimg.com\/os\/creatr-uploaded-images\/2024-05\/3f6d69d0-0efb-11ef-bb5e-3a7166b3ece5)](http:\/\/www.fool.com\/)\n\nDave Kovaleski, The Motley Fool\n\nThu, March 26, 2026 at 12:25 AM UTC\n\n0\n\n## Key Points\n- Walmart stock has sputtered recently, mainly due to its high valuation.\n- Amazon stock is as cheap as it's been in a while and it is investing to meet future growth.\n- Taiwan Semiconductor expects continued earnings growth and remains relatively cheap.\n- [10 stocks we like better than Amazon ›](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=3eb589e5-de6a-4cf4-8777-4df47d0e8acf&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D8867%26source%3Disaedikp0000069%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_partner%26ftm_pit%3D17995)\n\nLast year, **Walmart** (NASDAQ: WMT) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs \"technology-forward\" approach.\n\nThereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings.\n\n***Will AI create the world's first trillionaire?** Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. [**Continue »**](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=1c011f70-f0f5-4a8f-99c9-773f76969604&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000068%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18906&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)*\n\n![A person smiling, looking at phone, with the night-time city landscape behind them. ](https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/5EnB3Y1k9bZcK59Yx.ayaA--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD03NzQ-\/https:\/\/media.zenfs.com\/en\/aol_the_motley_fool_392\/21b6452669a5a163c1b1b387cb70177d)\n\nA person smiling, looking at phone, with the night-time city landscape behind them.\n\nImage source: Getty Images.\n\nRecently, [analysts at Erste Group](https:\/\/www.aol.com\/finance\/why-shares-walmart-sinking-today-183913005.html) downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March.\n\nTypically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options.\n\n## 1\\. Amazon\n**Amazon** (NASDAQ: AMZN) stock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend \\$200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure.\n\nThe concern of many investors is that [Amazon is already spending a lot on AI](https:\/\/www.aol.com\/finance\/amazon-down-7-2026-once-121000200.html) and is losing market share, so why double down and eat into free cash flow?\n\nBut Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by **Alphabet** (NASDAQ: GOOG), and **Microsoft** (NASDAQ: MSFT), have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas.\n\nThis reset should set up Amazon for future growth to [handle its \\$244 billion in backlog contracts](https:\/\/www.aol.com\/finance\/smartest-growth-stock-buy-500-203500891.html), which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years.\n\nWall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of \\$285 per share, suggesting 37% upside.\n\n## 2\\. Taiwan Semiconductor\n**Taiwan Semiconductor** (NYSE: TSM) is flashing the buy signal right now due to its relatively low valuation and massive growth potential.\n\nAdvertisement\n\nAs the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like **Nvidia** (NASDAQ: NVDA) design, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle.\n\nIn 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to \\$122 billion in USD. For 2026, the company anticipates revenue to rise \"close to 30%\" in U.S. dollar terms, according to the Q4 earnings call.\n\nTSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its \"technology differentiation\" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors.\n\n\"While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years,\" Chairman and CEO C.C. Wei said on the earnings call.\n\nThe company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029.\n\nTaiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings.\n\nWall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of \\$435 per share, suggesting 28% upside.\n\nFor these reasons, both Amazon and TSMC look like better megacap options than Walmart right now.\n\n## Should you buy stock in Amazon right now?\nBefore you buy stock in Amazon, consider this:\n\nThe *Motley Fool Stock Advisor* analyst team just identified what they believe are the **[10 best stocks](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)** for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\n\nConsider when **Netflix** made this list on December 17, 2004... if you invested \\$1,000 at the time of our recommendation, **you’d have \\$490,325**!\\* Or when **Nvidia** made this list on April 15, 2005... if you invested \\$1,000 at the time of our recommendation, **you’d have \\$1,074,070**!\\*\n\nNow, it’s worth noting *Stock Advisor’s* total average return is 900% — a market-crushing outperformance compared to 184% for the S\\&P 500. **Don't miss the latest top 10 list, available with *Stock Advisor*, and join an investing community built by individual investors for individual investors.**\n\n[**See the 10 stocks »**](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DAmazon&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)\n\n*\\*Stock Advisor returns as of March 25, 2026.*\n\n*[Dave Kovaleski](https:\/\/www.fool.com\/author\/12483\/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*\n\nShow comments\n\n0\n\nAdvertisement\n\n## From Our Partners\n[![Advertisement](https:\/\/s.yimg.com\/cv\/apiv2\/adbuilder\/gemini.png)](https:\/\/legal.yahoo.com\/us\/en\/yahoo\/privacy\/adinfo\/index.html)\n\nAdvertisement\n\n### Calculator and Tools\n[![TaxCaster Free Tax Calculator icon](https:\/\/s.aolcdn.com\/caas-assets-production\/assets\/v1\/images\/modules\/turbotax\/tax_caster.svg) TaxCaster Free Tax Calculator](https:\/\/turbotax.intuit.com\/tax-tools\/calculators\/taxcaster\/?cid=seo_aol_rightrail_taxcaster)\n\n[![Tax Bracket Calculator icon](https:\/\/s.aolcdn.com\/caas-assets-production\/assets\/v1\/images\/modules\/turbotax\/tax_bracket.svg) Tax Bracket Calculator](https:\/\/turbotax.intuit.com\/tax-tools\/calculators\/tax-bracket\/?cid=seo_aol_rightrail_taxbracket)\n\n[![W-4 Withholding Calculator 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All rights reserved.","attrs_readable_markdown":"## Key Points\n- Walmart stock has sputtered recently, mainly due to its high valuation.\n- Amazon stock is as cheap as it's been in a while and it is investing to meet future growth.\n- Taiwan Semiconductor expects continued earnings growth and remains relatively cheap.\n\nLast year, **Walmart** (NASDAQ: WMT) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs \"technology-forward\" approach.\n\nThereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings.\n\n***Will AI create the world's first trillionaire?** Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. [**Continue »**](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=1c011f70-f0f5-4a8f-99c9-773f76969604&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000068%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18906&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)*\n\n![A person smiling, looking at phone, with the night-time city landscape behind them. ](https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/5EnB3Y1k9bZcK59Yx.ayaA--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD03NzQ-\/https:\/\/media.zenfs.com\/en\/aol_the_motley_fool_392\/21b6452669a5a163c1b1b387cb70177d)\n\nA person smiling, looking at phone, with the night-time city landscape behind them.\n\nImage source: Getty Images.\n\nRecently, [analysts at Erste Group](https:\/\/www.aol.com\/finance\/why-shares-walmart-sinking-today-183913005.html) downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March.\n\nTypically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options.\n\n## 1\\. Amazon\n**Amazon** (NASDAQ: AMZN) stock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend \\$200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure.\n\nThe concern of many investors is that [Amazon is already spending a lot on AI](https:\/\/www.aol.com\/finance\/amazon-down-7-2026-once-121000200.html) and is losing market share, so why double down and eat into free cash flow?\n\nBut Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by **Alphabet** (NASDAQ: GOOG), and **Microsoft** (NASDAQ: MSFT), have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas.\n\nThis reset should set up Amazon for future growth to [handle its \\$244 billion in backlog contracts](https:\/\/www.aol.com\/finance\/smartest-growth-stock-buy-500-203500891.html), which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years.\n\nWall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of \\$285 per share, suggesting 37% upside.\n\n## 2\\. Taiwan Semiconductor\n**Taiwan Semiconductor** (NYSE: TSM) is flashing the buy signal right now due to its relatively low valuation and massive growth potential.\n\nAs the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like **Nvidia** (NASDAQ: NVDA) design, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle.\n\nIn 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to \\$122 billion in USD. For 2026, the company anticipates revenue to rise \"close to 30%\" in U.S. dollar terms, according to the Q4 earnings call.\n\nTSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its \"technology differentiation\" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors.\n\n\"While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years,\" Chairman and CEO C.C. Wei said on the earnings call.\n\nThe company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029.\n\nTaiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings.\n\nWall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of \\$435 per share, suggesting 28% upside.\n\nFor these reasons, both Amazon and TSMC look like better megacap options than Walmart right now.\n\n## Should you buy stock in Amazon right now?\nBefore you buy stock in Amazon, consider this:\n\nThe *Motley Fool Stock Advisor* analyst team just identified what they believe are the **[10 best stocks](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)** for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\n\nConsider when **Netflix** made this list on December 17, 2004... if you invested \\$1,000 at the time of our recommendation, **you’d have \\$490,325**!\\* Or when **Nvidia** made this list on April 15, 2005... if you invested \\$1,000 at the time of our recommendation, **you’d have \\$1,074,070**!\\*\n\nNow, it’s worth noting *Stock Advisor’s* total average return is 900% — a market-crushing outperformance compared to 184% for the S\\&P 500. **Don't miss the latest top 10 list, available with *Stock Advisor*, and join an investing community built by individual investors for individual investors.**\n\n[**See the 10 stocks »**](https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DAmazon&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)\n\n*\\*Stock Advisor returns as of March 25, 2026.*\n\n*[Dave Kovaleski](https:\/\/www.fool.com\/author\/12483\/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*","meta_canonical":null}

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Boilerpipe Text	Key Points Walmart stock has sputtered recently, mainly due to its high valuation. Amazon stock is as cheap as it's been in a while and it is investing to meet future growth. Taiwan Semiconductor expects continued earnings growth and remains relatively cheap. Last year, Walmart (NASDAQ: WMT) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs "technology-forward" approach. Thereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A person smiling, looking at phone, with the night-time city landscape behind them. Image source: Getty Images. Recently, analysts at Erste Group downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March. Typically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options. 1. Amazon Amazon (NASDAQ: AMZN) stock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend $200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure. The concern of many investors is that Amazon is already spending a lot on AI and is losing market share, so why double down and eat into free cash flow? But Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by Alphabet (NASDAQ: GOOG) , and Microsoft (NASDAQ: MSFT) , have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas. This reset should set up Amazon for future growth to handle its $244 billion in backlog contracts , which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years. Wall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of $285 per share, suggesting 37% upside. 2. Taiwan Semiconductor Taiwan Semiconductor (NYSE: TSM) is flashing the buy signal right now due to its relatively low valuation and massive growth potential. As the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like Nvidia (NASDAQ: NVDA) design, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle. In 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to $122 billion in USD. For 2026, the company anticipates revenue to rise "close to 30%" in U.S. dollar terms, according to the Q4 earnings call. TSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its "technology differentiation" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors. "While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years," Chairman and CEO C.C. Wei said on the earnings call. The company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029. Taiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings. Wall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of $435 per share, suggesting 28% upside. For these reasons, both Amazon and TSMC look like better megacap options than Walmart right now. Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $490,325 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,074,070 !* Now, it’s worth noting Stock Advisor’s total average return is 900 % — a market-crushing outperformance compared to 184% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 25, 2026. Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a disclosure policy .
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Back - News - [News](https://www.aol.com/news/ "News") - [Business](https://www.aol.com/news/business/ "Business") - [Lighter Side](https://www.aol.com/news/lighter "Lighter Side") - [Politics](https://www.aol.com/news/politics/ "Politics") - [Science & Tech](https://www.aol.com/news/science-tech/ "Science & Tech") - [Sports](https://www.aol.com/news/sports/ "Sports") - [Weather](https://www.aol.com/weather/ "Weather") # My Top 2 Megacap Stocks to Buy After Walmart's Latest Pullback [![The Motley Fool](https://s.yimg.com/ny/api/res/1.2/uaqNg_8ii56h15pj2Hkcpw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTMwNDtoPTgw/https://s.yimg.com/os/creatr-uploaded-images/2024-05/3f6d69d0-0efb-11ef-bb5e-3a7166b3ece5)](http://www.fool.com/) Dave Kovaleski, The Motley Fool Thu, March 26, 2026 at 12:25 AM UTC 0 ## Key Points - Walmart stock has sputtered recently, mainly due to its high valuation. - Amazon stock is as cheap as it's been in a while and it is investing to meet future growth. - Taiwan Semiconductor expects continued earnings growth and remains relatively cheap. - [10 stocks we like better than Amazon ›](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=3eb589e5-de6a-4cf4-8777-4df47d0e8acf&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D8867%26source%3Disaedikp0000069%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_partner%26ftm_pit%3D17995) Last year, Walmart (NASDAQ: WMT) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs "technology-forward" approach. Thereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings. *Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. [Continue »](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=1c011f70-f0f5-4a8f-99c9-773f76969604&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000068%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18906&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)* ![A person smiling, looking at phone, with the night-time city landscape behind them. ](https://s.yimg.com/ny/api/res/1.2/5EnB3Y1k9bZcK59Yx.ayaA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD03NzQ-/https://media.zenfs.com/en/aol_the_motley_fool_392/21b6452669a5a163c1b1b387cb70177d) A person smiling, looking at phone, with the night-time city landscape behind them. Image source: Getty Images. Recently, [analysts at Erste Group](https://www.aol.com/finance/why-shares-walmart-sinking-today-183913005.html) downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March. Typically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options. ## 1\. Amazon Amazon (NASDAQ: AMZN) stock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend \$200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure. The concern of many investors is that [Amazon is already spending a lot on AI](https://www.aol.com/finance/amazon-down-7-2026-once-121000200.html) and is losing market share, so why double down and eat into free cash flow? But Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by Alphabet (NASDAQ: GOOG), and Microsoft (NASDAQ: MSFT), have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas. This reset should set up Amazon for future growth to [handle its \$244 billion in backlog contracts](https://www.aol.com/finance/smartest-growth-stock-buy-500-203500891.html), which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years. Wall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of \$285 per share, suggesting 37% upside. ## 2\. Taiwan Semiconductor Taiwan Semiconductor (NYSE: TSM) is flashing the buy signal right now due to its relatively low valuation and massive growth potential. Advertisement As the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like Nvidia (NASDAQ: NVDA) design, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle. In 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to \$122 billion in USD. For 2026, the company anticipates revenue to rise "close to 30%" in U.S. dollar terms, according to the Q4 earnings call. TSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its "technology differentiation" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors. "While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years," Chairman and CEO C.C. Wei said on the earnings call. The company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029. Taiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings. Wall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of \$435 per share, suggesting 28% upside. For these reasons, both Amazon and TSMC look like better megacap options than Walmart right now. ## Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the [10 best stocks](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe) for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested \$1,000 at the time of our recommendation, you’d have \$490,325!\* Or when Nvidia made this list on April 15, 2005... if you invested \$1,000 at the time of our recommendation, you’d have \$1,074,070!\* Now, it’s worth noting Stock Advisor’s total average return is 900% — a market-crushing outperformance compared to 184% for the S\&P 500. *Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.* [See the 10 stocks »](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DAmazon&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe) \Stock Advisor returns as of March 25, 2026.* [Dave Kovaleski](https://www.fool.com/author/12483/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/). 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Readable Markdown	## Key Points - Walmart stock has sputtered recently, mainly due to its high valuation. - Amazon stock is as cheap as it's been in a while and it is investing to meet future growth. - Taiwan Semiconductor expects continued earnings growth and remains relatively cheap. Last year, Walmart (NASDAQ: WMT) announced that it was switching to the Nasdaq exchange because it aligned better with Nasdaqʻs "technology-forward" approach. Thereʻs certainly a case to be made there, but Walmart also has something else in common with many tech stocks -- a high valuation. The consumer staple megacap is trading at 43 times earnings and 40 times forward earnings. *Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. [Continue »](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=1c011f70-f0f5-4a8f-99c9-773f76969604&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000068%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18906&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe)* ![A person smiling, looking at phone, with the night-time city landscape behind them. ](https://s.yimg.com/ny/api/res/1.2/5EnB3Y1k9bZcK59Yx.ayaA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD03NzQ-/https://media.zenfs.com/en/aol_the_motley_fool_392/21b6452669a5a163c1b1b387cb70177d) A person smiling, looking at phone, with the night-time city landscape behind them. Image source: Getty Images. Recently, [analysts at Erste Group](https://www.aol.com/finance/why-shares-walmart-sinking-today-183913005.html) downgraded Walmart stock to a hold based on its high valuation. Investors have followed suit, as Walmart stock is down about 6% since the beginning of March. Typically, Walmart is a stock to consider in a market downturn or during economic uncertainty, but right now, its valuation appears too high to justify a strong buy. But these two megacaps might be better options. ## 1\. Amazon Amazon (NASDAQ: AMZN) stock cratered in late January after the cloud computing and e-commerce giant released fourth-quarter earnings. The primary concern is overspending on AI infrastructure. Amazon said it plans to spend \$200 billion on capital expenditures in 2026, some 50% more than it spent last year. Most of that spending will be on AI infrastructure. The concern of many investors is that [Amazon is already spending a lot on AI](https://www.aol.com/finance/amazon-down-7-2026-once-121000200.html) and is losing market share, so why double down and eat into free cash flow? But Amazon made the calculation that it needed to spend significantly more to play catch-up with its rivals to build the infrastructure needed to navigate the supply constraints that have stunted its growth. Its rivals, Google, owned by Alphabet (NASDAQ: GOOG), and Microsoft (NASDAQ: MSFT), have navigated capacity constraints better than Amazon because of their investments and partnerships in key areas. This reset should set up Amazon for future growth to [handle its \$244 billion in backlog contracts](https://www.aol.com/finance/smartest-growth-stock-buy-500-203500891.html), which is up 40% from a year ago. The other thing that stands out about Amazon is its relatively low valuation, trading at 28 times earnings and 25 times forward earnings, which is near the lowest it's been in more than 10 years. Wall Street is bullish on Amazon, too, with 92% of analysts rating it a buy with a median price target of \$285 per share, suggesting 37% upside. ## 2\. Taiwan Semiconductor Taiwan Semiconductor (NYSE: TSM) is flashing the buy signal right now due to its relatively low valuation and massive growth potential. As the worldʻs dominant semiconductor foundry, meaning they make the chips that its clients like Nvidia (NASDAQ: NVDA) design, Taiwan Semiconductor, which goes by TSMC, is in the middle of the AI super cycle. In 2025, TSMC expanded its market share as a foundry chipmaker to 70%, up from 64% in 2024. That was based on its revenue growth of roughly 36% in 2025 to \$122 billion in USD. For 2026, the company anticipates revenue to rise "close to 30%" in U.S. dollar terms, according to the Q4 earnings call. TSMC also raised its compound annual revenue growth rate to 25% through 2029, based on its "technology differentiation" -- which includes its one-stop-shop packaging capabilities and its more efficient chips. Further, its pure play model and neutrality give it a broader customer base than other competitors. "While we expect AI accelerators to be the largest contributor in terms of our incremental revenue growth, our overall revenue growth will be fueled by all four of our growth platforms which are smartphone, HPC (high-performance computing), IoT (Internet of Things), and automotive in the next several years," Chairman and CEO C.C. Wei said on the earnings call. The company forecasts compound annual revenue growth from AI accelerators to be in the mid-to-high 50% range through 2029. Taiwan Semiconductor stock is up 14% year to date and 93% over the past 12 months. Yet, with its massive growth prospects, it is still reasonably valued at 24 times forward earnings. Wall Street is incredibly bullish on this stock, with 98% of analysts rating it a buy with a median price target of \$435 per share, suggesting 28% upside. For these reasons, both Amazon and TSMC look like better megacap options than Walmart right now. ## Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the [10 best stocks](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe) for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested \$1,000 at the time of our recommendation, you’d have \$490,325!\* Or when Nvidia made this list on April 15, 2005... if you invested \$1,000 at the time of our recommendation, you’d have \$1,074,070!\* Now, it’s worth noting Stock Advisor’s total average return is 900% — a market-crushing outperformance compared to 184% for the S\&P 500. *Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.* [See the 10 stocks »](https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=e37a6aea-2b5e-4800-a5ca-8519ca928def&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001178%26company%3DAmazon%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DAmazon&utm_source=AolDailyFinance&utm_medium=feed&utm_campaign=article&referring_guid=d1cca05f-7b3b-4703-b20e-d748a340cafe) \Stock Advisor returns as of March 25, 2026.* [Dave Kovaleski](https://www.fool.com/author/12483/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Walmart. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/).
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