From The Motley Fool · Geoffrey Seiler · · 1m 30s
4 Non-Nvidia Chip Stocks Could Hit $10,000 by 2030
A $4,000 investment in non-Nvidia chip stocks could grow to $10,000 by 2030.
In brief
A $4,000 investment in non-Nvidia chip stocks could grow to $10,000 by 2030. Investing $4,000 in Broadcom, Marvell, AMD, and Arm stocks could yield over $10,000 by 2030 due to AI infrastructure demand. Originally reported by The Motley Fool.
Nvidia's dominance
Nvidia is the largest company on the planet with a market cap representing 7.5% of the S&P 500.
4 chip stocks portfolio
A $4,000 investment split evenly across Broadcom, Marvell, AMD, and Arm could yield over $10,000 by 2030.
Broadcom and Marvell
Hyperscalers use Broadcom and Marvell for custom AI chips, with Broadcom serving Alphabet, Anthropic, Meta Platforms, and OpenAI.
Broadcom's 2030 projection
Broadcom's fiscal 2031 EPS forecast of $52.15 suggests a $990 stock price by late 2030, tripling a $4,000 investment.
Marvell's 2030 projection
Marvell's fiscal 2032 EPS forecast of $40.93 suggests a $780 stock price by late 2030, tripling a $4,000 investment.
AMD and Arm
AMD and Arm are plays on AI agents, with AMD targeting $220 billion in data center CPUs by 2030.
AMD's 2030 projection
AMD's 2030 EPS forecast of $44.31 suggests a $1,010 stock price by late 2030, doubling a $4,000 investment.
Arm's 2030 projection
Arm's fiscal 2032 EPS forecast of $11.98 suggests a $480 stock price by late 2030, tripling a $4,000 investment.
Total investment value
A $4,000 investment in these four stocks could be worth over $10,000 by 2030.
The short version
Investing $4,000 in Broadcom, Marvell, AMD, and Arm stocks could yield over $10,000 by 2030 due to AI infrastructure demand.
