The stock market drawdown has opened up several investment opportunities, but few are more attractive than The Trade Desk (NASDAQ: TTD) right now. Some unfortunate timing hit the stock, and it has actually been hit by two sell-offs in a row, which has made the stock much cheaper than it has been in some time.

The Trade Desk's growth runway is massive, and if you don't buy shares of this top-tier company, you'll regret it years down the road.

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The Trade Desk is bigger than it was the last time it was valued at this level

The Trade Desk has been a rock-solid performer for its entire life on the public markets. It had never missed management revenue guidance but failed to meet those expectations in the fourth quarter. As a result, the stock plummeted more than 30% after it reported Q4 results on Feb. 12. That was just a few days before the S&P 500 notched its last all-time high before the stock market moved lower.

As a result, the already beaten-down stock fell even further, leading to the current point where The Trade Desk is down 65% from its all-time high. You'd have to rewind back to January 2023 to see the last time the stock traded this low, but investors need to ask themselves: Is The Trade Desk a far better company than it was in January 2023?

Part of the reason The Trade Desk missed its revenue guidance was its transition from one platform to another. The Trade Desk's primary product is a software platform that helps ad buyers (companies with a product or service to advertise) place their ads in the most optimal locations. The Trade Desk may not have access to some areas of the Internet, like Facebook or Google, but it does have reach into important areas like podcasts and connected TV.

The 100% transition from its old Solimar platform to its new Kokai platform caused some issues, which is why The Trade Desk missed revenue expectations. Over the long term, this will be a much better platform for the company and its clients because Kokai is an AI-based platform that can adjust ad campaigns based on the data that it sees instantly.

Another reason why The Trade Desk dropped was that it gave fairly mundane Q1 guidance, with revenue only expected to grow 17%. We'll find out the true growth rate when The Trade Desk reports on May 8, but I expect them to exceed this projection. After a revenue miss, management wants a guaranteed win, so "underguiding" for Q1 so it can get back on track seems like a wise move.

But even if The Trade Desk just meets expectations, the stock looks like a great value here.

The stock looks like a strong buy at these levels

After the sell-off, The Trade Desk's stock is starting to look extremely attractive, especially considering its market value at the start of 2025.

TTD PE Ratio (Forward) data by YCharts

Though 27 times forward earnings isn't cheap, it has a massive growth runway, especially as society transitions from linear to connected TV. Wall Street analysts expect 17% revenue growth in 2025 and 20% in 2026, so the stock is clearly expected to put up market-beating growth.

The market was willing to pay a sky-high premium for the stock heading into the new year, but a revenue miss and a market-wide sell-off caused the stock to plummet to lows not seen for a long time. This seems like the perfect opportunity to scoop up an industry leader for cheap and hold onto the stock for three to five years as the recovery begins.

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Keithen Drury has positions in The Trade Desk. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy.

Nvidia (NASDAQ: NVDA) has been notorious for being a high-growth, highly valued stock since its run began in early 2023. However, that's no longer the case using this one common and important evaluation metric. Now, it's nearly the same price as the S&P 500 (SNPINDEX: ^GSPC), which is an odd thing to say considering how much growth Nvidia is expected to put up over the next few years.

However, this metric has one important consideration, and it could be giving investors false hope.

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The forward price-to-earnings metric is useful if you understand its nuances

The valuation metric that I most like to use -- and the one that's relevant in this discussion -- is the forward price-to-earnings (P/E) ratio. By definition, forward earnings haven't been achieved yet; they're just projections. As a result, they are inherently flawed because these predictions rarely come true. Furthermore, because the forward P/E ratio uses multiple analyst projections to come up with an average value, not every one of them can be right. But the average of all of them gives investors an idea of where the company's earnings could be heading, which is important considering how the market works.

The market isn't a rearward-looking entity. If it were, then tariff concerns wouldn't affect the stock market because it would only be looking at the past when tariffs weren't an issue. This is why the trailing P/E ratio is somewhat irrelevant (in my opinion) because it looks at where the stock has been, not where it's going. Still, the trailing P/E ratio can be a useful metric in conjunction with the forward P/E, as investors need to make sure earnings aren't going to fall off a cliff in future quarters.

The forward P/E ratio is especially useful for high-growth companies like Nvidia, as valuing it on trailing earnings when monster growth is expected in the next few quarters isn't a wise move. From this standpoint, Nvidia has nearly reached the same level as the S&P 500.

NVDA PE Ratio (Forward) data by YCharts

At 22.4 times forward earnings, Nvidia is only slightly more expensive than the S&P 500's 19.8 times forward earnings valuation. This is despite the fact that Wall Street analysts project 54% revenue growth in FY 2026 (ending January 2026) and 23% growth in FY 2027.

However, this price could be artificially low, as analysts might be waiting for Nvidia to report first quarter earnings before adjusting their projections. There are plenty of fears surrounding Nvidia, especially with tariffs looming. But is this enough to avoid the stock?

Reports are mixed on chip demand

Nvidia's graphics processing units (GPUs) have become the go-to computing components for training and running AI models. As more computing power is needed for these models, Nvidia will sell more. However, some AI hyperscalers have been slowing their data center expansion plans. None of these reports jive with what their management said just a few weeks ago, and they don't fit with what critical supplier Taiwan Semiconductor (NYSE: TSM) stated.

In TSMC's Q1 results, its CEO noted, "We understand there are uncertainties and risks from the potential impact of tariff policies. However, we have not seen any change in our customers' behavior so far." Nvidia uses TSMC's foundry to produce its chips, which clearly indicates that Nvidia hasn't canceled a bunch of its chip orders from TSMC yet.

That doesn't mean there won't be a slowdown, but the market is currently assuming the worst-case scenario for Nvidia's business, which is why the stock is down so much. As a result, I think right now represents an excellent buying opportunity, as long as you can stay patient with the stock for three to five years. If you can, there's a high probability that Nvidia will crush the market over that time frame.

Don’t miss this second chance at a potentially lucrative opportunity

Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this.

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:

• Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $276,000!*
• Apple: if you invested $1,000 when we doubled down in 2008, you’d have $39,505!*
• Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $591,533!*

Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.

See the 3 stocks »

*Stock Advisor returns as of April 21, 2025

Keithen Drury has positions in Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

There are plenty of stocks on sale right now with the market well off its all-time highs. One of the stocks I added to my portfolio a while back due to lower prices was Broadcom (NASDAQ: AVGO), although its price today is lower than when I purchased it. I'd still consider adding to my position today, as it's an incredible AI company with a bright future.

With any stock, I'm not concerned about what the stock price does a week or a month after I purchase it. Instead, I'm focusing on a three- to five-year time frame, and Broadcom's outlook during that period is quite strong.

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XPUs are an emerging opportunity for Broadcom

Broadcom has its fingers in many industries. Its products range from mainframe software to internet connectivity to storage systems. However, I'm most focused on its emerging product line for artificial intelligence (AI) model training. Broadcom is using its chip design expertise to assist companies in producing their own custom AI accelerators, which Broadcom calls XPUs.

XPUs are similar to graphics processing units (GPUs), which are still the most popular choice when it comes to training AI models. However, XPUs can outperform GPUs when the workload is properly set up. In the early days of AI training, the AI hyperscalers were all attempting to figure out the most efficient way to train these models. So, having a flexible computing device like a GPU was critical.

Now, these hyperscalers have an idea of how to train their respective AI models, so building a device tailored to that computing method allows them to train AI models more efficiently. Furthermore, because the design work is done between Broadcom and its client, clients don't have to pay such sky-high premium as they do with Nvidia (NASDAQ: NVDA), the current GPU leader that has made a massive profit from its devices.

Broadcom's management team sees a massive market for these GPUs and other connectivity switches used in data centers. In its fiscal 2024, Broadcom generated $12.2 billion in revenue from this sector, up from $3.8 billion in 2023. However, management believes this segment could have an addressable market of $60 billion to $90 billion by fiscal 2027, which would indicate massive growth.

There's a key point in that $60 billion to $90 billion projection: It only comes from three clients. With two more hyperscalers slated to launch their XPUs this year and two more selecting Broadcom as a partner for their XPUs, this market range will dramatically expand from the current projection.

Given that Broadcom generated $54.5 billion in revenue over the past 12 months, its revenue could easily double in the next three to five years from one product line alone. This is huge news for investors, as Broadcom's XPU growth is a way to invest in an AI hardware stock like Nvidia was at the start of 2023.

The stock looks like a solid deal right now

Broadcom's stock trades for about 26 times forward earnings following the sell-off. Although that's a cheaper price than investors previously had to pay for Broadcom, it's still not cheaper than some of the other big tech stocks in the market.

AVGO PE Ratio (Forward) data by YCharts

However, I think there's massive growth in store for Broadcom over the next few years as its business shifts to focusing on XPUs. As GPUs start to wear out, another demand cycle will appear for AI computing hardware. While not every GPU will be converted to an XPU, there will be some changeover, allowing Broadcom to expand its revenue base dramatically.

If you can focus on the three- to five-year picture for Broadcom, it looks quite bright. At its current price, Broadcom stock is still a no-brainer buy.

Should you invest $1,000 in Broadcom right now?

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Keithen Drury has positions in Broadcom and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

There is a lot of speculation about the effects of President Donald Trump's tariff plans, but none have been seen yet, as many companies are still sorting through how they will be affected. As first-quarter results roll out, you'll get more commentary on how tariffs will affect various businesses, but one very important company has already offered commentary on tariffs.

Taiwan Semiconductor (NYSE: TSM) is one of the world's most important companies, as it is the chip foundry for many of the world's top companies. It made a comment on tariffs that will likely shock readers, and all investors should heed its CEO's words.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

TSMC's CEO is bullish on the rest of 2025

Taiwan Semiconductor is one company that could be affected by tariffs, as most of its chips are made in Taiwan. While TSMC has built a plant in Arizona and announced a $100 billion investment to build more facilities in the U.S., the vast majority of its production is overseas.

On another note, TSMC's chips haven't yet been slapped with a huge tariff rate. Semiconductors are currently exempt, but President Trump has noted that there will be an upcoming semiconductor tariff. Regardless, the possibility of tariffs affecting demand for its chips hasn't been felt yet, which is why TSMC's CEO C.C. Wei had this to say on the company's recent Q1 conference call:

We understand there are uncertainties and risks from the potential impact of tariff policies. However, we have not seen any change in our customers' behavior so far. Therefore, we continue to expect our full year 2025 revenue to increase by close to mid-20s percent in U.S. dollar terms.

So, TSMC hasn't seen any effects of tariffs. Let's see how that shakes out if a semiconductor-specific tariff is announced, but it's business as usual for Taiwan Semiconductor as of right now. This likely isn't the case for every company, so this speaks to Taiwan Semi's strong position.

Despite its strong growth outlook and lack of tariff effects, the stock has been heavily sold off, which allows investors to scoop up shares for a steal.

The stock still hasn't reacted to the news

Despite strong Q1 results, Taiwan Semiconductor still trades like its business is about to fall off a cliff due to tariff effects.

TSM PE Ratio data by YCharts

Nineteen times trailing earnings and 16 times forward earnings is a dirt-cheap price tag for one of the world's most important companies, especially when it projects that 2025 revenue will increase in the mid-20% range.

This stock looks even cheaper when you compare Taiwan Semiconductor to the broader market, as measured by the S&P 500 (SNPINDEX: ^GSPC). The market trades for about 21.4 times trailing earnings and 19.8 times forward earnings, which is far more expensive than TSMC's stock in both cases.

The CEO of this company, who is much better connected in the tech world than almost anyone else, just told investors that the company hasn't felt any tariff impacts and doesn't anticipate any. However, the stock hasn't recovered from this sell-off and continues to move lower even after his optimistic statements. This clearly indicates that it's a great buying opportunity for the stock, and I think it's among the best buys in the market right now.

Even if a semiconductor tariff slightly affects TSMC's demand, it's still the most important chip foundry in the world, and its steps to move some production to the U.S. will benefit it. Thanks to AI, there's just too much growth in the chip industry, and Taiwan Semiconductor is one of the best ways to invest in this trend.

Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?

Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:

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Keithen Drury has positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

The $1 trillion stock club has been getting a bit thinner amid the stock market sell-off, as a handful of companies have fallen out of this prestigious club. At this writing, there are only eight companies with a $1 trillion valuation worldwide, but two more could easily join their ranks over the next few months if the market recovers.

Taiwan Semiconductor (NYSE: TSM) and Broadcom (NASDAQ: AVGO) are two companies that are destined to join the $1 trillion valuation club. Each has already reached that threshold but is currently on the outside looking in thanks to the sell-offs.

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These two companies will be OK over the long term and will likely rejoin the $1 trillion club either this year or next. Here's a closer look.

1. Taiwan Semiconductor

Broadcom and TSMC aren't that far away from joining the $1 trillion club, as Broadcom and TSMC are currently valued at around $800 billion and $770 billion, respectively. That's still a 25% increase from today's level to get to $1 trillion, so if these stocks can do that in short order, they could be fantastic stocks to buy right now.

TSMC is the world's largest chip foundry. It makes chips for its clients who cannot do so themselves. These include companies like Nvidia (NASDAQ: NVDA), Apple (NASDAQ: AAPL), and Broadcom. By staying neutral in the chip production world, Taiwan Semiconductor isn't competing against its clients, which is why it has grown to become the top option in the foundry space.

Another reason it is near the top is its drive to offer the most advanced technology. Currently, TSMC's most powerful chip is the 3 nanometer (nm) variety, which means chip traces are spaced at a minimum of 3 nm apart. However, it's slated to launch 2 nm and 1.6 nm chips this year and next, which represent improvements over current technology.

As for tariffs, Taiwan Semi's CEO recently made this comment:

We understand there are uncertainties and risks from the potential impact of tariff policies. However, we have not seen any change in our customers' behavior so far. Therefore, we continue to expect our full year 2025 revenue to increase by close to mid-20s percent in U.S. dollar terms.

This is an extremely bullish comment by the CEO, and it makes me even more confident that TSMC will eventually return to the $1 trillion club.

2. Broadcom

Broadcom does many different things, but one emerging product line makes me bullish on the stock. Its custom AI accelerators, which it calls XPUs, are an alternative to Nvidia's GPUs, which have dominated the AI computing marketplace. Some customers are fed up with the prices they have to pay for Nvidia's GPUs and prefer Broadcom's XPUs because they are tailored to one workload, such as those used to train an AI model, eliminating ancillary functions that one customer may use and another doesn't.

While the adoption of these units doesn't spell the end for Nvidia, it does open the door for Broadcom to steal a sliver of the market, which it projects it will do shortly.

By 2027, Broadcom expects the addressable market for XPUs to be $60 billion to $90 billion from just three clients. With two clients launching their XPUs later this year and two more clients selecting Broadcom to produce their XPUs, that market opportunity is expected to expand. Considering Broadcom's trailing 12-month revenue totals $54.5 billion, any growth from this segment will dramatically boost its overall total.

This makes Broadcom a great stock to pick up for cheap, as the latest market sell-off has opened up an attractive buying opportunity.

Both stocks are on sale

From a forward price-to-earnings (P/E) standpoint, both Broadcom and TSMC look like bargain deals.

TSM PE Ratio (Forward) data by YCharts

Broadcom has a slightly higher premium than TSMC, as investors aren't as worried about Broadcom losing as much business as TSMC. However, the price you pay for both businesses is still much cheaper than in recent months.

I think both stocks look like great deals now and will provide investors with market-beating returns over the long term. However, you'll have to be patient, as there are plenty of fears regarding tariffs surrounding the broader economy.

Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?

Before you buy stock in Taiwan Semiconductor Manufacturing, 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 Taiwan Semiconductor Manufacturing 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 $566,035!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $629,519!*

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See the 10 stocks »

*Stock Advisor returns as of April 21, 2025

Keithen Drury has positions in Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Apple, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Apple (NASDAQ: AAPL), the world's largest company, fell alongside most other stocks during this month's market downturn. It's around 23% off its all-time high, which is likely causing many investors to question whether now is a good time to buy the stock.

Although Apple is down significantly, I don't think today's prices are a buying opportunity. Apple is still rather expensive compared to some other big tech stocks, and it would need to tumble further before I'd consider taking a position.

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Apple's primary revenue driver hasn't grown in years

Apple is one of the most recognizable brands on earth due to its strong foothold in the smartphone sector, a device the vast majority of Americans own. However, that market is saturated and isn't growing like it used to. Furthermore, Apple hasn't released an innovative feature on its iPhones in a long time, so consumers are not upgrading their smartphones as often.

With iPhones being the largest segment within Apple by far (iPhone sales made up 56% of Apple's revenue during its last quarter), this stagnation isn't great for the company. However, this isn't just a 2024 issue; it has been happening for some time.

The first quarter of Apple's fiscal year (which ended Dec. 28, 2024 for Apple's fiscal year 2025) is the company's most important iPhone quarter, because it encompasses the Christmas holiday. But iPhone sales during this time frame haven't budged over the past five years.

Data source: Apple.

When you consider other factors like inflation, this lack of growth becomes even more of an issue.

Another factor that could harm Apple's business is tariffs. Apple's iPhones are assembled in China, but they recently received temporary relief from tariffs as they were recategorized. They still face a 20% tariff as of right now. However, Commerce Secretary Howard Lutnick said semiconductor-related tariffs are coming, and Apple likely won't escape those.

So, Apple has three choices:

1. Eat the cost of tariffs,
2. Pass those costs on to the consumer, or
3. Pass those costs on to the supplier.

The only way Apple's finances aren't harmed is option No. 3, but it's likely that it won't be able to pass along that much of the costs to the supplier. As a result, Apple could struggle until it moves some of its business back into the U.S.

Those aren't great prospects for Apple, yet the stock still has a premium valuation.

Apple's stock still isn't cheap despite the sell-off

Even after the stock has tumbled 23%, Apple's stock still fetches a hefty premium.

AAPL PE Ratio data by YCharts

Apple still trades above where it did from a trailing price-to-earnings (P/E) ratio perspective for most of 2021 through the beginning of 2024. Even its forward P/E ratio isn't attractive, as Apple's growth isn't expected to be strong this year or next. Wall Street analysts only project 4.2% revenue growth in fiscal year 2025 and 7.2% in fiscal year 2026.

A large chunk of the "Magnificent Seven" cohort has much better growth prospects and trades for a lower valuation than Apple does. As a result, I think investors should take a look at those stocks rather than waste time with Apple. The only thing propping up its valuation is its brand, which won't mean a whole lot if the consumer can't afford a tariff-impacted iPhone.

Should you invest $1,000 in Apple right now?

Before you buy stock in Apple, 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 Apple 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 $532,771!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $593,970!*

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*Stock Advisor returns as of April 21, 2025

Keithen Drury has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy.

Finding deals after a sell-off is a great way to make a profit as an investor. Many stocks are currently trading for an absurdly low valuation, even after the bump that stocks got on Wednesday.

Two that look like screaming buys right now are Taiwan Semiconductor Manufacturing (NYSE: TSM) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Each of these stocks is so cheap right now that investors cannot afford to miss out on the deals the market is offering.

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Taiwan Semiconductor Manufacturing

At first glance, Taiwan Semiconductor appears to be an odd pick. President Donald Trump specifically targeted Taiwan with a 32% tariff rate, which could hurt Taiwan Semi since most of the chips it makes are produced in Taiwan. That rate has now dropped to 10% to all countries across the board. However, that ignores a huge piece of information in the tariffs: Semiconductors are exempt. This is a key point that many investors are missing, making Taiwan Semi an intriguing buy right now.

Another factor that could keep Taiwan Semiconductor off of Trump's list of targeted companies is that it's actively working to build new production facilities in the U.S. TSMC recently announced a $100 billion investment in U.S. chip manufacturing facilities, which will include three fabrication facilities, two packaging centers, and one research and development (R&D) facility. That's big news for TSMC, and it's exactly what Trump wants: to move more manufacturing capabilities inside the U.S.

Still, there's fear that a weaker consumer could hurt TSMC's business, as some of its chips are used in consumer-facing products like smartphones or vehicles. While this demand will likely dip, it's bound to be outweighed by massive growth in AI chip demand. Over the next five years, management projects that artificial intelligence (AI)-related revenue will increase at a 45% compound annual growth rate (CAGR). Overall, it expects its total revenue to grow at a 20% CAGR, indicating that the company will be fine.

Investors will hear more commentary on how tariffs will affect Taiwan Semi's demand during its Q1 conference call on April 17, but there's no reason to doubt the stock as much as the market does right now. Following the sell-off, Taiwan Semi's stock now trades for less than 18 times forward earnings.

TSM PE Ratio (Forward) data by YCharts

That's an incredibly cheap price for one of the world's most important companies, especially when you consider its growth and ability to sidestep tariffs. With how cheap the stock is right now, I think it's one that investors can't afford to miss out on, and they should be buying up shares left and right at today's prices.

Alphabet

Alphabet is a member of the "Magnificent Seven," a group of tech stocks that have led the market over the past five years. These stocks were often noted as being expensive, but Alphabet has never fetched a premium valuation.

Many investors are worried that its advertising-focused business model centered around the Google ecosystem may be in trouble as generative AI takes some of its market share. However, the habit of "Googling" something is engrained in the behavior of most users around the world. Plus, Alphabet has already integrated generative AI-powered summaries into Google search results, so it's getting ahead of the curve.

Still, should the economy plunge into a recession caused by tariffs, Alphabet's advertising business won't fare well. Advertising is one of the first places companies look to cut expenses during a downturn, which has historically negatively affected Alphabet.

I don't expect this time to be any different should the economy plunge into a recession, but this is far from the first time the market has been worried about a recession over the past 15 years. Despite that, Alphabet's stock is not far from a 15-year low from a trailing price-to-earnings (P/E) standpoint.

GOOGL PE Ratio data by YCharts

So, even with all the fears caused by tariffs or a recession, Alphabet's stock looks dirt cheap from a historical standpoint. This sell-off has occurred without any confirmation of a recession, only the fear of one.

As a result, I think today marks an excellent buying opportunity for Alphabet stock, as it has rarely been this cheap over the past 15 years. We'll hear more from Alphabet in early May about how it believes tariffs will affect the company, but I think it's an excellent time to scoop up Alphabet shares.

Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?

Before you buy stock in Taiwan Semiconductor Manufacturing, 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 Taiwan Semiconductor Manufacturing 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 $495,226!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $679,900!*

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Alphabet and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

Although the market rebounded sharply on Wednesday on news that President Trump was pausing tariffs and only levying a flat 10% rate, except for China, the Nasdaq is still in a bear market. Bear markets start when an index drops 20% from its all-time high and technically remain in bear market status until a new all-time high is reached, which then kicks off a bull market.

Regardless of the technical definition of a bear market, there are still plenty of bargains to be scooped up right now, and I think investors should still be buying. Two near the top of my list of best buys are Amazon (NASDAQ: AMZN) and The Trade Desk (NASDAQ: TTD). Investors received a pop on Wednesday, and these are fantastic buys that should be great investments over the next three to five years.

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Amazon

While most people view Amazon as a potential casualty of the trade war with China due to the large amount of goods sourced from China on its e-commerce site, I think that's the wrong way to view the stock.

Although e-commerce is the way most people understand and interact with Amazon, it's far from the best reason to own the stock. Amazon has multiple segments, ranging from its online stores to advertising services to its cloud computing division, Amazon Web Services (AWS). It's well documented that retailers don't have huge profit margins, but ancillary segments like advertising services and AWS do. Both of these segments won't be as affected as the commerce division should the price of goods from China rise.

Amazon derives a lot of its profits from these two divisions, which is why I think right now is a great opportunity to buy the stock. Investors are worried about the segment that doesn't matter as much to Amazon's bottom line.

In 2024, AWS made up 58% of Amazon's operating profit despite only making up 17% of sales. While we don't know what operating margin its ad services posted, a 20% operating margin isn't out of the question, especially if you consider what margins an advertising-focused company (like Meta Platforms (NASDAQ: META)) puts up. If we use that 20% margin as a baseline, we can estimate that advertising brought in $11.2 billion compared to the $68.6 billion Amazon generated companywide.

Remember, that's a conservative estimate, so the actual figure is likely much higher than that.

Amazon's ad business and AWS will be fine regardless of what happens with the tariffs. With these two generating the lion's share of Amazon's operating profit, I think now is an excellent time to buy the stock.

The Trade Desk

The Trade Desk stock has been pummeled in 2025. It's down over 50% this year, partially from self-inflicted issues and partially from a marketwide sell-off. The Trade Desk is another ad company on the buy side of the ad market. It helps its clients find the most opportune spot to place their ads on the internet and has a strong foothold in an emerging space: connected TV.

This has allowed The Trade Desk to post phenomenal growth rates over its life as a public company, but it had its first slip-up on the public markets. It missed fourth-quarter revenue guidance for the first time in company history and gave a bit of a weak first-quarter outlook. This caused the stock to sell off over 30% in one day. This decline happened before the marketwide sell-off, so the pressure from that general selling drove the stock down even further. Now, it trades at a level it hasn't been at since before 2020.

TTD PS Ratio data by YCharts

Although The Trade Desk missed expectations and guidance, it's still expected to grow revenue at an 18% pace in 2025 and 20% in 2026. This makes it an excellent stock to scoop up right now, as it's one of the top bargains in the stock market.

Should you invest $1,000 in Amazon right now?

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*Stock Advisor returns as of April 10, 2025

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Keithen Drury has positions in Amazon and The Trade Desk. The Motley Fool has positions in and recommends Amazon, Meta Platforms, and The Trade Desk. The Motley Fool has a disclosure policy.

With the Nasdaq Composite in bear market territory, many stocks look like absolute bargains compared to their previous values. One of those stocks is Nvidia (NASDAQ: NVDA), which has been practically the No. 1 stock to own in the market since 2023.

With the stock down around 35% from its all-time high, many investors are likely wondering if buying Nvidia today could be the deal of a lifetime and give them fantastic returns and help set them up for life. Is this true? Or is Nvidia a value trap here?

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

The AI race isn't slowing down

Nvidia has been the top stock in the market due to its integral role in the AI race. Nvidia makes graphics processing units (GPUs), the computing muscle behind many of the AI models we see today. GPUs can perform multiple calculations simultaneously, which is further amplified when hundreds or thousands of GPUs are connected in clusters. This gives users access to jaw-dropping computing ability, which is needed to train cutting-edge generative AI models.

Nvidia's stock has gotten hit because the market has assumed that Nvidia's largest clients (the AI hyperscalers) will scale back their data center buildouts due to fears of an impending recession (or at least a slowdown) caused by President Donald Trump's tariff plan.

While I think there are some valid concerns with that argument, the AI race is too important a race to win, and these AI hyperscalers have unbelievable cash flows that can fund these investments even if their core business struggles a bit. As a result, I think the Nvidia growth story is still mostly intact, which means today's prices are absolute bargains compared to what investors have had to pay over the past few months.

Nvidia's projected growth is massive

Another reason why I think Nvidia is a buy today is its build-out projections. During Nvidia's 2025 GTC event, CEO Jensen Huang gave the bold prediction that data center capital expenditures will reach $1 trillion by 2028. Considering that 2024 saw around $400 billion in capital expenditures and that Nvidia generated $130 billion over the past 12 months, this bodes well for stock growth. Should Nvidia maintain its current slice of the data center capital expenditure pie, it would generate around $325 billion in revenue from data centers alone by 2028. That's monstrous growth from today's levels and would make investors a lot of money.

But let's be a bit more conservative here and say that Nvidia will only add half of that growth over the next four years, indicating it would generate $228 billion. Moving forward, having a bit of pessimism is a smart play because there are other competitors coming to the market who are aiming for Nvidia's market share. Custom AI accelerators are the primary hardware that could steal this market share from Nvidia, as they are more powerful than GPUs when the workload is configured properly. Furthermore, data center buildouts could be less than expected, and the $1 trillion figure may not surface.

Even with this conservative growth estimate, Nvidia's stock looks like a great buy here. If Nvidia generated $228 billion in revenue at the end of 2028 and maintained its profit margins, it would generate $127 billion in profits.

Nvidia's stock valuation has come down significantly over the past few months, but even over the long term, it's not uncommon to see the shares trade for a high valuation. So, we'll assume that Nvidia's price-to-earnings (P/E) multiple at the end of this analysis will be 30.

NVDA PE Ratio data by YCharts.

If Nvidia's P/E multiple is 30 and it generates $127 billion in profits, the company would be worth $3.81 trillion by the end of 2028. Considering that Nvidia is worth $2.38 trillion today, that would indicate that Nvidia's stock has around 60% upside from today's prices.

Remember, that's with the conservative estimate. As a result, I think that Nvidia is an excellent stock to buy right now, as its future growth isn't priced in. However, I don't think it's going to provide the jaw-dropping returns that it has in the past, so it may not fall into the "could set you up for life" category.

Should you invest $1,000 in Nvidia right now?

Before you buy stock in Nvidia, 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 Nvidia 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 $496,779!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $659,306!*

Now, it’s worth noting Stock Advisor’s total average return is 787% — a market-crushing outperformance compared to 152% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.

See the 10 stocks »

*Stock Advisor returns as of April 10, 2025

Keithen Drury has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.