Semiconductor stocks are often valued based on a forward P\/E<\/a> basis, so we’ll use that as our North Star when coming up with potential future stock prices. As such, for 2030 valuations, we’ll use 2031 analyst EPS estimates when available. <\/p>\n 1. Nvidia <\/p>\n For our semiconductor basket<\/a>, Nvidia is our primary play on AI training and the graphics processing unit (GPU) market. However, the company has really transformed itself into a complete AI player. With $940, you could buy four shares. <\/p>\n Analysts currently expect the stock to report adjusted EPS of $24.79 in fiscal 2032 (ending January), which is close to calendar year 2031. Applying a similar 15 times forward P\/E multiple that it carries today would value the stock at $372, bringing your investment to nearly $1,500. That’s about a 60% return. <\/p>\n 2. AMD <\/p>\n AMD is riding two of the market’s strongest trends. It is a strong player in the inference market, with GPUs for inference and agentic AI on CPUs. With $633, you could buy one share. <\/p>\n The current 2030 EPS consensus for AMD is $45.25, and assuming another 20% growth in 2031 would bring it to $54.30. That’s a huge surge from the $7.58 per share that analysts are projecting it to earn this year. Place a 20 times multiple on that given its growth, and the stock would be worth $1,086. That’s a 72% gain. <\/p>\n 3. Broadcom <\/p>\n Broadcom is the basket’s investment in custom AI chips and networking. The AI ASIC (application-specific integrated circuit) market is expected to grow more quickly than the one for GPUs, and Broadcom is poised to be a prime beneficiary. With $710, you could buy two shares of the stock. <\/p>\n Story Continues <\/p>\n Analysts currently project that the company’s earnings will grow to $52.15 in fiscal 2031 (ending in October 2031). Put a 15 times multiple on that estimate, and the stock would trade at $782. That would be a 120% gain, increasing your investment to $1,564. <\/p>\n 4. Taiwan Semiconductor Manufacturing <\/p>\n Taiwan Semiconductor Manufacturing is the world’s premier foundry, with a virtual monopoly on advanced chip manufacturing. An investment in the stock is a great way to play the overall chip boom. With $945, you can buy two shares. <\/p>\n The analyst consensus only goes out to 2028, with the consensus at $28.33. Assuming 25% growth the next year, 22.5% the year after, and 20% in 2031, that would bring its EPS to $39.80. Place a forward P\/E of 17.5 times multiple on that (given its monopoly-type position), and you get a nearly $700 stock in 2030. That’s about a 48% gain, bringing the total investment to $1,400. <\/p>\n 5. ASML <\/p>\n Without ASML, the entire AI boom would not be possible. The company has a monopoly on the extreme ultraviolet (EUV) lithography technology used to make the critical components of advanced logic chips, like GPUs, and high bandwidth memory (HBM). With $1,865, you could buy one share of the Dutch company. <\/p>\n Because it is a monopoly, AMSL typically carries a very high multiple. For 2030, analysts project EPS of $101.57, and if we estimate another 10% growth, it would reach $111.72. Assign a 30 times multiple to that, and the stock would trade at $3,351, equaling an 80% gain. <\/p>\n The total <\/p>\n In total, your starting investment would be just below $5,100, and your 2030 ending investment would be worth $8,900. That’s a solid 75% gain in about four years. <\/p>\n Obviously, there are a whole lot of variables at play. If the AI infrastructure boom goes bust, you could see a negative return, but if earnings consistently move higher, which they tend to do, the stocks could also have much higher returns. Nonetheless, this looks like a solid basket of AI stocks to buy and hold for the long term. <\/p>\n Should you buy stock in Nvidia right now? <\/p>\n Before you buy stock in Nvidia, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Nvidia wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $364,023!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,467,933!* <\/p>\n That performance is why people listen. With a track record of beating the S&P 500 by 4x, Stock Advisor offers a distinct advantage. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of October 6, 2026. <\/p>\n Geoffrey Seiler<\/a> has positions in Advanced Micro Devices and Broadcom. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. <\/p>\n