2 Monster Stocks to Hold for the Next 5 Years | The Motley Fool

2 Monster Stocks to Hold for the Next 5 Years | The Motley Fool

By Keithen Drury, The Motley Fool
Publication Date: 2026-01-23 15:25:00

Nvidia and Broadcom are two top picks in the AI computing space.

While 2026 is shaping up to be another great year for the market, especially for artificial intelligence investors, we must keep our eyes on the horizon. Some stocks may look good in 2026, but have a worse outlook beyond that. Individual investors are at their best when they maintain a three- to five-year time horizon, and I think I have two stocks that should deliver monster gains over the next two years.

The two I’m betting on are Nvidia (NVDA +1.39%) and Broadcom (AVGO 1.58%). Each of these companies is heavily involved in the AI race, and if spending projections pan out, they could deliver portfolio-changing returns.

Image source: Getty Images.

Their chips are different from each other

Nvidia is the world’s largest company by market cap and has risen to this level because of how dominant its graphics processing units (GPUs) are. They can process multiple calculations in parallel, making them strong choices for complex computing tasks like AI training.

Its GPU ecosystem is by far the best available, and this has allowed it to establish a dominant market share in one of the biggest technological shifts yet. But the chips’ capabilities are often wasted.

Because Nvidia doesn’t know what kind of workloads these semiconductors will see, it must account for a wide variety of possibilities. As a result, some of their technology goes unused based on which client deploys them and how they are used. This…