By Geoffrey Seiler
Publication Date: 2026-04-03 17:30:00
The newest Wall Street buzzword is the “Great Rotation,” as the market has seen money move out of large-cap artificial intelligence (AI) stocks into value-oriented names and small caps. While it can be tempting to follow Wall Street’s lead, investors are typically best served sticking with elite growth stocks during these rotations, not abandoning them.
That’s especially true when the underlying trends haven’t changed. AI infrastructure demand is still growing rapidly, and semiconductors remain the foundation of the data center buildout. Even great stocks can get pulled down when investors reshuffle their portfolios, but that creates opportunity.
Two stocks worth pouncing on during this rotation are Broadcom (AVGO +0.34%) and Taiwan Semiconductor Manufacturing (TSM 0.83%). Both sit at the heart of the AI buildout, and long-term trends are working in their favor. Meanwhile, the pressure in their stocks has created a great buying opportunity.
