2 Stocks That Could Be Worth More Than Apple by 2028

The article argues that AI-driven demand is shifting market value from mature consumer names like Apple toward chip suppliers. Broadcom and TSMC, each with ~ $1.9 trillion market caps, are growing revenue and earnings materially faster than Apple and, if they sustain analyst-expected EPS growth and trade at modestly higher multiples, could potentially double by 2028 and challenge Apple’s ~$4 trillion valuation. The piece highlights Broadcom’s strong AI accelerator sales and customer-concentration risk, and TSMC’s dominant foundry position and geopolitical/recession risks. Overall, the piece is bullish on semiconductor suppliers as primary beneficiaries of the AI megatrend, while noting execution and macro/geopolitical threats.