This Is the Artificial Intelligence (AI) Stock I'd Buy if the Market Crashed Tomorrow
The article warns that broad tech-driven gains have pushed valuations to frothy levels while spotlighting Taiwan Semiconductor (TSMC) as a buy-if-crash opportunity due to its dominance in advanced AI chip manufacturing. The Nasdaq Composite is up 24.7% since April 1 and the S&P 500 15.9%, but the Shiller P/E has surged to 42 — a level last seen near the 1999 bubble — suggesting elevated crash risk. The author argues that if a market correction occurs, high-quality, moat‑like names tied to AI hardware (exemplified by TSMC) would be attractive buys. Overall the piece is market commentary balancing strong recent performance with caution about valuation risk.