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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.

Category

Microsoft

Sentiment

Mixed

Event

Market commentary

Reading time

1 min