Artificial intelligence (AI) was one of the driving themes in the market in 2024, powering a number of stocks to new highs. While there remains a lot of hype, AI is looking less like a fad and more like a huge technological shift.

From acronyms like FANG, then FAANG, to the "Magnificent Seven," investors created ways to group the biggest and fastest growth technology names. While many tech companies should continue to show strong growth in revenue and earnings,

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

The artificial intelligence (AI) investing sector is a gold mine for finding companies with market-beating potential. Nvidia ( NVDA 4.30%) and Taiwan Semiconductor Manufacturing ( TSM 3.34%) are among the stocks that I think can outperform the market over the next five years.