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A message from Draganfly Inc

As U.S. agencies modernize border operations...

Draganfly (NASDAQ: DPRO) has unveiled Outrider - a next-generation multi-mission UAV built for advanced surveillance and rapid response.

Stretching nearly 2,000 miles, the Southern Border spans deserts, mountains, and remote terrain where patrols are limited and response times are long. Traditional assets are costly. Fixed towers and manned aircraft can't cover the gaps.

Agencies need persistent, real-time overwatch - and drones are the only scalable answer.

Enter Outrider: NDAA-compliant, built in North America, and designed for long-endurance surveillance and logistics missions. Equipped with advanced imaging and secure communications, Outrider can deliver expanded coverage along America's most complex frontier.

On November 16-17, Draganfly will debut Outrider at the invite-only Border Drone Security Summit in Cochise County, Arizona, hosted in partnership with the Cochise County Sheriff's Office.

For more than 25 years, Draganfly has worked alongside defense and public safety partners to deliver mission-ready innovation. With Outrider, those capabilities are being applied to the next frontier of homeland security.

See why agencies are watching closely.

Tomorrow Investor

Today's editorial pick for you

Beyond Nvidia: 3 Chipmakers Playing Key Roles in the AI Supply Chain

Posted On Oct 16, 2025 by Chris Markoch

These chip stocks have tailwinds not linked to the AI sector leader

Artificial intelligence is to 2025 what the word Internet meant 25 years ago. It's a defining theme in the current technology cycle, with several companies emerging as key players beyond Nvidia.

These emerging firms are also becoming significant challengers in the market.

In this context, advancements in ai technologies are expected to enhance productivity and efficiency across various sectors.

AI technology is transforming industries and creating new opportunities.

The semiconductor industry is at the leading edge of what will be a multi-year super cycle.

Investors should consider looking beyond Nvidia to find companies that are building the next generation of AI solutions.

While Nvidia remains a dominant force, companies like AMD and others are striving to assert themselves beyond Nvidia in the competitive market.

The demand for AI solutions continues to rise, shifting the focus to those companies that can innovate and offer alternatives.

The semiconductor industry is at the leading edge of what will be a multi-year super cycle.

Among these key players is Nvidia, which is pivotal in driving advancements in technology.

While Nvidia remains a dominant force, companies like AMD and others are striving to assert themselves beyond Nvidia in the competitive market.

As the demand for AI solutions continues to rise, the focus is not solely on Nvidia but also on those companies that can innovate and offer alternatives beyond Nvidia.

Nvidia is at the forefront of the AI revolution, leading technological advancements.

However, it comes down to supply and demand, as models require large amounts of computing power, and there's simply not enough of it.

Large investments in AI are shaping the future of computing.

This landscape is evolving rapidly, and investors must look beyond Nvidia to identify the next wave of opportunities in the semiconductor sector.

That's why hyperscalers like Microsoft, Meta Platforms, and Amazon are committing billions of dollars to AI infrastructure.

Investors are keenly watching the developments in AI technologies.

That's one reason why NVIDIA Corp. (NASDAQ: NVDA) has become a household name.

The company is the undisputed leader in AI processors, particularly graphic processing units (GPUs), where it holds over 80% market share.

Despite this commanding lead, competition is starting to catch up.

Many companies that are buying NVIDIA chips are expressing interest in alternatives to diversify their supply chains at a lower cost.

These alternatives can help them diversify their supply chains at a lower cost.

The opportunity for chipmakers goes beyond GPUs.

There is fueled demand for central processing units (CPUs), networking semiconductors, and memory chips.

The foundries that are required to make the chips also represent significant opportunities.

The foundries required to make the chips also represent significant opportunities.

This is not just an opportunity for hyperscalers; it's also for investors looking for companies that may be part of the next wave of the chip cycle.

Building a Case as Nvidia's Challenger

With the increasing complexity of AI, the need for diverse technologies is essential for progress.

Thus, the competition will only intensify beyond Nvidia as more companies invest in cutting-edge technologies.

Advanced Micro Devices (NASDAQ: AMD) has been the 1A to NVIDIA for many years.

The exciting part for investors is that there is still room for stock to move even higher, despite recent bullish trends.

However, in the age of high-performance computing, NVIDIA has increased its lead in the GPU market.

The potential of AI is driving innovation across various sectors.

That may be changing. AMD's launch of its MI300 series accelerators has made many companies take note.

This market dynamic suggests that competition is heating up beyond Nvidia.

Players are vying for a share of the lucrative AI chip market.

Keep in mind, demand for AI chips will go beyond the current contracts that the hyperscalers have signed.

Innovators beyond Nvidia are critical for ensuring a balanced ecosystem in the AI industry.

That means AMD can play the long game and build its market share over time.

Each of these innovations represents a step beyond Nvidia, highlighting the potential for growth across the industry.

Analysts give the stock a consensus price target of $357.22.

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is the world's leading contract chip manufacturer.

However, AMD has used this opportunity to expand its leadership in CPUs.

The company's EPYC chips are already being used to power data center workloads that complement AI training and inference tasks.

Analysts forecast 36% earnings growth for Advanced Micro Devices in the next 12 months. That's an attractive proposition.

AMD stock trades for 42x forward earnings, suggesting that rather than be overvalued, AMD may surprise to the upside.

As markets consolidate, examining opportunities beyond Nvidia will become increasingly vital for forward-thinking investors.

Investors may be better served waiting for a meaningful pullback before getting involved with the stock.

Building the AI Infrastructure Backbone

Broadcom Inc. (NASDAQ: AVGO) is up over 25% in the last three months and over 13% since a strong earnings report in early September.

This report highlighted the company's robust portfolio of products required for AI clusters to function efficiently.

To truly understand the landscape, one must look beyond Nvidia and explore the innovations being developed by other chipmakers.

The exciting part for investors is that even after the bullish move in AVGO stock, there's room for the stock to move even higher.

Analysts give the stock a consensus price target of $357.22.

The AI Foundry Powerhouse

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is the world's leading contract chip manufacturer.

This is a picks-and-shovels play on the chip sector, as the company's advanced process technology is the de facto standard for virtually every major AI semiconductor company.

TSM stock is up 45% in 2025 despite the risks surrounding a company that is so vital to the industry.

Still, TSM stock is trading above its consensus price target and close to its 52-week high.

In March, the company announced a $100 billion commitment to bring chip manufacturing into the United States.

However, TSM stock is trading above its consensus price target and close to its 52-week high, indicating that investors may be better served waiting for a meaningful pullback before getting involved.

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