AI, chips, and tech infrastructure are all taking off.
This video explains why this boom could be much bigger than most people realize, and which areas may benefit most.
Watch here:
3 International Stocks Most U.S. Investors Have Never Heard Of
By Bridget Bennett. Originally Published: 3/20/2026.
Key Points
- The gap between United States and European equity valuations has widened, pushing some global stock pickers to look overseas for “quality at a reasonable price.”
- Pieter Slegers highlighted Games Workshop, Investor AB, and LVMH-Moet Hennessy Louis Vuitton as examples of durable businesses he believes are priced more attractively than many U.S. peers.
- The argument rests on selective stock-picking rather than a blanket “Europe is better” call, with the main risk being that cheaper European valuations persist longer than expected.
- Special Report: Have $500? Invest in Elon's AI Masterplan
U.S. markets have dominated for the better part of two decades. But the cycle may be turning—and the valuation gap between American and European equities is getting harder to ignore.
Pieter Slegers of Compounding Quality searches for businesses with high margins, strong balance sheets, and durable competitive advantages. Increasingly, the best risk-reward setups are appearing outside the United States.
Why the U.S.-Europe Valuation Gap Matters Now
The Biggest IPO Ever: Claim Your Stake Today (Ad)
What if you could shrink your entire wealth journey from decades down to just 24 hours?
Sounds impossible…
But I'll show you how Elon Musk is about to make it a reality.
This could be the best investment opportunity of the decade.Slegers doesn't claim Europe is broadly better than the United States. He readily acknowledges that U.S. companies, on average, have higher margins and stronger fundamentals. But that's exactly what makes selective European investing interesting right now. When you find a European company that matches U.S. quality, you're often paying 14 or 15 times earnings instead of roughly 25 times.
Markets move in cycles. Historically, the United States outperforms international markets for about eight years, then the pattern reverses. The current U.S. streak has lasted roughly 16 years—an unusually long run. Slegers recommends that investors consider allocating 40% to 50% of investable assets outside U.S. stocks for genuine geographic diversification.
As he put it, quoting Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he brought to the table.
Games Workshop: The Compounder Hiding in Plain Sight
The first name is one almost no U.S. investor will recognize: Games Workshop (LON: GAW). This UK-based company produces miniatures for tabletop board games—an unusual niche, and that's the point. Niche businesses with fanatical customer bases tend to generate the pricing power you see reflected in long-term stock charts.
The GAW chart is remarkable. Games Workshop has compounded 140x since 1994, making it the best-performing stock in the United Kingdom over that stretch. The company raises prices 5% to 6% annually, and customers stick around.
Slegers compared the loyalty to addiction: "Once you are a Games Workshop player, you always stick to the game." One anecdote he shared involved a club leader who owned $125,000 worth of miniatures.
The same CEO has led the company for more than 20 years, and a pending deal with Amazon (NASDAQ: AMZN) could serve as the next major catalyst. At current levels, this isn't a company where the growth story is over—it's one where the moat keeps widening.
Investor AB: Europe's Answer to Berkshire Hathaway
If you want broad European exposure through a single stock with a proven track record, Investor AB (OTCMKTS: IVSBF) is the name Slegers highlighted. This Swedish holding company was founded in 1916, and the Wallenberg family still owns about 20% of the business.
Investor AB operates across three segments: direct stakes in listed European companies like Atlas Copco (OTCMKTS: ATLKY) and ABB (NYSE: ABBNY), private equity activities, and growth investments.
Since 2001, the stock has roughly doubled every five years. Slegers has dined with the CFO and head of investor relations multiple times and says the management team walks the walk.
The case is straightforward: if you're seeking first-time European exposure, Investor AB has significantly outperformed the Stoxx Europe 600 over the medium and long term, with management incentives that are deeply aligned with shareholders.
LVMH Moët Hennessy Louis Vuitton: Luxury at a Discount to the S&P 500
LVMH Moët Hennessy Louis Vuitton (OTCMKTS: LVMUY) needs little introduction. The French luxury conglomerate behind Louis Vuitton, Dior, and dozens of other iconic brands is one of Europe's largest companies. Bernard Arnault, the richest man in Europe, owns roughly 50% and continues buying shares.
Two dynamics make LVMH compelling at current prices. First, luxury is extraordinarily difficult to replicate—brand equity built over decades isn't disrupted overnight.
Second, the company's growth in China and broader Asia remains a powerful long-term tailwind. At roughly 20 to 21 times earnings, LVMH trades slightly below the S&P 500 average while offering fundamentals that are meaningfully better than the typical index constituent. Cheaper and better is a combination worth watching.
The Common Thread Across These Names
Every stock on this list shares a few traits: founder-led or long-tenured management, durable competitive advantages, and valuations that look attractive relative to U.S. peers. The risk is that European markets stay cheap longer than expected. The upside is that a rerating is already underway as more institutional capital rotates toward international equities.
You don't need to go all-in on Europe to benefit. But ignoring the opportunity entirely—especially when quality names trade at meaningful discounts—means leaving diversification and potential returns on the table. That's the setup heading into the rest of 2026.
Watch the full video above for a deeper look at these names (and more).
Why Broadcom's $100B AI Revenue Forecast May Be Conservative
Submitted by Leo Miller. Posted: 3/25/2026.
Key Points
- Broadcom’s latest earnings call reinforced expectations for sharply higher artificial intelligence chip revenue through 2027 and highlighted improving long-range visibility.
- Analysts pressed management on converting planned data center “gigawatts” into revenue, suggesting the company’s stated 2027 target may leave room for higher outcomes depending on customer mix.
- Broadcom said it has secured key supply-chain inputs through 2028, which management framed as support for multiyear demand and production plans.
- Special Report: Have $500? Invest in Elon's AI Masterplan
In its latest earnings report on March 4, semiconductor giant Broadcom (NASDAQ: AVGO) delivered several positives. The firm beat estimates on sales and adjusted earnings per share, issued significantly better-than-expected guidance for the next quarter, reversed prior comments about gross margin deterioration, and added a sixth buyer to its custom artificial intelligence (AI) processor lineup.
Broadcom also said its visibility into 2027 had “dramatically improved.” CEO Hock Tan said, “We have line of sight to achieve AI revenue … in excess of $100 billion in 2027.” For the next quarter Broadcom expects about $10.7 billion in AI revenue, an annualized run rate of roughly $42.8 billion. Hitting more than $100 billion in 2027 would therefore require substantial, continued growth in Broadcom's AI business.
Elon Musk's $1 Quadrillion AI IPO (Ad)
Elon Musk's $1 Quadrillion AI IPO
$1 quadrillion would be enough to send a check for $2.8 million to every man, woman, and child in America.
That's how big this opportunity is.
This is set to be the biggest AI IPO in history…
And you could claim a stake today…
Before the company goes public…
Starting with just $500.
Click here now because Elon Musk is predicting this investment could jump 1,000x higher from here.Based on exchanges during Broadcom's earnings call, there is reason to think this ambitious forecast could even be conservative.
Gigawatts to AI Revenue: Analyst Adds Context Around AVGO’s Outlook
One of the key exchanges on Broadcom's call was between Tan and Bernstein analyst Stacy Rasgon. Rasgon sought a more precise 2027 AI revenue estimate than simply “in excess of $100 billion,” using gigawatts (GWs) as a proxy for data center deployment size and power requirements. Using public information and some estimation, Rasgon tallied the GW commitments Broadcom had secured for 2027.
“I'm trying to just count up the gigawatts … you have 3 from Anthropic, 1 from OpenAI, so that's 4. You said Meta was multiple, so at least 2. That gets me to 6. Google, I figure, should be bigger than Meta, so like at least 3, that's 9 and then you got a few others.” From this Rasgon appears to estimate roughly 9 GW to 10 GW for 2027.
Rasgon then translated GWs into AI revenue by estimating Broadcom's revenue per GW. “I had thought that your content per gigawatt was sort of, call it, in a $20 billion per gigawatt range.” Bank of America analyst Vivek Arya supported this ballpark, noting Broadcom's 2026 1 GW deployment with Anthropic would generate about $20 billion.
If those assumptions hold, Broadcom's 2027 AI revenue could be materially higher than $100 billion: 9 GW to 10 GW at $20 billion per GW implies $180 billion to $200 billion. Tan's comments push back on that math to some degree, but they also suggest the $100 billion figure could be on the low side.
Tan Provides Support and Pushback on Rasgon’s Estimates
Tan confirmed Rasgon's GW estimate, saying, “If you look at it by gigawatt in '27, we are seeing it getting close to 10 gigawatts.” He added a caveat: “You have to realize—depending on our LLM customer … the dollars per gigawatt vary, sometimes quite dramatically … but you're right, it's not far from the dollars you're talking about.”
Tan did not flatly reject the $20 billion-per-GW idea and characterized it as “not far off,” indicating $20 billion could be a reasonable baseline while acknowledging wide customer-driven variation.
Halving that baseline to $10 billion per GW across 10 GW would yield $100 billion, matching Broadcom's stated target. Splitting the difference at $15 billion per GW implies about $150 billion, well above the $100 billion forecast. So, depending on the per-GW revenue actually realized, Broadcom's 2027 AI revenue could materially exceed management's public figure.
Supply Chain Agreements: Another Vote of Confidence for AVGO’s Outlook
This analysis rests on several assumptions, notably that Broadcom's customers won't retract planned GW deployments over the next 18 months. That is a real risk and may be part of why Broadcom presented a measured forecast.
Still, Broadcom's supply-chain actions add credibility. The company said it secured supplies of leading-edge wafers, high-bandwidth memory, substrates, and T-glass through 2028—components that are currently constrained given the rapid data center buildout.
Locking in capacity beyond 2027 suggests Broadcom is confident in sustained demand. If management weren't confident about 2027, it would be less likely to secure capacity for the subsequent year. Melius analyst Ben Reitzes noted Broadcom was probably the first company to lock in these components through 2028, indicating an unusually high degree of visibility.
Overall, there is reason to believe Broadcom could significantly outperform its 2027 AI sales forecast, which would likely translate into upside for the stock.
to bring you the latest market-moving news.
This email content is a sponsored email sent on behalf of True Market Insiders, a third-party advertiser of TickerReport and MarketBeat.
Contact Us | Unsubscribe
Copyright 2006-2026 MarketBeat Media, LLC dba TickerReport.
345 N Reid Place #620, Sioux Falls, S.D. 57103-7078. USA..
0 Response to "Chips, AI, and tech infrastructure - the case for a major run"
Post a Comment