3 Trillion-Dollar AI Stocks That Still Look CHEAP!!

I believe the AI market is going to be crazy. I believe we are still in early innings. More importantly, I believe some of the biggest winners are going to be the companies that are already massive today. And that's why on today's episode, I want to take a closer look at my three favorite trillion dollar companies that I believe can benefit dramatically from this AI story. More importantly, I do believe these three are still sitting at very, very attractive valuations. So, let's take a closer look in today's episode. But before we begin, if you're serious about semiconductor and AI investing, I break down major earnings and conferences inside my community. Institutional quality research built for retail investors. Get 33% off at whatthechipappen.com. All right, so like I mentioned, the AI market is something I believe is still very early. And the reason I believe that is because the way AI continues to innovate continues to wow me. If you haven't, I would definitely recommend for anybody in the AI ecosystem in the AI investing world to go check out the new trailer of OpenAI's new GPT6 Astra model. To me, it completely changes how AI is going to be used. It really is now becoming this other tool to be able to do real life work for you, right? Where you just talk it and send it to do a task and it completely completely finishes. No longer just a chatbot. And we've been kind of moving into this agentic tool world, but I believe this is the model. This is going to be the model that opens it up for so many different people where I feel like in the past few months it's been to just those extremely extremely tech techy pers people that really know and understand some of these AI models and some of these AI tools. I think GPT6 Astro is going to be that moment where it opens up to a lot and a lot of other players and the demand is going to skyrocket for AI compute. More importantly, right, president of OpenAI said that this is kind of the AGI era, right? And if this is truly the beginning of the AGI era, I believe the demand for compute is going to continue to go through the roof. I was recently on Next and Gavin Baker posted this. He's like, AI was seasonal in 2024 and 2025. I actually believe that growth decelerated during the summer. Students, people work less is the theory and reacelerator after Labor Day. This year, AI accelerated in July, August, led by OpenAI, Grock, and open-source. And today is the first time I've ever seen this. And you kind of see all these different types of cloud status is is is seeing errors most likely compute needs. Grock from so XAI and Anthropic are both kind of getting some form of issues and I'm pretty sure it's because of the vast demand for AI at the moment. And this is actually very true, right? Last year in 2024 and 2025, I didn't really use AI as crazy as we're using it right now. It wasn't until the end of 2025 when kind of codeex and and and quad code really came out and that drove this massive demand. Then fast forward into the beginning of 2026, you had the open claw and this agentic tooling really open up and it just kept going and going and throughout these past few months it continues to get stronger and stronger as all these models are are waking up, right? We have Grock doing extremely well. We have meta platforms doing extremely well in the AI space. We have now Astra coming out this in in a few days for most consumer. the demand for compute is not slowing down and for that reason the first stock I want to bring into the list is going to be Nvidia. Now Nvidia right now is hitting almost near all-time high sitting around $23163. Did see a nice pump up before pulling back down. Nvidia to me is like I mentioned we're going to look at valuation really quickly show how I believe they're extremely cheap. Right? We see uh Nvidia right now forward PE ratio of nearly 19. That is crazy especially especially since in their most recent earnings they did mention that they expect to grow next year around 70% because of supply constraint. If they didn't have supply constraint their customers were forecasting growth doubling next year. So there's massive opportunity and massive appetite that the whole AI world can't fill because of certain bottlenecks in the supply chain. So, Nvidia forward PE ratio of 18/19 growing strong digits this year and then next year expected to still grow 70%. I can't imagine why this would be a bad play as a trillion dollar company. I think this is one that's going to continue to benefit especially if we are truly still in the early innings of the AI market. Because if we are truly in the early innings of the AI market, even if Nvidia loses market share, the market is just getting bigger and Nvidia can continue to grow from here. Now, before we take a closer look at stock number two, I do have a special offer for my community. This is the best offer of the year right now. 40% off. It ends in 4 days. Exclusive live streams from me. Three live streams every week. You also get deep dive reports on earnings, on conferences, on just random thoughts about the AI market. Uh, and you have beta apps, apps that help you understand the AI ecosystem, the semiconductor system, and you also have courses that are coming out throughout the months as well. So, so much in my opinion that you get for what you pay for, but I'm a little bit biased. Check it out at what the chipappen.com. Now, stock number two is Meta. I think Meta is another crazy one, right? Right now, sitting around $600. Meta's forward PE ratio is also insane, roughly 19. Now this one was a lot cheaper before and we have been talking about it in this channel in the sub 500s as well. To me what is that one thing outside of valuation? I think the market is not pricing in its potential on selling AI intelligence. So many people want Mark Zuckerberg to sell compute but Mark Zuckerberg in the recent earnings said we believe that there will continue to be a significant higher margin on selling intelligence rather than selling compute directly. We think that there's a big opportunity obviously to sell compute as well. I think you ask what one area would likely scale the most, but I'm actually quite optimistic that we're going to see meaningful growth in all of these areas. So, I really want to focus more on the top part, right? Mark can sell compute if he wants to. And very similar to SpaceX, he could probably sell it at a great price, but he believes selling intelligence is going to be a higher margin product because that's how companies like Anthropic and OpenAI are doing extremely extremely well. But to be able to sell intelligence, you need to have great models. And unfortunately, that's something Meta has been lacking on until recently. Right? There are reports that Metaspark Max, which is not currently available, is going to be somewhere near Fable 5.1 or Claude Opus 5 levels. That is frontier level coming in. And if you are truly at that market and you have that form of intelligence, the market is going to come to you and you're going to be able to sell AI tokens. You're going to be able to sell AI intelligence. And as Mark mentioned, that is something that is extremely extremely highly profitable compared to an already profitable selling compute instead in the current space. So meta platforms, I believe the AI story is going to play out for them really well. Obviously, I could be wrong, but my thesis based on current research show and and these kind of benchmarks tell me that they are heading in the right direction. Now, stock number three is Amazon, right? Amazon right now $250. Year to date, the stock is up 13%. We've been talking about this one a lot in the low 200s, in the 210s, in the 220s as well. For me, Amazon forward PE is definitely more expensive than the other players, 27. But but compared to its historical normal, it is cheap. It is extremely extremely cheap. Now, what is one thing that I really enjoy about Amazon? I actually have two for Amazon, but I believe they are going to invest extremely aggressive in this AI market. They mentioned that they have over 220 billion in capix this year and even at the amount we will still not have enough capacity to meet all the demand we have in 2026 and I believe this dynamic will also be true in 2027 too. In fact, the demand we already have for 2028 is striking. This is the biggest cloud ser provider still saying that they don't have enough demand. To me, that's exciting and this is going to be a player that's going to continue to invest in this very heavily. More importantly, they Andy has some great great goals. He believed AWS could become a few hundred billion revenue business and now believe it would be at least double that, right? Many hundred billion business and very possibly be a trillion dollar annual revenue business for us in time with very appealing accompanying free cash flow and return on invested capital. Now, this is the biggest player of the cloud market. They know how it's done and they're here telling us telling us that they're going to continue to invest aggressively because what they're seeing with AI is that this is going to be massive and they want to make sure that they're going to take a good portion of this buy and they're going to be accompanied with a nice amount of free cash flow and return on invested capital. So, I know these are three stocks I mentioned a lot, but I feel like I never really broken down at least like I did today what are some of the reasons and why I believe the AI market is going to continue to evolve. Right? We're still in very early innings. If you have two, three minutes of your time, I 100% would say go and watch that GPT6 Astra model. Especially when you look at it, there's a person who's using it to kind of design a game. And the concept of just starting with a Microsoft Paint drawing and ending in a game, to me, it is crazy. And all the steps in between that AI did from creating a 3D model on Blender for doing so many other things to end up with the final game. Wild. Wild. That to me is completely crazy. The other ones were pretty cool, but if there's one to really follow and focus, it would be that one example that they showed throughout the video. So, I hope you guys enjoyed the episode. Take care. Make sure to join me and check me out at What the Chip Happen. 40% off ends in about 4 days, so make sure you take advantage of it. Take care. See you all and peace