If you’ve got $5,000 sitting on the sidelines, three tech names stand out as compelling long-term buys.
Each is positioned to capture explosive growth from artificial intelligence: through dominant GPU sales, a critical shortage of memory chips that power AI, and cloud platform and search monetisation engines.
Why these three? The structural AI Boom
The AI revolution isn’t a fleeting cycle; it’s reshaping computing infrastructure for a decade or more.
Hyperscalers (Amazon, Microsoft, Google, OpenAI) are locking in massive capex commitments to build data centers.
That capital spending fuels demand for three things: GPUs, memory chips, and cloud services.
Nvidia dominates GPUs. Micron owns the bottleneck in the memory supply. Alphabet operates the cloud platform where much of this compute lives, and it’s monetising AI faster than Wall Street expected.
The massive potential is now for everyone to see as Nvidia just posted record third-quarter revenue of $57 billion, with data-center revenue alone hitting $51.2 billion, up 66% year-over-year.
CEO Jensen Huang said bluntly: “Blackwell sales are off the charts, and cloud GPUs are sold out.”
Alphabet’s cloud division grew 34% in Q3, while Google Cloud backlog surged to $155 billion, which is forward visibility into years of revenue.
And Micron? Its entire 2026 HBM (high-bandwidth memory) output is already locked in under long-term contracts.
As per The Motley Fool analysis, these 3 AI stocks are best for long-term investments.
Nvidia: The GPU powerhouse
Nvidia’s dominance in AI accelerators is nearly unassailable.
Its Blackwell chips are sold out, pricing power is intact, and the company raised GPU prices 10% to 15% to offset tariff costs and preserve margins.
With a gross margin of 73.6% and guidance for $65 billion in Q4 revenue, Nvidia is firing on all cylinders.
Yes, the stock trades at a premium 46.6x trailing P/E, but that reflects the company’s moat: 80% of the AI chip market and a multi-year runway in data centers.
Micron: The memory supply plays
This is the sleeper pick. Micron surged 239% in 2025, yet the story is far from over.
High-bandwidth memory, critical for AI training, is constrained. Micron’s HBM revenue hit an $8 billion annualised run rate in Q4, with the entire 2026 calendar already sold out.
Management projects 68% gross margins and a $100 billion total-addressable market by 2028 at 40% annual growth.
At a 29.7x P/E, Micron stock trades at a discount to the semiconductor-sector average, despite explosive demand.
Alphabet: The cloud and AI Monetisation story
Google Cloud’s transformation from loss-making also-ran to growth engine is complete.
Cloud revenue climbed 34% in Q3, with revenue from AI products up 200%-plus year-over-year.
The company has nine of the top ten AI labs as customers, including OpenAI and Anthropic. Search remains a cash cow; YouTube is stable.
A $155 billion cloud backlog provides multi-year visibility. At 30.7x P/E, Alphabet looks fairly valued for 2026.
With $5,000, allocate roughly $1,700 to each stock as a starting position. These three companies are the picks and shovels, and the landlords, of the AI era.
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