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Beyond Nvidia and TSMC: A Stock That Can Win No Matter Who Comes Out on Top of AI

By Jason Hall and Tyler Crowe – Dec 11, 2024 at 5:15AM

The rumors that Blackwell could be built in the U.S. are exactly why this company is set to be a winner for years to come.

In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down why EMCOR Group (EME +0.14%) is a likely long-term winner from the growth in advanced manufacturing and data centers in North America, whether Nvidia (NVDA +1.68%) and Taiwan Semiconductor (TSM +0.93%) fail to keep delivering winning results or not.

*Stock prices used were from the afternoon of Dec. 4, 2024. The video was published on Dec. 12, 2024.

About the Author

Jason Hall
Jason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.
TMFVelvetHammer
X@thesmattering

Jason Hall has positions in Nvidia and Taiwan Semiconductor Manufacturing and has the following options: short December 2024 $200 calls on Taiwan Semiconductor Manufacturing. Tyler Crowe has positions in EMCOR Group. The Motley Fool has positions in and recommends EMCOR Group, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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