The four stocks I’m watching that are primed to go on a bull run are Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), and Taiwan Semiconductor Manufacturing (NYSE: TSM). All four companies are on the supply side of the AI arms race and provide the computing muscle necessary to create and run these powerful AI models. Nvidia, AMD, and Broadcom don’t have the ability to manufacture their own chips.