<div id="readability-page-1"><div> <h2>Key Points</h2><ul><li>Taiwan Semiconductor seems like a no-brainer addition, considering its importance to AI.</li><li>Broadcom is up and coming and could be Nvidia 2.0. </li><li>10 stocks we like better than Taiwan Semiconductor Manufacturing ›</li></ul>The &#34;Magnificent Seven&#34; is a group of tech stocks that has led the market over the past few years. It consists of:<ol> <li>Nvidia (NASDAQ: NVDA)</li> <li>Apple (NASDAQ: AAPL)</li> <li>Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)</li> <li>Microsoft (NASDAQ: MSFT)</li> <li>Amazon (NASDAQ: AMZN)</li> <li>Meta Platforms (NASDAQ: META)</li> <li>Tesla (NASDAQ: TSLA)</li> </ol>These seven stocks have been excellent performers, but in the age of artificial intelligence (AI), I think two stocks deserve to be included more than another two in this list. This would shift the Magnificent Seven from being tech leaders to being AI-centric, but considering the market's direction and where nearly all the focus is, this seems like a smart idea.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. Continue »So, which two stocks are getting pulled and which two are getting added? Let's take a look.<img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NzExOS9wZXJzb24tbG9va2luZy1hdC13YWxsLXN0cmVldC1zdWl0LXN0b2Nrcy1maW5hbmNlLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NzExOS9wZXJzb24tbG9va2luZy1hdC13YWxsLXN0cmVldC1zdWl0LXN0b2Nrcy1maW5hbmNlLmpwZyZ3PTcwMA"/>Image source: Getty Images. <h2>Out with Apple, in with Taiwan Semiconductor</h2>It may seem like blasphemy to remove Apple from any leading tech stock list, but I think it's appropriate here. Apple has completely dropped the ball on any AI rollout and is taking the easy way out by deploying Google's Gemini to all of its devices.We'll see what AI looks like with Apple's products, but so far, nearly every Android device is light years ahead in this important feature set. Because it's merely going to be adopting others' AI tools for its devices, I think including it on a list of AI-centric stocks doesn't jibe with the makeup. So I think Apple should be removed from the AI-centric Magnificent Seven.In its place, I'm adding Taiwan Semiconductor (NYSE: TSM). Taiwan Semiconductor is actually the primary chip manufacturer for all of Apple's custom-designed chips, so it isn't completely separate from Apple's success. However, it's also the primary chip manufacturer for Nvidia and other chip designers, positioning it nicely to take advantage of rapid AI growth.Another factor is Apple's poor growth. Although its latest quarter was strong, Apple has put up several years of lackluster growth. Compared to TSMC's growth, Apple looks pretty disappointing.<img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzL2Y3ZjdjOTM5ZmRmOGQ2ZDc3YTk1NzVlMDY1YTM4Yzg0LnBuZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="443" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzL2Y3ZjdjOTM5ZmRmOGQ2ZDc3YTk1NzVlMDY1YTM4Yzg0LnBuZyZ3PTcwMA"/>TSM Revenue (Quarterly YoY Growth) data by YChartsTSMC expects its compounded annual growth rate from 2024 to 2029 to be in the 25% range, which will likely be significantly higher than Apple's. As a result, I think that Taiwan Semiconductor is a better member of the Magnificent Seven than Apple.<h2>Broadcom replaces Tesla</h2>Tesla has well-documented struggles, as electric vehicles (EVs) have lost favor with consumers. Additionally, it has a lot more invested in AI technology than Apple. But with its struggling business and low profit, Tesla doesn't belong in the Magnificent Seven.<img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzY4ODQ2OTE4OWQ3OWVmYTAyMGQ0ZWFjZGQ5MmQxOGUyLnBuZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vbWVkaWEueWNoYXJ0cy5jb20vY2hhcnRzLzY4ODQ2OTE4OWQ3OWVmYTAyMGQ0ZWFjZGQ5MmQxOGUyLnBuZyZ3PTcwMA"/>NVDA Net Income (TTM) data by YChartsEven if you used Tesla's most profitable quarter in the past five years (15% profit margin), at today's $98 billion revenue, that would only equate to just shy of $15 billion in net income -- a far cry from any other stock in the Magnificent Seven. In its place, I'd add Broadcom (NASDAQ: AVGO). Broadcom is making waves in the market as a design partner for custom AI chips. It already has several prominent clients (like Alphabet), and more are being added each quarter. It expects to see rapid growth during the next few years, with the average Wall Street analyst projecting 63% growth in fiscal year (FY) 2026 and 52% in FY 2027. As for market cap, it's already about a $2 trillion company -- much larger than Tesla at $1.4 trillion. During the past 12 months, it has generated $25 billion in net income. While that's a lot more than Tesla, Broadcom still has a ways to go to match the other six members. But after its strong expected growth next year, I think it will look right at home among the Magnificent Seven.<h2>Should you buy stock in Taiwan Semiconductor Manufacturing right now?</h2> Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!* Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&amp;P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of April 28, 2026. Keithen Drury has positions in Alphabet, Amazon, Broadcom, Meta Platforms, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. </div></div>

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The article discusses a proposed reformulation of the "Magnificent Seven" tech stocks, suggesting the removal of Apple and Tesla in favor of Taiwan Semiconductor and Broadcom. The author argues that Apple has lagged in AI advancements, while Taiwan Semiconductor is positioned for significant growth in the AI sector. Tesla's struggles in the EV market lead to its replacement by Broadcom, which is expected to see rapid growth as a key player in AI chip design. The piece emphasizes the importance of aligning the list with AI-centric stocks for future market trends.

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Reformulating the "Magnificent Seven": 2 Stocks I'd Swap Out for Ultimate Upside