$Micron Tech(MU.US)$NVIDIA(NVDA.US)$Alphabet - C(GOOG.US)$Taiwan Semiconductor(TSM.US)Opened the calculator and did the math. Under the premise that AI growth doesn't slow down in the next 2-3 years, I was shocked to find that even after rising to their current levels, these stocks are still not expensive. In fact, from a long-term perspective, Micron, NVIDIA, and TSMC are still surprisingly cheap right now!!!