The artificial intelligence (AI) investing sector is a gold mine for finding companies with market-beating potential. Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are among the stocks that I think can outperform the market over the next five years.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. The emergence of artificial intelligence (AI) represents such an opportunity.

The early 2024 enthusiasm for Micron Technology (NASDAQ: MU) had some real truth to it. Micron makes both DRAM memory and NAND flash storage, but DRAM makes up the majority of its revenue, at 73%. With the rise of artificial intelligence,

Wall Street's top billionaires money managers have picked out their favorite AI stocks for the new year -- and Nvidia didn't make the cut.