Stocks Of The Week

Stocks Of The Week

This is the page where I go through the top 5 stocks of the week in our opinion

March 20th 2026

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RANKCOMPANYTICKERPRICESECTORRISKCATALYSTRATING
🥇 #1ChevronCVX$197EnergyLow-MediumOil Crisis Beneficiary★★★★★ Strong Buy
🥈 #2Taiwan SemiconductorTSM$340TechnologyMediumAI Chip Dominance★★★★★ Strong Buy
🥉 #3PalantirPLTR$142TechnologyHighAI Platform Growth★★★★ Buy
#4Berkshire HathawayBRK.B$485DiversifiedLowSafe Haven Play★★★★ Buy
#5NvidiaNVDA$207TechnologyMediumAI Infrastructure★★★★ Buy

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📈 QUICK STATS

Average Upside: 18% over next 12 months
Dividend Payers: 3 out of 5 (Chevron, Taiwan Semi, Berkshire)
Market Cap Range: $328B (Palantir) → $4.9T (Nvidia)

Best for Beginners: Chevron & Berkshire
Best for Growth: Palantir & Taiwan Semi
Best for Stability: Chevron & Berkshire

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Pick #1: Chevron (CVX) – The Geopolitical Winner

Why I Like It:

Chevron is having a moment. The closure of the Strait of Hormuz sent oil prices surging past $100 per barrel for the first time in four years, peaking at $126 before settling around $108. Nearly 20% of global oil flows through that chokepoint, and when it shut down, energy stocks exploded.

Chevron hit an all-time high of $202.44 this week. Bank of America raised their price target to $206, citing the durability of the geopolitical risk premium in oil markets. This isn’t just a short-term spike—analysts believe higher oil prices are here to stay as long as Middle East tensions persist.

The real genius of Chevron isn’t just riding high oil prices. They’ve positioned themselves perfectly with low-cost production assets. Their operations in Guyana’s Stabroek Block produce oil incredibly cheaply, and the Permian Basin is now pumping over 1 million barrels per day with industry-leading efficiency. When oil prices jump, Chevron’s profit margins explode.

The company also just raised their dividend by 4% in February—marking 39 consecutive years of dividend increases. With a 4.3% dividend yield and massive buyback programs, they’re returning cash to shareholders while oil prices work in their favor.

The Numbers:

Stock price: $197 (all-time high $202.44 this week)
Market cap: $380-393 billion
Dividend yield: 4.27-4.40%
Analyst rating: 11 Buy, 9 Hold, 1 Sell
Price target: $206 median (5% upside)
Free cash flow per share: $18.29
2026 revenue forecast: $187-192 billion

Chevron’s free cash flow margin is projected to hit 16.2% by 2029—nearly double ExxonMobil’s ceiling. They’re committing $3-4 billion in cost reductions by end of 2026 while expanding production in Venezuela and Iraq. The balance sheet is fortress-strong with manageable debt and $80+ billion in cash generation capacity.

Risk Level: Low-Medium – Oil price dependency is real. If geopolitical tensions ease quickly, prices could fall back to $70, hurting margins. China export restrictions could impact some operations. But Chevron’s diversification and low-cost production provide downside protection.

Pick #2: Taiwan Semiconductor (TSM) – The AI Chip Factory

Why I Like It:

Taiwan Semi is the hidden giant behind every AI breakthrough. They manufacture chips for Nvidia, AMD, Apple, and literally every major tech company. With 72% market share in pure-play chip manufacturing, they’re the most important company most people have never heard of.

The stock is up 93% over the past three years, and despite recent volatility from Middle East tensions, the long-term story is intact. Full-year 2025 net revenue reached NT$3.81 trillion (about $122 billion USD), up 31.6% year-over-year, driven entirely by AI and high-performance computing demand.

TSMC is forecasting nearly 30% revenue growth in 2026. They’re planning $52-56 billion in capital expenditures to expand leading-edge capacity in Taiwan and Arizona. The demand for their advanced 3nm and upcoming 2nm chips is overwhelming—every AI company needs TSMC to bring their designs to life.

What makes TSMC unstoppable is their manufacturing moat. They have higher yields, better efficiency, and can produce at larger scale than anyone else. Competitors are years behind on advanced node technology. This isn’t a company that can be easily replicated.

The Numbers:

Stock price: $340 (52-week high: $390)
Market cap: $1.76 trillion
2025 revenue: $122 billion (up 31.6%)
2026 growth forecast: ~30%
Gross margin: 62.3% (record high)
High-performance computing: 58% of revenue
Analyst rating: 18 Buy, 0 Sell (Strong Buy)
Price target: $430 median (26% upside)
Dividend yield: 0.71%

The company just posted Q4 2025 earnings with 35% year-over-year net profit growth to a record high. Their advanced 3nm process is ramping production, and the 2nm node launching soon will be a game-changer. Every major AI model requires cutting-edge chips—TSMC manufactures them all.

Risk Level: Medium – Geopolitical risk around Taiwan is real. The company is diversifying with Arizona fabs, but most production remains in Taiwan. Washington recently revoked fast-track export privileges for some equipment to TSMC’s China operations. Competition from Samsung exists but remains years behind. The bigger risk is valuation—at 32x earnings, any slowdown gets punished.

Pick #3: Palantir (PLTR) – The AI Platform Winner

Why I Like It:

Palantir is becoming the operating system for enterprise AI. Their Artificial Intelligence Platform (AIP) is allowing companies to deploy AI agents that actually do things—not just chat, but execute tasks, analyze data, and make decisions within secure, governed environments.

The numbers are staggering. Q4 2025 revenue hit $1.41 billion, up 70% year-over-year. U.S. commercial revenue more than doubled with 137% growth. The company guided for $7.2 billion in 2026 revenue, implying 61% growth. These are some of the fastest growth rates in enterprise software.

What’s remarkable is Palantir is doing this profitably. While other AI companies burn cash, Palantir generates strong margins and has $4+ billion in cash with zero debt. They’re self-funding growth without diluting shareholders through massive stock issuance.

The company just secured a $1 billion government contract, and their government business grew 55% year-over-year. Unlike pure SaaS players, Palantir wins in defense and heavily regulated industries because their platform handles sensitive data with strict governance controls that competitors can’t match.

The Numbers:

Stock price: $142 (down from $207 peak in late 2025)
Market cap: $328 billion
Q4 2025 revenue: $1.41 billion (up 70%)
2026 revenue guidance: $7.2 billion (61% growth)
U.S. commercial growth: 137%
Government revenue growth: 55%
Cash: $4+ billion
Debt: Zero
Forward P/E: ~80x (on 2026 estimates)

Palantir’s AIP platform is closing deals faster than expected. They closed 204 deals over $1 million in Q3, including 53 deals over $10 million. Their “bootcamp” model—intensive 1-5 day sessions where customers build AI agents with their own data—is accelerating contract closures and proving value immediately.

Risk Level: High – Valuation is extreme at 200x trailing earnings (80x forward). The stock is priced for perfection—any growth slowdown gets hammered. Stock-based compensation remains elevated. Government contract concentration is a political risk, especially with controversial projects like ICE deportations. The recent 35% pullback from the peak shows how volatile this can be. But if you believe AI infrastructure is the future, Palantir is positioned to win.

Pick #4: Berkshire Hathaway (BRK.B) – The Buffett Machine

Why I Like It:

In a week of market chaos, Berkshire Hathaway is the safe harbor. Warren Buffett just handed CEO responsibilities to Greg Abel, but the company’s fortress balance sheet and diversified empire remain unchanged.

Berkshire owns railroads, insurance companies, utilities, and a $310 billion stock portfolio including massive stakes in Apple, Bank of America, Chevron, American Express, and Coca-Cola. Plus they’re sitting on $373 billion in cash—yes, billion with a B—giving them unmatched flexibility to capitalize on opportunities during market selloffs.

The company just agreed to buy Occidental Petroleum’s petrochemical unit (OxyChem) for $9.7 billion in October 2025. This shows Abel is willing to deploy capital on large acquisitions when the price is right. With oil prices spiking, that bet is already looking brilliant.

Book value per share increased at 18.3% annually from 1965-2024, crushing the S&P 500’s 10.4% return over the same period. This isn’t a growth stock—it’s a wealth compounding machine run by some of the smartest capital allocators alive.

The Numbers:

Stock price: $485 (Class B shares)
Market cap: $1.04 trillion
Cash reserves: $373 billion
Stock portfolio value: $310 billion
P/E ratio: 15.6x (cheap for quality)
52-week range: $455-$542
Revenue: ~$375 billion expected in 2025
Book value CAGR (1965-2024): 18.3%

Berkshire’s insurance operations (Geico, reinsurance) generate massive float that Buffett invests. The railroad (BNSF), utilities, and manufacturing businesses throw off steady cash. The investment portfolio appreciates over time. It’s a flywheel that’s been spinning for 60 years.

Risk Level: Low – This is as safe as large-cap stocks get. Diversification across sectors means no single industry can sink the ship. The massive cash hoard provides downside protection. Leadership transition risk is real with Buffett stepping back, but Abel has been groomed for this role since 1999. The only real risk is modest growth (2% revenue growth recently) for a stock trading at 23x forward earnings.

Pick #5: Nvidia (NVDA) – The AI Infrastructure King

Why I Like It:

Nvidia literally owns the AI revolution. Their GPUs power every major AI company—OpenAI, Google, Meta, Microsoft—all run on Nvidia chips. H100 chips sell for $30,000+ with waiting lists, and the new Blackwell chips are 30x faster with massive pre-orders secured.

The stock hit a $4.9 trillion market cap, making it one of the most valuable companies on Earth. Up 1,400% over the last three years and 34% year-to-date in 2026, Nvidia has been unstoppable. Wall Street expects $207 billion in revenue for FY2026 with 50% profit margins.

The real moat isn’t just hardware—it’s CUDA software. Switching away from Nvidia would cost companies billions and years of re-engineering. They’ve created an ecosystem so sticky that customers are locked in, even at premium prices. AMD is improving but remains years behind.

Nvidia projects AI data center spending to reach $600 billion in 2025, then explode to $3-4 trillion by 2030. Jensen Huang saw this wave coming a decade early. That’s visionary leadership positioning the company to capture the biggest technology shift since the internet.

The Numbers:

Stock price: $207
Market cap: $4.9 trillion
YTD performance: +34%
Analyst rating: 65/67 say “Strong Buy”
Price target: $241 (16% upside)
Market share: 80-90% of AI training chips
FY2026 revenue: $207 billion expected
Profit margins: 50%
3-year return: +1,400%

The company controls nearly 90% of the AI training chip market. Every tech giant is racing to secure supply. Even if AMD grabs some market share, the overall market is growing so fast that Nvidia’s absolute revenue will still explode. This is a pick-and-shovel play on the entire AI industry.

Risk Level: Medium – High valuation means any earnings miss hurts badly. Trading at 40x earnings leaves little room for error. China export restrictions could impact 20-25% of revenue. Competition from AMD and custom chips (Google TPUs, Amazon Trainium) is increasing. But the moat remains deep, and demand shows no signs of slowing. If you believe AI is the future, Nvidia remains the safest way to play it.

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⚠️ Disclaimer

These stock picks are for educational purposes only and do not constitute financial advice. Stock prices and data are current as of October 30, 2025. Markets are inherently risky—prices fluctuate and you could lose money. Always conduct your own research, consider your personal financial situation and risk tolerance, and consult with a qualified financial advisor before making investment decisions. Past performance doesn’t guarantee future results.

Sources:

-MarketWatch (March 2026)

-Yahoo Finance (March 2026)

-Reuters (March 2026)

-Bloomberg (March 2026)

-CNBC (March 2026)

Stocks of the week. stock market chart investments