3 Tech Stocks to Buy for the New Year and Hold Through 2030

The artificial intelligence revolution is no longer a distant promise but a present-day reality reshaping global technology and commerce. For investors seeking durable, high-conviction holdings, three stocks stand out as foundational pillars of this transformation: Alphabet (GOOGL), TSMC (TSM), and Amazon (AMZN). Each company's strategic positioning in AI infrastructure, innovation, and market dominance offers compelling long-term value.

1. Alphabet: The Full-Stack AI Powerhouse

Alphabet's 2025 strategy exemplifies a "full-stack" approach to AI, integrating cutting-edge research, proprietary hardware, and product innovation. The company's investment in AI infrastructure is staggering: capital expenditures are projected to reach $91–$93 billion in 2025, with a 22% year-on-year increase in R&D expenses driven by compensation and depreciation tied to AI efforts. This funding has yielded world-leading models such as Gemini 2.5 Pro, Veo 3, and Genie 3, with Veo 3 alone generating 230 million videos and 13 million developers leveraging its tools.

Alphabet's product integration is equally transformative. The Gemini model, with 650 million monthly active users and 7 billion tokens processed per minute, is central to enhancing Chrome and expanding AI Mode in Search, which now has 75 million daily active users. Financially, Alphabet's AI-driven expansion is paying off: Google Cloud's revenue grew 35% year-on-year in Q3 2025, with operating income hitting $3.594 billion. The company's $49.33 billion R&D spend in 2024 underscores its commitment to maintaining technological leadership and diversifying beyond advertising.

2. TSMC: The Unseen Engine of AI's Hardware Revolution

TSMC's role in manufacturing AI chips is indispensable. In Q3 2025, the company reported a 39.1% year-on-year profit surge to NT$452.3 billion ($14.76 billion), driven by 57% of its sales coming from AI and high-performance computing (HPC). Advanced 3nm, 5nm, and 7nm processes accounted for 74% of wafer revenue, with AI-related chip revenue expected to double in 2025.

TSMC's strategic foresight is evident in its $40–42 billion 2025 capital expenditure plan, 70% of which is allocated to advanced process technologies. The company is also expanding U.S. manufacturing, including two Arizona factories, to mitigate geopolitical risks and diversify production. Sustainability initiatives, such as a net-zero emissions goal by 2050, align with client demands from Apple and NVIDIA, further solidifying its long-term relevance. Looking ahead, TSMC's N2 family of processes, set to ramp in 2026, will enhance performance for HPC applications, while a 5–10% price increase in 2026 reflects its pricing power.

3. Amazon: Cloud and Advertising Synergies in the AI Era

Amazon's AI-driven growth is anchored by AWS and advertising. In Q3 2025, AWS reported $33 billion in revenue, a 20.2% year-on-year increase, fueled by AI infrastructure like Trainium and Inferentia chips. The segment's $200 billion backlog and $132 billion annualized run rate highlight its scalability. AWS's AI innovations, including the Nova 2 models and serverless customization in SageMaker, position it as a leader in generative AI.

Amazon's advertising business is equally robust, with $17.7 billion in Q3 2025 revenue-a 23.5% year-on-year jump-driven by AI tools like Rufus, its shopping assistant. Rufus, powered by a proprietary large language model, is projected to generate $10 billion in annualized sales and has 250 million active users. Amazon's $125 billion 2025 capex and a $10 billion investment in Anthropic underscore its R&D commitment. Strategic partnerships, such as those with Deloitte and Snowflake through the AWS Partner Network, further amplify its ecosystem.

Conclusion: A Triad of AI-Driven Dominance

Alphabet, TSMC, and Amazon represent the trifecta of AI's future: software innovation, hardware infrastructure, and cloud-advertising ecosystems. Alphabet's full-stack integration ensures it remains at the forefront of AI research and consumer adoption. TSMC's manufacturing prowess guarantees the physical backbone of AI's growth, while Amazon's dual focus on cloud and advertising creates a self-reinforcing cycle of data and revenue. For investors with a 2030 horizon, these stocks offer not just exposure to AI's potential but a stake in its inevitable dominance.