If you're sitting on $5,000 and wondering which stocks are good to buy now, I've been looking at this AI infrastructure play pretty carefully lately. The way I see it, there are four names that really stand out as solid positions right now.

Let me start with Nvidia. Yeah, everyone talks about it, but there's a reason — the company's basically the backbone of this entire AI buildout. Their GPUs are still the go-to for training and running these massive AI models, and Wall Street's expecting something like 52% growth in fiscal 2027. I know some people worry about an AI bubble, but honestly, Nvidia's playing the picks-and-shovels game here. Even if the hype eventually cools, they're still printing money from the infrastructure demand.

Broadcom's the one I find more interesting though. They're not trying to out-GPU Nvidia — instead, they've built these specialized ASICs that are optimized for specific AI workloads. The performance advantage is real, and they're cheaper to produce. For Q1, Broadcom's expecting their AI chip revenue to literally double year over year. That's crushing Nvidia's growth rate. They won't replace GPUs entirely, but they're definitely taking meaningful market share.

Then there's Taiwan Semiconductor. This is the play if you want neutral exposure to the whole AI arms race. TSMC manufactures the chips that both Nvidia and Broadcom design — they've got the tech and capacity nobody else can match. Analysts are looking for 31% growth this year and 22% next, which is solid. As long as AI spending stays elevated through 2030 (which most people expect), TSMC's in a strong position.

And Microsoft? This one got beaten down recently after earnings, which created a decent entry point. Azure's growing at 39% year over year, they've got a $625 billion backlog in cloud, and the stock's trading at 25x forward earnings — the lowest we've seen in a while. That's actually a bargain for a company with that growth trajectory.

So if you're asking which stocks are good to buy now with that $5,000, these four are where I'd be looking. The AI infrastructure cycle is still in early innings, and these companies are positioned to benefit for years.