Should You Buy Billionaire Investor Chase Coleman’s Top 5 Growth Stocks in August?

Hyperscaler CapEx is going vertical. Alphabet is guiding $175 to $185 cardinal successful 2026 CapEx, Amazon astir $200 cardinal and Meta $125 to $145 billion. That is the setup billionaire Chase Coleman positioned Tiger Global astir successful the fund's latest 13F (holdings arsenic of March 31, filed connected May 15): 5 mega-cap names sitting straight connected apical of the AI infrastructure supercycle.

Here is however each of them looks arsenic a bargain close now.

1. Taiwan Semiconductor Manufacturing (The Surprise Pick)

Every dollar of GPU CapEx yet funnels done 1 fab. Taiwan Semiconductor Manufacturing (NYSE:TSM) prints the silicon that NVIDIA, Amazon, Google and Meta each beryllium on, which makes it the slightest optional sanction successful Coleman's book. It is the picks-and-shovels play sitting down each different banal connected this list.

The Q2 2026 study connected July 16, made the lawsuit successful 1 line: EPS of $4.31 versus $3.89 estimate, a 10.89% beat, connected $40.20 cardinal successful gross up 36.0% YoY. Advanced nodes (7nm and below) present thrust 77% of wafer revenue, and the 2nm node conscionable debuted astatine 3% of wafer gross successful its archetypal 4th of commercialized ramp. Management past guided full-year 2026 gross maturation somewhat supra 40% successful US dollars, an upgrade from the astir 30% outlook fixed successful January.

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The kicker: Shares are up 26.31% twelvemonth to date, and our exemplary inactive tags TSM a BUY with a $489.17 base-case target, 23.32% upside and 89% bullish expert statement with zero Sell ratings. If TSM is the plumbing, the adjacent sanction is the fixture everyone really pays up for.

2. NVIDIA (The Heavyweight)

Coleman's 2nd stake is the 1 cipher needs an instauration to. NVIDIA (NASDAQ:NVDA) is the lawsuit TSMC conscionable referenced, the spot wrong each hyperscaler AI factory, and astatine a $4.90 trillion marketplace headdress it is present the largest azygous equity vulnerability successful the AI trade. When Jensen Huang says "The buildout of AI factories, the largest infrastructure enlargement successful quality history, is accelerating astatine bonzer speed," Tiger Global is connected the receiving extremity of that sentence.