Investing during uncertain times can feel overwhelming. With interest rate cuts still uncertain, tariffs potentially shifting global trade, and housing prices remaining stubbornly high, many investors hesitate before making new moves. Yet history shows that the best opportunities often emerge during times of volatility.

Rather than focusing on short-term market noise, smart investors look for companies with durable products, strong demand, and proven business models. These are the businesses that continue compounding growth for decades. If you’re building a portfolio with the future in mind, a few names stand out as reliable long-term growth stocks worth owning — even at a premium.

Here are three brilliant growth stocks that can anchor a portfolio for years to come.

1. Taiwan Semiconductor (TSMC): The Foundation of Global Chipmaking

Taiwan Semiconductor Manufacturing (NYSE: TSM) might not be a household name in the U.S., but it’s one of the most important companies in the global economy. As the world’s largest semiconductor foundry, TSMC manufactures chips for giants like Apple, Nvidia, and Intel.

With roughly two-thirds of the world’s microchips made in its facilities, TSMC plays a vital role in powering everything from smartphones to cloud servers to advanced AI applications. Its dominance in high-performance semiconductors makes it indispensable, especially as AI continues to expand beyond data centers into consumer electronics, robotics, and connected devices.

While competitors like Intel are trying to build in-house foundries, the cost and complexity make outsourcing to TSMC more practical. Even Apple has strengthened its partnership with TSMC, securing production at its new U.S. facilities. With the global semiconductor industry expected to surpass $1.2 trillion by 2034, TSMC is positioned to capture massive growth in the decade ahead.

2. Microsoft: A Tech Giant Reinventing Itself with AI

Microsoft (NASDAQ: MSFT) may already be one of the world’s largest companies, but its growth story is far from over. From its dominance in PC operating systems to its productivity suite of Word, Excel, and Teams, Microsoft remains deeply entrenched in daily business and consumer life.

What makes Microsoft particularly compelling now is its leadership in cloud computing and artificial intelligence. Azure, its cloud platform, is growing rapidly, capturing market share from rivals. Meanwhile, Microsoft’s early partnership with OpenAI has given it a unique edge, embedding AI copilots across its suite of software. These tools are creating long-term recurring revenue opportunities, as enterprises increasingly rely on AI-powered productivity solutions.

Microsoft’s move to subscription-based software has also transformed its financial model. Instead of one-time purchases, recurring subscriptions generate steady cash flow, creating predictability and long-term stability. Even at a premium valuation, Microsoft’s combination of brand strength, AI leadership, and sticky customer base makes it a stock that long-term investors can confidently hold.

3. Broadcom: Building the Backbone of AI Infrastructure

While Nvidia gets much of the spotlight in AI, Broadcom (NASDAQ: AVGO) is a quiet giant powering the infrastructure behind the scenes. Broadcom’s networking solutions, including high-performance routers, switches, and digital processors, are essential for connecting processors inside AI data centers.

For instance, Broadcom’s Jericho4 Ethernet router can link more than one million processors at ultra-fast speeds, enabling seamless AI performance. Its signal processors also handle massive data loads, boosting the speed and efficiency of AI networks.

The growth potential here is staggering. Broadcom’s CEO estimates that the AI hardware market could reach $60–90 billion by 2027, compared to just $12.2 billion in AI revenue the company posted in 2024. Beyond AI, Broadcom also benefits from its VMware acquisition, expanding into cloud infrastructure and enterprise software.

With the AI hardware market projected to grow at 18% annually through 2034, Broadcom is positioned for years of steady growth, making it a stock worth accumulating now while valuations remain attractive.

Why These Growth Stocks Deserve a Spot in Your Portfolio

Market uncertainty will always exist — whether it’s interest rates, trade disputes, or shifting consumer trends. But long-term investors know that durable companies with wide economic moats continue to deliver growth no matter the cycle.

• Taiwan Semiconductor (TSMC) dominates global chip manufacturing, making it essential to AI, smartphones, and cloud infrastructure.
• Microsoft has reinvented itself as a leader in cloud computing and AI, while maintaining recurring revenue strength through subscriptions.
• Broadcom builds the networking backbone of AI data centers and is poised to capitalize on explosive demand in the years ahead.

These are not short-term trades — they are compounding machines that can grow wealth over time. For investors seeking stability, innovation, and long-term opportunity, these three growth stocks stand out as some of the smartest buys available today.

Reference : James Brumley