Been thinking about where to put some capital given where we are in the market right now. The S&P 500 is basically at all-time highs, which makes a lot of people nervous. But here's the thing -- if you're playing this with a multi-year horizon, you shouldn't get caught up in the day-to-day noise. That's when you find real opportunities.

I've been looking at a couple of stocks that seem genuinely interesting for things to invest in right now, and both are riding some pretty serious tailwinds.

First up is Broadcom. These guys make wireless chips, networking equipment, and here's the key part -- custom AI accelerator chips that are absolutely crushing it. They just reported fiscal 2025 numbers and their AI chip revenue jumped 65% to hit $20 billion. That's now a third of their total revenue. What's wild is these chips are more cost-efficient than Nvidia's GPUs for certain AI workloads at scale, which is why hyperscalers are loading up on them.

Their overall revenue grew 24% and EPS hit 40% growth. Pretty solid. For fiscal 2026, analysts are expecting 52% revenue growth and 51% EPS growth. That's insane for a stock trading at 32x forward earnings. The market's basically betting the AI boom stays hot, and their non-AI businesses stabilize again.

Then there's IBM. A lot of people wrote this company off, but I think they've quietly turned things around. Their CEO Arvind Krishna spun off the dead weight (Kyndryl) and doubled down on hybrid cloud and AI. Instead of trying to compete head-to-head with Amazon's cloud dominance, they went a different route -- using Red Hat to build open-source solutions that work between private and public clouds. That hybrid approach actually resonates with enterprises that aren't ready to go all-in on public cloud.

IBM's revenue grew 8% and adjusted EPS grew 12% in 2025. Slower than Broadcom obviously, but the valuation is way more reasonable at 21x forward earnings. Analysts expect another 5% revenue growth and 7% EPS growth in 2026. There's room to run here.

So if you're looking at things to invest in right now with a longer time horizon, both of these have legitimate growth catalysts ahead. The AI trend isn't slowing down, and both companies are positioned to benefit in different ways. Just my take on where the opportunities are worth paying attention to.