The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.
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MICHAEL LIPPERT
Head of Technology Research, Baron Capital
ACTION POINT
LIPPERT: GO FIND THE EVIDENCE
ONE INVESTMENT
LIPPERT: OVERLOOKED CHIP DOMINANCE
BUY TSMC
Taiwan Semiconductor Manufacturing Company Limited (TSM)
Price: $288.88 on 10/22/25
52-week range: $134.3 – $311.4