The artificial intelligence (AI) investing sector is a gold mine for finding companies with market-beating potential. Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are among the stocks that I think can outperform the market over the next five years.

Rather than focusing on quarterly earnings beats or temporary market sentiment, my investment strategy centers on identifying companies that can compound value over many years or even decades. While many view the current AI boom skeptically,

Wall Street's top billionaires money managers have picked out their favorite AI stocks for the new year -- and Nvidia didn't make the cut.