It's no secret international stocks have outperformed the U.S. so far in 2025, and Paulina McPadden says there's plenty of opportunity for investors to still tap into those markets. She points to China's "cheap" valuations with companies poised for rapid growth, though Paulina notes it doesn't come without risk. She considers TSMC (TSM) a giant in the A.I. space that hasn't gotten the attention it deserves.