1. NVIDIA (NVDA)
Why? Dominates AI chips, data centers, and gaming GPUs. AI boom will keep driving demand.
Risk: Competition from AMD & in-house AI chips (like Google/Meta).
2. Microsoft (MSFT)
Why? Cloud (Azure), AI (OpenAI partnership), and enterprise software growth.
Risk: Regulatory scrutiny over AI dominance.
3. Tesla (TSLA)
Why? EV leader, robotaxis (2025 target), Optimus bot, and energy storage.
Risk: Elon Musk’s volatility & rising Chinese EV competition.
4. Taiwan Semiconductor (TSM)
Why? The world’s top chipmaker—supplies Apple, NVIDIA, AMD. AI & semiconductor demand rising.
Risk: Geopolitical risks (China-Taiwan tensions).
5. Amazon (AMZN)
Why? AWS (cloud leader), AI investments, and e-commerce growth.
Risk: Slower retail margins & cloud competition.
6. Alphabet (GOOGL)
Why? Google Search, YouTube, AI (Gemini), and cloud growth.
Risk: Ad market slowdown & AI race with Microsoft.
7. Advanced Micro Devices (AMD)
Why? Gaining in AI chips (MI300X), data centers, and CPUs.
Risk: NVIDIA’s dominance in AI hardware.
8. ASML (ASML)
Why? Monopoly in EUV lithography machines—essential for next-gen chips.
Risk: Export restrictions to China.
9. Super Micro Computer (SMCI)
Why? AI server boom—partners with NVIDIA, AMD, and Intel.
Risk: Valuation concerns after massive 2024 rally.
10. Palantir (PLTR)
Why? AI-driven data analytics for govt & enterprises.
Risk: High valuation & niche market dependence.
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