These 12 stocks offer exposure to AI, automation, health care, consumer growth and nuclear demand. AMD makes AI chips; Oracle builds AI cloud; Vertex has multiple drug opportunities. Arista supplies data-center switches, KLA inspection tools and Cadence chip-design tools. Palantir sells AI platforms; Symbotic automates warehouses; Alphabet spans search, cloud and AI. Celsius has US consumer momentum, AppLovin runs high-margin mobile ads, and Cameco mines uranium and co-owns Westinghouse. x.com  … Show more

Palantir could run as one of the stocks President Trump has publicly praised or discussed, after the last name he mentioned, Dell, smashed earnings and rose roughly 75% since. Trump's list spans AI, defense, manufacturing and autonomy, with Palantir as the defense pick. x.com 

ServiceNow is the AI control tower enterprises use to deploy agentic AI, a disruption platform rather than a SaaS victim, yet it was dragged down in an indiscriminate software selloff. It beat and raised: subscription revenue grew 22%, the AI ACV target rose from $1B to $1.5B, $1M+ AI customers grew 130% and RPO hit $27.7B, with 35% FCF margins. Nvidia, Microsoft, AWS, Google Cloud and Anthropic plug into it. At about 18x FY27 earnings it is a generational entry point. x.com  x.com  x.com  x.com  … Show more

ServiceNow, Palantir, Microsoft and Zeta are integrating AI and growing fast, so the AI-scare valuation reset is an entry point. Fears that AI will eat SaaS, plus capex questions, compressed valuations, yet ServiceNow's Q1 revenue rose 22% with guidance raised, Microsoft's Azure grew 40%, Zeta's revenue rose 50% with high-30s growth guided, and Palantir guides about 61% growth with US commercial over 115%. AI is a tailwind for platforms that orchestrate it, and they deliver Rule of 40+ at scale. … Show more

AI models are becoming a commodity, so the moat is moving to the data layer, which the market has not repriced. Innodata creates training data; Reddit licenses human conversation to Google and OpenAI at a 0.76 PEG; Snowflake stores it with 126% net retention; ServiceNow deploys agents, with $1M+ Now Assist customers up 130%; CrowdStrike secures it at 97% gross retention; Datadog bills more as inference scales. Palantir grows fastest but at ~67x forward sales. Reddit and Datadog are best value. … Show more

Palantir, Salesforce and Adobe are best avoided amid AI software disruption fears, even as best-of-breed software names. Cult stocks need constant momentum, and once it breaks, valuation, rotation and technical selling hit together, as happened with Tesla. Palantir getting back to $100 was never expected. x.com 

Palantir is becoming the AI operating system for many companies, and its Q2 shows enterprise AI buying at scale. Revenue growth accelerated to 93% from 85%, US commercial grew 149% versus about 134% expected, and FY26 guidance rose to 82% growth from about 71%. US commercial TCV jumped to $2.132B from $1.2B and remaining deal value to $6.238B, pointing to continued acceleration. It has the lowest PEG among peers, and margins should rise as commercial overtakes capped-profit government work. … Show more

Zeta Global is not expensive at about 3.4x forward sales with roughly 25% organic growth, despite bears' focus on slowing growth. Palantir, Snowflake and OpenAI partnerships are not in guidance, ZBI could open a new market (Tableau sold for $7.3B in 2019), and organic growth has topped 20% for 21 straight quarters. A base case of about $600M of FCF by 2030, a 23% CAGR, at 18x like HubSpot and The Trade Desk, with 2.5% annual dilution, implies a $36 share price. x.com 

SoFi is the highest-conviction pick among eight businesses to own for 5+ years, as the market underestimates how big its financial ecosystem can become. Amazon has many ways to compound; Uber's core works, with autonomy as upside; ServiceNow has deep switching costs and a long AI runway. Zeta Global is riskier, with huge upside if growth quality holds. Netflix's margins, cash flow, pricing power, ads and scale are underrated; AMD offers data center exposure; AppLovin appeals at the right price. … Show more

These twelve stocks could be monster buys going into Q4. Nvidia remains king of AI, AMD an underestimated number two, Palantir the AI operating system for governments and large companies, and Astera Labs builds AI-server connectivity. Nebius just raised GPU prices, IREN holds scarce power and CoreWeave is the top pure-play AI cloud. Robinhood is building a super app, SoFi has a bank charter and fast growth, Reddit has data AI wants, AppLovin top margins and Hims & Hers broad telehealth. x.com  … Show more