These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Costco, Apple, Intuitive Surgical, Alphabet and MSCI are amazing companies priced too high for their growth. Costco trades at 46x earnings on high-single-digit growth, Apple at 32x forward on low-double-digit EPS growth, and Intuitive Surgical at 38x forward on low-teens growth. Alphabet, the most attractive, is 33x operating income excluding investment gains. MSCI is 34x trailing on low-double-digit growth; S&P Global is better, cheaper and extremely high quality with similar growth. x.com  … Show more

Many high-quality stocks still trade at deep discounts even with the S&P 500 just 2% below its all-time high. Uber, Nu, AppLovin, Inter, American Express, Klarna, SoFi, MercadoLibre and Booking trade at 6-32x 2027 earnings with five-year revenue CAGRs of 11-58%. Brookfield trades at 15x 2027 distributable earnings, with an 18% five-year growth rate. Consensus price targets include $101 for Uber, $501 for AppLovin and $2,200 for MercadoLibre. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Most rivals cannot match these 12 stocks' moats. Micron is one of three HBM titans; Circle backs USDC; ASML alone makes EUV; Planet Labs has the largest Earth-imaging fleet. MongoDB is developers' choice; Affirm embeds at Amazon and Shopify; Eli Lilly leads GLP-1; SoFi spans loans, banking and investing. On gains via CloudTec; AST SpaceMobile builds phone satellites; Rigetti offers cloud quantum computing; Spotify, the largest music streamer, adds podcasts and audiobooks. x.com  x.com  x.com  x.com  … Show more

Berkshire Hathaway risks another five years of returns decimated by big tech, which is too strong. Greg Abel should study Jensen Huang every day, or it will come at great cost to shareholders. Berkshire is more than an insurance company now, and missing Google and Amazon, which it has acknowledged as mistakes, was bad in the long run, not just the short run. x.com  x.com  x.com 

Enduring business drivers give these eight stocks years to compound. Amazon's AWS prints money while commerce and ads build; cybersecurity grows more essential for CrowdStrike; Brookfield plays infrastructure and renewables; Robinhood's financial super app takes years to mature. Synopsys' chip-design software stays profitable for patient holders; Eli Lilly's GLP-1 drugs reshape health; TSMC makes advanced chips; GE Vernova's turbines and grid gear serve decades of power needs. x.com  x.com  x.com  … Show more

Alphabet, Meta, Microsoft, Nvidia, Visa, Mastercard, ASML, TSMC, Costco and Apple are wonderful businesses worth holding forever at a fair price; none is cheap, and that is the point. Each has a durable moat: Search and YouTube, 3.6 billion daily users, enterprise switching costs, CUDA, card-payment toll booths, the only EUV machines, leading-edge chipmaking at scale, Costco's 92% renewal rate and Apple's 2.5 billion devices. Most pair high margins and returns on capital with strong growth. … Show more

The gap between semiconductor-capex momentum names and mega-cap tech looks stretched to the point of a rotation, favoring Amazon and Fidelity National Information Services over the chip ETF, Micron, SanDisk and Caterpillar. Big tech's financing of Micron and SanDisk can't last if their own stocks don't rise alongside; equity-dilution fears could bleed into actual capex. Fidelity National Information Services looks like a deep value opportunity. The rotation may be short-lived but volatile. x.com  … Show more

AI, retail, healthcare and crypto exposure could make these 12 monster buys now. IREN builds AI cloud; Walmart grows ads and e-commerce; Netflix adds streaming ads; IonQ builds quantum computers and buys networking firms; Hims & Hers sells care direct; Coinbase earns from custody and stablecoins; Nvidia's CUDA locks in developers; Oscar targets self-insured customers; CoreWeave rents GPUs; Lumentum supplies AI optics; Block spans payments; Strategy holds bitcoin. x.com  x.com  x.com  x.com  x.com  … Show more