Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

The world's largest companies stand to benefit most from AI. Buying Meta, Amazon, Nvidia, Alphabet and Microsoft might be enough to outperform the market over the next few years. x.com 

The Magnificent Seven are set to underperform other parts of tech as buybacks shrink and capex rises. Per Goldman Sachs, consensus sees hyperscaler capex of $755B in 2026, up 83% and reaching 100% of operating cash flow; Q1 buybacks fell 64% year over year, and shareholder returns now take 20% of spending versus 34% in 2017-2022. Nvidia has already underperformed and may be owed some catch-up, but its huge valuation makes its old growth rate hard to sustain. x.com  x.com 

Nvidia, Goldman Sachs, Brookfield, Apollo, BlackRock and KKR sit at the big-boy table of winners, led by Jensen Huang, David Solomon, Bruce Flatt, Jon Gray, Larry Fink and Waldemar Szlezak. They are stocks worth owning, probably in larger size. x.com 

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

AI infrastructure, cloud and advertising monetization, critical-material demand and chipmaking technology underpin a cross-sector list of 25 stocks expected to go parabolic. The named drivers include HBM for AI data centers, custom silicon and optical networking, Netflix's ad tier, lithium for EVs, uranium for nuclear energy and copper for electrification. x.com 

Growing businesses amid steep share declines make eight stocks generational buying opportunities. Nvidia guides toward over 70% growth in 2027 at 17.8x forward earnings, its cheapest valuation in a decade. Broadcom's AI chip revenue rose 221%; Amazon's backlog rose 154.4%; Oracle has $664B of backlog, half expected to convert within three years. Uber trips rose 18.3%, IREN AI cloud revenue rose 109.6%, Nokia AI and cloud sales rose 105%, and AppLovin exceeds 1B daily active users. x.com 

Nvidia, Microsoft and Amazon look like a good-looking "bubble" rather than a real one. Nvidia is trading at the same valuation as at its 2019 and 2022 lows. x.com 

IREN, Nvidia, Amazon, IonQ, Nokia, Rocket Lab, Uber and Oscar Health could become multibaggers before 2030 because they help reshape the world. Intrinsiqq's quarterly revenue charts show Nvidia up 1,254.7% over five years and IREN up 160.1% over two, while Nokia's revenue rose just 2.4% over one year. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Apple's ecosystem and services, Nvidia's AI chips and software, Palantir's AI platform, Tesla's potential growth drivers and Meta's scale make these five stocks hard to bet against. Apple has loyal customers; Palantir can help businesses and governments use complex data; Tesla is betting on autonomy, robotics and energy; and Meta's users, ad technology and cash flow support continued AI investment. x.com  x.com  x.com  x.com  x.com