If I had to rebuild from zero today, here are 10 stocks I'd buy and hold:
1. $NVDA – Nvidia: AI chip leader, revenue up 106%, now under interim CEO Colette Kress
2. $AVGO – Broadcom: custom AI chips, AI revenue up 221%
3. $AMZN – Amazon: AWS revenue up 39%, $578B backlog
4. $GOOGL – Alphabet: Search, YouTube, Gemini, Google Cloud up 103%
5. $HOOD – Robinhood: evolved from trading app to full financial platform, $396B in platform assets
6. $PLTR – Palantir: AI software for enterprise and government, revenue up 96%
7. $SPCX – SpaceX: Starlink, Starship, AI infrastructure, revenue up 161%
8. $TSM – TSMC: makes the most advanced chips for Nvidia and Apple
9. $SOFI – SoFi: digital bank, members up 35% to 17.1M
10. $NBIS – Nebius: AI compute rental, revenue up 571%, Meta deal worth up to $27B
All growth figures are year-over-year from latest quarterly reports.
1. $NVDA – Nvidia: AI chip leader, revenue up 106%, now under interim CEO Colette Kress
2. $AVGO – Broadcom: custom AI chips, AI revenue up 221%
3. $AMZN – Amazon: AWS revenue up 39%, $578B backlog
4. $GOOGL – Alphabet: Search, YouTube, Gemini, Google Cloud up 103%
5. $HOOD – Robinhood: evolved from trading app to full financial platform, $396B in platform assets
6. $PLTR – Palantir: AI software for enterprise and government, revenue up 96%
7. $SPCX – SpaceX: Starlink, Starship, AI infrastructure, revenue up 161%
8. $TSM – TSMC: makes the most advanced chips for Nvidia and Apple
9. $SOFI – SoFi: digital bank, members up 35% to 17.1M
10. $NBIS – Nebius: AI compute rental, revenue up 571%, Meta deal worth up to $27B
All growth figures are year-over-year from latest quarterly reports.
