Despite the Nasdaq hitting new all-time highs this week, select disruptive growth stocks still have massive long-term upside potential, particularly certain names benefitting from the Artificial Intelligence (AI) mega trend (which, by the way, is still just getting started). In this report, we share 7 top ideas, with a special focus on “Big Data” AI stock Palantir, and then conclude with our strong opinion on investing in disruptive growth stocks at this point in the market cycle.
Nvidia: AI Meet Digital Revolution (5 Stocks Worth Considering)
When two of the economy’s biggest mega trends combine, you get Nvidia (+59% ytd) and offshoots like Super Micro Computer (+202% ytd). And if you’re wondering if its “too late” to invest in these two mega trends (i.e. Artificial Intelligence and/or the Digital Revolution) the answer is a resounding, no way! We’re still in the early innings and here are 5 stock ideas that could potentially ride these waves dramatically higher in the decade ahead (volatility haters need not read on).
New Sale: Sold Half of this Aggressive Growth Stock
Quick Note: I sold half of my shares of this highly successful aggressive growth stock. The reason is mainly because the price has run up so fast and the number of short-sellers (people betting against it) is extremely high. This could be an epic mistake on my part, but it feels like this one has gotten way ahead of itself (despite the fact that it is backed by an enormous mega trend.
Top Chip & Hardware Stocks Benefiting from AI and Cloud Migration
In this report, we review market sector performance. Technology continues to dominate, semiconductors in particular. We consider the themes behind the sector strength (e.g. Artificial Intelligence and the digitization of everything), and then dive into our top semiconductor (and related hardware) companies benefiting from the secular trends, including our current holdings.
Super Micro Computer: Big Volatile Secular Growth (Artificial Intelligence, High-Powered Computing)
If you like to invest in powerful secular growth opportunities, Super Micro Computer (SMCI) has likely caught your eye. This developer and manufacturer of high-performance servers and storage systems is benefitting dramatically from explosive secular growth in artificial intelligence (“AI”) and high-powered computing. The total addressable market opportunity is enormous. In this report, we review the business, the market opportunity, financials, valuation and risks, and then conclude with our strong opinion on investing.