If you are getting AI revolution fatigue… don’t. While some names are more volatile than others, this megatrend is still just getting started and there are plenty of stocks that still have lots of disruptive upside. In fact, I rank and countdown my top 10 in this report, starting with an “honorable mention” and finishing with my very top ideas.
Before getting into the specific names, it is important to remind you that investing is a goal-focused exercise, and everyone’s situation is different. You may want to consider a few of the names in this report as just one part of your prudently-diversified/concentrated portfolio. And if you are not a pro (or at least an expert-level investor) speak with an investment advisor or tax professional before you start investing.
So with that backdrop in mind, let’s get into it…
Honorable mention:
Palantir (PLTR)
Palantir is one of the most impressive growth stocks you are ever going to see. It has expanded from a private business with many government contracts (which is a very challenging business to break into, but also very lucrative once you have) and into additional high-growth and high-margin commercial businesses (something the naysayers said they couldn’t do; I love it when negative people are proven wrong). What’s more, the company launched its Artificial Intelligence Platform (AIP) right at the time the AI megatrend was ramping up, and this has launched its growth (and share price) into the stratosphere (incredible!). However, it’s the recent amazing run up in share price that keeps this once out of the official top ten (it’s only an “honorable mention”), but this is still an incredible software (as a service) business that may well prove the naysayers wrong yet again!
You can read my latest report on Palantir here.
10. Nebius (NBIS)
This is the only name in the top 10 that I don’t have a separate writeup for (and I don’t have a position in, yet), but the opportunity is potentially so good that I needed to add it to the list. Nebius has an important partnership with Nvidia to build large-scale GPU clusters in an “AI-native” cloud environment/ datacenters (that basically allows hyperscalers to get up and running fast with the latest Nvidia Blackwell chips). And for perspective, in the most recent quarter, Nebius reported impressive 385% year-over-year revenue growth (reaching $55.3 million) driven by strong ongoing demand for AI compute power. Yet despite its high-growth trajectory, Nebius remains relatively under the radar, trading at a forward price-to-sales ratio (~12.5x based on 2025 revenue estimates) significantly lower than hyperscaler peers.
I’ll have more to say about Nebius in the near future, but for the time being, you can see how it compares to other top AI companies (in the following table) based on various valuation metrics (and more).
9. Tesla (TSLA)
Continuing with the theme of proving the naysayers wrong, the CEO of Tesla (Elon Musk) has done this before (by basically taking on The Big 3 Automakers, with electric vehicles, and winning). However, Musk is also an extremely hated person right now (by many people) for political reasons (he took over Twitter and also has been partnering with the Trump administration), and as a result (of that and the fact that sales growth has fallen off a cliff), Tesla shares are still well below their all-time highs.
However, Musk has set his sites on another massive market opportunity, this time driven by AI, with his plans to turn Tesla’s into fully autonomous vehicles driving themselves (and passengers), and it will be coming to a city near you soon, if Musk gets his way. Not only does this add to the value of Electric Vehicles, but it also potentially opens a massive trillion-dollar-plus growth opportunity in the ride hailing industry (because self-driving vehicles are potentially significantly less expensive than physically manned Uber and Lyft vehicles). The uncertainty and challenges of this opportunity are so high that Tesla is not ranked higher in this report, but if Musk succeeds with autonomous vehicles taking over the ride-sharing industry, these shares can still go dramatically higher from here.
You can read my latest writeup on Tesla here.
8. Alphabet (GOOGL)
Google generates big revenue with its world-dominating search engine (which generates massive high-margin ad revenue), its YouTube platform (which generates massive high-margin ad revenue) and its cloud services (which generates massive high-margin revenue). In fact, it is all of this massive high-margin revenue that allows Alphabet to spend heavily on other big bets, such as Waymo (its differentiated competitor to Tesla in self-driving vehicles) and its own AI model called Gemini.
However, despite all this massive high-margin revenue and constant innovation, Alphabet’s share price has been relatively weak because people think other AI models (such as ChatGPT and DeepSeek) are going to dethrone Google as the dominant search engine (or at least cut into its profit margins significantly). To the contrary, we view this as an attractive opportunity to own shares of one of the best Mag 7 stocks at an attractive price.
You can read my recent writeup on Alphabet here.
The Top 7
The remained of this report includes an attractive variety of top AI growth stocks. It is available for members only, and it an be accessed here.
The Bottom Line:
The AI megatrend isn’t over—it’s still just getting started, and there are a variety of select top AI investment opportunities, based on your own situation, if you are looking to benefit. Always consider prudent concentration and/or diversification (because you can keep volatility down and expected returns high) and always do what is right for you. Long AI.