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.
7. CoreWeave (CRWV)
Similar to Nebius, CoreWeave also partners with Nvidia to give hyperscalers (like Microsoft and Meta) early access to Nvidia’s latest GPUs in datacenters prepped and primed for the demands of AI. I have been pounding the table about CoreWeave for over a month now, and I believe these shares still have dramatic upside potential.
You can read my recent CoreWeave report here.
6. Vertiv (VRT)
Vertiv basically makes electrical components for datacenters, and this positions the company (a leader in the space) smack dab in the middle of the AI megatrend. Demand is high and will likely remain so as the AI megatrend continues to need data centers. However, the valuation, relative to the demand growth, is low (a good thing). Trading at 5.5x sales and 27.1x forward earnings (with a double-digit revenue growth rate), Vertiv is worth considering.
You can view my previous full report on Vertiv here.
5. Innodata (INOD)
It’s a bit of a turnoff to see a 30-year-old stock marketing itself as an Artificial Intelligence play (considering that’s a megatrend that only just started to ramp within the last 2-years). Nonetheless, Innodata (INOD), a data engineering company, is finding its niche (capitalizing on the surging demand for high-quality AI training data) and hitting its stride (5 “Mag 7” clients) with a lot of room to run (massive TAM) and a reasonable valuation (8x sales.
You can view my latest full report on Innodata here.
4. Astera Labs (ALAB)
Astera Labs presents a compelling investment opportunity thanks to its important role in the AI megatrend (it solves connectivity bottlenecks), combined with its dramatic growth trajectory. And contrary to initial sticker shock, its valuation metrics are arguably very compelling as compared to its tremendous ongoing growth rate (Wall street rates it a “strong buy” and the shares can easily 2x considering growth is set to more than 2x in the coming years while profit margins will expand for this already profitable young business, and the long-term TAM is even dramatically larger still).
You can view my latest full report on Astera Labs here.
3. Meta Platforms (META)
If ever there was a company that symbolized “revenge of the nerds,” this would be it. Nerdy CEO Mark Zuckerberg grew his Facebook app (which stalks user data and sells it for advertising revenue) into Instagram (more social media creepiness) and WhatAp (the grand daddy of creepy stalker-ness because AI listens to your phone calls and is just now beginning to unlock this massive new advertising revenue source). Plus, Zuckerberg is relatively young for a CEO and still seems dead set on growing his creepy empire of social media stalker-ness). At 24x forward earnings, with double digit growth and incredible margins, this megacap still has lots of room to run.
You can view my latest full report on Meta here.
2. ServiceNow (NOW)
If you are looking for disruptive companies with sticky high revenue growth that have shares with recent relative underperformance (i.e. margin of safety), consider ServiceNow. It’s a leader in cloud-based workflow automation solutions, benefiting dramatically from the ongoing digital revolution and AI megatrends.
You can view my latest full report on ServiceNow here.
1. Nvidia (NVDA)
If you are sick-and-tired of hearing about what a great company Nvidia is—don’t be. It’s basically ground zero for the ongoing AI megatrend (because its GPU chips basically fuel 90%+ of all AI) and it’s still cheap (i.e. it trades at an attractively low 25.1x forward PE with incredible revenue growth and high margins). Demand is still higher than Nvidia can deliver chips—the ideal situation for pricing power and attractiveness.
You can view my recent report on Nvidia 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.