As the AI megatrend continues to grow, one of the lesser-noticed side effects within the technology sector has been the flow of dollars out of otherwise attractive software companies and into AI stocks. As a result, a lot of really attractive software stocks (those with high growth and high profits) are actually significantly underperforming the market and trading at increasingly attractive valuations.
BH20 Growth Stocks: ONDAS Sits Atop (Autonomous Drones)
The Disciplined Growth Portfolio: Moderate, Yet Aggressive
This report shares the latest update on the BH Disciplined Growth Portfolio (38 current positions, not at all equally weighted), including several small new trades as well as a continued focus on powerful long-term growth opportunities. After this week’s stellar Nvidia earnings, a lot of investors are left wondering “what unexpected, good news can possibly remain for this already unprecedented AI growth story?” And the answer, of course, is building a prudently concentrated long-term growth portfolio that will benefit from AI (including AI hyper-scalers and “picks-and-shovels” companies”) but also healthy growth businesses benefiting from opportunities beyond just AI. Enjoy!
BH20 Growth Stocks: AI Smackdown Shopping List
The leading AI hyperscalers (basically the Mag7) just sold off hard, and some (but not all) of the leading AI “picks and shovels” stocks sold off with them. One name in particular stands out as increasingly attractive as I will briefly review from this week’s BH20 Growth Stocks report (incuded). Enjoy!
BH20 Growth Stocks: MP Materials to Benefit from Tariff Turmoil
Market jitters continue as China-tariff risks, plus the AI “bubble,” keep investors up at night. Nonetheless, “high-performance-computing” datacenter stocks and trade war beneficiaries (such as MP Materials) continue to soar higher (despite very high short interest) and with no end in sight for this powerful megatrend rally. This report shares the latest “BH20 Top Growth Stocks” with a special discussion of MP Materials.
Nvidia: Trump, SK Hynix Signal Big Growth Ahead (Shares Still Undervalued)
If you have “Nvidia fatigue,” get over it. Despite the existing bottlenecks (not ASML or Taiwan Semiconductor, but SK Hynix), Nvidia’s revenue (and share price) have room to go dramatically higher as indicated by President Trump’s upcoming UK trip (with Sam Altman and Jensen Huang) and the newly announced SK Hynix HBM4 (which can increase the supply of Nvidia chips without quenching demand or impacting Nvidia’s pricing power). This report reviews Nvidia’s disruptive growth (i.e. the cloud-AI megatrend), the two imminent new growth signals (mentioned above), current valuation and risks, and then concludes with a strong opinion on investing.
Nebius: 5 Top AI Stock Roadmap, Year-End 2025
Full-stack AI infrastructure and cloud/GPU cluster company, Nebius (NBIS), just blew its own doors off (shares up dramatically) by announcing a new 5-year $17.4+ billion deal with Microsoft (MSFT) to provide dedicated access to its new data center in New Jersey. The deal, and the current valuation, are a stark reminder to investors that old-school valuation metrics (such as price-to-earnings ratio) make little sense when dealing with disruptive growth, and “forward vision” matters more (if you can get it right). After reviewing Nebius in detail (business, growth, valuation and risks), this report shares 5 additional top AI stocks as a roadmap and attempt at forward vision for the AI megatrend through year end.
AI Energy Boom: High-Growth Industrials Stock to Benefit for Years
The electrical equipment company I review in this report has emerged as a key player in the Artificial Intelligence (AI) energy boom (thanks to its solid oxide fuel cell technology, which provides efficient, low-emission, power solutions to hyperscalers). This report reviews the business, growth trajectory, valuation and risks, and then concludes with my strong opinion on investing.
SoFi: A Meme “Phenom” (Crypto & Private Equity)
SoFi is a millennial-focused financial services company that’s up more than 200% in the last year. And the gains are not just because of social media hype, but also due to SoFi’s impressive fundamental growth (as the company capitalizes on millennials’ growing distrust of traditional finance). This report reviews SoFi’s powerful “product differentiation” strategy, growth opportunities (particularly its latest foray into cryptocurrency and private equity), current valuation and risks, and then concludes with my strong opinion on investing.
Vistra: Trump’s AI Power Push, Pelosi’s Million Dollar Bet
Recent reports indicate the Trump administration is preparing executive orders to boost power supplies for the AI industry; Vistra, the largest competitive power generator in the U.S., is uniquely positioned to benefit. Adding intrigue, former House Speaker Nancy Pelosi reportedly purchased ~$1 million in Vistra call options earlier in 2025, signaling strong confidence in its growth trajectory. This report reviews Vistra’s business model, its AI-driven growth, valuation, risks, and why it’s a compelling play in the AI energy revolution.
Palantir: AI Revolution, 10 Top Stocks
While Wall Street has been bashing Palantir hard, the longs (including Wedbush Securities’ Dan Ives) have been right all along as the artificial intelligence (“AI”) megatrend continues. This report reviews Palantir in detail (including its wide-moat business model, AI growth trajectory, current valuation and risks), compares the shares to the other top 10 growth stocks in Ives’ new AI Revolution ETF (IVES), and then concludes with my strong opinion on investing.
This $15B Chip Stock Has Big Upside (Solving AI Connectivity)
This stock we review in this report is growing rapidly because it solves datacenter bottlenecks created by the AI megatrend. It also has several competitive advantages and strategic partnerships (e.g. Nvidia, Amazon) allowing it to capture a significant share of a large and growing market (cloud data and AI). This report reviews the business, the high growth, total addressable market, current valuation and risks, and then concludes with our strong opinion on investing.
Innodata: AI "Picks-and-Shovels" Play
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). This report reviews all of that, plus risks, and then concludes with a strong opinion on investing.
CoreWeave: New Trade, The Plot Thickens
CoreWeave shares are up 200% in the last month and now trade at 14.4x 2025 revenue guidance. That is a high multiple, that can easily go much higher, for this NVIDIA/AI-focused hyperscaler cloud platform (optimized for generative AI workloads, such as Microsoft, Meta and Open AI) through multiple expansion or revenue growth (they can keep landing new contracts/deals).
Veeva: Impressive Moat, Margins, AI Momentum
Veeva Software (VEEV) is dominating in a large TAM industry (life sciences) with its software-as-a-Service solutions benefiting from high margins and AI momentum. This report takes a closer look at the business (post this quarter’s powerful earnings report), competitive moat, AI opportunities, growth, valuation and risks, and then concludes with my strong opinion on investing.
Tesla: Despite "Woke Mob," Musk to Better US Again
We've all been the target of anger, but few as much as Tesla (TSLA) CEO, Elon Musk, after he purchased Twitter and joined forces with Trump. However, an examination of his body of work at Tesla reveals he brilliantly created the modern electric vehicle ("EV") industry in anticipation of renewable energy becoming a significantly larger portion of the US electric grid (see chart below) and thereby enabling EVs to ultimately be powered more by clean energy and less by the dirty fossil fuels that dominated the grid and powered EVs when that industry began. It was a brilliant innovation that improved quality of life in the US, and he seems, presciently, about to do it again. This report is about the existential total addressable market opportunity Full Self-Driving (“FSD”) technology creates for Tesla, including competitive advantages, valuation, risks and concluding with my strong opinion on investing.
Nvidia: 5 Channel Checks Ahead of Earnings
The most important company in the world right now is Nvidia (NVDA), and it’s set to announce earnings on Wednesday, May 28th after the close. Governments, other companies (large and small), and billions of people all rely increasingly on Nvidia’s computer chips directly and indirectly. And considering the massive Artificial Intelligence (AI) megatrend, demand for Nvidia’s Hopper (H100 and H200) and Blackwell chips dramatically exceeds supply (as incredible value-adding use cases are only just beginning to be discovered). This report reviews Nvidia’s business, growth potential, five important channel checks (suggesting Nvidia will surpass its revenue and EPS guidance), valuation, big risks, and then concludes with my strong opinion on investing.
CoreWeave: Despite Massive Tail Risk, Big AI Upside Ahead
Generative-AI cloud platform, CoreWeave (CRWV), announced exceptional revenue growth this past week. And the company is delivering on its mission to help hyperscalers, such as Microsoft, get up to speed quickly with early access to leading Nvidia GPUs. And even though the shares likely have dramatically more price upside ahead, there is one massive tail risk investors need to be aware of.
Amazon: Despite Headwinds, Big Opportunities Ahead
Most people recognize Amazon as the global leader in in e-commerce, but it’s also a huge cloud company with massive advertising revenue growth. Further, Amazon is spending heavily on Artificial Intelligence (“AI”) and other innovation, while simultaneously strengthening profitability under CEO Andy Jassy. And despite big risks (such as tariffs, massive scale—which makes growth challenging, and competition), the shares are attractively valued (especially considering its strategic focus on large-TAM megatrends). I review the details in this report and then conclude with my opinion on investing.
Google: Despite Big Risks, It’s a Great Time to Be Alphabet
Google is a great business (thanks to ad revenue from search dominance, growing cloud and AI megatrends, and other big bets like driverless Waymo), and its new earnings release crushed expectations and demonstrated extreme financial strength, despite growing big risks (such as antitrust pressures, concentrated revenue from search ads and scary-massive capital expenditure plans). I review the details, and conclude with my opinion on investing.