1.
$Amazon (AMZN.US)$ | E-Commerce & Cloud
• Amazon's unmatched logistics network is nearly impossible to replicate, and AWS continues to reign as the king of cloud computing, set to accelerate further with the AI explosion.
2.
$Microsoft (MSFT.US)$ | Cloud & AI
• They are poised to redefine productivity & enterprise solutions, becoming the definitive platform for cloud computing and AI integration across global industries.
3.
$Palantir (PLTR.US)$ | AI Platform
• Their AI platform will eventually become the foundational platform for enterprises, turning into a strategic asset for informed decision-making at scale.
4.
$Visa (V.US)$ | Financial Services
• They remain the king of the payment processing industry, continuously expanding its global network. As digital payments become more integrated with emerging technologies like blockchain and AI, Visa is set to not only maintain but strengthen its leadership in facilitating global commerce.
5.
$Taiwan Semiconductor (TSM.US)$ | Semiconductors
• As the world's largest semiconductor foundry, TSMC is critical in the global tech supply chain, especially as demand for advanced chips in AI, smartphones, and automotive sectors skyrockets. Their continued expansion and technological advancements are likely to sustain their leadership in the semiconductor industry.
6.
$Tesla (TSLA.US)$ | EV, Energy, AI & Software
• Their FSD technology is set to become as ubiquitous in EVs as $SHOP has become for SMBs in the e-commerce sector.
7.
$NVIDIA (NVDA.US)$ | Semiconductors
• They're set to cement their status as the core of the AI & gaming revolutions, making their GPU technology indispensable for the digital economy.
8.
$Costco (COST.US)$ | Retail
• As a leader in membership-based wholesale retail, Costco is uniquely positioned to expand its market share through a blend of aggressive pricing strategies, high-quality merchandise, and increasing digital sales channels -- ensuring resilience and consumer loyalty even during economic downturns.
9.
$ASML Holding (ASML.US)$ | Semiconductors
• Essential in the semiconductor manufacturing process, ASML’s photolithography systems are pivotal for producing increasingly sophisticated chips, driving innovations in AI, cloud computing, and more.
10.
$Eli Lilly and Co (LLY.US)$ | Biotech
• With breakthrough therapies like Trulicity and a robust pipeline, Eli Lilly is at the forefront of addressing chronic conditions such as diabetes and Alzheimer’s, shaping the future of healthcare.
11.
$Meta Platforms (META.US)$ | Social Media & VR
• Positioned at the forefront of social media evolution and virtual reality, META is investing heavily in the metaverse, aiming to transform how people connect, work, and play, potentially defining a new era of digital interaction.
12.
$Novo-Nordisk A/S (NVO.US)$ | Biotech
• Their innovative treatments like Ozempic are revolutionizing diabetes and obesity management, positioning them to lead the rapid adoption in this space.