Here are my top 10 picks for this next stage

2025 will usher in the next phase of the AI revolution, shifting focus from infrastructure to applications -- we're already seeing this trend take shape as the year wraps up. $NVIDIA (NVDA.US)$

1. $Palantir (PLTR.US)$ |Palantir

2. $Snowflake (SNOW.US)$ |Snowflake

3. $CrowdStrike (CRWD.US)$ |Crowdstrike

4. $Cloudflare (NET.US)$ |Cloudfare

5. $MongoDB (MDB.US)$ |MongoDB

6. $ServiceNow (NOW.US)$ |ServiceNow

7. $Datadog (DDOG.US)$ |Dataog

8. $Elastic (ESTC.US)$ |Elastic

9. $Confluent (CFLT.US)$ |Confluent

10. $Zscaler (ZS.US)$ |Zscaler