My 10 HIGHEST Conviction AI Stocks
NVIDIA remains one of my highest-conviction AI investments among the 10 highest conviction AI stocks to own for the next several years
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredNVIDIA 4 →Amazon 4 →Advanced Micro Devices 3 →
NVIDIA remains one of my highest-conviction AI investments among the 10 highest conviction AI stocks to own for the next several years
AMD doesn't need to beat NVIDIA to become a major AI winner — included as a high-conviction AI stock
Bought Rocket Lab (RKLB); believes it could become a major player in the space economy with significant long-term upside
Bought AppLovin (APP); believes it has significant upside over the next several years as a leader in AI-powered advertising
Capital One Financial (COF) listed as a high-conviction buy for August 2026
SoFi Technologies (SOFI) listed as a high-conviction buy for August 2026
SCHD is a great investment that helps balance your portfolio.
TSM is well-positioned to benefit during the rest of 2026
MRVL is well-positioned to benefit during the rest of 2026
STRL is well-positioned to benefit during the rest of 2026
AVGO is well-positioned to benefit during the rest of 2026
CRDO is well-positioned to benefit during the rest of 2026
AMD is well-positioned to benefit during the rest of 2026
Micron (MU) earnings showed AI demand and capex spending not slowing at all; creator is bullish on AI bottleneck names including memory
SCHD continues to perform well regardless of market conditions and is the best dividend ETF around.
A stock market pullback/correction is coming this summer after the S&P 500's 15% run since April.
VICI named a top dividend stock to buy for 2026.
PLD named a top dividend stock to buy for 2026.
DIS named a top dividend stock to buy for 2026.
BAC named a top dividend stock to buy for 2026.
V named a top dividend stock to buy for 2026.
UNH named a top dividend stock to buy for 2026.
ABBV named a top dividend stock to buy for 2026.
VST named a top dividend stock to buy for 2026.
MSFT named a top dividend stock to buy for 2026.
AVGO named a top dividend stock to buy for 2026.
The S&P 500 is on the cusp of a correction (at least a 10% pullback from recent highs), trading below its 200-day moving average amid war, oil, inflation and rate uncertainty.
Creator loves SCHD's reconstitution changes and considers the new-look SCHD the best dividend ETF on the market today.
Bullish 2027 price target for Amazon based on EPS growth, margin expansion and EBITDA potential over the next year and a half.
Walmart is one of 5 stocks to own for the next decade as defensive retail leadership with e-commerce growth.
Apple is one of 5 stocks to own for the next decade on ecosystem strength and services expansion.
Alphabet is one of 5 stocks to own for the next decade on search leadership, YouTube growth, and free cash flow.
AbbVie is one of 5 stocks to own for the next decade on healthcare exposure and durable pharma cash flows.
Bought DDOG during the software selloff with a 12-month price target above current levels.
Bought TOST during the software selloff with a 12-month price target above current levels.
Bought MSFT during the software selloff with a 12-month price target above current levels.
Boeing is a turnaround story the creator would buy, contingent on execution and production stability.
S&P Global is one of 4 strong businesses the creator would buy, a high-margin financial analytics powerhouse positioned for the next 12 months.
MELI is an ultra growth stock with significant upside as LatAm's dominant e-commerce and fintech platform.
RKT is an ultra growth stock with upside from a housing cycle recovery.
JOBY is an ultra growth stock with significant long-term upside as it works toward FAA certification.
IREN is an ultra growth stock the market is underestimating, with significant upside as AI compute demand catalysts play out over the next 12-24 months.
SOFI is an ultra growth stock with significant upside as it evolves into a diversified digital bank.
RKLB is an ultra growth stock with significant upside as it scales launch and satellite services.
NVDA is one of his favorite stocks going forward and its valuation looks cheap — a big opportunity.
ServiceNow carries the most risk but has huge reward potential with the stock down roughly 50% from highs.
AMZN is one of his favorite stocks going forward with a rather cheap valuation.
Bought more META — dominant digital ad platform with massive free cash flow and improving operating efficiency; comfortable owning long term.
Bought more MRVL — under-the-radar AI/data-center infrastructure play benefiting from long-term connectivity and custom silicon demand.
Bought more AVGO — high-margin semiconductor and software business with consistent free cash flow and long-term durability.
Hims & Hers Health (HIMS) pullback creates long-term opportunity given expanding products and improving unit economics.
Visa (V) has pulled back and is a buy-the-dip long-term opportunity — dominant global payments network with strong cash flow.
Capital One (COF) dip is a long-term buying opportunity despite near-term consumer concerns.
COPX is a top ETF to buy for 2026 for electrification/infrastructure-linked copper exposure.
XLF is a top ETF to buy for 2026 for U.S. financials exposure.
ARTY is a top ETF to buy for 2026 for AI and automation exposure.
BUG is a top ETF to buy for 2026 for cybersecurity exposure.
VIG is a top ETF to buy for 2026 as a dividend-growth holding.
Micron (MU) is a cheap stock to buy for 2026 — cyclical semi with improving fundamentals and AI exposure.
Merck (MRK) is a cheap stock to buy for 2026 — defensive healthcare leader with strong cash flow and pipeline depth.
TSM is a cheap stock to buy for 2026 as critical global chip manufacturing infrastructure.
Expedia Group (EXPE) is a huge long-term opportunity — global travel platform with strong cash flow and asset-light model.
SoFi (SOFI) is a huge long-term opportunity as a higher-growth financial platform with improving profitability.
Booking Holdings (BKNG) is a cheap stock to buy for January 2026 — asset-light travel platform with strong margins.
AutoZone (AZO) is a cheap stock to buy for January 2026 — recession-resilient retailer benefiting from an aging vehicle fleet.
Chevron (CVX) is a cheap stock to buy for January 2026 — cash-generating energy leader with disciplined capital allocation.
Netflix (NFLX) is a cheap stock to buy for January 2026 as it transitions into a consistent cash-flow business.
Boeing (BA) is a stock he is buying before 2026 as a potential turnaround tied to global aircraft demand.
NVIDIA (NVDA) is a stock he is buying before 2026 as critical AI and data center infrastructure.
IREN is a higher-risk, asymmetric growth stock he is buying before 2026.
Uber (UBER) is a high-conviction quality stock to buy now.
Meta Platforms (META) is a high-conviction quality stock to buy now.
S&P Global (SPGI) is a high-conviction quality stock to buy now.
Amazon (AMZN) is a high-conviction quality stock to buy now.
AbbVie (ABBV) is a high-conviction quality stock to buy now with long-term growth potential.
Creator believes a market pullback in the S&P 500 within the next few months is likely
S kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
ASML kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
GOOGL kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
MU kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
NVDA kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
AMZN kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025
AMD kept on top growth stocks list for 2025; expects it to perform well in the second half of 2025