Shay Boloor: AI Stocks 2025 FCF Mutiple

My enthusiasm for AI is inspired by witnessing the biggest tech leap in modern history.

Here are the 15 companies I believe are positioned to capitalize on this secular growth theme -- based on how they compare to one another on their 2025 FCF multiples

1. $NVIDIA Corp(NVDA)$ | NVIDIA

2. $Tesla Motors(TSLA)$ | Tesla

3. $Microsoft(MSFT)$ | Microsoft

4. $Palantir Technologies Inc.(PLTR)$ | Palantir

5. $Amazon.com(AMZN)$ | Amazon

6. $CrowdStrike Holdings, Inc.(CRWD)$ | Crowdstrike

7. $ServiceNow(NOW)$ | Snowflake

8. $Advanced Micro Devices(AMD)$ | Advanced Micro Devices

9. $ARM Holdings Ltd(ARM)$ | Arm Holdings

10. $Micron Technology(MU)$ | Micron

11. $ASML Holding NV(ASML)$ | ASML Holding

12. $MongoDB Inc.(MDB)$ | MongoDB

13. $Taiwan Semiconductor Manufacturing(TSM)$ | Taiwan Semiconductor Manufacturing

14. $Datadog(DDOG)$ | Datadog

15. $Cloudflare, Inc.(NET)$ | Cloudfare

@StockSavvyShay

Editor’s notes: The Free Cash Flow Multiple assesses how efficiently a listed company generates cash flow relative to its market value. It's calculated by dividing Free Cash Flow by Enterprise Value or Market Capitalization. A higher multiple suggests potential undervaluation, while a lower multiple may indicate overvaluation. Investors use it for comparing companies, assessing valuation, and making investment decisions.