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. $ServiceNow(NOW)$

As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading

图片 $NVIDIA Corp(NVDA)$ have risen from less than $500 at the start of the year to a 52-week high of $974, and are up more than 200% over the past 12 months, but the stock recently fell back nearly 11% into correction territory.Nvidia is now seeing a pullback. Is this a buy-the-dip opportunity or catching a falling knife?Fundamentally, Nvidia's sales and earnings growth are on fire. But for a growth stock that's tripled in a year, the valuation premium is no joke, and the risk is rising.Buy-the-dip opportunity?Well, Nvidia's stock has been on a tear, but bulls will argue that the company's revenue and profits are growing even faster. Nvidia's fourth-quarter revenue jumped 265% year-over-year, and earnings per share soared 765%! The main driver? The

图片America's largest utility companies are predicting that the demand for electricity from data centers and new technologies like generative AI will skyrocket in the coming years. As a result, American utility companies and regulatory agencies have significantly increased their projections for peak electricity demand over the next decade. It seems that the ultimate destination for AI is electricity, and American utility stocks are poised to reap the benefits of this trend.Renewable energy giant $NextEra(NEE)$ told investors last month that US electricity demand will grow exponentially, driven primarily by demand from data centers. However, a report released earlier this year by Grid Strategies warned that America's power grid isn't ready for such a

AI Models like Chatgpt requires 10X More Power than Google Search Data Center power consumption is the 'Pick and Shovel' of AI trend. What are the compelling companies in this trend? 1. $Vertiv Holdings LLC(VRT)$ 2. $NextEra(NEE)$ 3. $Eaton Corp PLC(ETN)$ Image

$Alphabet(GOOGL)$ just launched Gemini 1.5 Pro, and it's mind-blowing. It leaves ChatGPT in the dust.Here are 10 powerful AI features you can't miss:ImageGlobal Availability: Gemini 1.5 Pro is now available in 180+ countries/regions, with a public preview launched via the Gemini API.Large-Scale Token Handling: The model can handle up to 1 million tokens to comprehend vast amounts of information from text, images, and videos.Large PDF Analysis: Effortlessly analyze, categorize, and summarize extensive content. Example: Analyzing the 402-page text transcript of the Apollo 11 moon landing mission.Questioning from YouTube Videos: Gemini 1.5 Pro can ask questions from YouTube videos.Multi-Modal Prompts: Successfully responds to prompts like, "What mom

For years, $NVIDIA Corp(NVDA)$ made most of its money in the gaming market, but more of its recent growth has been more fueled by GPU deployments in data centers. Now, this chipmaker has set its sights on the healthcare market.Is that enough of a reason for investors to jump on this stock?Last year, healthcare spending in the US hit an estimated whopping $4.7 trillion, accounting for about 18% of the country's GDP. And Nvidia has actually dipped its toes into this market before, like with the Clara AI platform for medical imaging in 2018.But in recent weeks, Nvidia's been making some big moves. Like on March 18th, they rolled out 25 new "microservice" suites for healthcare institutions, which lets customers integrate generative AI into their exist

图片In recent years, AI stock $Baidu(BIDU)$ $BIDU-SW(09888)$ hasn't been getting much love from investors, with its share price plunging over 70% from its highs three years ago. However, all risk is basically priced in now, and the company's fundamentals are still solid.When the bad news is all out, good news is just around the corner. And believe me, now is the perfect time to jump on this former growth star. Here are four reasons why:1.Baidu is a bargain!Baidu ticks all the boxes for value investors. While tech giants in the US are seeing their valuations skyrocket, Baidu is trading at a mere 13 times its earnings. And if you look at adjusted earnings, that number drops to just 9! Compare that to

图片 $iShares Semiconductor ETF(SOXX)$ is up 21.9% this year through March 22, outperforming $SPDR S&P Semiconductor ETF(XSD)$ 's 19.5% gain. Over the past year, SOXX and the index have returned 84.1% and 64.4%, respectively.With the semiconductor industry still in the spotlight, here are seven stocks that are core holdings if you want to seize the opportunity. 图片1.NXP Semiconductors $NXP Semiconductors NV(NXPI)$ has a trailing P/E ratio of just 15 and a dividend yield of 1.7%. But its stock has only gained 6.8% so far this year, lagging behind not only the semiconductor industry but also the S&P 500's 9.7% gain. The reason? The automotive industry contribut

图片 $NVIDIA Corp(NVDA)$ 's stock price has surged 249% in the past 12 months, but that's also sparked concerns in the market that this AI stock might be overvalued, and there's even fear of a $Tesla Motors(TSLA)$ -style crash looming. After all, Tesla's share price fell 30% in 2024 due to slowing demand for electric cars and sliding gross margins.So, could Nvidia be headed for the same fate as Tesla? Let's dig into it from three perspectives:The DifferenceWhile car sales still make up the majority of Tesla's revenue, analysts are now paying more attention to the company's autonomous driving platform, as well as its self-developed AI chips, software, and robotics decisions.On the other hand, Nvidia's core b

图片AI's popularity has really pumped up a lot of stocks in the past year, $Advanced Micro Devices(AMD)$ being one of them. Riding on this AI wave, AMD's revenue and profits are both skyrocketing.Thanks to the growth in its AI chip business, AMD's stock has skyrocketed 88% in the past six months. But, considering its pricey valuation, people are wondering if it can keep up the momentum.Right now, AMD's forward P/E ratio is 62, which is pricey compared to its industry peer $NVIDIA Corp(NVDA)$ , who's sitting at 35. And Nvidia dominates the AI chip market with significantly faster growth.That probably explains why AMD's stock has been slipping in recent trading days. Some Wall Street analysts think AMD's stock

图片It's never been easier to become a millionaire, and the stock market is one of the biggest reasons! So, which AI stocks could really make you a millionaire? Here are three that are worth considering.1.Palantir TechnologiesIn just 12 months, $Palantir Technologies Inc.(PLTR)$ 's stock has skyrocketed by 239%, making plenty of shareholders richer by the minute. The company runs a data analytics platform that serves both governments and businesses. Think the US Defense Department, the UK's National Health Service, and the CDC for gov't clients. Commercial clients include $Morgan Stanley(MS)$ and $Merck(MRK)$ .Its business is booming, as evidenced by its fiscal fourth

图片 $SoundHound AI Inc(SOUN)$ 's shares have risen from earlier lows on news of $NVIDIA Corp(NVDA)$ investment. In the AI space, the company is not visible, but it has attracted the interest of influential tech businesses.So far since 2024, SoundHound's stock has skyrocketed, surging a whopping 200%. Investors who got in at its all-time low last January are sitting pretty with some serious profits. But can this momentum last?SoundHound's technology is primarily used in cars, restaurants, and smart home appliances, with customers like $Qualcomm(QCOM)$ $Toast, Inc.(TOST)$ $Block(SQ)$

图片As the US stock market struggled to find its footing on Tuesday, $NVIDIA Corp(NVDA)$ , the hottest AI stock, continued its upward trend, closing up 7.2%. Over the past year, the stock has skyrocketed nearly 300%, sparking fears of a bubble.But guess what? NVIDIA's valuation hasn't gone up in recent months—it's actually gone down!But let's not get too hung up on valuations for now. The catalyst for NVIDIA's stock surge was $Oracle(ORCL)$ 's impressive quarterly report. The company revealed that demand for AI-centered cloud services is booming and far outpaces supply. In addition, Oracle hinted at more contracts with NVIDIA in the future, even teasing a big announcement with them next week.So, is NVIDIA s