Bet on Wall Street's 3 favourite Stocks ?

JC888
10-21

With US stock market like a mad swinging yo-yo, one day up and next day down, is it time to take a look at what Wall Street like and bet on them instead.

At least they should not be as volatile like stock eg. $Fluence Energy, Inc.(FLNC)$. It rose by +16.11% on Tue, 14 Oct 2025 and is poised to rise a further +17.24% on Wed, 15 Oct 2025 (futures index).

With the US government shutdown still unresolved, investors should use this time to look at stocks recommended by top Wall Street analysts.

Their picks are based on thorough analysis of a company’s fundamentals and growth potential.

According to Tipranks, below are the 3 stocks favoured by the Street’s top pros.

$Snowflake(SNOW)$

SNOW is a US-based technology company that:

  • Provides a cloud-native data platform.

  • Its platform enables organizations to store, manage, and analyze large amounts of data efficiently across multiple cloud services like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud.

At the recently held Snowflake World Tour event, SNOW highlighted its product innovation and vision for driving business transformation through data and artificial intelligence (AI).

After attending the customer conference, Jefferies analyst Brent Thill :

  • Reiterated a “Buy” rating on SNOW.

  • And a price forecast of $270.

Thill noted that while SNOW’s product innovation is picking up pace, traction for SNOW’s AI offerings is building, the inflection point still lies ahead.

Based on his conversations with customers and partners at the event, he noted:

  • A retailer using Snowpark ML for demand forecasting expects wider use will take a few more quarters.

  • A travel company using Snowflake ML in customer experience also expects broader adoption further down the road.

He also noted SNOW’s ability to handle unstructured data (like text and images) is better but still needs improvements.

Overall, Thill believes SNOW is gaining strength, but its major AI breakthrough is still ahead.

Stock Movement.

As of 14 Oct 2025

The stock started 2025 around the low $190s and reached a peak near $255 in early October 2025.

Despite experiencing volatility during the year, that included a notable +20% surge on 28 Aug 2025, linked to positive company news and sector momentum, SNOW has generally trended upward.

$Advanced Micro Devices(AMD)$

On 06 Oct 2025, chipmaker AMD, made headlines after announcing a game-changing partnership with OpenAI. (see below)

Under the deal, OpenAI will deploy up to 6 Gigawatts of AMD Instinct GPUs over multiple years, starting with a 1-Gigawatt rollout in H2 2026.

The agreement also involves a warrant for up to 160 million shares (vesting tied to certain milestones), that, if fully exercised by OpenAI, will give it about a 10% stake in AMD.

Following the news, Jefferies analyst Blayne Curtis upgraded AMD - (a) to a “Buy” from “Hold” rating and (b) boosted the price target to $300 per share from $170.

Curtis believes that AMD’s deal with OpenAI clearly changed the AI narrative for the semiconductor company.

While the chipmaker still has milestones to achieve, Curtis believes that the AMD-Open AI partnership is (a) a solid confirmation of AMD’s AI roadmap and (b) a proof of robust AI demand in general.

After positive feedback from server checks during his recent trip to Asia, Curtis raised his estimates for AMD.

He expects AMD to gain 500 basis points per year in server CPU market share with its Venice platform.

However, he hasn’t seen clear signs of AI growth from original device makers (ODMs) yet.

The announcement that OpenAI is a lead customer, with potential revenues of $80-100 billion from 6 GigaWatt of compute through 2030, has changed his outlook on AMD significantly.

Stock Movement.

As of 14 Oct 2025

AMD has shown a strong upward trend in 2025, with a year-to-date gain of about 80.79%. (see above)

The stock started the year near $120.63 and surged to an all-time high of $240.10 in early October 2025.

The rise reflects growing confidence in AMD, driven by its expanding product portfolio, especially in (a) high-performance CPUs and (b) AI-focused chips.

$Dell Technologies Inc.(DELL)$

On 07 Oct 2025, IT infrastructure and personal computing solutions provider DELL announced an increase in its long-term financial targets during its analyst meeting.

The improved outlook is backed by demand from the ongoing AI wave.

Following the event, Mizuho analyst Vijay Rakesh reiterated:

  • A “Buy” rating on DELL stock.

  • Raised the price target to $170 from $160.

Rakesh’s above revisions were based on:

  • DELL’s management’s commentary about momentum in enterprise and sovereign AI, with strong demand signals over 12-18 months.

  • DELL raising its compound annual growth rate (CAGR) target for revenue for Fiscal 2026 to 2030 to the range of 7% - 9%, with non-GAAP EPS expected to rise by +15% or more.

  • For Fiscal 2026, AI server revenue is estimated to be $20 billion, (close to Wall Street’s consensus of $20.6 billion); that will be more than 100% growth from 2025’s $9 billion.

  • With DELL expecting a 20% - 25% compound annual growth rate (CAGR) through Fiscal 2030, that means AI server revenue could reach $46 billion by 2030.

Last but not least, Rakesh believes that DELL’s growth outlook project, could be conservative.

This is because DELL:

  • Is involved in all at-scale AI cluster deployments.

  • Leads in Tier 2 Cloud Service Providers (T2 CSP) and Enterprise AI deployments with more than 3,000 customers.

Stock Movement.

AMD has shown strong gains in 2025.

Its price rose from around $116.53 on 02 Jan 2025 at the start of 2025 to close at $148.77 on 14 Oct 2025.

This reflects a YTD growth of over +27%.

The stock hit an all-time high near $165 in early October, supported by robust demand for its CPUs and AI chips, especially its server platform Venice.

With 3 pedigree stocks, which is your favourite ?

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  • Do you think latest US government shutdown will last longer than 35 days Trump’s first president term ?

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