It’s helpful to remember that many of today’s top mega-cap companies started as speculative small-cap stocks. But no matter the size of the company, the best stocks are the ones that continue to grow revenue and earnings.
Nvidia, AMD, Broadcom, Micron, and TSMC are all set to be huge beneficiaries of the continued AI infrastructure build-out. Alphabet and Meta Platforms have both done a great job of applying AI to their core businesses to drive growth.