Top Five AI Stocks I'm Buying Now
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Markets up higher in 2025 driven by artificial intelligence. S&P 500 up 13%, QQQ up 17%. Outlining five AI stocks that will continue to win over the next 5 years.
OpenAI announced deal with Broadcom. Co-founder on CNBC emphasized demand and growth needs. Tom Lee bullish on Nvidia, compares valuation to Walmart and Costco. This comparison is flawed. Former Intel CEO believes AI bubble exists. Howard Marks says frenzy not a bubble yet. Fail of the week: Individual on X advised risking all in 20s, lost $3.4 million.
Google has low downside, high upside. Up 32% past 3 months, 27% YTD. Still best option today. Trades at 23 forward P/E, meaningfully lower than intrinsic value. Assets: Google Search growing double digits, advanced with AI Overviews, Google AI mode as powerful as OpenAI. Low churn to competitors like ChatGPT. Google Cloud second fastest growing cloud, integrated with Gemini, DeepMind. Subscriptions (Google One, YouTube Premium) $44 billion revenue. YouTube ads growing 12-13%/year, revenue 70% higher or double in 5 years, worth $1 trillion market cap alone. Add DeepMind, Gemini, Google Search—worth far more than current price. $100 undervalued. Buy below $340. Owns $87,000 in passive income portfolio, $52,000 in story fund.
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