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Ten companies with huge potential in the US stock market (Part 2), listed in no particular order.
The sixth, NVIDIA, NVDA, this company is basically a printing press for the AI era, with GPU computing dominating the industry. Now data centers, autonomous driving, and robots all rely on it. Its software ecosystem (CUDA) is a moat that others can't copy in the short term. Over the next decade, it’s highly likely to remain the king.
The seventh, Broadcom, AVGO, this company is low-key but fierce. It supplies AI accelerators, network chips, and custom ASICs. Apple, Qualcomm, Google, and Amazon all have deep involvement with its custom chips. It’s the biggest consumer of optical modules and switch chips in AI servers, making it a quiet giant that makes big money.
The eighth, Qualcomm, QCOM, has long been the dominant player in mobile SoCs. Now, with AI phones, edge computing, and automotive chips blooming everywhere, the Snapdragon platform connects PCs, cars, and XR. Its 5G/6G patent portfolio is enormous. In the future, as mobile AI explodes, it will likely be one of the biggest beneficiaries.
The ninth, Oracle, ORCL, is the giant in enterprise databases and cloud computing. Now, it’s fully investing in AI cloud infrastructure. Oracle Cloud Infrastructure (OCI) is optimized for large model training, offering performance and cost-effectiveness that directly outperforms some competitors. With a huge base of enterprise clients, in the AI era, companies need to train models and manage data—Oracle is that indispensable super database and cloud platform.
The tenth, Tesla, TSLA, is not just making electric vehicles. FSD autonomous driving, Optimus humanoid robots, and Dojo supercomputing clusters are all set to take off. Its energy storage, robotics, and AI are all self-developed. In the future, it’s highly likely to be the physical leader in the AI and robotics era. Musk’s execution power is evident, and the long-term growth potential is immense.