10 stocks to buy and hold for the next 10 years:

1. Sofi

Country: US
Industry: Banking/Fintech
Ticker: $SOFI
Market Cap: $23B
Net Margin: 41.1%
ROE: 30%
FWD P/E: 27
2028 Revenue CAGR: 22%
2028 EPS CAGR: 30% 2. Micron

Country: US
Industry: Memory
Ticker: $MU
Market Cap: $1.1T
EBITDA Margin: 63%
ROIC: 32%
FWD P/E: 9
2028 Revenue CAGR: 50%
2028 EPS CAGR: 73%

6 Undervalued Businesses with a Strong Moat

1/ Mercado Libre

$MELI is the best company in Latin America, which is down over 30% from June highs.

The company maintains a powerful moat through its integrated ecosystem, which locks in users by seamlessly combining:

- E-commerce
- Fintech
- Loans
- Logistics

This creates a massive network effect where a growing buyer base attracts more merchants, while its proprietary logistics network provides a level of delivery speed and reliability.

Key Segments are exploding:

E-com Services $2.3B ➡️ $12.8B
E-com Products $255M ➡️ $3.5B
Fintech $1.1B ➡️ $6.7B
Credit $246M ➡️ $5.9B

- 78M Fintech Users
- 121M E-com Buyers
- $65B GMV
2/ Google

$GOOGL is the best positioned to thrive in the AI age. Its moat is built on a data-driven feedback loop, generating an unmatched volume of data that continuously refines its algorithms and ad targeting.

This dominance is reinforced by a multi-layered ecosystem consisting of:

- AI
- Search
- Cloud
- YouTube
- Android
- Waymo

Key Segments are delivering:

Search $69.8B ➡️ $224.5B
YouTube $8.2B ➡️ $40.4B
Google Network $17.6B ➡️ $29.8B
Subscriptions, Platforms $10.9B ➡️ $48B
Cloud $4.1B ➡️ $58.7B

AI names are crashing 10-20% 🔴

Yet, AI investments are accelerating

- $MSFT $100B
- $META $115-135B
- $GOOGL $175-185B

FOLLOW THE MONEY 💸

Here are 20 companies that will dominate the AI age:

1/ $IREN

Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

- 3GW Contracted Power
- $9.7B $MSFT Contract
- Next Hyperscaler deal is inevitable

The company is reporting earnings tomorrow, and many are expecting important updates on the data center development. 2/ $GOOGL

When ChatGPT launched, investors said that Google was doomed to irrelevance. Yet, the company innovated faster than even the strongest bulls imagined.

- 90% Search Market Share
- 13% Global Cloud Market Share
- 48% Cloud Revenue Growth
- $60B+ YouTube Revenues
- 2.7B YouTube Users
- 450K Robotaxi rides p/w
- 700M+ Gemini Users

Google reshaped how the world accessed information, and now it is rebuilding its technology by putting AI at the very center.

AI powers Search to provide direct answers, enhances YouTube with personalized recommendations, fuels Google Cloud with enterprise-ready AI solutions, and integrates into everyday tools like Gmail, Docs, and Android.

Gemini models unify text, code, images, and video into a single AI system, making information more useful, accessible, and actionable in real time.

By embedding AI across its ecosystem, $GOOGL is turbocharging the AI-driven internet and accelerating innovation.

Its Cloud business is exploding, YouTube is integrating AI creator tools in its platform, and Waymo just raised at a $120B valuation.

$GOOGL will dominate for decades to come!

10 stocks to buy and hold for the next 10 years:

1/ IREN

Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

- 3GW Contracted Power
- $9.7B $MSFT Contract
- Next Hyperscaler deal is inevitable 2/ $NU

Nu Bank is a best-in-class fintech redefining smart banking for hundreds of millions of underbanked people.

- 127M Customers
- Path to 300M in a decade
- Active in Brazil, Mexico, and Colombia
- Expanding to the US
- $38.8B in Deposits
- $30.4B in Customer Loans
- 70% Growth in ARPU in 3 years.

AI Stocks are imploding, don't panic! 🔴

Here are 10 companies that will dominate the AI age:

1/ $IREN

$IREN is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.

The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach enables efficient Bitcoin mining today while positioning IREN to support AI and high-performance computing tomorrow.

As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.

The $MSFT $9.7B deal is just the first of many deals with hyperscalers. 2/ $NBIS

$NBIS is reimagining the cloud for the AI era with a Cloud platform designed especially for training and deploying AI models.

The first AI companies relied on generic cloud setups. This was expensive, slow to deploy, and not optimized for AI performance.

$NBIS is changing it. Their $NVDA GPUs, custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to thousands, cutting costs and accelerating AI development.

The $17.4B deal with $MSFT signifies their excellence. And $NBIS AVride is doing real robotaxi services today, showing what their AI cloud is capable of.

📈 $ZETA released STELLAR earnings, jumping 17%!

It is the AI stock everyone is sleeping on!

AI marketing innovator, demand is accelerating, and FCF is exploding!

Here is my Investment Thesis:🧵 1/ How is $ZETA an AI stock?

Do they make chips? Are they an AI Cloud?

NO!

All businesses struggle to figure out:

- How to identify a customer
- How to acquire it
- How to keep it from leaving
- How to get them to spend more

Zeta is an AI marketing SaaS built to deliver the answers to these modern marketing dilemmas.

$ZETA is the AI stock investors are sleeping on!

It could realistically 5x

An AI innovator, demand is accelerating, and FCF is exploding!

Here is my Investment Thesis:🧵 1/ What does $ZETA do?

Many brands don't know:

- How to identify a customer
- How to acquire it
- How to keep it from leaving
- How to get them to spend more

Zeta is an AI-powered marketing cloud built to deliver the answers to these modern marketing dilemmas.

If you won $1M in the lottery, here is how you should invest it to never work again!

$GRAB $125K
$NU $125K
$NBIS $100K
$DLO $100K
$SOFI $100K
$ZETA $100K
$HROW $100K
$OSCR $100K
$GOOGL $75K
$AMZN $75K

Here is why 🧵👇 1/ Grab $125K

$GRAB a Southeast Asian Super-App offering rides, food delivery, groceries, financial services, and more!

- 40M+ Users
- $20B GMV
- Millions of Restaurants and Drivers

Southeast Asia is booming, and 200M are estimated to join the middle class in the next decade.

This new middle class will be hungry for great financial services and modern conveniences.

AI will further increase margins by reducing costs across the organization!

$NVO is $META in 2022

In 3 years, people will say, " I can't believe you could have bought $NVO for 15 P/E in 2025".

Here is my Investment Thesis:🧵 1/ GLP1s

$NVO GLP-1 drugs, like Ozempic and Wegovy, are revolutionary!

They fundamentally change how obesity and type 2 diabetes are treated. Instead of just managing symptoms, they target the body’s appetite and insulin regulation, helping patients lose significant weight and improve cardiovascular and metabolic health.

20 companies that will dominate the next decade:

1/ Nebius

$NBIS is redefining cloud computing for the age of AI, offering an infrastructure platform designed specifically for building and running AI models.

Nebius services will help both large and small AI companies build innovative AI solutions in robotics, healthcare, finance, military, agriculture, drug discovery, material sciences, and many more.

The company just signed a massive 5-year $17.4B contract with Microsoft.

It is currently expanding the data center business in:

- Finland
- Iceland
- New Jersey
- Alabama
- UK
- France
- Israel 2/ Grab

$GRAB is THE only Super App in Southeast Asia, dominating ride-hailing, food delivery, and fintech.

Grab is quickly weaving AI, digital payments, and advanced logistics into its platform, fueling significant growth.

The opportunities ahead are vast, with Southeast Asia experiencing rapid urban growth, rising internet access, and accelerating adoption of digital services. But most importantly, incredible economic growth will add 200M people to the middle class.

Grab is uniquely positioned to solidify its role as a cornerstone APP for all in Southeast Asia for decades.

$APP is up 38% in the past month as investors realise that while $NVDA chips were the first in line for AI profits, APP's advertising business is next!

Margins are out of this world, Global TAM is $1T+, and revenue growth is accelerating!

Here is my $APP Investment Thesis:🧵 1/ What does $APP do?

Listen to the CEO explain it.

It is simple: “Half the money I spend on advertising is wasted, the trouble is, I don’t know which half.”

$APP sells an answer to this old advertising dilemma.

AppLovin is an AI-based advertising platform that's focused on mobile apps but is expanding to WEB and Streaming.

If I had $1M, here is how I would build an AI-focused portfolio, so I never have to work again!

$NU $150K
$NBIS $100K
$GRAB $100K
$APP $100K
$AMD $100K
$TSM $100K
$ZETA $100K
$IREN $50K
$GOOGL $50K
$AMZN $50K
$NVDA $50K
$META $50K

Here is why 🧵👇 1/ $NU is a fintech that's bringing modern financial services to unbanked populations in Brazil, Mexico, and Colombia.

Their AI Private Banker will bridge the knowledge gap between 1% and the 99%, enabling everyone to have access to sound financial advice and integrated AI services.

Nu's low-cost model enables fast growth and huge profits.

📈 Revenue per customer: +270%
📉 Cost per customer: -27%

Trading for a P/E of 34, despite being a disruptor with huge growth runaway.

Brookfield forecasts that Global Data Center Capacity will expand by 10x 🚀

Here are 15 companies driving this growth!

Thread: 🧵 1/ Nebius

$NBIS is the fast-growing Data Center company that specialises in AI training and inference services.

The company just signed a massive 5-year $17.4B contract with Microsoft.

It is currently expanding the data center business in:

- Finland
- Iceland
- New Jersey
- UK
- France
- Israel

Here are 20 companies that will dominate the AI age:

1/ ASML

$ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision.

Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods.

With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology.

As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services. 2/ Nebius

$NBIS is reimagining the cloud for the AI era with an infrastructure platform purpose-built for training and deploying AI models.

The first AI companies relied on generic cloud setups. This was expensive, slow to deploy, and not optimized for AI performance.

With $NBIS, the experience is radically different; their $NVDA GPUs, custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to thousands, cutting costs and accelerating AI development.

$DLO is a best-in-class fintech set to 5x

Stock is up 40% since the earnings 🚀

Payment volumes are exploding, revenue growth is accelerating, and profits are at record highs.

Here is my $DLO Investment Thesis:🧵 1/ A+++ CEO

$DLO is led by Pedro Arnt, who for 12 years was the CFO of $MELI.

During his tenure, Mercado Libre transitioned from a small e-commerce company with revenues of $20M into an e-commerce, logistics, and fintech behemoth with revenues of $20B and payment volume of $120B.

There is possibly no one better in the world DLocal could have picked as their leader to scale them into a similar-sized payments company!

If I had $1M, here is how I would invest it so I never have to work again!

$NU $200K
$DLO $125K
$SOFI $125K
$GRAB $125K
$OSCR $125K
$GOOGL $100K
$AMZN $100K
$META $100K

Here is why 🧵👇 1/ $NU is a Brazilian fintech that is bringing modern financial services to unbanked populations in Latin America.

Technology-driven low-cost model enables fast growth and huge profits.

📈 Revenue per customer: +270%
📉 Cost per customer: -27%

Trading for a P/E of 30, despite being a disruptor with huge growth runaway.

$NVDA AI chips were the first in line for AI profits, $APP advertising business is next!

Could AppLovin become the next $1T AI Winner?

Margins are out of this world, Global TAM is $1T+, and revenue growth is accelerating!

Here is my $APP Investment Thesis:🧵 1/ What does $APP do?

“Half the money I spend on advertising is wasted, the trouble is, I don’t know which half.”

$APP sells an answer to this old advertising dilemma.

AppLovin is an AI-based advertising platform that's focused on mobile apps but is expanding to WEB and Streaming.

After the earnings, I am more BULLISH on $GRAB than ever before!

Here are 🔟 simple reasons why!

Thread: 🧵 1/ $GRAB is becoming a SuperAPP

Led by a super-star CEO, Anthony Tan.

Taxis
Travel
Groceries
Ride-Hailing
Food Delivery
Insurance
Financial Services
And Soon, Robotaxis

Here are 5️⃣ simple reasons why I am bullish on $OSCR!

Thread: 🧵 1/ Competent Leadership

Mark Bertolini, the former CEO of Aetna, leads $OSCR.

Under his leadership, Aetna 4x'ed its valuation and got sold for $60B

With his deep industry expertise and proven track record, Mark is exactly the kind of CEO $OSCR needs to scale into a tech-enabled insurance disruptor.

$GOOGL is a best-in-class company set to 3x

It is very misunderstood, P/E of 19 is a bargain.

Cloud is exploding, Waymo is THE Robotaxi leader, and margins are at record highs!

Here is my $GOOGL Investment Thesis:🧵 1/ Search is not DYING, it's TRANSFORMING

AI is bringing a new level of intelligence to $GOOGL Search!

AI summaries, AI Mode, Gemini.

$GOOGL is uniquely positioned to monetise Search, despite a changing industry!

Those saying that "I don't use Search anymore" live in their bubble and refuse to see how $GOOGL Search has transformed.

Here are 5️⃣ simple reasons why I am bullish on $GRAB!

Thread: 🧵 1/ $GRAB is becoming a SuperAPP

Led by a super-star CEO, Anthony Tan.

Taxis
Travel
Groceries
Ride-Hailing
Food Delivery
Insurance
Financial Services