2 AI Stocks I'm Buying in January 2025

Group 1: AI Investment Opportunities - The company aims to increase exposure to artificial intelligence (AI) in its investment portfolio, planning to buy two specific stocks in January 2025, one of which is already owned [2] - The global semiconductor manufacturing equipment market is projected to more than double in size by 2032, presenting significant growth opportunities for companies involved in this sector [7] Group 2: Sea Limited Performance - Sea Limited was the best-performing stock in the portfolio for 2024, with shares increasing by over 160% after a significant decline of more than 90% from its 2021 peak [3] - Sea's revenue grew by 30% in the third quarter of 2023, transitioning from a net loss of $144 million to a profit exceeding$150 million, indicating strong operational recovery [5] Group 3: Sea Limited Business Segments - The Shopee e-commerce business experienced a 25% year-over-year growth in gross merchandise volume and achieved adjusted EBITDA profitability for the first time [4] - Sea Money's digital finance platform expanded its loan portfolio by 70% while reducing the percentage of non-performing loans [4] - The Garena digital entertainment segment saw a 25% increase in both daily active users and bookings [4] Group 4: Applied Materials Overview - Applied Materials produces essential equipment for chipmakers like Nvidia and Intel, positioning itself as a leader in the specialized manufacturing equipment needed for complex AI chips [6][7] - The company has a growing revenue stream from servicing its equipment, which is increasingly important as manufacturing equipment becomes more complex [8] - Applied Materials is highly profitable and has a history of returning capital to shareholders through buybacks and dividends, with shares currently about 35% below their 52-week high [9]