Core Viewpoint - Despite market volatility due to rising hostilities in the Middle East, it remains a favorable time to invest in growth stocks for the long term [1] Group 1: Company Highlights - Nvidia: Dominates the GPU market with a 92% share, driven by AI infrastructure demand and its CUDA software program [2] - Broadcom: Sees strong growth in networking and custom AI chip development, with a projected market opportunity of $60 billion to $90 billion by fiscal 2027 [4] - Taiwan Semiconductor Manufacturing: Leading contract semiconductor manufacturer benefiting from increased AI infrastructure spending and chip consumption [5][6] - Palantir Technologies: Gaining traction in the U.S. commercial sector with its AI platform, which organizes data for real-world applications [7] - Alphabet: Strong growth in cloud computing and AI-powered search, leveraging its distribution and ad network advantages [9] - Amazon: Market leader in e-commerce and cloud computing, heavily investing in AI to enhance efficiency and profitability [11] - Pinterest: Transforming its platform with engaging features and AI tools, leading to user growth and better monetization [12] - Philip Morris International: Growth driven by smokeless products with better unit economics, showing resilience in international markets [14] - Dutch Bros: Strong same-store sales growth with expansion opportunities through mobile ordering and menu diversification [16] - e.l.f. Beauty: Rapidly growing in the mass-market cosmetic space, recently acquiring Hailey Bieber's Rhode brand for further growth potential [17]
10 Monster Stocks to Hold for the Next 10 Years