5 Monster Stocks to Hold for the Next 5 Years

Group 1: Amazon - Amazon is a leader in e-commerce and cloud computing, focusing on AI model customization and deployment through its Bedrock and SageMaker platforms, which provides a cost advantage with custom chips for AI training and inference [4][6] - Amazon operates the world's largest fleet of mobile robots, having deployed its millionth robot, which enhances efficiency by detecting damaged goods and navigating tight spaces [5] - The introduction of the DeepFleet AI model aims to coordinate robot movements, improving delivery routes and overall operational efficiency, leading to strong earnings growth [6] Group 2: Broadcom - Broadcom benefits from the AI infrastructure buildout, with a 70% increase in AI networking revenue last quarter due to its portfolio of networking components [7] - The company is a key player in custom AI chips, having assisted Alphabet in designing Tensor Processing Units (TPUs) and is now working with multiple customers on custom AI application-specific integrated circuits (ASICs) [8][9] - Broadcom estimates that its three most advanced customers could deploy 1 million AI chip clusters by fiscal 2027, representing a serviceable addressable market of $60 billion to $90 billion [9] Group 3: Meta Platforms - Meta Platforms operates one of the largest digital advertising platforms, leveraging its Llama AI model to enhance user engagement and ad performance, with ad impressions up 5% and average ad prices up 10% last quarter [10][11] - New monetization opportunities are emerging through ads on WhatsApp and Threads, which has over 350 million monthly users, contributing to a solid growth outlook [12][13] Group 4: Philip Morris International - Philip Morris International is experiencing growth through Zyn nicotine pouches, with shipments up 53% last quarter, and has raised its full-year guidance to 800 million to 840 million cans [14] - The company sold over 37 billion heated tobacco units last quarter, with strong growth in Japan and Europe, and is preparing for a broader U.S. rollout of Iqos [15][16] - Zyn is six times more profitable than traditional cigarettes, and Iqos is more than twice as profitable, positioning Philip Morris as a rare growth stock in a defensive industry [16] Group 5: E.l.f. Beauty - E.l.f. Beauty is set to acquire Rhode, a skincare and cosmetic brand that generated $212 million in sales with minimal advertising, which could be transformational for the company [17] - The acquisition will enhance distribution through established relationships with retailers like Ulta Beauty and Target, providing a growth runway [18] - The deal diversifies E.l.f. into prestige skincare, potentially boosting margins and expanding its reach to a more affluent demographic [19]