The Motley Fool·2025-11-18 09:05Group 1: Nvidia - Nvidia is positioned as a leader in the AI boom, being the largest company in the world and a key player in AI infrastructure spending [2][4] - The company has a strong grip on the GPU market, essential for training AI models, supported by its CUDA software platform [4][5] - Current market cap is $4,534 billion, with a gross margin of 69.85% and no dividend yield [3] Group 2: Alphabet - Alphabet is recognized as a cloud computing leader with a complete stack of AI solutions, including the Gemini AI model and custom AI chips [6][8] - AI is enhancing its search business, driving growth through features like AI Overviews and the integration of the Gemini chatbot [8][9] - The company has a market cap of $3,439 billion, a gross margin of 59.18%, and no dividend yield [7] Group 3: Dutch Bros - Dutch Bros has shown strong mid-single-digit same-store sales growth, with a 5.7% increase in Q3 2025 [10][12] - The introduction of hot food items is expected to boost same-store sales, with a 4% uplift observed in test locations [12][13] - The company plans to expand from fewer than 1,100 stores to over 2,000 by 2029, with around 175 new locations opening next year [13]