The Motley Fool·2026-01-23 19:16Group 1: Stock Performance in 2025 - The market saw strong gains in 2025, with seven out of ten recommended stocks outperforming the S&P 500, and six of these stocks increasing by over 25% [1][2] - The top-performing stocks included Taiwan Semiconductor Manufacturing (TSMC), ASML, Meta Platforms, Alphabet, Amazon, CrowdStrike, dLocal, PayPal, MercadoLibre, and Nvidia [2][3] Group 2: Future Outlook for Selected Stocks - Nvidia, TSMC, and dLocal are expected to repeat their 2025 performance and achieve at least a 25% increase in 2026 due to their roles in the AI sector [5][6] - Nvidia specializes in GPUs, which are essential for generative AI workloads, while TSMC manufactures the logic chips for these devices, both benefiting from significant AI spending [6] Group 3: Valuation and Investment Considerations - CrowdStrike, ASML, and Alphabet are still considered good investments, but they may not replicate the 25% or greater rise seen in 2025 due to their current valuations [9][11] - ASML and Alphabet have forward earnings multiples of 43 and 29, respectively, which may limit further gains [9] - CrowdStrike is valued at 25 times sales, which is typical for a software company, but high valuations could pose challenges in 2026 [11]