Top 9 Stocks to BUY NOW (High Growth Stocks)

So, this is my actual stock portfolio, and we'll walk through the top nine stocks to buy now. Each focusing on a different technology that's driving value in the market today. Because when it comes to picking great stocks, it's important that we focus on a company's products and not just their numbers. $10,000 into AMD 5 years ago would now be worth $60,000. And $10,000 into Palunteer just 3 years ago would be worth $160,000. And that kind of massive growth happens when a company has the perfect product in a quickly growing market before that market appears. So, let's get into it and start by putting my money where my mouth is by showing my actual stock portfolio and not just this printout. So, no surprise, it's been a very volatile year for the stock market. My portfolio dropped by as much as $80,000 at one point and it's up so far. But even if we zoom out, that volatility is probably going to stick around. But smart investors can also use that volatility to potentially buy in on stocks that may have dipped too much. Which leads us to our first category of stocks, which are big tech stocks that look like a good value at today's prices. And as we go, we'll talk about some more potentially moonshot stocks that are higher risk, higher reward to try to get a decent mix across the tech space. So, our first stock is down nearly 25% in the past year. And that company is Microsoft, which is not going to 10x in price from here, but based on this company's valuation compared to other big tech stocks, this company may be undervalued at today's prices. So, let's take a look at why the stock price has dropped so much, what the actual numbers say about their chances of rising from here, and look at the areas their leadership is promoting as the next wave of technology for the future, including AI and quantum computing. So, let's start by looking at why Microsoft's stock price has been dropping so much in 2026, especially while competitors like Google have seen a massive runup in their share price. So, part of that drop has to do with this chart, which we'll look at in a second. But another part of it has to do with some pretty big issues that Microsoft has been having with their public image. It all kind of started with Windows 11, which has tried to incorporate more AI features into their user experience. But a lot of users have found these to be a little bit jarring and kind of in the way and in some cases just an excuse to throw advertising into the product rather than making the product itself better. especially in a period where the competition is getting stronger than ever. Microsoft can no longer coast in their consumer products division. And it doesn't help when the FBI is issuing warnings about the security of your products. But I do think some of these fears might be overblown. And to understand why, we can look deeper into the company's numbers. So this is a chart of Microsoft's revenue in their personal computing division, which actually saw its revenue decline by 1% in the past year. So, a lot of the criticism about Microsoft's Xbox and Windows 11 products seems to be true. But at the same time, this is a chart of Microsoft's revenue in their productivity and business segments. And here, the revenue is up 17% year-over-year. And in their intelligent cloud business, it's up even more, 30%. And this is really the key here. Microsoft is shifting more and more from focusing on consumers to really dialing in on the B2B segment, selling to other businesses. And that focus also explains this chart right here. This chart shows how big tech has been spending exponentially more on investing in AI data centers in recent years. And if we look at Microsoft, they have planned to spend $120 billion on building out AI infrastructure in 2026, an increase of 85% year-over-year. And in the context of their B2B business, this kind of makes sense. AI is almost like a loss leader for the company. If they were a grocery store, it's the eggs that are in the back of the store that get customers inside where they'll hopefully buy some products that you actually make money on. But unlike smaller AI companies like OpenAI or Anthropic, Microsoft can actually win customers with AI and then sell them on to other more valuable areas of the company like Active Directory or just Microsoft Azure cloud computing. And even if another company makes a better AI model, you can probably still run it on Azure's cloud. But there was one slide in Microsoft earnings that really caught my attention. And it's this one right here. At the bottom of this slide, we can see their capital expenditures. How much money they're spending on building big infrastructure products, mostly AI data centers. And in their most recent quarter, we actually saw total spending decline for the first time in recent years to $31.9 billion, which is still a lot of money, but that actually puts them on track to hit the $120 billion in planned spending on AI this year, which to me shows that this might actually not just be an infinite money pit of spending as much as possible on AI. And Microsoft is actually following the plan that they laid out fairly closely here. Now, does this mean they're going to automatically win the AI race or that they're out of the race because they're not spending enough? I don't think so. In general, all of big tech has plenty of money to continue playing this AI game as long as they need to. But what I like about Microsoft at today's prices is they seem to be playing the game fairly responsibly, and yet their value isn't fully matching their numbers. This is a breakdown of Seeking Alpha for different ways to value Microsoft. And if we look at their PE ratio, how much profit they make relative to their stock price on a forward basis, their ratio is only about 22, which is pretty low for big tech. It gives them a B+ rating. In fact, for this sector, on average, most companies are worth nearly 33, which means Microsoft could rise in price by about 33% and still be sitting at just the median for the industry. Now, that doesn't mean it's automatically going to happen, but it does mean the price here is reasonable. The only question is how much future potential does the stock really have from here? And I think that comes down to their products. Microsoft recently announced Project Solar, which is their approach to integrate an AI agent across all aspects of completing a task. They show this example where a nurse might wear this device on a name tag and use it to look up information on a patient and figure out what they need to do to check them in. If you've paid attention to a lot of the AI gadgets that have come out, most of them don't look super useful, but this actually looks like a fairly practical use case, which is kind of cool. May not move the needle on revenue immediately. But the other big bet that Microsoft is making right now is in scalable quantum processing. They recently announced their Majorana 2 chip, which they boast has cubits that are 1,000 times more reliable than their previous version, which was already at the lead of the market, and accelerates the path towards scalable quantum computing that can be used in applications like chemistry, research, and security. So, while volatility has been dropping Microsoft stock price recently, I like the stock at today's prices. probably won't 10x from here, but I think it has both short-term and long-term potential, and it has a strong enough moat to provide a stable base for some of the riskier stocks that we're going to look at in a second. But first, let's look at one more big tech stock. This is a chart from Unusual Wales, which shows the put to call ratio on different stocks. Basically, how many investors are betting that these stocks will rise or fall in the future. And as we can see, most investors are still pretty bullish about the next few months. So, two areas have been capturing a lot of attention from investors. Space techch and quantum computing, which are both new technologies that are just now being enabled for commercial use. And this article from Seeking Alpha points out a company that I wouldn't normally associate with this space. Boeing, who has been investing in quantum networking for space applications, finding a way to use quantum entanglement to communicate between satellites without needing direct line of sight to another satellite. Hopefully that goes better than their 737 flight control. I'm not going to add Boeing to my list yet, but these sorts of articles are how I spot opportunities early, and it's why I'm excited that Seeking Alpha has reached out to sponsor this video. So, look, Seeking Alpha has probably the best investing articles on the internet. Their analysts often spot upand cominging or undervalued stocks well before they hit mainstream news sites, and they walk you through their thesis instead of just giving a rating for the stock. kind of like I try to do in these videos. And with their Alpha Pix subscription, you can see top stocks published every week with buy and sell ratings and explanations for each stock. And their Alpha Pick portfolio has traditionally done pretty well. 4x the S&P 500 since launching. But right now for their summer sale, they are bundling Alpha Pick with Seeking Alpha Premium, giving you access to the full financial data, ratings, valuations, and my personal favorite, summaries of each stock pulled using all the latest market data. And as part of the summer sale, you can get 25% off this bundle using the link in the description, which is like $173 on an annual plan. So, you're getting a discount for the bundle plus an additional 25% off when you use that link before July 7th. It's the best price they offer all year. So, if you've thought about signing up in the past, now is the best time to do it. So, thank you Seeking Alpha for helping us make videos like this. And thank you for using the link below. Using that link really helps support the channel. But, okay, let's move on to stock number two, another big tech stock which seems to be flying under the radar for most investors in the space. So, this next stock is a picks and shovels play for AI, but it's further down the stack than a lot of other stocks. We've already seen companies like Nvidia rise to become the most valuable company in the world through their AI chips, or stocks like Micron surging in value as they become the next bottleneck in the AI chain. But this next stock looks undervalued at current prices, sits at the intersection between networking and chip technology, and the market doesn't seem to be recognizing it. The stock is Broadcom, which is currently up 50% in the past year. But even though it is one of the biggest companies in the world, it looks like it has some solid growth ahead. So let's take a look at their products, two major catalysts for growth, as well as why I like the stock at today's prices. So first high level, Broadcom basically has two categories of products, networking and chips. In fact, they have one of the oldest chip companies in the world when they started out at Huelet Packard. One area where Broadcom really leads is in networking, especially how you get information from the network and into your final machine. For this, they have their fiber channel adapters which are designed to work in a zero trust quantum safe platform where basically there's some intelligence within the interface itself that make sure that everything is secure as the data is traveling through these networks. And I really like this chart right here because it really shows how much of this process is impacted in some way by Broadcom. everything from the network switch and the transceiver on one side all the way through to the data coming out on the other side. The company also produces storage for enterprise scale deployments in data centers. Another bottleneck that we've seen in the AI space. Broadcom isn't super flashy, but they offer a lot of the products that are required for building modern data centers. We just don't hear about them as much because they only market to big companies that can afford these setups. But using this base of products, I see two major catalysts for Broadcom's growth in the short term. And both center around how much cash this company is throwing off. This is a chart of how much cash Broadcom holds at the end of each quarter. And you can see here it's peaking at nearly $15 billion. I remember when Apple was getting criticized for holding that kind of cash. But just like with Apple, this gives them flexibility. First off, the company can use the cash to purchase its outstanding debt, especially as interest rates are rising. And secondly, it gives them the opportunity to partner with Blackstone to create a strategic platform to launch more than 20 gigabytes of global AI deployments. We're in this weird world right now where the world of finance and technology are kind of becoming interwoven because everybody wants more data centers. The question is, how do you get enough money to pay for it? Well, investing funds like Blackstone are obviously willing to invest there, but companies like Broadcom are willing to invest as well, especially because if they help you set up a new data center, well, a lot of the stuff you buy for that data center is going to come back to Broadcom anyway in the form of their products. It's sort of that meme that the whole AI economy is just one big circle. But in this case, it's like Broadcom is using money to get their customers just to bring money right back to them, which is great for their business. And it's partly why Broadcom's AI revenue is accelerating with 200% year-over-year growth expected in Q3. And having a ton of cash right now in the AI space gives you a certain competitive advantage, especially given companies like OpenAI are losing $39 billion per year. Broadcom just has a mature business and they are positioned well for continued AI spending. So, this isn't a moonshot stock. It's much more of a value play. The company saw their Q2 semiconductor revenue increase by 143% up to $10.8 billion and this is on total revenue of just $22 billion. So if that continues growing at even a fraction of that growth rate, it starts to move the needle very quickly for this company. And this is also why this stock has a forward price to earnings growth ratio of 0.77. Anything below one is generally good because it means the company is being valued lower than we would expect if they continue growing at their current rate. But even if they grow a little less than that, I think the company still has decent upside from here. But again, this stock is not going to 10x in price. So let's move away from the big tech stocks for now and into a more speculative area, but one that is starting to hit maturity in space stocks. So to cover this space, we first have to talk about what is happening with SpaceX. I don't buy IPOs, so I'm not going to put SpaceX on this list. But I'm more interested in the companies that are being enabled by the mega cap space stocks like SpaceX or Blue Origin or even governments that are starting to launch more and more into space. Currently, 70% of launches are by commercial companies and interest in launching to space has been growing like a hockey stick in recent years. I mean, just look at this chart. So, there's a lot of space industries we could look at. Energy, data centers, asteroid mining. Some of these ideas are just speculative hype, but we are also on the cusp of seeing new types of companies emerging into this market. And if we're smart about it, we have a chance to potentially get in early. So, first off, is space even a good investment? Well, according to a 2024 report by McKenzie, the space industry is expected to be worth $2.5 trillion per year by 2035, which would be one of the fastest growing technology markets that we've seen in more than a decade. Okay, so the SpaceX IPO, it just made Elon Musk the world's first trillionaire and it sent the public's interest in space stock surging. And to me, this has some echoes of how early computer companies launched software companies on top of it, or early iPhones and Androids built up an app ecosystem that created other billion-dollar companies. You don't get Facebook without an iPhone. You don't get Shopify without Google. And you don't get AI stocks without Nvidia. So, my bet is on the space ecosystem as a whole rather than trying to pick specific companies, which I think is a better plan than just hoping people buy the wrong ticker symbol. So, my top stock for a space investment today is the Van X Space ETF, ticker symbol WP. Another option is the ARK Space and Defense Innovation ETF. I'm not a fan of Kathy Wood. her funds traditionally haven't performed super well, so I lead more toward the former, but there are advantages and disadvantages to each of the funds. So, Warp as an ETF holds nearly 23% of their assets invested in just SpaceX with the next biggest holding in Rocket Lab Corp. at 14% and then as Space Mobile at 5%. The company has a fairly high expense ratio at 0.5 as well. Meanwhile, the ARKX ETF holds a little bit less SpaceX at under 10% with their biggest holdings in Rocket Lab, L3 Harris Technologies, Kratos Defense, and Darren Company. So, Warp is a much smaller, much newer ETF that is focused on specifically investing in the space market and trying to track the overall performance of the space industry. While the ARKX ETF is focused on innovations across space and defense. So, this would include things like batteries, 3D printing, and neural networks. Now, with both of these two stocks especially, we got to remember that short-term returns are never guaranteed, and these are both probably going to be very volatile. This really applies with every stock, but it's important that when you pick a stock, you really understand why you want to own it. And once you buy in, there's really no point in checking it every single day or even every month because it doesn't make the price go up. It usually just makes you more stressed out. At least it does for me. But okay, let's move on to another fast growing area of the market where the technology is just reaching the point where customers are willing to pay real money for it and that is quantum computing. So the big news here is the current US administration just took a $2 billion stake in several quantum computing companies. So why is this happening? Is quantum computing actually at the stage where it's ready for investment? And what would be my top picks in the space? So, there's a lot of talk about AI right now, but we're starting to push the limits of what traditional or so-called classical computers are able to handle. And the next frontier is quantum computing, a market that's expected to grow at 32% annually, potentially reaching 170 billion per year by 2040. And even in this slightly older graphic from 2024, we can see that the number of quantum computing startups worth over $1.5 billion is really starting to grow. and we are starting to see it have real applications especially in the biotech field and cyber security fields. So my first big pick in quantum computing is IBM whose stock is up nearly 87% over the past 5 years but is actually down around 10% year to date and this company has received nearly half of the US investment in the quantum space. >> IBM by itself will receive half of the government investment. So IBM has been one of the leaders in both quantum hardware and quantum software from as far back as 2019, specializing in both the raw research and development and teaching their customers how to use their products end to end. So IBM makes money in three main ways. Number one is through their software which brings in about $25 billion per year. Number two is infrastructure which is basically hardware and cloud which is about $3 billion per year. And the last is consulting where they teach companies how to use their products and actually get them set up on them. And because they have these three different areas, they're really well positioned for introducing enterprises to quantum computing because they can build the hardware and teach enterprises how to use it, which is especially useful for complicated data processing tasks and even future versions of AI that may run on quantum systems. But they're also a leader in software for quantum computing, including Kizkit, which is the world's most popular software for quantum computing with over 13 million downloads and 69% of developers using Kizkit as their main quantum SDK or basically toolkit for programming for quantum machines. And as we see LLM start to train more and more on the most popular languages, it seems like this is going to become even more locked into the community over time. By most value metrics, IBM is relatively cheap at their current price. Their forward PE ratio puts them at a B rating, about 25% under the rest of the market. And so, this is one of those stocks that I am willing to buy and hold for a long enough period until quantum grows to the size where it can actually move the needle here. But there is one big risk here, and that risk is just how long it's going to take quantum computing to really impact enterprise adoption. Yes, it's being used in research facilities today and it's also being used in certain cyber security applications, but outside of that, quantum computing is mostly just a very expensive way to run a piece of software that could run on a traditional computer. That will change over time. And so, the real bet here is trying to get in front of the wave before it actually hits the market. At least that's my bet here. But this isn't a bet I would make expecting a one or two-year increase in price caused by their quantum division. But maybe you don't want to buy a specific quantum computing stock. There is a second option. Another option is to invest in a basket of quantum computing stocks like the Defiance Quantum ETF, ticker symbol QTUM, which has had a pretty good run recently after it was boosted to over $5 billion in assets after again the administration's big investment into quantum computing. So, Morning Star has a pretty decent breakdown of what this ETF looks like. They sit kind of in the middle of the large growth category of ETFs with relatively high volatility, but also decent liquidity. So, it'll bounce up and down a lot, but you are able to invest and pull your money out. You're not locked up for 3 months like some ETFs. And it gives you access to companies that will benefit from a lot of the disruptions that quantum computing could bring like breaking modern encryption, solving problems that might be used in warfare by nation states, or even quantum algorithms that can crack modern blockchain technology. Now, the biggest risk I see with buying this ETF is that a lot of its holdings end up looking like general semiconductor stocks. You have Micron, Marll, Intel, ARM holdings. And that's because as quantum computing becomes more mature, a lot of those quantum computing chips are going to be created by the companies that create current chips. Though there are some names on this list that you wouldn't see on a traditional AI investment, for example. But before we move on to our next stock, which is a fintech stock, I want to show you this chart which looks at how over or undervalued the stock market is in general. So this is a chart that comes from Morning Star which analyzes if large cap stocks are under or overvalued. And as you can see they're mostly listed as undervalued at today's prices. Well, if we look at midcap stocks, those are actually slightly elevated right now. And small cap stocks are also undervalued. And so we're seeing this situation where it seems like a lot of the value is at either end of the market. Either the really big stocks that have been selling off recently or the smaller stocks that the market hasn't caught on to yet. But a lot of those companies in the middle worth around $8 billion are on average more expensive than they should be. I thought that was an interesting data point. But let's move on now to a fintech stock and one of my biggest holdings in my portfolio. So next up we have a fintech stock that is growing its revenue at 30% compounded. Scores a 72 on the investing rule of 40, but whose stock price is down 37% year-to date. So, I've gotten a lot of requests to cover this one, but the next stock is SoFi. And I think there's three big questions here. Number one, why is the stock down so much? Number two, am I still holding the stock? And number three, will the stock rise from here? So, let's just start with why is SoFi's stock dropping? SoFi has had a very volatile stock price ever since they first went public. But in the past 6 months or so, the stock has gone from high $20 per shares to $10 to $17 per share. And this actually matches a broader pattern in fintech stocks in general. This is the Global X Fintech ETF. And over the past 6 months, it has dropped 20% in price, showing that it's not just SoFi. There's a broader trend happening here. But what's interesting is if we look at the financial ETF, which looks at the entire financial industry in the US, it is basically flat in the last 6 months. It's down a tiny bit, but nowhere near as much as the fintech stocks. And that has led to articles like this, how SoFi went from a fintech darling to a Wall Street pariah. And I think that there's two big trends that are affecting fintech stocks in general, but SoFi especially. So this is a chart of the total deposits in commercial banks over the last 50 years roughly. And you can see that right here in 2020, there was a huge surge in deposits with the number up nearly 50% since 2019. And this along with rising inflation has really boosted the overall financial industry in the United States. But at the same time, Wall Street has been growing wary of a new threat that lurks within both these financial companies as well as underneath a lot of the AI spending that we're seeing right now. And that is vulnerabilities in private credit. The private credit market has been growing like crazy. The estimated size now is between$1.5 and $2 trillion. And this is a market that includes everyone from hedge funds to insurers to pension funds to banks like SoFi who are lending huge amounts of money to corporate clients in order for them to do things like build AI data centers or invest in growing their businesses. But because there's now so much interconnectedness between insurers, private equity, and the banks, a lot of people are concerned that we could see a private equity meltdown, especially as interest rates are expected to continue to rise through the back half of the year. And this really ties in with kind of the core of SoFi's whole business model. Their model is to land customers with services like the SoFi investing app or their SoFi credit card. But where they make the real money is by then upselling those users into more valuable areas of the company like lending, home loans, student loans, and personal loans. And so is both exposed to the technology market, but they are also very exposed to the lending market with $3.8 8 billion of personal and home loans just in Q1 of 2026. And a huge chunk of their revenue and their growth is coming directly from the lending segment, which grew 53% year-over-year. So, all this is great for SoFi as a business. They're making more money than ever, and they're expanding, but they're also more exposed to any kind of risk that enters into the credit market. So if there's any kind of instability in the stock market, in the lending market, or even in the growth technology market, SoFi is one of the first stocks that gets hit, which is partly why it's just so volatile. So then question number two, do I still hold the stock? Yes, I currently hold 2500 shares in SoFi, valued at $43,000, and it is now my third largest position overall behind Crowd Strike and behind Vanguard. But how likely is the stock to rise from here? Well, I think in the short term, the macroeconomy tends to dominate what happens with SoFi's stock price. Interest rates, the financial sector, or the technology sector can all drop the stock price relatively quickly. But in the long term, I think there's still two key areas that SoFi can benefit from. Number one is SoFi acting as a bank and building up their own brand. SoFi recently won the number one ranking from Forb's world best banks and number one for JD P's US investor satisfaction. Right now, there are 500 million legacy bank accounts in the US, and SoFi expects they can win a decent portion of that if they can make people trust their brand enough to move their money over. Their services are better. They're better adapted to the modern age. It's just a question of getting customers in the door, which is why the company is yes, growing their revenue, but they're growing their profits even faster. But then the second big opportunity here is SoFi acting as a fintech platform for other companies. SoFi famously runs Robin Hood's checking and savings account through their Galileo platform and they recently launched a new service big business banking which is designed to power fiat and crypto banking for other companies. So selfi basically acts as the official bank and then other companies can build services on top of them. If this all works out in 20 years, SoFi could be like the backbone of modern finances. Kind of like Amazon Web Services is the backbone of the internet. But that is a much longer term play. And so in the short term, SoFi's stock price is probably going to be mostly determined by their lending business. And that is why I'm okay holding this stock for the long term. But if you're going to hold this stock, you need to be ready for the roller coaster because whatever happens in the economy tends to hit SoFi first. But okay, let's move on to our last category of stocks, which are AI chip stocks. These are the companies making the picks and shovels tools that are driving the current investment in AI infrastructure. So, these aren't companies that are just growing market share but failing to make a profit. These next two stock picks are the ones taking this money and bringing the cash to their bottom line. So, this next stock has been featured in three of my videos because it's a quantum computing stock, it's an AI chip stock, and it's a robotic stock all rolled into one because they make the testing and integration equipment used by chip companies. So, this next stock is Pterodine, who is a leader in the type of equipment needed for producing the latest chips, but who is also now making a major bet on an emerging technology which could completely reshape the company in the future. And so we'll look at that as well as any risks that any investor should know before buying this stock. So Pterodine is an expert in testing the latest generation of chips used in things like AI processing. And this combined with the latest analytics technology has allowed them to create this feedback loop where better AI improves their analytics which improves the testing which makes better chips for AI. from testing the literal silicon wafers that we start with all the way through installing the final machine into an AI data center rack. And because of this, they continue to win huge contracts, including a recent $140 million contract for the US Air Force, as well as causing them to acquire other testing companies that can improve any aspect of decreasing how long it takes to produce the latest AI chips. And this expertise in testing the most sensitive and delicate part of the AI supply chain has also led the stock to be called a quantum enabler. A company that will eventually be a bottleneck in the quantum computing supply chain as well. Although that is several years down the line. But because of all the expertise that they've built up in automating all of these test processes, the company is now making an even bigger push into a new area of the market in robotics. The company owns Universal Robotics, which has sold over a 100,000 robots and operates across different industries from warehouses where it can automatically detect and interact with pallets to automating transporting different items around a warehouse environment. It's a really interesting push. The company really focusing now on robotics in general instead of just robots to help in the AI chip space. But it's clearly a strategy that's working. The company made $1.3 billion in their latest quarter and they've grown 87% year-over-year across all the segments of their business with the vast majority of that revenue being driven by AI. So, the company is making some pretty big bets that the latest improvements in AI models will enable physical AI where building the hardware to interact with the real world becomes a more valuable business. But with that comes some risks. So, there's two big risks that any investor should know about before buying this stock. And the first one is shown by this chart right here. This is a chart of the cycle in the semiconductor market. As you can see, the market is fairly cyclical. It tends to go through these big up and down swings roughly every 5 years. And if the last downswing was in 2023, that means we would expect the next downturn sometime in 2027 to 2028, assuming that is not completely offset by the massive spending on AI infrastructure. And so as a company that says they made 70% of their revenue from AI, that would be a risk that the company could see a temporary drop in revenues as the cyclical market follows its usual pattern. But the other big risk here comes from the company's valuation. If we just take a look, they're currently sitting at a PE ratio of 63 on a forward basis, which for a hardware focused company like this is almost unheard of. These companies tend to trade around a 23 to 24 PE ratio, so less than half their current price. That being said, the company did also grow 87% year-over-year, and so we would expect them to trade at some level of premium. This company has a ton of potential. They're growing with the AI space. They are investing heavily in the emerging robotic space, and they're even set up well as quantum computing starts to grow, but the market also recognizes this, and so they're charging a premium for this company's stock price. And that valuation risk is important to factor in if you're going to buy this stock. But let's now look at another AI chip stock that's at a much more reasonable valuation. And at the end of the video, I'll also share my entire stock portfolio, including the companies I didn't have time to cover in this video. And if you're enjoying this video, I just realized we are extremely close to hitting a quarter of a million subscribers. And so if you haven't subscribed and you've seen two or three videos, maybe consider subscribing. But okay, let's move on to our last stock and then we'll see the full portfolio. So, this next stock is the ultimate Pix and Shovels AI play because they have a borderline monopoly on the machines required to manufacture the latest generation chips. This is the company that makes the tools for high NA extreme UV lithography, which is basically the method that modern chip companies like TSMC use to manufacture the latest generation of chips. These machines are insane. They cost like $250 million each and they literally use lasers to blast tiny molecules and produce a light beam that is used to etch onto chips. They're writing with light and this approach is pretty much the only way to produce the types of chips that are being used in the latest AI processes which is why they have effectively a monopoly on the space. The big question here is, will companies like TSMC adopt the new $400 million version of the nextG machine to power even faster AI chips? $400 million. I mean, that's monopoly pricing for you. But then again, when your customers have market caps worth multiple trillions of dollars, I guess that pricing makes sense. In fact, Elon Musk even stopped by ASML to talk about how important they are to the future of chip manufacturing. And the current business model seems to be working pretty well for the company. So the stock is ASML and unless we see more competition enter the high NA EUV space or a new method invented possibly by a smaller startup ASML seems like it's just going to continue growing from here. And I promised at the end of this video that I would show my full stock portfolio on screen. So here it is. And I'll also share this over on my Instagram. And if you liked this video, YouTube recommends this video as the best one for you to watch next. Oh, and subscribe. We're super close to 250,000.