Top 10 Stocks I'm Buying to Get Rich in 2025 (Without Getting Lucky)

it's almost the new year so you're probably seeing a lot of videos on the top stocks for 2025 but they're mostly filled with random companies and cherry-pick price charts this video is a little different every stock on my list works together so that I'm holding all the winners in a few massive markets that are growing fast thanks to AI That's the best way to get rich without getting lucky your time is valuable so let's get right into it first things first accountability is important I made a video like this a year ago and here's how

the stocks performed so you can decide if it's worth watching the rest of this video which covers the updates to this list for 2025 I'm also not here to hold you hostage so here's the updated list of stocks for the year and there are time stamps so you can jump to different companies but let me quickly point out a few things before you do first I'm not a financial adviser my background is in electrical engineering and data science and I have over 10 years of Industry experience using AI to solve real world problems today I'm

a full-time investor and I share my research for educational purposes only that also means I only invest inside my circle of competence so every stock on my list focuses on AI and the chips that power it and I always buy to hold for the longterm which usually means 3 to 5 years second this isn't some Beall endall Master stock list instead it's a solid foundation for my portfolio in 2025 and Beyond if I want to add more great companies like Microsoft or tesl stock down the road I will and I'll explain why they didn't make

the list in a minute third if you've been watching this channel for a while you'll see a lot of overlap with the stocks I picked a year ago and I'll make sure to explain any changes from last year's list as we go and finally there's a lot of ground to cover so this video will stay pretty high level my entire Channel focuses on the science behind the stocks and if there's a company that you're interested in learning more about you can probably find a video where I cover it in way more detail all right with

all that out of the way let's dive into the list in my opinion the foundation of every solid long-term portfolio actually starts with a fund the advice that I always get is to put my money into the market every month which usually means buying an index fund that tracks the S&P 500 the S&P 500 is a basket of 500 stocks from the biggest public us companies weighted by their market cap so the more valuable the company the more of the basket its stock takes up the thing is 500 companies is a lot so the S&P

500 usually grows slow and steady even when its biggest Holdings are Skyrocket let me show you what I mean the top five companies in the S&P 500 right now are Apple Nvidia Microsoft Amazon and meta platforms Apple stock is up 40% year-to date Amazon stock is up 52% meta platforms is up by a whopping 74% and Nvidia is up by a staggering 190% since the start of 2024 but the S&P 500 is up just 27% and that's actually incredible one-year performance for this index last last year I said it was simple to beat the market

not easy but simple all I had to do was hold the NASDAQ 100 instead of the s&p500 since the NASDAQ is a much more concentrated fund that focuses on technology companies which tend to outperform over the long term now it's one year later and the NASDAQ is up by 32% versus the S&P is 27% which works out to about 18% more returns over the year but the NASDAQ also holds a lot of companies that don't fit the aif focused portfolio that I want with some of its biggest Holdings being Costco T-Mobile and Pepsi so I

decided to find a fund that did and I landed on vanguard's Information Technology ETF ticker symbol vgt I like this fund for a few reasons first most of the companies in vgt focus on semiconductors hardware systems software and applications while skipping companies like Costco and Pepsi Al together I suspect that's why it slightly outperformed the NASDAQ over the last 5 years and could do even better at AI keeps getting adopted across many different markets second even though it holds over 300 companies the top 10 Holdings account for about 58% of the fund in fact just

Apple Nvidia and Microsoft make up over 45% of this fund that means this fund can let its winners ride instead of always having to rebalance and Miss big moves which is great for long-term investing and because it holds so much Microsoft stock specifically I can drop Microsoft from my list which opens up a spot spot for a company with more growth potential and third the triple Q's has an expense ratio of 0.2% while V GT's expense ratio is 0.1% so I end up getting a little more performance for half the fees but just to be

clear the NASDAQ 100 is a great index and replacing it with vgt is a tiny change in the grand scheme of my portfolio surprising no one the next company on my list is NVIDIA because they dominate the market for data center gpus which are the main kind of chips powering both sides of AI applications like chat GPT inference where people prompt it to generate an answer and training where the AI model learns to predict the next token by analyzing massive amounts of data and speaking of data I found out that dozens of online data Brokers

were selling my personal data and if you've been getting lots of spam phone calls texts or emails lately they might be selling yours too that's why I joined delete me the sponsor of this video delete me is a hands-free subscription service that will remove your personal information from hundreds of online data Brokers you just sign up enter your information and let their experts get to work they've reviewed over 41,000 listings for me so far and found over a 100 data Brokers with my information after 7 days you get a detailed privacy report showing everything they've

done I just got my seventh report and delet me found hundreds of pieces of my personal information across 46 separate data Brokers and not just my name and address but my mom's and my fiance too but here's the best part they'll keep scanning these websites even after they remove my information and I get my own privacy advisor if I want to talk to a real person and make a custom removal request so if you care about your data and your family's privacy you can get 20% off any consumer plan with my code symbol2 by going

to join delet me.com symbol2 or by using my link in the description and a big thank you to delete me for supporting the channel and keeping my family's data safe all right Nvidia currently has a massive 90% share of the data center GPU Market their only real competitor is AMD which has around four or 5% the reason I spend so much time covering Nvidia is to understand how long they can defend this massive lead I think this is the single most important question in the stock market today because the global artificial intelligence Market is expected

to 11x in size over the next 9 years which works out to a massive 30% compound annual growth rate through 2033 based on everything I've learned by going to nvidia's headquarters attending their GTC conferences and interviewing their Executives I think that nvidia's hold on the data center GPU Market looks a lot like Google's hold on the search Market Google will never get disrupted by another search engine it'll get disrupted by generative AI based agents that save users from manually having to search through tons of websites and advertisements likewise I don't think Nvidia will ever get

disrupted by another GPU maker they'll eventually get disrupted by a different kind of AI chip altogether that's why I've taken AMD off my list for 2025 that doesn't make AMD a bad company but when you can own 90% of one key AI Market with a single stock there's no real reason to buy a second speaking of which now's probably a good time to explain these green and blue check marks green means a company is a market leader Google Amazon and Microsoft have a whopping 63% of the global infrastructure Market combined a market that grew 23%

year-over-year the next biggest cloud infrastructure provider is alib Baba with only a 4% market share so I can own almost 2third of this Market in just three stocks Google and Amazon individually and Microsoft as 133% of the Vanguard it fund this is what I meant about all the stocks on my list working together no matter who wins I win no luck needed Nvidia also has its own Enterprise software and AI cloud services but they're much less widely used and a much smaller portion of of nvidia's overall Revenue so I gave Nvidia a blue checks in

those categories on the flip side Google Amazon and Microsoft as well as meta platforms all build their own chips but they don't really compete with Nvidia because they don't sell their chips to other companies instead they send specific workloads to their own chips and save nvidia's gpus for the most compute intensive workloads the other two stocks that I'll highlight in this category are broadcom invertive Holdings broadcom makes high performance switches network interface cards Wireless networking Solutions and custom application specific integrated circuits or as6 for the big hyperscalers for example broadcom was involved in designing every

generation of Google's tensor processing units or tpus they also designed custom highperformance topof rack switches for AI data centers and the chips inside these switches can be stitched together to support massive GPU clusters at a high level you can think of broadcom's networking Solutions as direct competitors to nvidia's Spectrum ethern and Quantum infiniband switches except they're aimed at hyperscalers that develop their own AI chips like Google Amazon web services and Microsoft Azure that's why I tagged them as a leader in AI chips and data centers back in 2019 broadcom also acquired semantic a cyber security

platform for desktops laptops and servers for small businesses all the way to the biggest enterprises sanch software focuses on things like firewalls application controls and exploit prevention systems to protect endpoint devices from viruses malware and hackers also about a year ago broadcom acquired VMware which lets companies of all sizes set up virtual machines to do things like pool resources for multiple servers to run more compute intensive workloads create isolated environments to process sensitive data or create a backup machine that takes over when a primary machine goes down VMware has around a 60% market share in

the virtualization market and sanch has over a 75% share of the market for Windows anti malware applications making both of these great software Acquisitions for broadcom and why it has blue checks in these areas also it turns out the power represents about 60 to 70% of the total operational cost of a Data Center and cooling accounts for 40 to 50% of a data Center's power consumption that means that cooling alone represents anywhere from 24 to 35% of the total cost of operating a data center Verve Holdings ticker symbol VRT makes power and thermal Management Systems

for data centers one nice thing about Verdes liquid cooling solutions is they can integrate with existing data center infrastructures which lowers the total operational costs involved in transitioning from Air cooling to liquid cooling the global data center liquid cooling Market is expected to grow by almost 6X over the next 9 years which would be a 21% compound annual growth rate through 2033 but industry analysts expect up to 80% of data center cooling to move specifically to direct to chip liquid cooling over time which means that Verve has the perfect product for this quickly growing Market

that's why they have a green check in the AI data centers column and the Vanguard it fund gets blue check marks across the board since it holds at least a few big companies in each of these markets as you can see these check marks are not an exact science I'm just trying to show you how these stocks work together in my portfolio at a high level and there's a lot more to each of these companies than I can cover in a single video so I'll make sure to cover them over the year just like I

did in 2024 and if you feel I've earned it so far consider hitting the like button and subscribing to the channel that really helps me out and that way you'll be the first to know when I publish new research on these stocks anyway between Nvidia broadcom Verve arm and the big three Cloud providers I can own almost the entire AI accelerator Market the data center infrastructure market and the cloud service Market without worrying about who's winning at any given time that's how I'm virtually guaranteed to hold the winners in these quickly growing markets with just

five or six stocks no luck needed now let's switch gears to cyber security and enterprise software the global Cloud security Market is expected to 5x in size over the next 8 years which would be a compound annual growth rate of over 22% through 2032 but cyber security is actually many different things for example access management and authentication ensures that only the right users with the right permissions can move around the right part of a network identity protection doesn't protect a network at all it protects user information from getting stolen that's where delete me fits in

but for your personal data on the open internet instead of inside a specific company's Network endpoint protection doesn't protect a user at all it protects workstations laptops tablets smartphones or any other device that connects to a specific Network despite the global outage of 2024 crowd strike is a great cyber security company focus on endpoint detection and response they have an Enterprise platform called Falcon to defend against breaches and respond to any attacks that do manage to get through Crow strikes Falcon platform has three major parts they have a library of cloud-based modules that do things

like antivirus scanning firewall management and locking down different kinds of cyber threats and malware they also have a proprietary threat graph that tracks the connections between people their devices and permissions and the networks they have access to which they can then compare against the actual device and Network traffic to deal with any anomalies as they come up and to do that they have the Falcon agent which is a tiny piece of software that runs on every device and sends data back to Crow strike so they know when to run their different Cloud modules and keep

their threat graph up to date Crow strike is the market leader in endpoint detection and response with Gartner ranking them above great companies like Po Alto networks Sentinel 1 and even Microsoft for the fifth consecutive time and if you want more proof of their staying power crowdstrike stock is up around 50% for the year even after it had to recover from the outage Fiasco that happened this past summer on the flip side foret focus on intrusion detection systems and firewalls like with their fortigate systems which Monitor and control Network traffic based on predefine security rules

I won't spend too much time on fortunate since they were already on my list in 2024 but you can think of their Solutions as security checkpoints but for network data instead of users fortunet also offers firewalls as a service through through fortigate Cloud for companies that don't need physical on-site Solutions and just like crowd strike Gartner ranks fortunet as the market leader for softwar defined wide area networks above huge companies like hu Packard broadcom Cisco and poo Alto networks and speaking of Market leaders I saved the best performing company for last paler makes AI powered

platforms that give huge Enterprises a real-time view of their data to optimize their operations paler tends to focus on high risk and highly regulated markets like National Security heavy Industries medical and international transport users can even send commands to assets under their control directly from palente platforms for example a power company can monitor and rotate wind turbines a logistics company can reroute its trucks and a commander can task different military units in real time which shows just how much some of the biggest governments and Enterprises on the planet trust paler platforms with their most sensitive

data because of that paler Solutions need to be incredibly accurate fast and secure which is a big challenge for AI based tools today I had access to paler Foundry for about half a year and I really don't think they have any serious competition and if they do it's going to be from a company that's already near the top of this list so I win no matter which company comes out on top no luck needed generative AI is constantly coming out with new surprises new breakthroughs new use cases apps and and devices whether a company focuses

on one thing like liquid cooling or it has its hands in everything like the tech Giants it needs to be able to keep up with the state-of-the-art or it's going to get disrupted by a new company that can as a result the stock market tends to reward companies that are fast and flexible which is why that's the last column on my list I know this video is a little long but I wanted to be really thorough since the whole idea is to build a solid foundation for 2025 and Beyond and in my opinion that's the

best way to get rich without getting lucky so one more time here's my list from 2024 with the year-to-date performance for 2025 I made the following changes I replaced the NASDAQ 100 with vanguard's ITF I replaced Microsoft with broadcom I switched AMD out for arm po Alto networks out for crowd strike and uip path for ver of Holdings and because last year's list actually only had nine stocks on it I added meta platforms since I strongly believe in the long-term performance of founder-led companies and Mark Zuckerberg is one of the most experienced Founders in all

of Silicon Valley only behind nvidia's Jensen Wong so there you have it my updated list of top 10 stocks to get rich without getting lucky in 2025 and if you made it this far thanks for watching to the end even though I gave you everything up front have a wonderful holiday and until next time this is ticker symbol U my name is Alex reminding you that the best investment you can make is in you