Top 8 Stocks to BUY NOW (High Growth Stocks)

Summary

This video script discusses the presenter's top eight stocks for investment, including AI and cybersecurity leaders like CrowdStrike and Palantir, emphasizing their growth potential. It also covers under-the-radar AI firms and tech giants' innovative approaches to AI, such as Apple's privacy-centric AI tools and Microsoft's recall feature. The summary highlights the rapid evolution of AI applications and their impact on various industries, suggesting a promising future for investors.

Takeaways

• 📈 The speaker has a diverse portfolio of stocks, with a current value of over $200,000, which has seen significant volatility but is up 14% for the year.
• 💡 The first stock discussed is CrowdStrike, an AI-driven cybersecurity company that has shown rapid growth and is positioned to dominate the expanding cybersecurity market.
• 🌐 CrowdStrike's platform uses machine learning to proactively identify new threats, capitalizing on the increasing rate of novel attacks in the digital age.
• 🏆 CrowdStrike is recognized as a leader in endpoint protection, cloud workload security, and vulnerability management by Gartner, indicating its strong market position.
• 🚀 The global cybersecurity market is expected to nearly double in the next five years, with cloud security growing even faster, setting the stage for CrowdStrike's continued growth.
• 🛍️ Meta (Facebook) has seen significant returns since 2022 and has opportunities to double its business in the next decade through generative AI, the metaverse, and operational improvements.
• 🤖 Meta is a leader in generative AI and has created models like Llama 3, which could potentially be commercialized to boost business growth.
• 🔐 A new AI stock, Palantir, is discussed as having high security clearances and a potential monopoly on AI for government use, which could significantly increase its value.
• 🛑 Oracle is highlighted as an undervalued company with a strong presence in cloud services and AI model creation, offering significant growth potential compared to its larger competitors.
• 🌐 Cloudflare is identified as an innovative company with a 46% compound annual growth rate since 2018, focusing on cybersecurity and optimization of cloud-based applications.
• 🏭 Broadcom is recognized for owning the entire stack needed for application development and deployment, from semiconductors to software solutions, making it a key player in the tech industry.
• 🔒 Zscaler is a leader in zero trust security, a model that requires constant authentication in cloud environments, and is well-positioned to benefit from AI advancements in cybersecurity.

Q & A

What is the current value of the speaker's stock account and its performance for the year?

The speaker's stock account has reached a value of over $200,000 and it's up a little bit under 14% for the year.

How does the speaker describe the volatility of their stock portfolio?

The speaker describes their stock portfolio as very volatile, noting that it can drop by as much as $115,000 in a number of weeks and then increase by as much as $20,000 in the same amount of time.

What is the first stock discussed in the script and what does the company specialize in?

The first stock discussed is an AI stock related to cyber security, specifically CrowdStrike, which offers AI-powered cybersecurity solutions and has a focus on cloud security.

What is unique about CrowdStrike's approach to cybersecurity compared to traditional antivirus methods?

CrowdStrike applies machine learning to previous hacks, allowing it to proactively identify threats that have never been seen before in the real world, unlike traditional antivirus methods that compare incoming traffic to a list of known attacks.

How does the speaker evaluate the growth potential of CrowdStrike?

The speaker evaluates CrowdStrike's growth potential by noting the global cybersecurity market's expected growth, the even faster growth of the cloud security market, and CrowdStrike's position as a leader in these spaces with a growing revenue.

What is the speaker's investment in CrowdStrike and how has it performed?

The speaker owns exactly 100 shares in CrowdStrike, currently valued at $385,000, which has almost tripled their initial investment, not including previous gains when the stock doubled a couple of years ago.

What are the three opportunities for Meta to double their business in the next decade as mentioned in the script?

The three opportunities are: 1) Generative AI, where Meta is a leader but hasn't been as vocal about it, 2) The metaverse, where Meta is investing heavily despite early criticisms, and 3) Improving engagement on their platforms and becoming more efficient with their existing business.

What is the speaker's view on the potential of generative AI for Meta's business?

The speaker believes that generative AI could have a massive effect on Meta's business if they decide to not only open-source their AI tools but also apply and sell them, improving engagement on their platforms.

What is the speaker's opinion on the metaverse and its potential impact on Meta's growth?

The speaker thinks that the metaverse is not yet ready for prime time but believes that it's the perfect time to invest in this new technology, comparing Meta's position to Amazon's during the .com bubble, suggesting that early investors will be rewarded when the metaverse wave hits.

What is the second stock discussed in the script and what is its potential significance?

The second stock discussed is related to a new AI company that the speaker has recently invested in, which may soon have a monopoly on AI for the government, indicating its potential significance in the AI and government sectors.

What is the speaker's perspective on the importance of security and privacy in the advancement of AI?

The speaker believes that security and privacy concerns are the only realistic factors that can slow down AI's advancement, highlighting the importance of privacy-centric AI tools like those being developed by Apple.

Outlines

00:00

📈 Stock Portfolio and Cybersecurity Investment Insights

The speaker shares their personal stock portfolio, which has grown to over $200,000 with a 14% increase for the year, despite the volatility of the stocks involved. They discuss their investment strategy, starting with an AI-driven cybersecurity stock, CrowdStrike, which offers cloud-native security solutions and has shown significant growth and potential in the expanding cybersecurity market. The speaker details CrowdStrike's use of AI to proactively identify new threats and its leadership position in various cybersecurity sectors according to Gartner ratings. They also mention their own investment of 100 shares in the company, which has nearly tripled their initial investment.

05:02

🚀 Meta's (Facebook's) Generative AI and Metaverse Potential

The speaker transitions to discussing Meta (formerly Facebook), highlighting its substantial return on investment since November 2022 despite initial setbacks in metaverse technology. They outline three key opportunities for Meta's growth: generative AI, where Meta is a significant player with models like Llama 3; the metaverse, which the speaker believes is a prime area for long-term investment despite current challenges; and the potential for Meta's existing business to grow through AI enhancements and operational efficiency. The speaker emphasizes Meta's ability to capitalize on future trends and its current positive trajectory.

10:02

🛡️ Palantir's Unique Position in Government AI Solutions

The speaker introduces Palantir as a company with deep knowledge of secretive industries and a high-security clearance, allowing it to organize data and apply AI for clients like the US Department of Defense and the CIA. They discuss Palantir's potential to monopolize AI services for the government due to its unique qualifications and the growing trend of AI adoption in the public sector. The speaker also mentions a memorandum from the deputy secretary of defense that underscores the importance of software adaptability and security in national defense, suggesting a significant opportunity for Palantir.

15:02

🌐 Oracle's Undervalued Potential in AI and Cloud Services

The speaker identifies Oracle as an undervalued company with a significant presence in the software and cloud services industry. They highlight Oracle's cloud platform, which hosts applications for major companies and offers industry-specific solutions. Additionally, Oracle's development of AI models and services, along with its enterprise-level security, positions it as a strong contender in the AI space. The speaker contrasts Oracle's current market cap with that of its larger competitors, suggesting that Oracle's AI capabilities could drive significant growth in the future.

20:02

🌌 Cloudflare's Innovative Approach to Internet Security

The speaker discusses Cloudflare, a company involved in various aspects of cloud application management, from network security to application deployment. They highlight Cloudflare's growth, cash generation, and innovative products like Cloudflare Zero Trust, which provides advanced cybersecurity for cloud-native companies. The speaker emphasizes Cloudflare's potential for growth and its ability to anticipate and meet customer needs, making it an attractive investment opportunity.

25:04

🏭 Broadcom's Dominance in the Semiconductor and Software Stack

The speaker describes Broadcom as a major player in the semiconductor industry, which has expanded into providing the full stack needed for application development and deployment. They detail Broadcom's products, which include high-performance switches and AI-accelerating chips used by hyperscalers like AWS, Microsoft Azure, and Google Cloud. The speaker also notes Broadcom's acquisitions in software, such as VMware, which contribute to its revenue and position it as a company that could potentially join the ranks of multi-trillion-dollar companies.

🛡️ Zscaler's Zero Trust Security and AI Integration

The speaker presents Zscaler as a company specializing in zero trust security, a model that requires constant authentication in a cloud-connected world. They explain how Zscaler's long-standing presence in the security field positions it to integrate new technologies like AI effectively. The speaker also touches on the concept of agentic AI and its potential to increase the number of applications and workloads that need protection, thereby increasing demand for Zscaler's services. They express optimism about Zscaler's growth and profitability, which is why they have invested in the company.

🍎 Apple's Privacy-Centric AI Innovations

The speaker contrasts Apple's approach to AI with Microsoft's, highlighting Apple's focus on privacy with its Apple Intelligence feature. This feature allows users to interact with AI directly on their devices, protecting personal data, and also integrates with Open AI for broader queries. The speaker speculates that Apple may be developing its own AI models to replace its reliance on Open AI in the future. They suggest that Apple's emphasis on privacy in AI could give it an edge over competitors and discusses the potential implications for investors.

Keywords

💡CrowdStrike

CrowdStrike is a cybersecurity company specializing in AI-powered cloud security solutions. In the video, the narrator emphasizes its rapid growth and leading position in the cybersecurity market, noting that its AI technology can proactively identify threats, making it a significant investment opportunity.

💡Cybersecurity

Cybersecurity involves protecting computer systems and networks from digital attacks. The video highlights the increasing importance of cybersecurity in the AI era, with CrowdStrike positioned as a leader in this field due to its innovative AI solutions and strong market performance.

💡Generative AI

Generative AI refers to AI systems capable of creating content, such as text, images, or music. Meta is mentioned as a major player in this space, using models like Llama 3 for various applications. The potential for generative AI to enhance engagement on Meta's platforms is discussed as a key growth driver.

💡Metaverse

The Metaverse is a virtual reality space where users can interact with a computer-generated environment and other users. Meta's investment in metaverse technologies, despite initial setbacks, is highlighted as a long-term growth opportunity, positioning the company for future technological trends.

💡Palantir

Palantir is a data analytics company known for its work with government and secretive industries. The video points out its unique position due to its high security clearances, enabling it to secure lucrative government contracts for AI applications, making it a strong investment candidate.

💡Cloud Computing

Cloud computing delivers computing services over the internet. The video discusses companies like Oracle and Cloudflare, which provide cloud infrastructure and services, highlighting their roles in the growing AI and cybersecurity markets.

💡Zero Trust Security

Zero trust security is a security model that requires strict identity verification for every person and device trying to access resources on a network. Zscaler's leadership in this approach is emphasized as crucial for modern, cloud-connected environments, positioning it for significant growth.

💡Agentic AI

Agentic AI involves AI agents that can perform tasks using multiple tools or programs. The video explains how this new programming paradigm allows for more flexible and powerful AI applications, increasing the need for robust security measures like those provided by Zscaler.

💡Oracle

Oracle is a major software and cloud services company. The video notes its significant market presence and its role in creating AI models, positioning it as a key player in both the cloud computing and AI markets, with potential for substantial growth.

💡Broadcom

Broadcom is a semiconductor and infrastructure software company. The video highlights its extensive involvement in AI hardware and software, providing critical components for major tech companies. This makes Broadcom a stable investment with considerable growth potential as AI technology advances.

Highlights

Stock account value over $200,000 with 14% growth for the year despite volatility.

Crowd Strike's AI-powered cybersecurity platform leads in cloud security and is positioned for significant growth.

Global cybersecurity market expected to double in size in the next five years, with cloud security growing even faster.

Meta has made a 450% return since November 2022 and has opportunities to double its business in the next decade.

Meta's investment in generative AI and the metaverse positions it for long-term growth.

Paler has high security clearances and could potentially monopolize AI for government use.

Oracle, a cloud provider and AI model creator, is undervalued compared to its larger competitors.

Cloudflare's innovative zero-trust security model is essential for cloud-native companies.

Broadcom's diverse technology stack makes it a key player in AI chip sales and software solutions.

Zscaler leads in zero-trust security and stands to benefit from the integration of AI into cybersecurity.

Apple's privacy-centric approach to AI with Apple Intelligence could give it an edge over competitors.

AI advancements will drive an increase in both attacks and the need for advanced cybersecurity measures.

Agentic AI represents a significant shift in programming, enabling AI to choose between different tools for tasks.

The potential for AI to revolutionize application development and the importance of security in this evolution.

Investor's stock portfolio showcasing a diverse range of AI and tech stocks with significant growth potential.

Transcripts

this is a list of my top eight stocks to

buy right now we'll go over one stock

that I own followed by one new stock to

keep it interesting as we alternate our

way up to a stock that's added $500

billion to its value in just the last

month but might be set to double over

the next year and as always we'll start

by putting my money where my mouth is by

showing you my actual stock account it's

now reached a value of over $200,000 and

it's up a little bit under 14% for the

year although to be fair these are very

volatile stocks and so if we look at it

over a shorter time Horizon we can see

how it's dropped by as much as $115,000

in a number of weeks and then increased

by as much as $20,000 in the same amount

of time and as we go through the stocks

that I own I'll show you exactly how

much I have invested in each of the

companies so starting off with stock

number one this is an AI stock that's

growing even faster than their

competitors in one of the biggest

investing trends of the next decade

cyber security is crowd strikes bread

and butter and you could kind of call

Cloud security I guess their cost that

they have on the side so this is a stock

that I've owned for several years at

this point and it's positioned to take

over one of the most important

industries on Earth Crow strike offers

AI powerered cyber security they've

built a unified platform that is

designed to protect modern workloads in

the age of AI so if you think of a

traditional antivirus what it basically

does is look at all the attacks or hacks

that have happened in the past and then

when some new traffic comes in it

compares the traffic to that list to

make sure no one bad is coming in what

crowd strike is able to do is apply

machine learning to some of these

previous hacks so that it can

proactively identify threats that have

never before actually been seen in the

real world and when we're entering an

environment where people can use AI to

generate new viruses or just

democratization of the internet makes it

so more people are coming online the

rate at which we're seeing these novel

attacks is increasing and so demand for

protection against them is rising just

as fast so crowdstrike has a bunch of

products in the cyber security space Bas

I won't go through all of them but a

couple things to point out here is that

crowd strike is rated as a leader by

Gartner for endpoint protection

platforms they are also a leader in

Cloud workload security and they've been

rated as a leader in vulnerability

management platforms which makes sense

because this is a company that has grown

from the ground up on the cloud and so

as a cloud native company they're better

at protecting Cloud workloads than any

other traditional Legacy cyber security

company and here's why those products

position them and their inv investors

for incredible growth going forward the

global cyber security Market is expected

to nearly double in size over the next 5

years and continuing to grow beyond that

but the global Cloud security Market is

expected to grow way faster than that

more than tripling over the next 5 years

with a compound annual growth rate of

over 20% per year so even just assuming

that these analysts are right crowd

strike's Market is growing exponentially

from under them and they're growing

faster than the overall Market but

that's not even taking into account the

fact that AI May accelerate these growth

Trends both from the number of new

potential attacks that crowd strike

needs to defend against as well as just

the sheer amount of data and data center

expansion that is being driven by the

rise in AI we can see this growth

directly In Crowd strikes numbers where

their revenue is about to hit $1 billion

per quarter and it's growing at 33%

year-over-year and that's not a one-time

thing it's grown by that amount for the

last three quarters on top of that this

company has recently become net income

positive they produce a ton of cash and

so as long as this company can simply

continue executing they have a massive

runway in front of them which is also

the reason I own exactly 100 shares in

this company at a current market value

of

$385,000 and that has almost tripled the

amount of money that I initially put

into it not even including the fact that

I owned the stock a couple years ago and

it doubled then too so that's one stock

down but let's move to a stock that's

outperformed Google Microsoft and

Samsung comb bind since 2022 meta has

had its fair share of memes around Mark

Zuckerberg's decision to invest billions

of dollars into metaverse technologies

that felt clunky and kind of cartoonish

to users but while it's true that meta

has so far lost several billion dollars

investing into VR they've also made

their investors a

450% return since November of 2022 and

they may have a lot more returns for

investors willing to hold for the long

term so here are three opport

opportunities for meta to double their

business in the next decade number one

is generative AI a lot of people may not

know this but meta is actually one of

the biggest leaders in the generative AI

space they just haven't really talked

about it as much as companies like

Google and Microsoft for example meta

assistant was actually built using llama

3 but they didn't just build it using

llama 3 which is basically an

open-source version of chat GPT meta

actually created the original llama 3

model which at this point is basically

at it in terms of how advanced it is

compared to gp4 and they've also created

a ton of other models that people use

all the time including music gen cyber

security evaluation and even tools to

help with coding and understand how

large language models come to the

decisions that they do if meta decides

at any point to Pivot and not just open-

Source these tools but actually apply

them and sell them as well this could

have a massive effect on their business

Beyond just improving the engagement on

their platforms which leads us to the

second second thing that could cause

meta to double over the next 10 years

which is metaverse now hold your

pitchforks for one second now meta's

metaverse is obviously not yet ready for

prime time but I think that's why now is

also the perfect time to invest in this

new technology so Jeff Bezos this is a

bit of a non seiter but I promise I'll

tie it back Jeff Bezos is probably the

most successful internet entrepreneur of

all time and he gave this really

interesting talk after the do bubble of

the early 2000s which Amazon is one of

the few companies that survive and for

anyone who doesn't know the.com bubble

was basically a massive hype cycle where

anyone who put next to their name saw

their stock price jump up overnight now

Bezos had this theory that rather than

chasing the current thing the next

billion dollar or trillion dollar

company would be built by businesses

that position themselves first and then

wait for the wave of the next Trend to

reach where they already are you know

something that I see people do which I

don't think is a is a good idea is they

try to chase the current thing I saw

this so much and 1997 and 1998 1999 with

respect to the internet whenever you try

to catch a wave you're almost always too

late you basically have to wait in place

and let it come to you trillion dooll

businesses are built by creating the

platform before the next Trend hits

crowd strike and Cloud security inidia

with AI Hardware Amazon with e-commerce

and when the metaverse wave does

eventually hit meta is perfectly

positioned to take advantage of it and

early investors are always the ones who

are most rewarded which leads us to the

Third Way that meta can double their

business which is just to let it run as

usual we know that as more and more

internet content is created

realistically screen time is going to

continue to rise whether that's on 2D

screens or in virtual reality and so I

read this really interesting breakdown

of meta on Mobi which is mobile only but

I'll share my screen so the author of

this article calls out how there's

basically two ways for meta to just grow

their existing business the first is to

just expand their existing engagement

especially using Ai and other

algorithmic enhancements in fact during

their earnings call they called out how

their AI tools had boosted video watch

Time by 25% on their platforms and then

the second way that they can just double

their existing business is by becoming

more efficient we can see that Revenue

growth has been growing consistently

across all regions that meta is involved

in over the past four quarters and then

on top of that we've also seen their

expenses as a percentage of Revenue

declining over the same time period so

they're making more money and they're

spending less money to earn it that

means that profits are going up if you

want to read the full report you can

find it in the description but the point

is meta's existing business is already

improving extremely well as is and so if

I was a meta investor I'd be pretty

happy just holding on to the stock even

if the metaverse doesn't end up panning

out but let's now pivot to a new AI

stock that I've recently bought into

which may soon have a monopoly on AI for

the government and while a Monopoly

sounds like a bad thing because it's not

good for consumers that is the ultimate

goal of a company to be out all the

competition in their space at least

that's what Peter teal believes who is

one of the biggest investors in paler so

I've talked about paler before and how

they're applying their deep knowledge of

secretive Industries like banking or

even the CIA to making those businesses

run more efficiently but for this list

I'm going to focus on one aspect of

paler that I feel like the overall

Market is still missing that could very

easily triple their value to investors

so fundamentally paler is a data company

or at least they're experts at organiz

izing data for other companies they're

able to layer in AI to this data to

basically bring up insights for the

company so imagine you have a dashboard

of everything going on in your business

or in your secretive organization of

choice and you can basically say hey

look up what strategy we used one year

ago in this exact situation and tell me

what the steps are to match it and so as

long as you have really good quality

data in place the AI can make those

kinds of recommendations without being

super super smart and if pal is good at

one thing it's getting the data into an

organized system which they call an

ontology now there's other companies

that do this but here's what makes paler

special paler has one of the highest

security clearances that are available

to civilian organizations and this

allows them to work with customers like

the US Department of Defense the US

Military and even the CIA because of

this now that we're seeing tons of

companies jump into the AI space even

companies that have nothing to do with

AI want to use it to improve their

processes but the government can't move

that quickly they can't just bring in

outside technology if they don't know

it's secure but they can work with

contractors like paler that have the

security clearance to set them up for

them this means that the only companies

that are allowed to basically use AI

with the government are companies that

one understand how to keep the data

secure two have a deep knowledge of

applying the AI and three have the

security clearance to work with these

organizations the list of those

companies is pretty small in fact I

would argue paler is the only company

that really ticks all the boxes needed

this is a really important document for

this it's a memorandum from the deputy

secretary of defense to leadership at

the Pentagon I can't say the word Deputy

in it the secretary talks about how the

Department's adaptability increasingly

relies on software and that just the

ability to securely and rapidly deliver

this software is a competitive advantage

and when it comes to defense competitive

Advantage is code for National Security

now there's plenty of controversy in

terms of where the money for National

Defense in the US goes to but

historically a lot of that money has

gone to private contractors designing

things like aircraft or weapon systems

but now increasingly that $2 trillion in

budgetary resources is going to start

moving toward the software industry and

while paler has seen some run up in

their stock price over the past year

they haven't seen nearly the increase

that I believe they will see once

they're able to start taking on some of

these AI driven government contracts now

their Monopoly in this space isn't going

to last forever but I could see there

being a 2 or threee period where they're

basically one of if not the only company

doing this type of work and considering

how much value they're already

delivering in the private sector I see

them doing something very similar in the

public sector I currently own 450 shares

in paler at a market value of just over

$105,000 and I'll be sharing all my

latest thoughts on this stock as well as

all the other stocks on Instagram along

with any other relevant investor

information that I come across if you

try to find it mine is the absolutely

tiny account that sometimes doesn't come

up on search but you can also just scan

this QR code on screen to go straight to

my Instagram post a lot of great content

on there that if you like this video

you'll definitely find valuable but now

let's shift from some of these

highflying growth stocks to what I think

is a Hidden Gem among AI companies so

the best way to find great Investments

is to understand a company's business

and not just their books and you tend to

see huge growth when a company has the

perfect product when a hot new market

appears we've seen Microsoft make

millionaires in a few years by offering

AI to their existing cloud and PC

customers Nvidia of course has made

their investors rich off their Hardware

platform for training and running AI

models but these are massive companies

that have already risen hugely in price

so for these next few stocks I'm going

to highlight some AI companies that have

the potential to win big in the stock

market but I haven't seen a lot of

people talking about yet so there are

basically three types of AI companies

right now the lowest level are the AI

Hardware companies think Nvidia built on

top of that you have the AI models

created by companies like open Ai and

then at the top level you have ai

applications which are designed by

companies like paler and crowd strike so

this next company is a cloud provider

that actually hits on two of these

categories but hasn't been getting

nearly the attention that the big

providers like Microsoft and Google have

Oracle is the third largest software

company in the entire world and they are

one of the big cloud providers in the US

and probably most most importantly for

investors they're one of the few

companies that are actually creating new

AI models that haven't already run up

crazily in price and are worth more than

a trillion dollars so Oracle has a ton

of different products but I'm going to

be focusing on two areas of products for

this video first off is Oracle Cloud

which is a very large Cloud platform

that's used by companies like AT&T Intel

sat and Royal vac although I don't know

who royal vac is one of the reasons

companies like to host their

applications on Oracle cloud is because

they have industry specific applications

especially in the retail and finance and

Healthcare space that make it easier for

these companies to run their business on

top of oracle's business but the other

big piece of Oracle which caught my

attention is the fact that yes they have

ai services that run on their Cloud but

they're also creating their own AI

models they mentioned on their website

that they have both private proprietary

models as well as the open- source llms

created by companies like meta which

companies can then use for their

business and it's all wrapped up into

their Enterprise level security which

some people might believe more than a

company like say Microsoft that has had

some issues with privacy in the past the

way I like to think of how these Cloud

providers fit in is they provide the AI

models themselves but they also provide

sort of out of the- box solutions that

companies can take and solve their

business problems with so let's say you

needed to build a procurement tool using

generative AI well if you don't need to

customize it too much you can start

right here with this pre-built one from

Oracle or maybe you need to read data

out of documents you can do that right

here as well or build something custom

and pretty much any company you can find

that has aai at the end of their name is

using one of these Cloud providers under

the surface anyway so Oracle has taken a

piece of that profit no matter what and

when you compare oracle's current market

cap Which is less than $400 billion

against their bigger competitors like

Google which is over $2 trillion and

Microsoft which is now valued at well

over $3 trillion I think you can see

some of the potential in this company to

grow as their AI capabilities are

recognized I don't yet own Oracle but I

do own this next stock and I'll also

show you a full list of my positions at

the end of the video but next we have a

much smaller company with the potential

to make huge returns for investors by

changing the way the internet itself

works cloudflare is a company that has

their hand in pretty much every aspect

of running an application on the cloud

from the network itself to creating VMS

to deploy your apps to but things

weren't always like that the company

started out as basically a business

school project between Matthew Prince

and Lee Holloway which was later

supercharged when Matthew met Michelle

zatlin the company's now Chief Operating

Officer at Harvard they originally

launched their business and called it

project web wall which I'm very glad

they changed the name but it kind of

made sense at the time their idea was to

build a firewall for the web these are

pretty common nowadays but back in 2009

it wasn't that common so they started

building more and more advanced systems

to analyze all the traffic coming into

the cloud to watch out for bad Act

actors but they later realized if

they're already analyzing this traffic

they can also optimize the experience

for good actors and this is really where

cloudflare started to take off they

launched new services to make it easier

to deploy applications to the web they

set up their system so that now 95% of

Internet users in the world are within

50 milliseconds of their Network and

they've grown to the point where 30% of

the Fortune 1,000 are paying customers

today so there's three main reasons that

I'm investing in Cloud flare the first

is just their ridiculous overall growth

rate the company has been growing at a

compound annual growth rate of 46% since

2018 and they've promise to 5x their

revenue over the next 5 years all while

maintaining very high Gap gross margins

of 78% number two the company has a ton

of cash that they are producing now the

stock is not yet profitable in terms of

net income but as Warren Buffett will

point out profit can often be misleading

because you can kind of fake profit on

paper but you can't really fake cash is

because they pay out stock-based

compensation to their expensive

engineers and Executives which isn't

cash that's coming out of the business

you can never bankrupt your business

with stock-based compensation but it

does put downward pressure on the stock

price at the same time the business

itself has tons of cash to work with and

so even though the company is driving

aggressively toward growth there's no

risk of them running out of money as

long as the cash keeps coming in and

then reason number three is this is one

of the most Innovative companies in my

opinion in the entire world they they've

recently launched a new product called

cloudflare zero trust which is a new

level of cyber security that is

extremely common for cloud native

companies and Cloud Flur just has a

knack for identifying what their

customers are going to need and

providing it to them as soon as they

need it I currently own 162 shares in

this company at a value of $122,000 but

let's take a step out of software for a

moment and dive into a stock that you

may have never heard of but you probably

actually own some of it in your

portfolio if you've ever bought an index

fund broadcom is one of the biggest

stocks in the NASDAQ you can see it's

actually bigger than Amazon and even

though they aren't the flashiest company

on this list you've almost certainly

interacted with their products in the

past which makes sense considering

they're bigger than Exxon Mobile Tesla

and JP Morgan so broadcom was a

semiconductor company but they've

managed to buy or build their way into

basically owning the entire stack needed

to develop and deploy an application so

let's walk through this stock from the

perspective of a software company using

their products at the bottom level their

customers are the giant hyperscalers AWS

Microsoft Azure Google cloud broadcom

makes the high performance switches

network interface cards Wireless

networking Solutions and custom circuits

for these company data centers in fact

Google tapped broadcom to help design

their AI accelerating TPU chips and meta

is using them to build their future

metaverse chipsets broadcom has

projected $10 billion in AI chip sales

for 2024 and then stepping up one level

you you have the software that actually

runs on these chips but most companies

nowadays don't actually write the code

that runs directly on the bare metal

servers that broadcom is providing

unless you're Roller Coaster Tycoon I

guess so broadcom has gone ahead and

acquired all of these different

companies with some like VMware helping

developers to build applications that

will eventually run in those data

centers so VMware lets companies standup

virtual machines that can run across a

bunch of different computers or servers

letting them either pull power to run

more complex applications or just write

applications that can easily be deployed

anywhere in the world which is a big

deal in the modern decentralized Cloud

age I mean everyone uses these guys I

think they own like 90% of the

virtualization market today they're just

a massive company and with broadcom's

other Acquisitions in data management

cyber security software now makes up 42%

of their overall Revenue while their

semiconductor Solutions makes up 58% of

their revenue so there's been a lot of

Buzz around Nvidia and how they're

transitioning from a purely hardware

company to a company that also produces

software accelerators to help people use

their Hardware but broadcom it looks

like has already beaten them to the

punch now this company is never going to

get the big headlines like Jensen might

and given that all of these

multi-trillion dollar companies are

reliant on their products I wouldn't be

shocked to see this stock very quickly

climb into the ranks of the

multi-trillion dollar companies over the

next couple years I don't yet own

broadcom but it is on my short list of

stocks to watch but broadcom is a

massive company let's talk now about the

smallest company on my list with the

most potential to moonshot and become a

multibagger stock for its investors like

crowd strike Z scaler is riding the

massive trend of cyber security but

they're addressing it in a fundamentally

different way now I mentioned this

before with Cloud flare but zscaler is

the leader in a form of security known

as zero trust security so when you think

of a tradition Network you basically

have a firewall around the outside which

acts like a moat to keep the bad guys

out which is great but if they get past

the moat they have free reign to access

whatever they want obviously in a

cloud-connected world where everything

is distributed and you have tons of

different connection points to different

companies customers and businesses you

need to have a better solution which is

where zero trust comes in with zero

trust every person every application

every computer on the network has to

authenticate anytime it communicates

with someone else and what really

matters here is that this is the form of

security that most Cloud native

companies need to start using and

because zscaler has been in this area so

long they are the best equipped to

incorporate new technology Trends into

it such as the power of AI now the way I

like to think about this company versus

crowd strike is crowd strike is almost

like the offensive laser turret shooting

down viruses coming towards you well

zscaler is more like the defensive wall

around each individual application that

keeps them safe AI is going to drive an

exponential increase in the number of

attacks that are launched but they're

also going to drive an exponential

increase in the number of applications

and workloads that companies like

zscaler need to protect especially with

the Advent of agentic AI okay so I'm

going to get really nerdy for about 30

seconds but agentic AI is one of the

biggest technological breakthroughs

since we've first seen chat GPT and I'm

going to guess that most people probably

haven't heard of it unless they work

directly in Tech so agentic AI is

fundamentally a whole new way of

programming in the past when you would

program something you would write lines

of code that would basically execute in

the exact same order every single time

it's great because you can write it once

and you can run it a million times if

you need to but what a gentic AI does is

let's say you write three different

programs that are very simple maybe one

is for booking hotels the next one is

for booking a car and the third one is

for scheduling a flight well what you

can do is you can use an AI agent whose

only job is to take whatever the user

tells it and pick one of these three

tools two of these tools or any

combination of them to then run so I

could go to the AI and say hey I need to

do a trip to Miami so the AI can go okay

first you're going to need to book a

flight it calls that tool then you're

going to need a hotel it calls that tool

then you're going to need a car it calls

that tool as well now that might not

sound that crazy but what becomes really

powerful is where you layer multiple

agents together so now instead of just

having a simple program that books a

hotel what if you had an agent whose job

job is just to book hotels and then they

have tools they have access to like open

the website type in the users's

information book through their credit

card then you could have a user Say Hey

I want to take a trip to Miami the agent

can then say okay I'm going to call the

hotel booking agent who will then run

all the code necessary then I'll call

the car service agent who will connect

to the programs necessary and then I'll

call the flight agent to get the flights

in order what used to be running linear

lines of code in order now becomes

building a set of tools and just giving

them to the AI to pick between what this

means is it's way easier to write

applications quickly and it means you're

going to have more points of connection

that need to be protected by a company

like zscaler unlike a lot of these

stocks zscaler hasn't seen a huge run up

in their price over the past year

they're currently just over a $25

billion company and they recently had

their first quarter of net income

profitability while growing their

revenue at 32% year-over-year at a$2

billion Revenue run rate I think the

potential behind the stock is good and

the earnings numbers are pretty good too

which is why I own 82 shares in this

company currently valued at just over

$115,000 but now let's turn away from

the moonshot potential of zscaler to a

stock that really embodies the Mantra of

why get rich quick when you can get rich

for sure so some context before we talk

about this stock which I think is going

to change the way that humans interact

with AI but I first need to talk about a

massive announcement from Microsoft that

is attempting to solve the same problem

so we can look at the difference between

the two companies so Microsoft recently

announced a new product that they call

recall the idea is it would take

screenshots of whatever you're working

from on your PC at a regular interval

and then later you could search for

Content both images and text using

natural language so maybe if someone

sent you an email of a Korean restaurant

you could search for that and

immediately get that email brought up

and this would all integrate directly

into Microsoft co-pilot seems pretty

cool but as soon as they announced it

people pointed out some issues with this

approach namely the fact that screen sh

in everything is kind of a security

disaster what if you have your bank

account open and it takes a screenshot

of your account number or maybe you

store your password as a sticky note on

your desktop I know I know you do that

and now the AI knows the password to

your accounts so a lot of these AI

stocks kind of connect to security and

that's because the only thing that

realistically can slow down ai's

advancement is the security and privacy

concerns which is why this stock took a

more privacy Centric approach than what

Microsoft did so Apple announced Apple

intelligence which they build as AI for

the rest of us this is a form of AI

built directly into iPhones iPads and

MAC machines and the idea is extremely

similar to what Microsoft is doing with

recall only done in a way that focuses

on privacy so there's basically two

layers to how this works in layer one

you're able to ask questions about stuff

that's on your phone so maybe you could

look up a note that you had written

before or pull in some information about

a contact all this AI is being run

directly on your device so you don't

have to worry about that going off to

someone else the second layer is

integration directly with open AI which

is where you can ask broader questions

or look things up on the internet via an

AI conversational interface very similar

to Microsoft co-pilot so the question

becomes if you had the option between

working with the Privacy Centric AI

tools or the non-private tools that

offer the same functionality which one

are you going to pick and I think we can

tell just from the reaction online that

people clearly prefer Apple's approach I

really think Apple nailed the banteer

between AI features and privacy and it

seems like Microsoft just kind of

ignored them and I also think that this

hints at Apple's future likely R&D

development in the past when they

incorporate a really important feature

into their products they usually

internally are working on a replacement

for that feature so right now they're

working with open AI I wouldn't be

surprised if they're hard at work

building their own AI models that they

can eventually use in place of open Ai

and we're going to be learning more

about Apple intelligence as well as

recall as time goes on and I'll be

sharing all my thoughts about that on

Instagram as well as my thoughts on any

other technology that's going to be

relevant to investors here is my entire

current stock portfolio I'll also share

this as a photo on Instagram and

YouTube's AI says that you'll really

like this video next