The Joseph Carlson Show

Ten AI Stocks To Buy Now

4 snips
Jun 16, 2025
This discussion highlights the promising landscape of AI investments, featuring heavyweights like ASML, Meta, and Amazon. Intuit's innovative use of AI in products showcases how technology drives growth. Nvidia and Salesforce are examined for their robust potential in the sector. The importance of assessing market giants like Google and Oracle is emphasized, alongside a critical look at Palantir's valuation. Legal battles over AI content add a layer of intrigue, signaling both challenges and opportunities in this rapidly evolving domain.
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INSIGHT

Three AI Company Categories

  • AI companies can be grouped into three categories: creators, beneficiaries, and those doing both.
  • Those doing both, creating AI and benefiting from massive applications, have the best opportunities for growth.
ADVICE

Invest in ASML Hardware Monopoly

  • Consider investing in ASML for its critical role in AI hardware with a strong monopoly position.
  • Its valuation is attractive with potential earnings growth and low downside risk.
INSIGHT

Meta's AI Transition

  • Meta is transitioning from benefiting from AI to creating AI models itself.
  • Its valuation is reasonable, making it a soft buy with good future prospects.
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