Troy Millings unveils his top stock picks for 2025, spotlighting Taiwan Semiconductor Manufacturing Company as a key player in the AI revolution. ASML's monopoly on AI machinery and Amazon's chip production ventures are also covered. Broadcom's crucial role in data center connectivity and Eli Lilly's pharmaceutical innovations are highlighted as major opportunities. Nvidia and AMD are discussed as fierce competitors in the GPU and CPU markets, while firms like Micron Technology and Western Digital gear up for growth in memory storage.
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TSM Stock Pick
TSM is a top stock pick for 2025 due to its crucial role in the AI revolution.
It recently passed a key price threshold, indicating potential growth.
insights INSIGHT
ASML's Monopoly
ASML Holding has a monopoly in AI machinery, making it essential for the industry's success.
Even Amazon, despite producing its own chips, relies on TSM, which uses ASML's machines.
insights INSIGHT
Broadcom's Importance
Broadcom is another key player due to its importance in data center connectivity.
Its partnership with NVIDIA strengthens its position in the expanding tech infrastructure.
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In this special clip of Market Mondays, Troy Millings dives deep into his top stock picks for the upcoming year. As we prepare to close out 2024, it's time to set our sights on 2025 and the opportunities that lie ahead. From AI-driven companies to energy giants fueling the tech revolution, Troy leaves no stone unturned.
Highlighted as the stock of the year, again, due to its pivotal role in the AI revolution.
Recently crossed a significant price threshold.
2. *ASML Holding:*
Essential for AI machinery and holds a monopoly in the space.
Integral in manufacturing chips for key players like TSM.
3. *Amazon:*
Continues to push boundaries, including its venture into producing its own chips with TSM.
4. *Broadcom:*
Crucial for connectivity within data centers and expanding infrastructure.
5. *Eli Lilly and Company (Lilly):*
Set to outpace rivals in the pharmaceutical sector, particularly in weight loss drugs.
6. *Nvidia:*
Expected to maintain its strong presence in the GPU market.
7. *Advanced Micro Devices (AMD):*
Positioned as a key player in both the GPU and CPU markets, challenging Nvidia and displacing Intel respectively.
8. *Micron Technology:*
Potential for significant growth in the memory storage sector.
9. *Western Digital:*
Another strong contender in the data storage and memory space.
10. *MicroStrategy:*
Linked to Bitcoin's lifecycle and expected to benefit from cryptocurrency appreciation.
11. *Energy Companies:*
*Vertiv Holdings Co (VRT)*
*Vistra Corp (VST)*
*General Electric Vernova (GEV)*
Focused on energy solutions for data centers and tech infrastructure.
12. *CAVA Group:*
A fast-casual Mediterranean chain likened to Chipotle.
Promising expansion with zero debt, signifying robust growth potential.
Join us as we break down the reasons behind each pick, discuss market trends, and set the stage for a prosperous 2025. Whether you’re a seasoned investor or just getting started, these insights are invaluable for navigating the ever-evolving stock market landscape.
Stay tuned for more episodes and be sure to engage in the discussion by leaving your thoughts in the comments section. Let's make informed investment decisions together!
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