5 AI Stocks to Buy Now for the Next Decade of Innovation
Looking to partake in the rapid growth of artificial intelligence? Look no further than to these 5 industry leading AI stocks.
5 AI Stocks to Buy Now for the Next Decade of Innovation
Artificial intelligence is no longer a sci-fi dream—it’s transforming how we live, work, and invest. But not all AI stocks are created equal. At Stock Pickz, we dig deep, channeling Warren Buffett’s obsession with economic moats, Peter Lynch’s knack for spotting growth, and Charlie Munger’s discipline for enduring value.
Our mission? Find companies that aren’t just riding the AI wave but powering its core. Think AI stocks with high returns on equity, explosive revenue growth, and fortress-like market positions. The AI market, already at $391 billion in 2025, is projected to soar to $1.8 trillion by 2030, growing at a 35.9% annual growth rate.1 The five stocks we’re sharing today are the backbone of this revolution, built to deliver for the next 5-10 years or more.
Why AI Matters Now
AI is everywhere. From diagnosing diseases, securing networks, to steering self-driving cars like Tesla. But the real money isn’t in trendy apps or chatbots - it’s in the infrastructure that makes AI possible. This includes chips, data platforms, networking, and security. These are the picks-and-shovels of the AI gold rush, offering the kind of durable advantages Buffett loves.
The Stock Pickz portfolio thrives on companies with strong fundamentals and wide moats. The five stocks below aren’t just AI players; they’re essential to its growth. These companies have the financial muscle and market dominance to reward investors for years to come.
What to Look for in AI Stocks
Picking the right AI stocks means focusing on companies that are vital to the industry’s growth, not just riding its coattails. We’re hunting for businesses that power AI’s core. Here’s what to look for in AI stocks:
Vital Role in AI: Choose companies central to AI’s infrastructure. NVIDIA’s GPUs power between 70% and 90% of AI workloads,2 while Broadcom’s switches connect data centers for Google and Meta.
Marquee Customers: Look for firms serving top players. For example - Palantir’s AIP platform supports the Pentagon and Fortune 500 firms, and Snowflake’s Data Cloud is used by NVIDIA itself.
Strong Financials: High ROE, double-digit revenue growth, and robust cash with low debt all signal strong staying power.
Wide Moats: Seek unassailable advantages. CrowdStrike’s AI-driven cybersecurity dominates with sticky subscriptions, and Broadcom’s large share in networking is tough to crack.
Game-Changing Product Launches: Prioritize companies shaping AI’s landscape. NVIDIA’s H100 GPU redefined AI training; Palantir’s AIP platform brought analytics to new heights.
These traits mirror Stock Pickz portfolio strategies. Built to last, not flash-in-the-pan bets. Use the checklist above to spot AI winners that can anchor your portfolio for the long haul, just like our five picks below.
The 5 AI Stocks of the Decade
These 5 stocks were picked due to rock-solid financials, strong industry moats, innovative leadership, and currently in hyper-growth mode.
NVIDIA (NVDA): The AI Chip King
NVIDIA is the heart of AI, powering over 70%-90% of the world’s AI workloads with its H100 and B100 GPUs. Its CUDA and TensorRT software make it the go-to for training complex models, from chatbots to autonomous vehicles. If AI is the engine, NVIDIA’s the fuel.
Financial Strength: 115% ROE, 69% revenue growth yoy, $53.7 billion in cash, minimal debt, $55 billion in levered free cash flow, and 4% insider ownership.3
Moat: Dominates the GPU market with unmatched performance; competitors like AMD are years behind.
Leadership: CEO Jensen Huang is AI’s visionary, pushing chips and software to new heights.
Over the next decade, AI chip demand is expected to grow rapidly. NVIDIA’s unmatched position makes it a cornerstone for any AI portfolio. “AI is the most powerful technology force of our time,” says Huang.
Palantir (PLTR): The AI Analytics Master
Palantir’s AI Platform (AIP) delivers analytics that turn data into decisions for governments and enterprises. From Pentagon contracts to corporate fraud detection, its AI is mission-critical, securing sensitive operations with unmatched precision.
Financial Strength: 39% revenue growth, $5.4 billion in cash, low debt, 3.65% insider ownership, $0.9 billion in levered free cash flow.4
Moat: Sticky contracts with defense and enterprise clients create a high barrier to entry.
Leadership: CEO Alex Karp focuses on real-world AI outcomes, not hype.
Palantir’s secure, scalable platform positions it for a decade of dominance, mirroring Coinbase’s crypto disruption.
CrowdStrike (CRWD): The AI Security Guardian
CrowdStrike’s Falcon platform uses AI to stop cyber threats in real time, protecting the data centers and enterprises driving AI’s growth. As AI adoption surges, so does the need for ironclad security, and CrowdStrike leads the pack.
Financial Strength: 25% revenue growth, $4.3 billion cash, minimal debt, 3.2% insider ownership, $1.29 billion levered free cash flow.5
Moat: Leads endpoint security with AI-driven threat detection; competitors like Palo Alto trail.
Leadership: CEO George Kurtz pioneers AI-powered cybersecurity.
With cybersecurity demand tied to AI’s rise, CrowdStrike’s growth is just beginning, much like PayPal’s fintech dominance.
Snowflake (SNOW): The AI Data Powerhouse
Snowflake’s cloud-agnostic Data Cloud manages the massive datasets that fuel AI models, used by giants like NVIDIA. Its platform enables seamless data storage and analytics across AWS, Azure, and Google Cloud, making it indispensable for AI training.
Financial Strength: 25.7% quarterly revenue growth, $3.9 billion cash, 4.15% insider ownership, $1.16 billion levered free cash flow.6
Moat: Its unique data-sharing architecture sets it apart from Databricks and others.
Leadership: CEO Sridhar Ramaswamy, ex-Google, drives AI-focused features like Cortex.
As AI models demand more data, Snowflake’s platform will thrive.
Broadcom (AVGO): The AI Data Center Connectivity King
Broadcom powers AI data centers with Tomahawk switches and custom ASICs, enabling hyperscalers like Google to train massive models. Its networking chips ensure the high-speed connectivity AI demands, making it a linchpin of the industry.
Financial Strength: 14.85% ROE, 16.4% revenue growth, $11.11 billion cash, 2% insider ownership, $25.26 billion levered free cash flow.7
Moat: 40% share in data center switching; sticky ASIC contracts with hyperscalers.
Leadership: CEO Hock Tan drives AI chip innovation and strategic acquisitions.
With data centers fueling AI’s trillion-dollar future, Broadcom’s role is secure, mirroring hardware dominance, much like Apple did with iOS, MacBooks, and iPhones.
How These Fit Your Portfolio
If you’re looking to supercharge your investments, NVIDIA, Palantir, CrowdStrike, Snowflake, and Broadcom are standout choices for any portfolio looking to get exposure to the AI revolution. These aren’t new additions to our carefully curated Stock Pickz portfolio, but they share the same DNA.
Each delivers high ROE, double-digit revenue growth, and wide moats, perfectly matching our Buffett-inspired focus on enduring value and Lynch’s eye for growth.
These stocks are built to power AI’s decade-long boom, offering the kind of staying power we demand for 5-10+ year investments. Add these to your own portfolio, and you’re betting on AI’s future with the same principles that guide our proven winners. Could one of these AI stocks be part of the Stock Pickz Portfolio in the near future? Guess you’ll have to wait and see!
https://www.grandviewresearch.com/industry-analysis/artificial-intelligence-ai-market
https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.html
https://finance.yahoo.com/quote/NVDA/key-statistics/
https://finance.yahoo.com/quote/PLTR/key-statistics/
https://finance.yahoo.com/quote/CRWD/key-statistics/
https://finance.yahoo.com/quote/SNOW/key-statistics/
https://finance.yahoo.com/quote/AVGO/key-statistics/