Here are My Top 10 Picks 👇

With rising tariff risks and market volatility under a Trump-led presidency, international exposure is more important than ever -- here are my top 10 picks 👇

1. $Taiwan Semiconductor Manufacturing(TSM)$

• The world’s largest pure-play foundry, producing 90% of leading-edge chips for AI, data centers & consumer electronics -- powering a $600B+ semiconductor supply chain.

2. $ASML Holding NV(ASML)$

• The sole provider of extreme ultraviolet (EUV) lithography, the backbone of advanced semiconductor manufacturing -- enabling a $400B+ global chip production market driven by AI, HPC & mobile computing.

3. $Alibaba(BABA)$

• Driving China’s digital economy with cloud computing, logistics & e-commerce -- expanding across a $2T+ online retail & enterprise services market.

4. $Novo-Nordisk A/S(NVO)$

• Revolutionizing obesity & diabetes treatment with GLP-1 drugs like Ozempic & Wegovy -- addressing a $140B+ global market spanning metabolic disorders & preventative care.

5. $MercadoLibre(MELI)$

• Dominating Latin America’s e-commerce & fintech landscape with an end-to-end ecosystem -- capturing growth in a $500B+ underpenetrated digital economy across retail, payments & logistics.

6. $Sea Ltd(SE)$

• Powering Southeast Asia’s digital revolution with Shopee (e-commerce), Garena (gaming) & SeaMoney (fintech) -- targeting a $200B+ digital services economy.

7. $Nu Holdings Ltd.(NU)$

• Disrupting Latin American banking with a digital-first model -- scaling in a $400B+ consumer banking & credit market by eliminating legacy inefficiencies.

8. $Grab Holdings(GRAB)$

• Leading Southeast Asia’s super app ecosystem with ride-hailing, food delivery & digital payments -- tapping into a $180B+ urban mobility & fintech market.

9. $Global-E Online Ltd.(GLBE)$

• Solving the complexity of cross-border e-commerce by localizing pricing, logistics & tax compliance -- streamlining access to a $736B+ international direct-to-consumer retail market.

10. $Jumia Technologies AG(JMIA)$

• Building Africa’s leading digital commerce & payments platform -- addressing a $75B+ e-commerce opportunity in the world’s fastest-growing internet economy.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Here are My Top 10 Picks 👇

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