10 companies will dominate the AI age:GOOGL, ASML, NU, NVDA, AMD, PLTR & UBER

AI names are crashing 10-20% 🔴

Yet, AI investments are accelerating

- $Microsoft(MSFT)$ $100B

- $Meta Platforms, Inc.(META)$ $115-135B

- $Alphabet(GOOG)$ $175-185B

FOLLOW THE MONEY 💸

Here are 10 companies that will dominate the AI age:

1/ $IREN Ltd(IREN)$

Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

- 3GW Contracted Power

- $9.7B $MSFT Contract

- Next Hyperscaler deal is inevitable

The company is reporting earnings tomorrow, and many are expecting important updates on the data center development.

2/ $Alphabet(GOOGL)$

When ChatGPT launched, investors said that Google was doomed to irrelevance. Yet, the company innovated faster than even the strongest bulls imagined.

- 90% Search Market Share

- 13% Global Cloud Market Share

- 48% Cloud Revenue Growth

- $60B+ YouTube Revenues

- 2.7B YouTube Users

- 450K Robotaxi rides p/w

- 700M+ Gemini Users

Google reshaped how the world accessed information, and now it is rebuilding its technology by putting AI at the very center.

AI powers Search to provide direct answers, enhances YouTube with personalized recommendations, fuels Google Cloud with enterprise-ready AI solutions, and integrates into everyday tools like Gmail, Docs, and Android.

Gemini models unify text, code, images, and video into a single AI system, making information more useful, accessible, and actionable in real time.

By embedding AI across its ecosystem, GOOGL is turbocharging the AI-driven internet and accelerating innovation.

Its Cloud business is exploding, YouTube is integrating AI creator tools in its platform, and Waymo just raised at a $120B valuation.

GOOGL will dominate for decades to come!

3/ $Pagaya Technologies Ltd.(PGY)$

$PGY is reshaping the financial services landscape by using AI to improve how credit is evaluated and capital is deployed.

Their business model is very simple:

1) Jane applies for a loan.

2) A bank rejects the loan.

3) It sends the application to $PGY

4) $PGY AI reviews the application

5) If approved, Jane gets the loan

6) The money is sent through the Bank

7) But the loan is funded by credit investors

8) Facilitated by $PGY AI

9) $PGY Securitises the loan into asset-backed securities

10) Credit investor sells the security on the market

Traditional lending models rely on strict rules and limited data, often excluding creditworthy consumers because of incorrect risk pricing. This has constrained growth for lenders and left large segments of demand underserved.

Pagaya's AI-driven platform analyzes vast and diverse datasets to assess risk more accurately, enabling 31 lender partners to approve more borrowers while maintaining strong credit performance. The result is faster decisions, better outcomes for consumers, and higher ROI for Pagaya's 154 credit investors.

Pagaya's AI is involved in all steps of the process, generating high-margin fees and taking limited to zero balance sheet risk.

As digital finance expands and demand for smarter credit solutions grows, Pagaya’s technology and partnerships position it as a key enabler of scalable, data-driven lending.

4/ $ASML Holding NV(ASML)$

$ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision.

- EUV Monopoly

- EUR 39B Backlog

- EUR 12B BuyBack

- 52% Gross Margin (insane for industrial)

Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods.

With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology.

As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.

5/ $Nu Holdings Ltd.(NU)$

Nu is bringing modern financial services to unbanked populations in Latin America. Their technology-driven low-cost model enables fast growth and huge profits.

- 127M Customers

- Path to 300M in a decade

- Active in Brazil, Mexico, and Colombia

- Expanding to the US

- $38.8B in Deposits

- $30.4B in Customer Loans

- 70% Growth in ARPU in 3 years.

The first phase was acquiring hundreds of millions of customers!

AI Private Banker is the second phase.

A personalized, intelligent advisor embedded directly into its mobile app. Great financial advice is no longer reserved for the 1%. Now everyone will be able to quickly and easily ask important financial questions.

It will assess your financial profile, obligations (like a mortgage or dependents), and suggest how to improve your finances.

Which mortgage is better? Do I need insurance? How much should I invest?

The AI private banker will bridge the knowledge gap between developed and developing world, improving lives whilst at the same time turbocharging Nu's profits.

6/ $AppLovin Corporation(APP)$

AppLovin is transforming the mobile app ecosystem by putting AI at the center of how apps are discovered, monetized, and scaled.

- 77% Revenue Growth

- 76% EBIT Margin

- Expanding to Streaming Ads

- Still early to E-commerce

- $1T mobile advertising TAM

The recent price action makes no sense. Investors think that if Google's AI models make it easier to create games $APP video game business will suffer, yet the truth is the opposite.

Traditionally, app developers had to rely on fragmented ad networks, guesswork in targeting, and inefficient monetization tools to grow their businesses. This process was slow, costly, and often yielded poor returns.

With $APP, the process is radically smarter!

Their proprietary AI engine analyzes billions of data points from 1.6B users in real time. Then it matches the right users with the right apps, and dynamically optimizes ad spend, ad formats, and ad targeting to achieve the best outcome.

The result is a seamless growth engine where developers acquire high-value users, maximize revenue, and reinvest in scaling their apps, all powered by AI.

7/ $NVIDIA(NVDA)$

$NVDA is redefining the future of computing by powering the AI revolution with its industry-leading GPUs and CUDA platform.

- Best AI Training Chips

- CUDA AI coding ecosystem

- $500B Backlog

- Insane 50%+ Net Margins

Originally, graphics processors were designed for gaming and visual rendering. While powerful, they weren’t built to handle the massive parallel computations needed for machine learning and AI at scale.

With $NVDA, the process is much faster, its GPUs, CUDA software ecosystem, and AI-focused hardware like the H200 make training and inference exponentially faster and more efficient. This has turned Nvidia into the default platform for AI research, cloud infrastructure, autonomous vehicles, robotics, and next-gen enterprise computing.

Their chips will be behind in the most important AI services of the next decades.

8/ $Advanced Micro Devices(AMD)$

$AMD is the little cousin of $NVDA that's challenging the status quo in computing by delivering high-performance CPUs, GPUs, and adaptive processors.

- Leading Inference Chips

- Accelerating Revenue Growth

- 154% FCF Growth

$AMD is shifting the landscape, its Ryzen and EPYC processors deliver industry-leading efficiency and performance per watt, while Radeon GPUs and AI accelerators provide competitive alternatives in gaming, data centers, and AI workloads.

By combining relentless innovation with an open ecosystem, $AMD is redefining performance computing and becoming a critical player in the AI era, powering crucial cloud infrastructure. They killed Intel and are now running after $NVIDIA(NVDA)$ .

9/ $Palantir Technologies Inc.(PLTR)$

Palantir is a SaaS business that's transforming how organizations harness data by delivering AI-powered platforms that turn complexity into actionable intelligence.

- $330B Market Cap

- 54% FCF Margin

- 43% Net Income Margin

- 70% Revenue Growth

- 767% EPS Growth

For decades, enterprises and governments struggled with siloed data, legacy systems, and slow decision-making. Extracting insights required armies of analysts, long timelines, and custom integrations that often failed to scale.

With $PLTR, the process is radically different, as its AI-powered software platforms integrate seamlessly with existing systems, unify massive datasets, and layer in AI to discover insights in real time.

Simply put, Palantir’s technology enables faster, smarter, and more confident decisions.

I would love to invest in the company, however, the valuation is insane, and the company is in the bubble territory.

10/ $Uber(UBER)$

$UBER forever changed how the taxi and food delivery industries operate, and now they stand to use AI to deliver previously unbelievable convenience.

- 202M Monthly Users

- 30M Uber One Subscribers

- $193B Platform Bookings

- 19% FCF Margin

AI-driven algorithms will match riders and drivers in real time, optimizing routes for lower wait times and powering dynamic pricing. Beyond rides, Uber Eats and its logistics network leverage the same AI infrastructure to deliver food, groceries, and freight on a global scale.

As their recent partnership with Waymo shows, Uber's platform is extremely attractive for Robotaxi providers. The company stands to become a unified platform, combining many Robotaxi suppliers and collecting a healthy platform fee.