AI names are crashing 10-20% 🔴
Yet, AI investments are accelerating
- $Microsoft(MSFT)$ $100B
- $Meta Platforms, Inc.(META)$ $115-135B
- $Alphabet(GOOGL)$ $175-185B
FOLLOW THE MONEY 💸
Here are another 10 companies that will dominate the AI age:
11/ $Meta Platforms, Inc.(META)$
$META controls the attention of the world.
- 3.6B Daily Users
- 15% ARPU Growth
- 22% Revenue Growth
- 41% EBIT Margin
A few months ago, they announced new smart glasses that could bring a new form factor to the masses.
And AI will turbocharge everything!
Before AI, social networks relied on manual sharing and simple algorithms to surface posts and ads. Discovery was limited, personalization was shallow, and building new digital experiences required years of iteration.
Now AI powers Reels and feeds with personalized recommendations, enhances ad targeting for unmatched ROI, and drives large-scale language and vision models like Llama that are open-sourced to accelerate global innovation.
By combining their gigantic user scale with frontier AI research, Meta is building the infrastructure for the next era of digital interaction, commerce, and interactive AI experiences.
12/ $Microsoft(MSFT)$
Microsoft led the computer revolution and transformed how businesses and individuals work.
- $631B Backlog
- Exploding Cloud Business
- 17% Revenue Growth
- 47% EBIT Margin
They are ready to power the AI revolution across the corporate world, driving productivity gains in offices everywhere.
Copilot infuses AI into Office apps, Azure provides enterprise-ready infrastructure for training and deploying large models, and GitHub Copilot redefines how developers write code. Its deep partnership with OpenAI ensures Microsoft sits at the center of the generative AI wave, powering both consumer tools and mission-critical enterprise solutions.
By uniting the legacy software, cloud, and AI, they are becoming the operating system for the AI-powered economy, driving transformation across industries worldwide.
13/ $Grab Holdings(GRAB)$
Grab is Southeast Asia’s leading super-app, integrating ride-hailing, food delivery, fintech, and digital banking through an AI-powered services platform.
- $21B GMV, path to $100B+
- 40M+ Users, path too 100M+
- Booming Economies
- 200M people will join the middle class
- Exploding Fintech Business
- Clear opportunity to enter new verticals
Its scale and brand recognition give it a competitive advantage that is difficult for new entrants to match.
Looking ahead, the runway for Grab is exceptionally strong. Southeast Asia’s middle class is growing fast, smartphone adoption continues to rise, and consumers are increasingly shifting to digital services for everyday transactions. Over 200M people are expected to join the middle class as the GDP grows with 5%+ per year.
As robotaxis develop, $GRAB will be the platform of choice for AI deployment.
14/ $Taiwan Semiconductor Manufacturing(TSM)$
While $AMD and $NVDA sell the picks and shovels that power the AI revolution, $TSM is the one actually making them.
- 72% Foundry Market Share
- 90%+ Market Share in AI Chips
- 31% Revenue Growth
- 54% EBIT Margin (Insane for industrial)
For decades, chip design and production were vertically integrated, with each company making its own chips. This limited innovation, slowed production, and created enormous barriers to entry.
With $TSM, the process is radically more efficient!
The best chip designers like Apple, NVIDIA, and AMD don't own the factory anymore, they focus on innovation, while $TSM brings their ideas to life with cutting-edge manufacturing at nanometer precision.
Its unmatched scale and process leadership, from 5nm to the upcoming 2nm nodes, make it the critical enabler of AI, 5G, autonomous vehicles, and cloud computing.
Doesn't matter who wins the AI chip design race, TSMC already won the AI chip manufacturing race!
15/ $Alibaba(BABA)$
Alibaba is the $AMZN of China, using many of the same strategies that propelled Amazon to Western domination in China and the rest of Asia.
The company is reshaping China’s digital economy by combining e-commerce scale, fintech innovation, and cloud AI infrastructure into one powerful ecosystem.
With $BABA, the process is radically streamlined, Taobao and Tmall connect hundreds of millions of consumers with merchants, Alipay powers secure digital payments and financial inclusion, and Alibaba Cloud provides AI-driven infrastructure that supports businesses at every scale.
AI is fuelling smart logistics, robotics, and recommendations across the ecosystem, making commerce faster, smarter, and more efficient.
16/ $MercadoLibre(MELI)$
Mercado Libre is redefining commerce and finance in Latin America by building the region’s most powerful AI-powered e-commerce and fintech ecosystem.
- #1 Ecommerce Player in LATAM
- 72M Fintech MAUs
- 77M Ecom Buyers
- $60B Ecom Platform Sales
- $253B Payment Volumes
Latin American consumers and businesses face a fragmented retail system, have limited access to credit, and deal with outdated payment systems. Shopping online was unreliable, payments were risky, and financial inclusion lagged behind global standards.
Then $MELI changes everything. Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments and wallets, and Mercado Crédito expands financial access through AI-powered lending. Logistics are streamlined by Mercado Envios, ensuring fast, reliable delivery across a region historically underserved.
First step is to build the network of logistics, financial services, and e-commerce, the next step is to use AI to deliver unparalleled efficiencies and convenience.
17/ $Tesla Motors(TSLA)$
Elon has put AI at the core of the company, aiming to make it THE dominant physical AI company.
Furthermore, he has made some lofty targets:
- $8.5T Market Cap 6x from today
- $400B ADJ EBITDA 29x
- 20M Vehicles Delivered
- 10M FSD Subscriptions
- 1M Robotaxis
- 1M Tesla Bots
For decades, industrial robots were limited to rigid, repetitive tasks in structured factory settings. Progress toward general-purpose robots slowed down due to hardware constraints, high costs, and the lack of scalable AI integration.
Optimus is designed to operate in dynamic real-world environments, learn from experience, and safely collaborate with humans. Powered by Tesla’s breakthroughs in AI, real-time vision, actuators, and energy-efficient hardware, these bots aim to merge physical dexterity with neural-network intelligence.
Elon Musk is pursuing a future where humanoid robots become a mass-market reality, transforming labor, productivity, and the very nature of work at a scale previously unimaginable.
18/ $Intuitive Surgical(ISRG)$
Intuitive Surgical pioneered robot-assisted surgery with its DaVinci systems.
- 21% Revenue Growth
- $8.5B ARR
- 36% EBITDA Margin
AI-assisted surgery is the logical next level!
It's da Vinci robotic system enables surgeons to operate with enhanced dexterity and vision through tiny incisions, while data and AI-powered insights assist in planning, training, and improving surgical outcomes. Hospitals benefit from shorter patient stays, faster recovery, and higher throughput, all driving adoption across specialties worldwide.
By combining robotics, data, and AI, $ISRG is poised to deliver a revolution in surgery! Fully automated, AI surgeries will be cheap and ubiquitous.
19/ $UiPath(PATH)$
$PATH pioneered robotic process automation, redefining how organizations automate repetitive tasks, and now it’s positioning itself at the center of the AI transformation.
UiPath’s platform empowers enterprises to automate workflows end-to-end, combining low-code automation, computer vision, and natural language understanding.
Now, UiPath is weaving AI into every layer of its ecosystem, aiming to become a platform for Agentic AI deployment.
Its AI Center enables businesses to integrate custom machine learning models seamlessly. Its Document Understanding solution turns unstructured data into actionable insights. And its integration with generative AI allows employees to interact with automation using natural written language.
$PATH is building the backbone for enterprise AI operations. The next frontier is enabling organizations to think, adapt, and act with AI-augmented decision-making at scale.
20/ $NEBIUS(NBIS)$
Nebius is building the 21st-century cloud computing infrastructure platform designed specifically for AI needs.
- Strong long-term demand tailwinds
- $17.4B Deal with $MSFT
- $3B Deal with $META
- Data Centers in the EU, UK, Israel, and the US
- $7-9B 2026 ARR Guidance
The first AI companies relied on generic cloud setups. This was expensive, slow to deploy, and not optimized for AI performance.
$NBIS is changing it. Their $NVIDIA(NVDA)$ GPUs, custom-built servers are integrated with AI training software that's pre-configured and ready to scale. Developers can move seamlessly from a single GPU to thousands, cutting costs and accelerating AI development.
Comments