G.L.A INVE$T RE$EARCH TOP 25 -Our FavoriteLongterm, Top Risk vs Reward, ImpenetrableMoats, Huge Tams, Visionary Leadership, Solving Real World Problems, Make Must Have Products or Services, Beginning of hyper Growth, with Fortress Balance Sheets, Producing or are in Position To Produce High Free Cash Flow, Companies we can be confident in Through the Ups And Downs.
1. Tesla ($TSLA)— Electric vehicles, energy storage, autonomy, and humanoid robotics.
2. Palantir ($PLTR) — Software that turns messy government and enterprise data into operational AI.
3. SpaceX ($SPCX) — Reusable launch, Starlink broadband, and the xAI stack in one public platform.
4. Strategy ($MSTR) —Bitcoin treasury company. Equity wrapper on BTC, not a software story.
5. Robinhood ($HOOD) — Retail brokerage, crypto, and options on a phone.
6. NVIDIA ($NVDA) — The AI-factory tollbooth. GPUs, networking, and CUDA.
7. Cerebras ($CBRS)— Wafer-scale inference chips built as a GPU alternative.
8. Amazon ($AMZN) —E-commerce flywheel plus AWS, ads, and custom AI silicon.
9. Alphabet ($GOOG) — Search, YouTube, Cloud, Gemini, TPUs, and Waymo.
10. Tempus AI ($TEM) —Precision-medicine platform. Labs, multimodal data, and clinical AI.
11. Lemonade ($LMND) — AI-native insurance for renters, home, auto, pet, and life.
12. Oklo ($OKLO)— Advanced fission plants aimed at AI data-center power.
13. IonQ ($IONQ) — Trapped-ion quantum computers, networking, and sensing.
14. AMD ($AMD) —CPUs, GPUs, and Instinct accelerators as the NVIDIA challenger.
15. CrowdStrike ($CRWD) —Cloud-native cybersecurity on the Falcon platform.
16. Circle ($CRCL) — USDC issuer and regulated stablecoin infrastructure.
17. Bitmine Immersion ($BMNR) — Ethereum treasury plus Bitcoin ecosystem services: advisory, hardware, and hosting.
18. CoreWeave ($CRWV) — AI cloud. GPU factories for labs that cannot wait on hyperscalers.
19. Bloom Energy ($BE)— On-site fuel-cell power when the grid cannot keep up.
20. IREN ($IREN) —Owned power and data centers converting from bitcoin mining to AI cloud.
21. ARK Venture Fund ($ARKVX) — Interval fund sleeve of private innovation (SpaceX, OpenAI, Anthropic). Not an operating company.
22. AST SpaceMobile ($ASTS)—Satellites that connect directly to unmodified phones.
23. Micron ($MU)— DRAM, HBM, and NAND memory for AI servers, phones, autos, and PCs.
24. Rubrik ($RBRK) — Data security and cyber recovery so ransomware is not extinction.
25. CRISPR Therapeutics ($CRSP) — Gene-editing medicines, including CASGEVY with Vertex.
Disclaimer:This Newsletter Is Not Investment Advice.
