In 2025, I’m leaning into AI companies with broader exposure and stronger institutional foundations. Palantir, Google, AMD, and Nvidia are shaping core infrastructure, while Super Micro and UiPath are executing in focused, high-leverage AI verticals—without the distraction of headline volatility.
Palantir Technologies
Defense-grade AI. Government & commercial pipelines.
Google (Alphabet)
Broad AI integration across search, cloud, and tools.
AMD
Silicon backbone for AI compute and LLM workloads.
Nvidia
Leader in AI hardware acceleration and ecosystem control.
Super Micro Computer
AI-optimized servers for hyperscale and enterprise.
UiPath
AI-driven automation for enterprise workflows.