Key Points
In December 2024, a prominent investor recommended ten stocks for 2025, including Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML (NASDAQ: ASML), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOG, GOOGL), Amazon (NASDAQ: AMZN), CrowdStrike (NASDAQ: CRWD), dLocal (NASDAQ: DLO), PayPal (NASDAQ: PYPL), MercadoLibre (NASDAQ: MELI), and Nvidia (NASDAQ: NVDA). By year-end 2025, seven of these stocks outperformed the S&P 500, with six increasing by more than 25%.
Investors are advised that Nvidia, TSMC, and dLocal have strong potential for further gains, with expectations of at least 25% returns in 2026. Major contributors to their growth are the demands in hardware for artificial intelligence (AI)—Nvidia specializes in GPUs, while TSMC manufactures the logic chips. In contrast, stocks like CrowdStrike, ASML, and Alphabet face valuation risks that may limit similar future performance.
