1. Nvidia (NVDA)
Nvidia is the popular choice for AI hardware among the mag 7 companies, with an order backlog of around $500B dollars right now. Thus, it’s no surprise it’s been consistently beating earnings and compounding revenue growth since 2021. Analysts have rated this a “STRONG BUY” with seriously high average one-year forecasts around 39%. We have rated this a medium risk, high reward stock recently.
WSX Rating: BUY
2. Advanced Micro Devices (AMD)
AMD has seen impressive revenue growth over the past 5 years and analysts are speculating it’s going to continue to see strong performance as the average current rating is a “STRONG BUY” with a 40%+ upside over the next year. Like Nvidia, AMD produces AI hardware that is also subject to significant order backlogs thanks to massive tech spending. We have also rated this medium risk, high reward.
WSX Rating: STRONG BUY
3. CoreWeave (CRWV)
CoreWeave has seen steady revenue and earnings growth over the past few quarters mostly thanks to big spending by its biggest customer, Microsoft. Analysts have rated CoreWeave a “MODERATE BUY” and have given this stock strong one-year forecasts in the mid 20% range. Their cloud-based business puts them at a slightly less risk than traditional AI companies because they have the chance to pivot into providing traditional cloud services should AI spending ever wane. Like others on this list, we have rated this medium risk, high reward.
WSX Rating: STRONG BUY
4. Microsoft (MSFT)
Microsoft is a favorite among analysts right now partly thanks to it’s ability to capitalize on any AI ROI while also maintaining it’s two main cash flowing revenue streams (office subscriptions and server products). Analysts have rated Microsoft a “STRONG BUY” and most one-year forecasts are above the 30% range right now. We have rated MSFT a low risk, medium reward stock recently.
WSX Rating: BUY
5. Meta (META)
Meta has pretty high revenue and earnings growth forecasts right now, particularly given it’s slightly low valuation relative to competitors. They have beat their last 3 earnings calls and analysts are calling this a “STRONG BUY” with a 30% one-year upside on average. We have rated Meta as medium risk, medium reward with a 7.8% one year forecast.
WSX Rating: BUY
