10 stocks to buy and hold for the next 10 years: 1) $ASML - One of the biggest monopolies in the world - ASML's biggest partners are still producing standard chips but are in the process of catching up with AI technology - There are plenty of projects in medical research, EVs, AI, data storage, energy, etc.; we need $ASML for the next 20 years - China, Singapore, South Korea, Taiwan, and the US are going to keep growing and innovating; $ASML is going to keep growing with them

Jeff Bezos once again reiterates that if we want to consume more energy per person, we need to move our heavy industry off Earth. It's going to happen over the long term, but Amazon will eventually have data centers and solar panels in space, and Jeff Bezos remains focused on this. $AMZN still a very long-term project with huge potential.

One of the biggest and most ambitious projects I want to see from Google $GOOG is a universal operating system that runs across all PCs, phones, tablets, consoles, and laptops available on the market. I want to see Google running a full desktop OS, directly competing with Microsoft Windows. I’ve been waiting for something like this since 2010. Back then, it felt too early but by 2016, we started to see real progress. Even so, it was still tough. Today, however, Google has all the technology, experience, and resources to launch a fully capable operating system for every device. And it’s even better knowing that co-founder Sergey Brin still seems motivated and involved in pushing innovation forward. I love how Google runs everything — it’s smooth, rarely crashes, their services are impeccable, and they always focus on presentation. When I buy a new PC or laptop, I want the first thing I see to be a Google operating system. I know it would run smoothly — and I’m sure many people would choose Google over Microsoft. I know this project is probably still in progress inside Google’s labs, but hopefully we’ll see it become a reality within the next decade. Don’t let me down, Google. Just sharing my thoughts

5 Undervalued Tech Companies In a market reaching new all-time highs this year, driven primarily by the tech sector, several strong technology companies remain significantly undervalued despite holding dominant positions in their industries. 1. $PATH - UiPath 5-year performance: -75.5% UiPath’s automation models are trained on billions of workflow interactions, giving it an expanding proprietary dataset that new entrants cannot replicate. Its platform stands out as the only fully AI-native RPA ecosystem, seamlessly integrating RPA, process mining, generative AI, and agentic automation within a single low-code/no-code environment. This unified approach enables end-to-end hyperautomation without external tools, dramatically reducing complexity and cost for enterprise clients. UiPath’s Automation Fabric integrates across thousands of enterprise workflows (ERP, CRM, HR, etc.), making it extremely sticky once implemented. The company continues embedding GenAI into every automation process (“Clipboard AI,” “Autopilot for Developers”), reinforcing its leadership as AI-driven automation demand accelerates. Since launching its AI-powered automation suite, UiPath has supported nearly 1 million agent runs and over 170,000 process instances, with 450+ customers actively building and deploying AI agents, clear evidence of early adoption and real-world validation. The global RPA and intelligent automation market is projected to reach $30 billion by 2030. If UiPath captures even a modest share, its automation revenue could grow 3-4x over the next several years, yet its stock still trades near all-time lows.

$BULL - Webull YTD performance: -19.4% Webull leverages massive user data for engagement (including trading behavior and sentiment analytics) powering algorithmic recommendations and premium features. It has grown into a global investment platform serving over 23 million registered users across 14 markets, including the U.S., Hong Kong, Singapore, Japan, the UK, and Australia. With its zero-commission, AI-driven infrastructure and vibrant trading community, Webull scales faster and more efficiently than traditional brokers. Its Premium Subscription product already has 40,000 users managing $2 billion in assets, and the platform boasts a 98% retention rate for funded accounts, evidence of strong loyalty and engagement. With a powerful brand among Gen Z and Millennial investors, Webull holds significant global expansion potential. Thanks to its efficient business model, Webull maintains 4x more cash and short-term investments than annual revenue, showcasing exceptional balance sheet strength, yet its valuation remains below its pre-IPO price.

4. $CRM - SalesForce 1-year performance: -22.6% Salesforce remains the system of record for over 150,000 businesses’ customer and sales data; a massive moat built on data gravity and switching costs. Its integrated ecosystem spans Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Tableau Analytics, all unified by Einstein AI and Data Cloud. Replacing even one module risks breaking interconnected workflows. Einstein 1 and Agentforce leverage customer data to produce contextual AI insights, while Einstein Copilot automates up to 30% of customer service tasks, driving productivity gains at scale. Thousands of partners, developers, and AppExchange apps extend Salesforce’s reach through network effects. Deep integrations with Microsoft (MSFT) and Amazon Web Services (AWS) further enhance scalability and AI adoption. Despite its enduring moat, Salesforce’s NTM P/E sits near all-time lows, while its free cash flow yield is near record highs, signaling compelling undervaluation relative to its earnings power.

3. $SNPS - Synopsys 1-year performance: -29.8% Synopsys dominates Electronic Design Automation (EDA), a critical step in chip design. Its tools are so deeply embedded that replacing them risks catastrophic design failure, creating extremely high switching costs. It is now the only global company integrating EDA, IP, and multiphysics simulation under one roof, a structure that supports recurring revenue and higher margins. This aligns perfectly with industry shifts toward chip modularity and heterogeneous integration. Synopsys owns thousands of semiconductor IP cores used in AI, automotive, and data center chips, providing recurring royalties and cross-selling opportunities. Its AI-assisted design platform accelerates chip development and optimizes performance and power efficiency, widening its competitive moat. Following the Ansys acquisition, Synopsys becomes the only firm offering integrated thermal, power, and electromagnetic sign-off for multi-die systems, addressing a $31 billion TAM in 3D chip packaging. Partnerships with TSMC, Samsung, and Intel deepen its ecosystem lock-in, effectively blocking new entrants. Synopsys is expected to double revenue and nearly 5x its free cash flow over the next four years, a powerful long-term growth setup.

2. $ADBE - Adobe 5-year performance: -34.5% Adobe’s flagship products are global creative standards. Their deep learning curves and professional ecosystems create near-permanent switching costs. Creative Cloud and Document Cloud account for roughly 74% of Adobe’s recurring revenue, locking users into a multi-app subscription ecosystem. Adobe Firefly, its generative AI engine for image, video, and design, leverages Adobe’s massive library of licensed data, providing a legally protected, ethical AI training advantage that keeps Adobe ahead in next-gen content creation. AI-powered productivity and video tools could enable Adobe to capture up to 20% of the $10 billion video software market by 2035, extending its dominance in creative software. Adobe Experience Cloud bridges creative tools with digital marketing analytics, creating a powerful, integrated enterprise ecosystem. Despite its leadership, Adobe’s stock remains nearly 50% below its $688 peak, setting up an attractive long-term risk/reward profile.

$NVO stock is currently trading near its 2021 lows, despite revenue having more than doubled since then. While Eli Lilly has delivered a solid 13.7% stock gain over the past year, Novo has declined by 56.3%, even though both companies have posted comparable growth during that period. This disconnect between stock performance and fundamental strength suggests significant potential upside for Novo as the market grows tired of semiconductor companies.

Many high-ROIC companies with 12%+ EPS growth are having a slow year, are you buying? Meta Platforms $META is up 5% YTD Stock price is down 21% from its highs Return on Capital: 33% Earnings yield: 4% EPS has been growing > 12% Adobe Inc $ADBE is down -27% YTD Stock price is down 52% from its highs Return on Capital: 46% Earnings yield: 4% EPS has been growing > 12% Strong buybacks MSIC $MSCI is down -3% YTD Stock price is down 13% from its highs Return on Capital: 45% EPS has been growing > 12% Cannibal stock Mastercard $MA is up 5% YTD Stock price is down 8% from its highs Return on Capital: 68% Earnings yield: 3% EPS has been growing > 12% Strong buybacks Fair Isaac Corporation $FICO is down -13% YTD Stock price is down 27% from its highs Return on Capital: 70% EPS has been growing > 12% Cannibal stock lululemon athletica $LULU is down -56% YTD Stock price is down 68% from its highs Return on Capital: 40% Earnings yield: 9% EPS has been growing > 12% Booking Holdings $BKNG is down -0.56% YTD Stock price is down 15% from its highs Return on Capital: 71% Earnings yield: 3% EPS has been growing > 12% Cannibal stock Ameriprise Financial $AMP is down -13% YTD Stock price is down 20% from its highs Return on Capital: 67.07% Earnings yield: 8% EPS has been growing > 12% Cannibal stock Domino's Pizza $DPZ is down -2% YTD Stock price is down 27% from its highs Return on Capital: 86% Earnings yield: 4% EPS has been growing > 12% Cannibal stock Copart $CPRT is down 29% YTD Stock price is down 37% from its highs Return on Capital: 19% EPS has been growing > 12% Strong buybacks Novo Nordisk $NVO is down -46% YTD Stock price is down 71% from its highs Return on Capital: 53% Earnings yield: 8% EPS has been growing > 12%

Google $GOOG 13F Q3 2025 They added $FIG Figma They’re still holding $PATH and $OSCR, but about 50% of the portfolio is still allocated to biotech and healthcare. $ASTS remains their largest position.

$JD is by far one of the most undervalued companies among Chinese stocks. Over the past year, while big Chinese companies have outperformed the S&P 500, JD has remained negative, despite continued growth in its underlying fundamentals. More importantly, the 3-year performance is even worse, with the stock down about 27%. Keep in mind, JD’s all-time high was around $106, simply returning to those levels would represent more than a 3x gain from current prices.

$AMZN sold its $AMD position in Q3 2025. No changes for $ALAB, $MRVL, or $RIVN.

This is the new Texas Instruments $TXN fab, which is going to be ready to operate by the end of the year. You can see a lot of interesting equipment from $ASML, $AMAT, and $KLAC

Fair Isaac $FICO is such a magnificent business Revenue is up 16% YoY Return on Capital 70.41% (All time high) EPS is up 30% YoY Operating Cash flow is up 24% YoY Patiently waiting to buy more

Duolingo $DUOL has 135.3 million monthly active users.

EBITDA margin 4.45% cash flow 52% YoY

Zeta Global $ZETA Q3 2025 Revenue 36% YoY Operating income turned positive for the first time. Return on capital also turned positive for the first time. Gross Margins 61%

Root $ROOT Q3 2025 Revenue is up 39% up YoY Cash flow 19% up YoY Gross profit margin 40% Return on Capital 15%