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Building serious wealth in the market isn’t about chasing daily green candles or betting on this quarter’s earnings surprise. It’s about owning the right businesses—the kind that can compound over time, ride secular tailwinds, and expand into categories they haven’t even announced yet.
These aren’t just popular tickers or momentum trades. They’re companies with real moats, clear missions, and business models built to scale. Each of these picks brings something different to the table—platform power, data leverage, optionality, or operating leverage—and they all have the kind of upside that makes holding through volatility worth it.
If you’re thinking in five-year terms, this is your lineup.
Amazon isn’t just an e-commerce behemoth—it’s three businesses in one: logistics, cloud, and consumer data. The market narrative has shifted from “growth at all costs” to “show us the profits,” and Amazon is delivering.
In 2024, AWS growth reaccelerated as enterprises ramped up AI infrastructure spending. Amazon’s cloud isn’t just compute and storage anymore—it’s becoming a platform for building AI-native applications. On the consumer side, Amazon is trimming costs, increasing automation, and leaning on Prime to lock in lifetime value.
Oh, and the logistics network? It’s quietly evolved into one of the largest fulfillment engines in the world—so powerful that Amazon can now offer Buy with Prime to external retailers. Pretty crazy stuff.
Watch closely: If advertising continues its 20-25% YoY growth and AWS maintains AI momentum, AMZN could become a cash machine with multiple optionality levers.
Meta’s pivot from free-spending metaverse dreams to operational discipline has changed its long-term profile. The company is now more profitable than ever—with a tight focus on AI integration, monetization, and platform resilience.
Reality Labs is still burning cash, yes. But on the core side, Meta’s AI-driven ad targeting has never been stronger. Threads is gaining real traction. Reels is catching up to TikTok. And Instagram remains a top-tier monetization machine. Meanwhile, Llama (Meta’s open-source AI model) is showing promise in enterprise AI applications.
Don’t overlook: Meta is one of the few companies with real reach and user-level data across multiple billion-user platforms. That’s kind of gold in an AI-first internet.
APP kind of flies under the radar a lot of the time—but that might not last much longer. The company started in mobile gaming, but the real story is its Axon ad engine, which uses machine learning to optimize ad delivery across games and apps in real time.
Revenue has exploded thanks to Axon 2.0, and operating margins have surged above 40%. AppLovin has a flywheel: it owns mobile games, controls ad inventory, and now monetizes across the broader app economy. As Apple tightens privacy rules, AppLovin’s ad targeting edge (especially via SDK integrations) becomes more valuable, not less.
Watch closely: If mobile gaming rebounds and Axon keeps beating peer ad platforms on ROAS, APP will likely go from niche to mainstream in investor circles.
Palantir spent years building complex, highly secure software platforms for defense, intelligence, and government agencies. That work wasn’t sexy, but it laid the foundation for what the company is doing now: commercializing those same platforms for businesses.
Gotham and Foundry are sticky, high-margin platforms. Now Palantir’s AIP (Artificial Intelligence Platform) is making waves in sectors like manufacturing, healthcare, and energy. It’s one of the few firms actually deploying AI in mission-critical workflows… not just demoing it.
A risk: Execution. Palantir needs to prove it can consistently scale commercial deals without losing margin discipline. But if it does? Let’s just say it’s a software juggernaut in the making.
Coinbase isn’t just a crypto exchange—it’s a full-stack infrastructure company for the digital asset economy. And as regulation tightens, Coinbase stands to win by default: it’s the most compliant, most trusted platform in the U.S.
The approval of Bitcoin and Ethereum ETFs adds legitimacy to the space—and Coinbase is quietly collecting fees behind the scenes as custodian and trading partner. Meanwhile, Coinbase’s international push is gaining steam, and its institutional business is quietly onboarding major players.
A wildcard: Crypto is volatile. But if the asset class matures (even slowly), Coinbase could just become the BlackRock of crypto infrastructure.
These five companies aren’t just growth stocks. They’re platforms, infrastructure, and ecosystems—built to compound value over time, not just make noise next quarter. They each have different risk profiles, but they definitely share a sort of common thread: real business models, real scale, and multiple ways to win.
Long-term investing isn’t about avoiding volatility. It’s about buying the right businesses and letting them work for you over time. If you want to build a portfolio that can grow through cycles, these are five names to keep at the top of your watchlist—and maybe your buy list.
2025 picks win at a 61% rate vs S&P500 and beating S&P by 115% annualized as of 05/22/25 (Beat S&P by 76% in 2024 and ~50% 2022/23).*
Stay ahead. Daily updates with 27% better returns than S&P 500 with a 55% win rate vs. S&P 500 benchmarks on close to 5,000 picks since inception in 2023.*
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