25 ideas for 2025
I know it’s almost February, but here is a list of 25 ideas for 2025. Remember, these are just ideas, so please research and consult with your financial advisor. If you liked this content, please consider signing up for a paid or free subscription to gain access to deep dives on some of these companies.
1. Advanced Micro Devices Inc. (AMD)
AMD is a strong contender in the AI data center market, second only to Nvidia. The upcoming release of its MI325 and MI350 chips will drive significant revenue growth. AMD is doubling down on AI by releasing competitive chips and pursuing strategic acquisitions to enhance its AI expertise. Beyond AI, AMD’s gaming and embedded segments offer recovery potential and act as a cushion against any potential slowdown in AI infrastructure spending.
2. Nvidia(NVDA)
Does this even need an explanation? This company makes computer chips and other networking components required to build AI infrastructure. They are dominating the market and growing quickly.
3. Astera Labs(ALAB)
As hyperscalers build next-generation AI data centers, the demand for connectivity components is expected to surge. ALAB is uniquely positioned to benefit, with revenue projected to double within two years, reaching $1.1 billion. Its new product launches and the COSMOS software package, which integrates seamlessly with its networking tools, provide a strong competitive advantage. Incremental margins are also anticipated to grow, enhancing profitability.
4. Broadcom(AVGO)
Broadcom is a leading semiconductor and infrastructure software company critical to powering next-generation technology. It’s a significant beneficiary of the AI boom, supplying chips for data centers and networking. Broadcom's diversified portfolio—spanning wireless, broadband, and software—provides stability. Its strong cash flows support consistent dividend growth, and its proposed acquisition of VMware could significantly expand its footprint in enterprise software.
5. Talen Energy(TLN)
Energy demand in the U.S. is rising, and Talen) is well-positioned to capitalize on energy-generating assets in high-priced electricity markets. Share buybacks enhance shareholder returns, while capacity payments in the PJM interconnection—where Talen holds a strong asset base—are set to grow. Despite concerns about FERC’s rejection of AMZN’s capacity request, Talen’s PJM assets can significantly boost revenue.
6. Vistra Energy(VST)
AI models require a lot more energy than everyday computer tasks, so energy companies stand to benefit. Vistra is in talks with hyperscalers about providing more power. Additionally, they have assets in the PJM interconnection.
7. Tempus AI(TEM)
Tempus AI is a diagnostics healthcare company. They have recently released their App Olivia on the App Store. Using AI, they want to improve diagnostics ability. It had a recent run-up after Nanci Pelosi disclosed a position in the company.
8. Lennar(LEN)
Lennar is one of the largest homebuilders in the United States. Projected in 2025 is one interest rate cut; as the rates are cut, homes will become more affordable. Lennar also plans to spin off part of its operations that are responsible for making land. This will help boost the company return on equity.
9. MBX Biosciences(MBX)
MBX Bioscience is a clinical-stage biotechnology company developing treatments for metabolic disorders. They are pioneering a new therapy called Precision Endocrine Peptide that can help people with hypoparathyroidism.
10. Nu Holdings Ltd(NU)
NU is a digital banking platform in Brazil and other countries. It is growing rapidly, an there is a large portion of Latin America that does not have access to banking.
11. Salesforce Inc(CRM)
Salesforce is the global customer relationship management software leader, helping companies streamline sales, marketing, and service operations. With strong double-digit revenue growth and a robust transition to profitability, Salesforce continues to capitalize on the growing demand for digital transformation. Its focus on AI-driven solutions, including the launch of Einstein GPT, positions it as a leader in leveraging AI to enhance productivity and customer insights. Salesforce’s high-margin subscription model, expanding TAM, and consistent free cash flow generation make it a reliable investment. Currently, CRM offers long-term upside as enterprises increasingly adopt cloud-based solutions.
12. Starbucks(SBUX)
Starbucks is a premier coffee retailer with most of its operations in North America. They have a new CEO who led Chipotle out of a tough spot. He has a plan to implement many marginal improvements which may improve the company
13. Lululemon(LULU)
LULU is a sports apparel company. Although their business has stagnated in North America, they have grown by double digits in China.
14. On Holding AG(ONON)
On is on a fast growth trajectory, achieving an impressive 39% revenue CAGR from 2021 to 2023. Management has set ambitious targets to double net sales by 2026 and expand adjusted EBITDA to 18%, showcasing their confidence in the brand’s scalability. With a high growth rate and strong brand image, On can command premium pricing for its products, positioning it to trade at a higher valuation multiple. Additionally, untapped opportunities in markets like China and other international regions present significant potential for further market penetration. On is not just growing—it’s leading a premium athletic revolution.
15. Sarepta Therapeutics(SRPT)
Sarepta Therapeutics is a leader in genetic medicine, specializing in RNA-targeted therapies and gene therapies for rare neuromuscular diseases, including Duchenne muscular dystrophy (DMD). Sarepta recently received FDA approval for Elevidys, the first gene therapy for DMD, which could address a significant unmet need in a $5 billion market.
16. ImmunityBio(IBRX)
IBRX is an early-stage biotechnology company that is working on immunotherapy. Immunotherapy teaches bolsters the body’s immune system to treat cancer. Unlike chemotherapy, immunotherapy results in a much better quality of life.
17. Sentinel One( S)
Sentinel One is a leading cybersecurity company leveraging AI to deliver autonomous endpoint protection and extended detection and response (XDR). Cyber-attacks are growing, and the market is projected to reach 200 billion by the end of 2030.
18. CrowdStrike(CRWD)
CrowdStrike is a leading cybersecurity company that uses AI-driven solutions to provide cutting-edge endpoint protection, detection, and response. With the growing frequency of cyberattacks and increasing demand for cloud-native security, CrowdStrike is well-positioned to capture significant market share. The company’s scalable, subscription-based model drives high margins and substantial recurring revenue, and its expanding platform—CrowdStrike Falcon—offers comprehensive protection across endpoints, cloud, and identity. With consistent revenue growth, a growing customer base, and a dominant position in the cybersecurity space, CrowdStrike offers strong long-term growth potential as businesses prioritize robust digital defenses.
19. Hims & Hers Health Inc.(HIM)
Hims is an online telehealth insurance company that does not take insurance. Patients can meet with their providers online, pay a subscription, and have the medication sent to their pharmacy. They have four verticals, which include Sexual Health, Dermatology, Mental Health, and Weight loss. Hims has had strong revenue growth as well as a strong margin profile.
20 Marvell Technology(MRVL)
Marvell Technology is a leading semiconductor company at the forefront of key growth areas like 5G, data centers, and automotive. With a strong portfolio of high-performance chips that power next-gen networks and cloud infrastructure, Marvell is well-positioned to capitalize on the growing demand for data processing and connectivity.
21 Eaton(ETN)
Eaton is a global leader in power management solutions, capitalizing on major secular trends like electrification, energy efficiency, and sustainability. With a diverse product portfolio spanning electrical components, industrial systems, and vehicle electrification, Eaton is positioned to benefit from the shift to renewable energy and the electrification of transportation and infrastructure.
22 Resmed Inc(RMD)
ResMed is a global leader in sleep apnea and respiratory care, addressing a growing demand fueled by rising obesity rates and aging populations. With its innovative CPAP devices and cloud-connected solutions, ResMed has built a recurring revenue model from both hardware sales and high-margin software-as-a-service (SaaS) offerings. The company is expanding its presence in digital health with its Brightree and MatrixCare platforms, targeting the broader healthcare ecosystem.
23 Novo Nordisk(NVO)
Novo Nordisk is a global leader in diabetes and obesity care, with blockbuster drugs like Ozempic and Wegovy driving explosive growth. These GLP-1-based therapies are reshaping the obesity and diabetes markets, which together represent a multi-billion-dollar opportunity.
24 LPL Financial(LPL)
LPL Financial is the largest independent broker-dealer in the U.S., uniquely positioned to benefit from the shift of financial advisors and clients away from traditional wirehouses. With a robust platform supporting over 21,000 financial advisors and $1.3 trillion in client assets, LPL is capturing strong secular tailwinds in wealth management. The company’s scalable business model and investments in technology drive operational efficiency and margin expansion.
25 Dutch Bros Inc(BROS)
Dutch Bros is a rapidly growing drive-thru coffee chain with a strong cult-like following, particularly among younger consumers. With a proven franchise model, Dutch Bros has consistently delivered double-digit revenue growth, fueled by aggressive store expansion and strong same-store sales. The company plans to scale to over 4,000 locations long-term, tapping into underserved regions in the U.S. Dutch Bros’ focus on unique beverages and exceptional customer service differentiates it from competitors.
Thank for reading!