This page tracks every stock Tom Nash has discussed on YouTube, extracted from AI transcription of their 6 most recent videos covering 24 tickers. They are currently bullish on AMZN, MSFT, GOOGL, NVDA, PLTR, TSLA and others. Each take below includes their stated reasoning and, where given, a price target.
Tom Nash views the AI transformation as comparable to or larger than the industrial revolution and the internet, driving a gold-rush dynamic where most participants (app/chatbot makers) will fail while infrastructure owners (cloud providers) and picks-and-shovels sellers (chip makers) capture the real value. The broader market is stable with pockets of volatility in AI/tech names. He advocates a DCA double-down method: increase buying pace 3x when a stock falls below a threshold (10% for broad ETFs, 20% for growth stocks, 30% for conservative names) from its 52-week high. Corrections don't kill portfolios; investor reactions do.
| Ticker | Action | Why | Target | When |
|---|---|---|---|---|
AMZN●●● | buy | Amazon is the largest cloud 'landlord' on the planet, down 17% from its 52-week high while fundamentals have doubled or quadrupled over five years. It just grew faster than it has in 15 quarters, and modeling current growth rates to 2030 yields ~$200B net profit and a $567 share price, a 144% upside. | $567 | 1d ago |
MSFT●●● | buy | Microsoft is down 31% from highs despite a $600B+ contracted backlog (up 97%) and improving margins across the board. Modeling conservative 30% annual growth to 2030 produces ~$250B net profit and a $924 share price, a 142% upside from current levels. | $924 | 1d ago |
GOOGL●●● | buy | Google is down 22% from its 52-week high while cloud revenue grew 82% YoY and cloud operating income surged 215%. Its TPU chips reduce dependence on NVIDIA GPUs, improving margins, and even halving current cloud growth in a 2030 model yields a $560 share price, 77% upside. | $560 | 1d ago |
SPY●●● | buy | Nash advocates dollar-cost averaging into a broad S&P 500 ETF as the core of his investment system, noting that 95% of all 10-year periods and 100% of 20-year periods are positive. He recommends deploying half of monthly investment capital into the market and using the other half as a reserve to triple contributions when the index drops 10% below its 52-week high. | — | 6d ago |
NVDA●●● | buy | NVIDIA is the entire AI stack's engine with an unbreakable ecosystem; every developer and data center is locked in. It has 5-6 capex cycles ahead as compute becomes obsolete quickly, with ~$220B revenue growing 65% annually and 75% gross margins. | — | 1w ago |
AVGO●●● | buy | Broadcom complements NVIDIA with custom AI chips and GPU networking. AI semiconductor revenue up 143% YoY, operating income up 89%, net income up 292%—a gold-standard infrastructure play. | — | 1w ago |
AMD●●● | buy | AMD is the second GPU sourcing play with plenty of demand to go around, plus a resurgent CPU thesis driven by agentic AI's context and memory needs. Net income up 164% YoY, free cash flow up 180%. | — | 1w ago |
ARM●●● | buy | ARM owns the blueprint for every chip made—ultimate toll booth model on the AI industry. Agentic AI adds more royalty income as chip production scales. | — | 1w ago |
ASML●●● | buy | Literal monopoly in lithography machines with no alternative; booked at full capacity for the next five years. The machines that build the machines that build semiconductors. | — | 1w ago |
MU●●● | buy | High bandwidth memory has transformed Micron from a commodity to a scaled player with a moat—building competing capacity takes five years and billions. Still trades at 5x forward earnings with operating income up 650% and free cash flow up 1,300%. | — | 1w ago |
CDNS●●● | buy | EDA software that simulates chip production to find mistakes before committing billions to tooling. Agents will require more chips, driving massive demand. 42% free cash flow growth, 31% operating margin. | — | 1w ago |
LRCX●●● | buy | Global chip etching equipment producer with 50% market share, integrating with ASML equipment. 40% net income growth YoY, 24% revenue growth, 40% operating income growth. | — | 1w ago |
TSM●●● | buy | Monopoly chip manufacturer making nearly every chip on earth; operating income growth at 48% and trading below 24 PE. Geopolitical risk in Taiwan is acknowledged but the monopoly position is unmatched. | — | 1w ago |
AMZN●●● | buy | AWS is the largest toll booth on the AI highway and is underpriced—net income growth 31% YoY, trading at 3.6x price-to-sales and 25x PE. Everyone ignores them thinking they lost it. | — | 1w ago |
MSFT●●● | buy | Owns the cloud, business software, data, and tools required to run AI agents inside organizations. 47% operating margin, trading at 9x sales and 20x earnings—misunderstood and underpriced. | — | 1w ago |
Amazon is the largest cloud 'landlord' on the planet, down 17% from its 52-week high while fundamentals have doubled or quadrupled over five years. It just grew faster than it has in 15 quarters, and modeling current growth rates to 2030 yields ~$200B net profit and a $567 share price, a 144% upside.
Price target: $567
Microsoft is down 31% from highs despite a $600B+ contracted backlog (up 97%) and improving margins across the board. Modeling conservative 30% annual growth to 2030 produces ~$250B net profit and a $924 share price, a 142% upside from current levels.
Price target: $924
Google is down 22% from its 52-week high while cloud revenue grew 82% YoY and cloud operating income surged 215%. Its TPU chips reduce dependence on NVIDIA GPUs, improving margins, and even halving current cloud growth in a 2030 model yields a $560 share price, 77% upside.
Price target: $560
Referenced as a core 'picks and shovels' AI holding discussed extensively in prior videos. Not the focus of this video but remains part of his portfolio thesis.
Mentioned as a growth stock and picks-and-shovels name he has covered thoroughly in prior videos. Used as an example of his 20% threshold DCA strategy.
Mentioned as a growth stock currently selling off but previously discussed as a picks-and-shovels AI holding. Used as an example for his 20% threshold buying strategy.
Nash advocates dollar-cost averaging into a broad S&P 500 ETF as the core of his investment system, noting that 95% of all 10-year periods and 100% of 20-year periods are positive. He recommends deploying half of monthly investment capital into the market and using the other half as a reserve to triple contributions when the index drops 10% below its 52-week high.
Broadcom complements NVIDIA with custom AI chips and GPU networking. AI semiconductor revenue up 143% YoY, operating income up 89%, net income up 292%—a gold-standard infrastructure play.
AMD is the second GPU sourcing play with plenty of demand to go around, plus a resurgent CPU thesis driven by agentic AI's context and memory needs. Net income up 164% YoY, free cash flow up 180%.
ARM owns the blueprint for every chip made—ultimate toll booth model on the AI industry. Agentic AI adds more royalty income as chip production scales.
Literal monopoly in lithography machines with no alternative; booked at full capacity for the next five years. The machines that build the machines that build semiconductors.
High bandwidth memory has transformed Micron from a commodity to a scaled player with a moat—building competing capacity takes five years and billions. Still trades at 5x forward earnings with operating income up 650% and free cash flow up 1,300%.
Connects GPUs inside data centers with switching and networking gear, which becomes even more critical with agents. Revenue growing 30%, income growing 23%; up ~340% since added to his top list two years ago.
EDA software that simulates chip production to find mistakes before committing billions to tooling. Agents will require more chips, driving massive demand. 42% free cash flow growth, 31% operating margin.
Global chip etching equipment producer with 50% market share, integrating with ASML equipment. 40% net income growth YoY, 24% revenue growth, 40% operating income growth.
Monopoly chip manufacturer making nearly every chip on earth; operating income growth at 48% and trading below 24 PE. Geopolitical risk in Taiwan is acknowledged but the monopoly position is unmatched.
Cooling and thermal management becomes critical as agentic AI increases data center density. 170% net income growth, 67% free cash flow growth, 38% operating income growth YoY.
Builds turbines and grid hardware needed for major grid upgrades to expand data centers. 76% operating income growth, 214% net income growth, 62% operating profit margin growth YoY.
Makes high-speed optical networks connecting data centers; agents multiply traffic between facilities. 47% income growth, 63% operating income growth, 76% free cash flow growth YoY.
On-site power is critical given grid constraints. Nearly 40% revenue growth, 217% operating income growth, 72% free cash flow growth YoY. Acknowledges short report concerns but says the numbers are monopoly-level if accurate.
Nuclear power provides the 24/7 reliable, cheap, sustainable base load that agentic AI requires. Slower growth but trading at 3x sales with 125% free cash flow growth YoY.
Landlord leasing real estate for data centers; as demand rises, DLR makes more money. Net income growth 117%, free cash flow growth 520%, EBITDA margin 61%.
The gold-standard database for AI; good model output requires good databases, and context is critical for the agentic cycle. 114% free cash flow growth, 23% revenue growth YoY.
Cybersecurity becomes critical as agents work independently with access to sensitive information and code. 120% net dollar retention, 22% revenue growth, 23% free cash flow growth.
No bearish takes.
Tom Nash argues that the current sell-off in major cloud/AI infrastructure stocks is a buying opportunity. He frames Amazon, Microsoft, and Google as 'landowners' who collect tolls on the entire AI industry regardless of who wins the AI application race. All three are down significantly from 52-week highs while fundamentals keep improving, and he models 77-144% upside over five years for each.
Tom Nash reacts to Jeremy Grantham's warning of a 70% S&P 500 crash by pushing back on market timing and panic selling. He highlights that similar doom predictions have historically been followed by massive gains, and presents data showing bull markets are longer and larger than bear markets. He advocates a disciplined DCA double-down system—investing consistently, saving cash reserves to deploy during dips, trimming winners on schedule, and never using leverage. He emphasizes that successful investors are US-centric, long-term holders who don't time the market.
Tom Nash presents 23 stocks across five layers of the AI stack—compute, power/cooling, orchestration, and embodied AI—that he believes will benefit from the next 'Agentic AI super cycle.' He argues that agentic AI will drive 10x more token usage and 50x larger TAM than chatbots, creating massive demand for compute, memory, networking, energy, and cybersecurity. He emphasizes focusing on infrastructure and fundamentals over hype, and warns investors to maintain emergency funds and use a disciplined DCA/trimming system.
The creator outlines a foundational investing strategy for beginners starting in 2026. He emphasizes setting up an emergency fund, eliminating expensive debt, and maxing out tax-advantaged accounts before investing. His core strategy involves dollar-cost averaging into a portfolio split 50% into the S&P 500 and 50% into a maximum of 10 high-quality individual stocks, while keeping dry powder to double down on 20% dips. He strongly advises against using margin/leverage and warns that sitting in cash is a losing proposition due to inflation.
Tom Nash argues we are in the early innings of a transformational AI revolution and that investors should focus on AI infrastructure ('the picks and shovels') rather than commoditized large language models. He identifies two waves of AI: wave one was hardware/semis, and wave two is infrastructure—software, energy, cloud, data infrastructure, cybersecurity, storage, and networking. He presents a core list of five stocks (NVDA, ASML, ANET, VRT, PLTR) he believes will create generational wealth, plus a secondary list (TSLA, MSFT, AMZN, GOOGL, CEG, BE, CRWD). He stresses staying invested long-term, ignoring macro noise, and using volatility as an opportunity to deploy capital into quality businesses.
Tom Nash strongly defends Palantir (PLTR) amid a 53% drop from its November 2025 highs, dismissing the narrative that Anthropic and large language models will replace the company. He argues that LLMs are the 'brain' while Palantir is the 'nervous system' that turns AI into operational outcomes, and emphasizes that Palantir's strong fundamentals make the current price a massive bargain. He is actively doubling down on his position.
Based on AI analysis of this creator's recent videos. Theses are paraphrases of the creator's own words, not verbatim quotes. Not financial advice.