This page tracks every stock Tom Nash has discussed on YouTube, extracted from AI transcription of their 11 most recent videos covering 25 tickers. They are currently bullish on ARM, APP, NVDA, AMD, TSM, ANET and others. Each take below includes their stated reasoning and, where given, a price target.
AI-bubble fear is driving the sell-off (Nasdaq -5% in 30 days), but he sees a major buying opportunity: S&P forward P/E 19 = 10-yr avg with ~30% earnings growth, Fed hiking/tight money prevents bubbles, Fear & Greed at 21, no IPO/meme mania. AI phase 2 (implementation) offers the biggest upside.
| Ticker | Action | Why | Target | When |
|---|---|---|---|---|
ARM●●● | buy | Down 50% while revenue grows 22% with $4B cash, zero debt, and a royalty on every chip sold; scored 115/125 on his scorecard - one of the best setups he sees. | — | today |
APP●●● | buy | Down 65% despite ~50% growth, ~80% operating margins, $4.5B FCF and a 113.8 Rule of 40; AI ad-targeting flywheel compounds with scale - elite company on sale. | — | today |
NVDA●●● | buy | Revenue +106% with +70% guidance; P/S compressed from 25x to 18x and it trades at 25.4 P/E / 0.4 PEG — Nvidia is literally cheaper than two years ago, not an expensive bubble stock. | — | today |
AMD●●● | buy | Agentic AI shifts CPU:GPU ratio from ~1:12 toward 1:1, driving huge unpriced CPU demand; AMD is cheapest since 2022 (17x sales), has a top CEO, and Venice racks take share from NVIDIA. | — | today |
PLTR●●● | buy | Monster quarter (93% revenue growth, Rule of 40 of 155, $8.2B 2026 guidance) validates his $1T market cap case (~$367/share), which only requires growth to decelerate, not accelerate; down ~40% from the $205 peak is one of the best setups in history. | $367 | today |
NVDA●●● | buy | Infrastructure layer moat via CUDA lock-in (6M developers) and 75% hardware gross margins; at forward P/E mid-20s and PEG 0.5 it's cheap even if growth slows to 50%. Jevons paradox means cheaper AI drives more compute demand. | — | today |
PLTR●●● | buy | One-of-one financial profile (Rule of 40 of 145, ~150% net dollar retention, zero debt, $8B cash) plus an unreplicable government-contract/security-clearance moat; priced for perfection at 104x P/E but may be the closest to deserving it. | — | today |
CEG●●● | buy | Nuclear power will be a massive staple for powering AI data centers as the grid becomes the binding constraint; added to his top stocks list in March 2025, up 26% and still early. | — | today |
VRT●●● | buy | Cooling is critical as next-gen AI racks approach one megawatt; Vertiv is his preferred way to play data-center cooling. Added June 2025, up 111% since. | — | today |
BE●●● | buy | Provides on-site power independent of grid interconnection, directly addressing the 4-10 year grid bottleneck; very volatile (can move 20-30% in a day). Added February 2026, up roughly 20-26%. | — | today |
NVDA●●● | buy | Down 6% in 30 days while revenue grows 106% and it trades at just 14x forward PE; short chip cycles, insurmountable switching costs and expanding TAM keep it essential to AI compute. | — | 1w ago |
AMZN●●● | buy | Lagged the S&P over 5 years (61% vs 70%) while revenue hit $720B (+20%) and operating income nearly 4x'd to $80B; at 3.5x sales and 17.5x forward PE it's a steal as the biggest vertically-integrated cloud. | — | 1w ago |
ANET●●● | buy | Backbone networking ('roads') of AI data centers, down 14% in 30 days with ~40% revenue and operating income growth, zero debt, $13B cash, at 27x forward PE. | — | 1w ago |
ZETA●●● | buy | Up ~90% since May so no price dip, but 44% revenue growth, 430% operating income growth, 5x sales and 22x forward PE still make it cheap with massive upside. | — | 1w ago |
TSLA●●● | buy | Named as the play on physical AI/robotics within his AI infrastructure layers; 'you cannot go wrong with any of these.' | — | 1w ago |
Down 50% while revenue grows 22% with $4B cash, zero debt, and a royalty on every chip sold; scored 115/125 on his scorecard - one of the best setups he sees.
Down 65% despite ~50% growth, ~80% operating margins, $4.5B FCF and a 113.8 Rule of 40; AI ad-targeting flywheel compounds with scale - elite company on sale.
First-wave AI infrastructure pick (added 2020, +1,400%) that he says remains very attractive despite the recent 6.3% dip driven by AI-bubble fear.
First-wave AI infrastructure winner (added, +560%) that remains very attractive as the AI buildout continues.
First-wave semiconductor pick (added 2021, +231%) that remains very attractive and belongs in portfolios.
First-wave networking infrastructure pick (added 2023, +300%) that remains very attractive.
First-wave data-center cooling/infrastructure pick (added last year, +80%) that remains very attractive.
Second-wave AI cybersecurity play from his May list, up 82% since May; implementation-layer stocks are where he sees outsized returns.
Second-wave AI data/adtech play from the May list, up 48% since May; rides the AI implementation phase.
Second-wave AI database play from the May list; the implementation layer is untapped with the biggest upside.
Second-wave AI software play from the May list; implementation-phase winners build businesses on the new AI infrastructure.
Second-wave AI customer-management play, up 30% since May; benefits as AI moves from infrastructure into implementation.
Second-wave AI operations/software play, up 28% since May; implementation layer is where outsized returns will be.
One of three CPU plays set to benefit from agentic-AI demand; down ~40% from June and he says you can't go wrong with it, though AMD is his preferred pick.
Nuclear power will be a massive staple for powering AI data centers as the grid becomes the binding constraint; added to his top stocks list in March 2025, up 26% and still early.
Provides on-site power independent of grid interconnection, directly addressing the 4-10 year grid bottleneck; very volatile (can move 20-30% in a day). Added February 2026, up roughly 20-26%.
Cited among AI companies he covers posting their strongest quarter ever, with record 32% ARR growth, as evidence real AI demand contradicts the bubble narrative; no detailed standalone thesis given.
Lagged the S&P over 5 years (61% vs 70%) while revenue hit $720B (+20%) and operating income nearly 4x'd to $80B; at 3.5x sales and 17.5x forward PE it's a steal as the biggest vertically-integrated cloud.
Named as a cloud winner positioned for the second wave of the AI hypercycle after hardware.
Named as a cloud winner and, alongside Amazon, a top vertical integrator building its own TPUs and ecosystem moat.
Added to his top stocks list in 2021, up ~200%; cited among winners that never went straight up but rewarded conviction.
Top-list holding up 172%; used as an example of a bumpy but ultimately rewarding long-term winner.
Added Jan 2026, up 100% despite a 21% dip (133 to 105); the drop was 'water weight' with fundamentals intact.
Core of his system: allocate 30-60% of monthly investable cash to a broad S&P 500 ETF; ~10%/year doubles money every 7 years via compounding.
No bearish takes.
Only laggard on his May second-wave list, down 14.6% since May; no strong current view expressed beyond the underperformance.
Tom Nash argues the AI-bubble-fear sell-off is a major buying opportunity, citing an S&P forward P/E of 19 (10-year average) against ~30% earnings growth, extreme fear readings, and tight Fed policy that prevents bubbles. He unveils a new top-11 list, revealing ARM and AppLovin as elite, deeply discounted setups, while saying first-wave infrastructure names remain attractive and second-wave AI implementation offers the biggest upside.
Tom Nash argues the market is NOT in euphoria despite doom headlines: S&P forward P/E is 20 (at the 10-year average), the 4-year bull run (+100%) is below the average length and gain, the AI rally trails the 1990s internet era, earnings growth is broad-based, and IPO activity is far below 1999 levels. He urges long-term investing: buy good companies, hold, double down on 20% drops below 52-week highs, and trim 10-30% into 50/100/150% profit thresholds.
Tom Nash argues the next AI tidal wave is agentic AI and robotics, which will explode CPU demand as the CPU:GPU ratio shifts from ~1:12 toward 1:1. His top pick is AMD, the most misunderstood CPU play with strong fundamentals, which he plans to accumulate via double-down DCA over 12 months, seeing up to 1500% upside in five years. He dismisses AI-bubble fears, noting AI deployment is already profitable and falling costs will trigger a Jevons-paradox demand surge.
Tom Nash is highly bullish on Palantir after a blowout quarter (93% revenue growth, Rule of 40 of 155), reiterating his $1 trillion market cap thesis (~$367/share by 2030) and arguing the math works even with decelerating growth. He warns the stock is expensive and volatile, urging long-term conviction instead of FOMO buying. His playbook: dollar-cost average continuously, double down 20%+ below the 52-week high, and trim 10% for every 50% gain.
Tom Nash argues the AI bubble narrative is a media 'psyop,' dismantling three bear arguments and conceding only that the LLM/model layer is commoditized while the infrastructure layer (NVIDIA, Palantir) has durable moats and reasonable valuations. He identifies the energy/power bottleneck as the one real risk and frames it as a money-making opportunity via Constellation Energy, Vertiv, and Bloom Energy. He views the recent AI sell-off as a buying opportunity for patient, long-term investors.
Tom Nash calls the recent 2-5% market dip a gift driven by geopolitics (oil, inflation, Fed hiking) within a generational AI bull market, urging investors to buy quality infrastructure names whose fundamentals improve as prices fall. He details Nvidia, Amazon, Arista and Zeta, adds Tesla, Microsoft, Google, Constellation, Bloom and CrowdStrike, and reveals Palantir as his top pick.
Tom Nash argues 90% of retail investors lose money because they lack conviction, research, and a system, buying hype and panic-selling dips, and pitches his free Oct 24 masterclass and 'private research system' as the fix. He recaps his top-stock track record (NVDA, PLTR, ANET, ASML, MU, AMD, ARM, DDOG, BE, ZETA) and frames the recent inflation-driven sell-off as 'water weight' and a buying opportunity. His playbook: DCA into an S&P 500 ETF plus quality stocks, double down on dips, trim big winners, and hold for the long term.
Tom Nash describes today's markets as chaotic (Iran war, oil prices, midterms, politics, AI mania) and says investor panic is blinding people to what he calls one of the greatest investing opportunities of our lifetime. The Short is a teaser directing viewers to his free 24-minute video laying out his strategy for building generational wealth during uncertain times. No specific stocks are discussed.
Tom Nash argues this may be one of the greatest investing opportunities of our lifetime, but 90% of investors will miss it because they lack a system. He showcases his winners (Palantir, Nvidia, Datadog, Bloom Energy, Tesla) and pitches a rules-based framework: a 125-point quality test, trim rules, and double-down DCA rules, while dismissing crash calls since earnings keep rising. He teases a free October 17 masterclass where he'll reveal two new stock picks.
Tom Nash rebuts Michael Burry's crash call (puts on NVDA, PLTR, MU), arguing the AI boom is a once-in-a-century opportunity priced at average valuations with ~30% earnings growth. He urges staying invested via DCA with a double-down trigger at S&P 7,040 (-10%; -20% for growth stocks), trimming big winners into dry powder, and avoiding leveraged/unprofitable names.
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.