---
title: "SA Roundtable: What's the best AI stock play right now?"
description: "In a recent Seeking Alpha survey, 34% of readers identified Nvidia (NVDA) as the top AI stock, followed by Microsoft (MSFT) and Alphabet (GOOGL). Analysts Jack Bowman and Rick Orford shared insights o"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/251345890.md"
published_at: "2025-08-03T17:33:27.000Z"
---

# SA Roundtable: What's the best AI stock play right now?

> In a recent Seeking Alpha survey, 34% of readers identified Nvidia (NVDA) as the top AI stock, followed by Microsoft (MSFT) and Alphabet (GOOGL). Analysts Jack Bowman and Rick Orford shared insights on AI investments, with Bowman favoring Palantir (PLTR) for its analytical AI applications, while Orford highlighted AMD's competitive pricing against Nvidia. Both analysts noted the importance of data analysis in AI's future and suggested ASML as an undervalued investment due to its monopoly on lithography machines for GPU production.

In a recent survey, we asked Seeking Alpha readers what the best AI stock play is right now. Of the 515 who participated, 34% chose Nvidia (NASDAQ:NVDA), followed by Microsoft (NASDAQ:MSFT) with 8%, Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) with 6%, Meta (NASDAQ:META) with 4%, and Advanced Micro Devices (NASDAQ:AMD) with 3%. We asked Seeking Alpha anal...

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.