---
title: "[Must-Read for Investors] One Chart to Understand the Complete AI Gold Rush Map! From Power to Applications, These 30 Stocks Are the Real 'Core Holdings'"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37297660.md"
description: "In this technology revolution driven by AI..."
datetime: "2025-12-22T05:37:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37297660.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37297660.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37297660.md)
author: "[投資從零開始 (Andy)](https://longbridge.com/en/profiles/12189443.md)"
---

# [Must-Read for Investors] One Chart to Understand the Complete AI Gold Rush Map! From Power to Applications, These 30 Stocks Are the Real 'Core Holdings'

# In this AI-driven technological revolution, the following companies are considered to have the most advantageous positioning across the entire AI stack:

# **1 | Power:**  
$GE Vernova(GEV.US) , $Bloom Energy(BE.US) , $EOS Energy Enterprises(EOSE.US) , $Constellation Energy(CEG.US) , $Nextpower(NXT.US)   
**2 | Chips:**  
$NVIDIA(NVDA.US) , $AMD(AMD.US) , $Taiwan Semiconductor(TSM.US) , $ASML(ASML.US) , $Broadcom(AVGO.US)   
**3 | Data centers:**  
$Nebius(NBIS.US) , $IREN(IREN.US) , $Coreweave(CRWV.US) , $Oracle(ORCL.US) , $Astera Labs(ALAB.US)   
**4 | AI models:**  
$Alphabet(GOOGL.US) , $Microsoft(MSFT.US) , $Meta Platforms(META.US) , OpenAI, xAI  
**5 | Software platforms:**  
$Palantir Tech(PLTR.US) , $ServiceNow(NOW.US) , $Rubrik(RBRK.US) , $CrowdStrike(CRWD.US) , $Tempus AI(TEM.US)   
**6 | AI apps and agents:**  
$Tesla(TSLA.US) , $Duolingo(DUOL.US) , $Axon Enterprise(AXON.US) , $GitLab(GTLB.US) , $UiPath(PATH.US) 

#   
  
If you find this article valuable, please like and share it. Thank you for your support!  
Investing from Scratch (Andy)  
Providing you with the most valuable market insights daily to ensure you're never alone on your investment journey.

🏆 Achievements (The only one in Hong Kong):

-   Over 50,000 followers and supporters on social media
-   Full-time trader
-   10+ times top three winner in investment competitions (including global and Hong Kong events)

1.  Single-month return as high as +1100%
2.  Highly praised by professional financial analysts
3.  Involved in Hong Kong stocks, US stocks, warrants, and ETFs
4.  Five-day return as high as +453%
5.  Author of the famous investment book "Foreword"
6.  Former guest on financial programs, active on major social platforms

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GEV.US](https://longbridge.com/en/quote/GEV.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [ALAB.US](https://longbridge.com/en/quote/ALAB.US.md)
- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [TEM.US](https://longbridge.com/en/quote/TEM.US.md)
- [PATH.US](https://longbridge.com/en/quote/PATH.US.md)
- [EOSE.US](https://longbridge.com/en/quote/EOSE.US.md)
- [CEG.US](https://longbridge.com/en/quote/CEG.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [RBRK.US](https://longbridge.com/en/quote/RBRK.US.md)
- [IREN.US](https://longbridge.com/en/quote/IREN.US.md)
- [NXT.US](https://longbridge.com/en/quote/NXT.US.md)
- [AXON.US](https://longbridge.com/en/quote/AXON.US.md)
- [DUOL.US](https://longbridge.com/en/quote/DUOL.US.md)
- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)
- [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md)
- [GTLB.US](https://longbridge.com/en/quote/GTLB.US.md)

## Comments (1)

- **0mnX · 2025-12-23T11:51:50.000Z · 👍 2**: Is Duolingo here to joke around?