if you want to be rich in five years from investing in AI these are the 10 stocks to buy right now Now look back in the 1850s the people who were looking for gold the prospectors a lot of them most of them died broke and wet and depressed While the people who sold the picks and shovels the dynamite the boots the jeans the tents they all got insanely rich Right now in 2025 we are in the midst of a new gold rush Much like in 1850 it's just now instead of gold we are in the artificial intelligence AI gold rush And the same story is going to repeat itself These folks the picks and shovel sellers of the AI sector are going to get insanely wealthy And the investors who invest in these companies instead of digging around for gold are going to make a lot of money just like I did on Palunteer 5 years ago 1,400% ago just like I did with Tesla just like I did with Nvidia A lot of different companies are basically under the radar right now and nobody's talking about them because people are looking for the hype not where the money is The money is not in the hype It's not where everybody's looking It's in the picks and shovels business the boring business the hard to understand business the hard to analyze business People want shortcuts but the money's made through hard work Luckily for you I've done the hard work for you so you don't have to So don't click nothing Don't smash nothing Don't buy nothing Let's go through it Now you look at me and you say "Well this guy probably loves eating cake." And that is true I also love pizza but that's a whole different video However a cake is just like AI When you look at this cake it looks beautiful But to make this cake a lot of different things had to happen Somebody have to come up with the idea They have to get a recipe buy the materials bake the cake package it send it to the store It has to be refrigerated Then it has to be presented sold and finally eaten by me or you Right the same process happens with AI And if you can get in on the infrastructure that builds these cakes on that builds this AI you're gonna make a lot of money The problem that most retail investors are not able to do that because it requires a lot of work a lot of research a lot of complicated thinking and people want simple things like just tell me which company to buy Tom doesn't work like this I raise thinking people people who make their own decisions not drones that follow me blindly So let me break down to you what is the AI value chain Okay in the AI value chain we basically have 10 steps in order for us to see and experience AI such as CH GPT right all of this has to happen We have to start with the chip level The building blocks of AI are these semiconductors the chips the GPUs all that stuff right and this whole thing has to happen Design EDA IP designers actually design the chips Then we have foundaries baking the cake And then we have packaging which is essentially the box the health inspector that's the testing the actual chip which is the cake store the deployment which is where the cake is actually served the consumption is you eating the cake All of this idea recipe chef bakery box health inspecting all this thing is actually the AI value chain starting form design and EDA and ending with deployment and consumption And if you can understand the best company at every single stage here you find the top 10 stocks to invest in in order to get rich from AI for the next 5 years Just like I did with Palunteer when nobody was looking at it at 2020 2021 2022 about 1,400% ago And for the people who find it annoying that I keep bringing up Palunteer now hold my 1400% Okay Okay Now moving on Now one and two I'm going to combine into one stage I'm going to call it design and EDA EDA means electronic design automation Essentially this is where the idea is born Okay This is where the process starts Somebody comes up with an idea and says "Hey this is what I want to build." And then we create the recipe and then we actually test the recipe out before we go into full cake production mode We actually test it out We want to see that the cake is going to be tasty and good and it's easy to produce and it's cost effective etc etc etc This is where the concept is born Now this process unlike a cake takes about 2 to 5 years to materialize This is a very very long cycle which means lots of kaching for the people who do that but also once you're done with these two to five years there's more there's not you know two and a half to five more years of upgrades updates maintenance and all that stuff and the company in this sector which I absolutely love is called cadence cdns this is the most innovative and the fastest growing company in this sector allow me to show you the numbers I actually ran each company through my scorecard okay and my scorecard basically taps out at 125 The top score you can get is 125 which is the ultimate score This stock scores the perfect 125 Not a lot of them out there but basically they have more cash than that They're growing at 20% the margin the operating margin is 30% nobody shorting the stock at 1.3% The revenue is growing faster than the expenses shareholders that just held the stock for the past few years have done 160% It has a massive moat a top-of-the-line CEO It's recession proof It has a trend which is basically pretty much every secular trend that you can think of is going to be down to the chip level And these guys are the design and EDA part of the chip cycle which means they are automatically on every secular trend without inventory without copex It's a beautiful business and it also has mission criticality which means that you cannot go through with AI without these guys This is the first and most important step in the infrastructure program Now Cadence is just one company right but I'm going to give you nine more But here's the thing Out of these 10 just to kind of give you a little bit of a teaser out of these 10 companies you'll see today and you will get all of them for free I'm not hiding anything right behind the payw wall I actually chose one which I think is the best out of the 10 and I've made a lecture about it in my academy at patreon.comdommnash and the rock academy I've made a whole presentation for about 40 minutes breaking down a deep dive into which is the best company out of those 10 to invest in So if you want to get that join the academy would love to see you there The lecture is available right now Okay so number two let's go to the next stage Okay the next stage because we've done stage one and two which is design and EDA The next stage is IP This is essentially the people who own the Legos Now once I decided what I want to build what kind of Lego I want to build right i have to go to the Lego store and buy the Legos right so this is the company that owns the components It owns the IP for the components I need for my chip design Essentially if I want to use these components off the shelf I have to pay a licensing fee to the company that owns these components And that is a massive recurring license fee that is endless Basically these guys sit around and collect cash from the insanity in the chip world This company is called ARM Holdings The ticker is ARM And this is one of the best companies in the business that literally have the license to print money so to speak Now I actually ran it through my scorecard as well And what I found is that it scored very very high at 115 Basically anything above 100 is a phenomenal company I know you've seen 125 for the first company and it seems like it's normal but anything above 100 is phenomenal right 115 out of 125 This is an insanely high score What basically brought down the score here is the short interest of ARM It's above 10% Right at 12.8% short interest It's just slightly above the 10% threshold I have in the test That's the only problem with it right other than that we have 24% revenue growth We have 10 times more cash than debt and a 20% operating margin This is a wonderful company with wonderful fundamentals and it pretty much sits on the most important you know pipeline for the AI value chain Next up we got this thing This is the design stage right in the design stage basically what we have is a company I'm going to give you kind of the the result way is Nvidia right let's use Nvidia as an example So Nvidia actually uses Cadence as a platform to design a chip and to simulate and test and verify and optimize the whole process It uses ARM IP for the components and then it actually designs a full functioning chip using cadence and using ARM IP Okay And essentially this combo of cadence and ARM goes into this stage stage four the design and then we actually have a completed chip This is what Nvidia does for itself A lot of other companies also do that for themselves a lot of service providers But in this case it's very hard for me to talk about any other company other than Nvidia because Nvidia is by and large the best cheap producer in the world They're the biggest they're the best they're the gold standard So if you have to look at a designer even though they're only doing it for themselves it's not like you can hire Nvidia to design a chip for you but they own the market So them doing it for themselves is pretty much them doing it for the entire market so to speak right so Nvidia in this case I mean we don't have to go through the scorecard of Nvidia I think it's quite clear that it's going to score a perfect score Not a huge shocker right obviously this company has it all An 86% growth rate a 5x cash over debt and almost a 60% operating margin It's very very hard to bet against Nvidia It's one of the best companies in the world And if you're looking to invest in AI I mean every AIdriven portfolio has to have some exposure to Nvidia one way or the other I mean it's very hard to imagine anything but Now the next stage here is step number five that is the bakery right the bakery is where we bake the cake That is called the foundry right the foundry basically manufactures the chips They're the subcontractor of the designers in this case of Nvidia to actually take this design and turn it into a physical chip at scale Okay The world's greatest biggest and pretty much a monopoly at 60% of the market is TSMC Taiwan Semiconductor They own 60% of the market and they have a full cadence integration If you recall step one and two was cadence design and EDA So when you're designing when you're running simulations when you're verifying optimizing in cadence software you already have TSMC integration So you can already run through this whole process virtually and make sure that everything is okay even before you've done a single project with TSMC which is one of the best things about Cadence and TSMC their full integration and they own 60% of the market which basically means that they are a quasi monopoly Right now their score is 110 It's it's a great number right they own the market I mean if you want to own the foundry there's no better than TSMC I just want to make sure you you understand that the whole China invading Taiwan thing is absolutely overblown You're going to hear a lot about it It's not a real risk China is not about to invade Taiwan They've got bigger fish to fry They got to keep the lights on and people fed and the US is obviously going to defend Taiwan more than any other strategic assets around the world So the China risk is exists right obviously but it's way overblown and TSMC is probably one of the best companies in the AI value chain to actually own if you want to be in on this The next stage is number six packaging Now I know packaging seems like it's stupid Just a package with the just the box with the cake Yeah but we're not talking about the cake here It's a little bit different So in this context the box in this chip world is actually critical for the manufacturing process If it's not packaged correctly it's going to malfunction It's going to cause a lot of problems It's going to cost you millions if not tens of millions of dollars So the packaging is not incillary In the chip world it is critical Um the company that I want to talk to about here is called Applied Materials The ticker is AMAT AAT They are the best in this What they do essentially they license out their IP to a company like TSMC that basically produces the chips They give them the tooling which TSMC buys from them and they service this and they maintain this etc etc So they have this nice little combo of recurring license fees maintenance fees and tooling which TSMC mainly pays for these guys Massive business and as long as TSMC keeps putting out uh the chips AAT is going to be putting up these numbers as well I ran it through the scorecard myself and what I got is a score of 105 out of 125 The reason it loses a little bit of points is number one revenue not not that great right but also not growing as fast the expenses so the combo of under 10% revenue growth just under 10% I think they have like 9% revenue growth and the fact that they have 12% growth of expenses versus 9% of revenue growth so it's like 20 points loss but if you look at other stuff here they have 30% operating margin which is wonderful And over the past 5 years they grew revenue by 80% So they're not in any shape way or form in trouble Okay they're a wonderful company with wonderful numbers The next stage is number seven testing This is our health inspector We have to avoid malfunctions and defects here So basically this company called Pterodine TER is the ticker is licensing out again to TSMC which is the bakery their IP their knowhow They also you know they do maintenance the upgrades the updates and they give the tooling for the testing for TSMC Very very similar as a process to AAT applied materials And very very similar also with the scorecard As you can see here in the scorecard 100 out of 125 Another very very good score Again the same problem Sub 10% growth and revenue is not growing as fast as expenses similar to AAT for the same reasons but they have nine times higher cash than debt and 35% growth of net income over the past year and a 20% operating margin There's nothing wrong with this This is a behemoth of a company Chef's Kiss Okay next up what we have is kind of a combo Now look number eight was the actual chip and this is where the cake actually comes together This is the literally the cake and obviously the people who own the chips are Nvidia Uh so the best chips in the world the GPUs the H100s the H200s it comes from Nvidia So there's no point in dragging number eight again We know that that's Nvidia Okay After that the ninth step is called deployment This is where the restaurant happens right the cake has to be sold somewhere right so the cake is being offered in the restaurant Our restaurant is the cloud It's all this AWS Azour Google Cloud Services and Oracle now stepping into the game Actually spoke about Oracle in my academy lesson recently right which one of these I like the most i like the most Azour And I'll tell you why AWS is the biggest no doubt Uh Google Cloud Services is a great great thing but Google in general has a lot of issues that I'm not particularly interested in putting my head into They're lagging in the AI game Even though V3 looks amazing it's still lagging Oracle are too small yet They're not there yet And Azour is part of Microsoft which basically has massive exposure And also it is the fastest growing of them all So Azour is probably the best one of them all And Microsoft is probably the best company of them all So I go with Microsoft here with cloud right and if you look at the score of Microsoft you'll see why Not just Azour is growing the fastest of them all Microsoft as a company scores 120 out of 125 which is almost perfect um they have sub 20% growth at 15% or 14% so they lose five points here but other than that 45 freaking% operating margin cash more than that and 100% revenue growth over the past 5 years Microsoft is a generational company to own in the AI value chain and of course number 10 the final stage is the consumption is us eating the cake which is obviously my favorite stage I mean you can tell but this is where the cake is consumed consumed it's eaten This is where essentially end users utilize AI applications such as jipet for example like LLM FSD in the case of automotive robo taxi or jum robotics or data analytics in the context of big companies and here of course I have to tell you that this is Palanteer Now before I jump um Palunteer I left out of this for my top one ranking So when I gave if you remember in the beginning of the video the teaser that I've made the selection of what is the best company of these 10 companies and I ranked it and I put it in my academy So Palanteer was left out Okay the best company except Palanteer because I know people are tired of me talking about Palanteer So Palanteer was not part of it It's not Palanteer the top one stock out of these 10 in my academy Okay But nevertheless I do have to say that in the consumption level Palanteer is the best one because they let all these guys fight over market share and then they work with everybody Palunteer is agnostic to whoever wins the battle on the deployment on the edge They're essentially go into a business Any business that wants to utilize AI has to work with Palunteer That is the operating system There is nothing else They're literally monopoly and their numbers are equally as good If you take a look at the numbers 120 125 same score as Microsoft 55% versus 60% institutional holding 5% more institutional holding and we have a perfect score for Palanteer Come on guys Vanguard where you at 5% Come on Um the numbers are phenomenal I mean you know the numbers We have 30% revenue growth 40% revenue growth It doesn't really matter Way more cash than debt Free cash flow growth of the past year is 105% just to give you a taste I mean Palanteer is the creme de la creme of this story Now here's the thing If you want to actually go deeper here I told you on our roic academy we have a lecture that I put up today this morning looking at all of this and picking the best company of them all and breaking down in about 35 minute deep dive why this company is the best of them all except Palanteer of course If you want access to that go ahead to payton.com/domnash Sign up for the academy You can watch the lecture and then cancel and I'll refund you How about that in fact you can do everything you want for the next 30 days and in day 29 let me know you want to leave I'll still refund you because we have a 30-day no questions asked money back guarantee in our academy I would love for you to try it out learn as much as you can and leave after 29 days I'll personally give you the credit No problem I just want to educate people That's been my life's mission for the past few years and I'm proud of it Join up take part join our wonderful community on Discord Would love to see you there I'll see you next one