10 AI/Tech names I’d watch for the NEXT 5 years — risk/reward matters more than hype. $NVDA — strongest Category leader, massive AI demand, and valuation has compressed meaningfully versus earlier in the cycle. If growth stays strong, the fundamentals have room to catch up. $GOOGL — core compounder AI + Search + Cloud + massive FCF. Less explosive, but one of the strongest combinations of quality, scale and valuation. $AVGO — AI networking/custom silicon + huge backlog. Customer concentration is the risk. $MRVL — custom silicon + connectivity. Excellent growth opportunity, but valuation leaves less room for disappointment. $MU — HBM/memory cycle is a major AI beneficiary. The question is how much of the cycle is already priced in. $CRDO — one of my favorite connectivity growth stories. Exceptional growth, but after the huge run, valuation and customer concentration matter. $NBIS — major AI infrastructure/NeoCloud opportunity with a massive contracted backlog. Still unprofitable, so execution is critical. $INTC — turnaround story with real catalysts, but expectations have risen dramatically with the stock. $TSLA — enormous optionality from robotaxi, Optimus and AI, but the valuation requires significant future execution. $PLTR — exceptional growth and AI adoption, but the valuation leaves very little room for a stumble. The best company ≠ the best stock at every price. Quality + Growth + Valuation + Execution. Not financial advice.