My Top 10 Stock Picks for 2025

$MELI is a giant tech company, a hidden bank, and the biggest company in Latin America. This company is growing like crazy thanks to AI; they are doing a lot of updates weekly. It feels like Facebook in 2011, making changes daily

$AMZN is the boss in cloud computing and dominates the strongest e-commerce market in the world.

$GOOG offers cloud computing, is one of the best advertisers in the world, and provides AI, quantum computing, and search engine services, all in one 

$GRAB, a Singaporean tech company, has a hidden bank and an e-commerce platform under construction. It dominates two markets but operates in more countries, and they are just getting started. 

$HIMS - As we get older, the market for boner pills will likely grow, the hair loss community will be five times larger, and the weight loss drug community is just starting. Hims is a 10-bagger.

$ASML, a sleeping giant running the world's tech, will see more projects leading to more ASML deliveries, and we are heading into a society run by robots.

$NU Fintech, the cheapest bank in the world to operate, keeps expanding. They just announced a new expansion in South Africa and the Philippines. Itaú's expansion took more than 20 years, but this bank is achieving everything in less than 5. This is an underrated bank

$LVMH's CEO is buying the dips, and they are accumulating a lot of cash for the next few years. Consumers remain steady, but this giant is getting ready to shop for new brands.

$LUNR, this company is well-connected to NASA, and they are getting bigger contracts. However, they need to diversify their revenue (currently 100% from NASA) and make a profit. If they can do both, I'm going to be adding. 

$TMDX - Organ transplants have been growing by 10% since 2016, and the market is hitting a new all-time high year over year. 2025 won't be the exception; technology is growing faster, and whoever provides more time will dominate the market. TMDX keeps adding more planes and expanding their facilities

Bonus:

Samsung Electronics $SMSM.L $EWY is the biggest company in South Korea, accounting for over 23% of their GDP. They're accumulating cash and fixing the house; it's going to take time, but they will come back stronger. It's a politician's toy

$BABA's price moves when Xi has an important meeting with G7 or US officials. If they keep fighting like children, you'll get a pump two or three times a year, but if they talk like adults, you'll get a longer bull market

Alibaba will hit $150 next year; once it breaks, it won't stop. 

$PYPL: I've seen a lot of people worry about Honey, a subsidiary that generates less than 1% of PayPal's revenues. It can spin off, and it won't make any difference; the company is going to keep growing and exploring new markets