🚨These AI Stocks Will Print Millionaires (You are investing in AI wrong)

Tom Nash•May 15, 2026

Summary

Tom presents a thesis that we are currently in the 'second or third inning' of a massive AI-driven market leap, comparable to the Industrial Revolution or the birth of the internet. He refutes comparisons to the 1999 dot-com bubble by pointing out that the 'Magnificent 7' generate massive profits and have lower P/E ratios (24 vs. 33) than stocks did during the 1999 crash. Tom's strategy involves finding 'gaps' where high-quality companies are misunderstood or mispriced by the market despite their strong fundamentals.

Tom categorizes the AI market into three layers: Infrastructure (Cloud, Semiconductors, Energy), Productivity (Cybersecurity, Robotics, Software), and Business-Specific Solutions. He reveals that his personal portfolio is concentrated with 60% in his top-tier picks and 40% in the S&P 500. He emphasizes that investors should look for proven quality and upside potential rather than chasing hype-driven stocks with no fundamentals.

Palantir (PLTR): Tom classifies this as a Tier 1 stock and the only true operating system for B2B AI implementation. He highlights its 70% revenue growth, $8 billion in cash, and lack of debt as key strengths. Tom believes the stock is currently undervalued and predicts it is a $500 stock trading at roughly $130, representing a 4x potential.

Microsoft (MSFT): Tom describes Microsoft as a dominant Tier 2 'behemoth' that remains essential due to its deep integration into corporate America. He notes that its forward P/E has dropped to 29.5 despite its growing operating margins and Azure's success. Tom's model suggests an intrinsic value of $1,420, indicating a 250% upside over the next five years.

Amazon (AMZN): Tom argues that Amazon is significantly mispriced, trading at a level that only mirrors the S&P 500's performance despite massive fundamental growth. He points to their $123 billion in cash and 12% revenue growth as evidence of a strong business. He predicts a 300% upside, stating the real value should be over $1,000 per share.

Tesla (TSLA): Tom views Tesla as a Tier 1 play that is successfully pivoting from a car company to a leader in FSD, energy storage, and robotics. He argues that robotics will be the largest secular trend in history and that Tesla's manufacturing and AI expertise put them in the pole position. He dismisses bearish arguments centered on vehicle margins, focusing instead on long-term technological dominance.

UiPath (PATH): Tom introduces this as a new stock on his radar that focuses on automating employee tasks through AI. He highlights its transition from negative to positive free cash flow ($350 million) and its lack of debt. Tom notes the stock is down 25% over the past year, creating a massive pricing gap for a company with a 15 forward P/E.