EduInvesting.in | May 9, 2025
Welcome to the AI stock circus, where everything with the word “neural,” “vision,” or “GPT” in it gets a 40% pop overnight — even if it’s just a toaster company that updated its website with ChatGPT prompts.
America has entered a new gold rush, but instead of shovels, people are buying GPU clusters. And instead of real revenue, some of these companies are serving investors… spicy PDFs and buzzwords.
So let’s separate the signal from the silicon garbage.
🧠 The AI Craze: Powered by Hype, GPUs, and Hope
AI stocks are booming because:
- Nvidia is printing money like it’s the new Federal Reserve.
- Microsoft stuffed ChatGPT into Excel, Word, and possibly into your dreams.
- Your neighbor now claims to be building an AI app that replaces astrologers.
The Nasdaq AI Index is up 93% in the last 12 months. Nvidia crossed $2.5 trillion. And every small-cap with “data” in its name is now suddenly “AI-enhanced”.
So who’s real? And who’s just using ChatGPT to write investor presentations?
💸 The Real AI Giants (AKA, “We Actually Do Stuff”)
1. Nvidia (NVDA)
- Market Cap: $2.5T
- Revenue Growth: +262% YoY
- Core Product: GPUs so powerful they can predict your next relationship failure.
Why It’s Real: Every AI model — from OpenAI to a guy training a chatbot in his basement
— needs Nvidia chips. If AI is oil, Nvidia is the shovel, drill, and pipeline.
Caution: Valuation is tighter than a tech bro’s jeans. But still, real.
2. Microsoft (MSFT)
- Partnered with OpenAI
- Integrated AI into Office, Azure, Windows, your sleep…
Why It’s Real: They’re not just backing ChatGPT; they’ve made Copilot the AI butler of the 21st century. They’re also getting people to pay for Excel again. That alone deserves a trillion-dollar bonus.
3. Alphabet (GOOG)
- AI Models: Gemini, DeepMind, and a clone of your search history.
- Recent Flex: Rolled out AI features across Gmail, Search, Ads, and possibly your fridge (next year).
Why It’s Real: They’ve been doing AI before it was cool. But their Gemini launch flopped harder than a crypto influencer apology video. Still, serious R&D firepower.
4. Palantir (PLTR)
- Offers AI platforms for governments and defense
- Revenues: +20% YoY
Why It’s
