Nvidia (NVDA) is praised for its role as the poster child for AI stocks, with significant growth in revenue and EPS.
Microsoft (MSFT) has experienced a remarkable turnaround under CEO Satya Nadella, with a focus on B2B, cloud investment, and involvement in AI through OpenAI.
Amazon (AMZN) is recognized for its dominance in online retail and the growth potential of Amazon Web Services (AWS).
Alphabet (GOOG, GOOGL) is highlighted for its strength in cloud computing and the potential of its AI program, contributing to a nearly 200% gain over the last year.
CrowdStrike (CRWD) is noted as a market leader in cybersecurity, steadily gaining 44% over the last twelve months.
Analytics suggests that, barring a major recession, these stocks are worth considering for individual investors, as they are favored by funds. The key message is that in the current market, opting for obvious and well-performing stocks may be a prudent strategy.