These Are the Stocks That Made Me a Lot in 2024, and I'm Still Bullish on Them for 2025

Alright, in my 2024 investment recap, I shared my return for the year—87%. Some of you might be wondering what stocks contributed to this, so today I'm diving into the picks that made my 2024. I'm not exactly swimming in cash yet, but these stocks have been solid, and I'm keeping my eyes on them for 2025. If you're bullish on AI but still trying to figure out who'll ride the chip wave, here's why I'm staying optimistic about these players.

1. Nvidia ($NVDA) – The AI Giant

Let's start with the obvious: Nvidia. It's basically the king of AI chips, and there's really no contender challenging its throne. Bank of America predicts AI will push the semiconductor market to $725 billion by 2025, and Nvidia will continue to be a massive part of that. The demand for AI GPUs (the hardware behind everything from gaming rigs to data centers) is only going to grow.

But it's not just about gaming anymore. The data center boom is real, and Nvidia is leading the charge. Analysts are still predicting strong growth for Nvidia in 2025, and I don't see that changing. Expect more partnerships, integrations, and consistent demand as AI trends continue to intensify. So for 2025, I'm holding strong here.

2. Broadcom ($AVGO) – AI Dark Horse

While Nvidia gets most of the attention, Broadcom is quietly making moves in the AI space. Bernstein calls it the "Twin Star" of AI alongside Nvidia, and for good reason. Broadcom has a strong position in AI networking chips, with a solid enterprise base, boosted by the VMware acquisition. As AI and 5G continue to expand, Broadcom is set to benefit in a big way.

I'm bullish on Broadcom for 2025 because they're catching up fast. They've got the perfect mix of networking chips, AI solutions, and a rock-solid enterprise base. If you're looking for a semiconductor play beyond Nvidia, this is one you don't want to miss.

3. Alphabet ($GOOGL) – The Cheapest of the Magnificent Seven

Now, let's talk about Alphabet. I know there's a lot of buzz around AI-driven competition and regulatory issues, but I think Alphabet is still undervalued. At around $195 per share, it's the cheapest of the Magnificent Seven tech giants. Bill Ackman is right when he calls it one of the greatest businesses in the world, especially considering its diverse portfolio: search, YouTube, cloud computing, Android, and—let's not forget—Waymo, which leads the autonomous driving race.

Alphabet might face some tough competition in the AI space, but it's so diversified that it's hard to bet against it. Looking at its price-to-earnings ratio (21x projected 2025 earnings), it's still a bargain compared to the likes of Meta, Apple, or Microsoft. I think this stock has a solid upside for 2025, especially as "Other Bets" like Waymo gain more traction.

4. Marvell Technology ($MRVL) – AI's Unsung Hero

I know, Marvell isn't the first name that comes to mind when you think AI, but hear me out. Marvell specializes in ASIC chips, essential for cloud computing and data centers. As demand for AI applications continues to soar, these chips are going to be in high demand. Marvell has a huge opportunity to expand in 2025, especially with cloud providers like Amazon and Microsoft ramping up their AI workloads.

5. Qualcomm ($QCOM) – A 5G Play with Potential

I know Qualcomm has had its ups and downs, but with AI and 5G still on the rise, I'm not ready to count it out. It might not be as hot as Nvidia or Broadcom, but Qualcomm's deep ties to mobile and 5G tech make it a solid long-term bet. Plus, its chips are essential for AI applications too. Sure, it's got a bit of a slow burn ahead, but with 5G adoption increasing worldwide, I'm keeping my eye on this one for 2025.

Honorable Mentions: Dell ($DELL ) & KLA Corp ($KLAC)

J.P. Morgan is all over Dell, and I agree—it's well-positioned to benefit from higher corporate IT spending and AI adoption. This stock could be a sleeper hit in 2025.

KLA Corp is another one to watch. As a leader in semiconductor manufacturing equipment, it stands to gain from the rising demand for AI hardware. If the semiconductor boom continues, KLA will be part of that growth.

Final Thoughts

Looking ahead to 2025, the key themes will continue to revolve around AI, semiconductor growth, and tech innovation. Nvidia and Broadcom are clearly the leaders in AI, while Alphabet remains undervalued for its diversified business model. Marvell and Qualcomm might surprise us, especially as cloud and 5G demand continue to grow.

What do you think? Any stocks you're watching closely for 2025? Would love to hear your thoughts and predictions in the comments!