These are some of the best names in the market right now. They stand out because they are growing fast, have great fundamentals, and stand out technically. That combination is rare, and it’s why they sit at the top of my watchlist going into year end.

If you are building a growth focused portfolio, these names are worth paying attention to. Many have been on the focus list for a long time, and I have talked about several of them before. Still, these are the key names I’m monitoring closely at this very moment to add to or to initiate a new position.

1. AI Infrastructure

Broadcom ($AVGO)

Broadcom is the second best chip company in the world after Nvidia.

It designs custom chips (XPUs) for specific tasks like training, inference, ranking, vector search, and recommendation. They are one of the few companies in the world that can actually design and manufacture these chips at hyperscale.

And it’s not an either-or. GPUs and XPUs will grow together. GPUs are the general-purpose engines that train and run large models, flexible and essential for deep learning. But as AI scales, many workloads benefit from dedicated accelerators optimized for very specific tasks. That’s where XPUs come in. XPUs handle high-volume tasks like inference, ranking, recommendation, and vector search at lower cost and higher efficiency. They don’t replace GPUs. Instead they’ll work together.

Credo Technology ($CRDO)

Credo is the leading company providing AEC cables and optical solutions for data centers.

Their product are essential for the AI buildout because its components remove bandwidth and power bottlenecks between GPUs rather than running AI workloads themselves That’s why it continues to be one of the fastest growing company in the market right now. And it’s recent earnings report proved it again.

Amphenol ($APH)

Amphenol is one of the companies that makes AI hardware actually work.

AI data centers and GPU servers need to move huge amounts of power and data very quickly. Amphenol makes the physical parts that make those connections possible. They build the high-speed connectors, cables, and sensors that sit between GPUs, memory chips, networking switches, cooling units, and power systems.

2. FINTECH

Robinhood ($HOOD)

I’ve written about Robinhood extensively. It’s becoming the financial superapp. And it’s executing at a relentless speed. New features are launched almost daily. It has now a dozen business lines bringing $100M a year. And it’s just getting started.

Nubank ($NU)

Nu Holdings is one of the fastest growing digital financial platforms in Latin America with more than 100M customers across its ecosystem. The growth is mainly driven by a low-cost digital model, a clean user interface, and a broad product suite inside a single app.

Lemonade ($LMND)

Lemonade sells insurance through an AI based platform that automates everything from sign up to claims. It’s interesting because it tries to fix the insurance model with automation, real time data, and a younger customer base that can grow into more products over time. Their AI driven structure keeps costs low, their brand builds trust through simple pricing, and the data they collect help them price risk better than traditional insurers.

3. ENERGY

GE Vernova ($GEV)

GE Vernova is a key play in the AI buildout because it helps data centers by supplying flexible power generation and smart grid software that keeps their energy stable when usage spikes. They provide gas turbines and fast-deploy power systems that can quickly respond to the heavy and unpredictable electricity demand from AI servers.

4. PHYSICAL AI

Tesla ($TSLA)

Tesla is still the best play for physical AI.

They are the one of the leading companies with real world engineering and large scale manufacturing capabilities. And now that Robotaxis are finally starting to roll out, I believe that 2026 could be the year they become ubiquitous. And once Optimus moves from prototype to useful work, it adds a second massive shift on top of autonomous driving.

5. SOFTWARE

AppLovin ($APP)

AppLovin is a mobile technology company that provides a comprehensive software platform and AI-powered solutions to help app developers market, monetize, analyze, and publish their mobile app.

Applovin benefits a lot from AI because its whole business is about matching the right mobile ads with the right users at the exact moment they are likely to spend money in a game or app. The company runs a huge ad network with tons of real time data, so its AI models get smarter very fast and can outperform other ad platforms. Better targeting means higher returns for app developers, which pushes them to buy more ads through Applovin.

That’s exactly why it’s profit margin have exploded over the last few quarters.

6. BIGTECH

Google ($GOOGL)

Google continues to be the only native full-stack AI company. It has everything chips, apps, models, data centers, and tons of data. All while their core business prints cash.