In this article, we will list the 3 best stocks in the Mark Cuban stock portfolio. Please visit Mark Cuban Stock Portfolio: 8 Best Stocks to Buy if you would like to see the extended list and the methodology behind it.
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3. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI stocks to buy. Mark Cuban often talks about the importance of AI in his posts on social networking platform X. Earlier this month, Cuban wrote to his followers on X that the first step towards knowing how AI will be used by a company was if the CEO had taken the time to understand AI, rather than delegate that skill. Per Cuban, “If the CEO has no clue, start to think about another job. Your company is going to be challenged over the next few years”. Cuban also talked about AI literacy in his post, outlining that for people who were intellectually challenged by their job, AI would further enable them to contribute to that growth. Per the billionaire, “The company will need as many people like you as it can get. It has a really good chance to outperform its competitors because it has an AI literate workforce”.
READ ALSO: Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns.
NVIDIA Corporation (NASDAQ:NVDA) is the poster child of the kind of AI literacy that Cuban is talking about in his post. In an era where tech firms are announcing mass layoffs, the chip giant is actively hiring for many positions. Cuban, in the same tweet mentioned above, also stressed this as a sign of growth, noting that more AI that leads to market success will lead to more employees, not less. Cuban claimed that AI was not easy to implement since it was new to everyone. He added that it was not a silver bullet that guaranteed success, but a tool that could accelerate growth and help smart people make smarter decisions. At the end of his tweet, he said that AI would lead to, “more competition to hire those that can stay up to speed and implement AI in personal and corporate workflows”.
2. Netflix, Inc. (NASDAQ:NFLX)
Over the years, Mark Cuban has made no secret of the fact that he is heavily invested in Netflix, Inc. (NASDAQ:NFLX) stock. He famously revealed during a media interview in 2020 that he bought the stock when it was “trading around $50 per share”, asserting that the market had fundamentally misunderstood the value of the company. The investment is a cornerstone of the tech-heavy portfolio, reflecting his long-standing belief in the inevitable dominance of streaming over traditional cable. Cuban has consistently defended the company during periods of market volatility, often arguing that the content spend and first-mover advantage created a moat that competitors would struggle to bridge.
During an appearance on news platform CNBC a few years ago, Cuban discussed his core thesis around Netflix, Inc. (NASDAQ:NFLX) investment. Despite a soft earnings report by the company back then, Cuban stressed that he would hold onto the stock, arguing that, “Netflix is global, and if you look at what has happened in the technology world with deep fakes, you are going to see content go from being dubbed and closed captions to looking like everything is spoken in the native language over the next five years.” Per Cuban, having this technology would be a huge advantage for Netflix. He also underlined how all new smart TVs and smart devices coming out had Netflix pre-installed on them.
1. Amazon.com, Inc. (NASDAQ:AMZN)
For Mark Cuban, Amazon.com, Inc. (NASDAQ:AMZN) stock is a long-term, high-conviction buy and hold investment. This strategy has yielded massive returns for Cuban, by his own admission. During an appearance on the The David Rubenstein Show a few years ago, Cuban acknowledged that he held stock in the technology giant, even admitting that he had bought shares when it was trading at “$500 and $700 per share”, later increasing his holdings as the price jumped further. During an appearance on news platform CNBC, Cuban called Amazon “the smartest company in the universe” due to the ability to disrupt multiple industries, from retail to cloud computing and healthcare.
However, in recent years, Cuban has been publicly critical of some of the moves that Amazon.com, Inc. (NASDAQ:AMZN) has made. For example, in a recent post on social media, he has cautioned entrepreneurs against over-reliance on the platform, labeling high seller fees as “insane and unsustainable.” He views heavy dependency on Amazon as a structural risk for small businesses, noting that the cost structure of the platform can quickly erode margins. This creates a striking duality in his perspective: while he remains a major shareholder who profits from growth, he simultaneously warns that the very practices driving that growth can make the platform a dangerous partner for the startups he often mentors.
While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
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