In this article, we will take a detailed look at the Top Analyst Calls: 8 Stocks to Buy and Sell.
Investors are continuing to parse the latest earnings from major tech companies, and almost all of them so far have indicated no slowdown in their CapEx plans for AI. This is what the market wanted to hear to set aside any potential AI bubble market concerns for now.
John Kolovos from Macro Risk Advisors said in a recent program on CNBC that he believes the S&P 500 will cross the 7,000 mark soon, adding that expecting market breadth before the next bear cycle is a “pipe dream.”
“It’s been very concentrated. What did we have earlier this week? We had one of the worst breadth days on an up day, right? That used to never happen prior to like 2020,” Kolovos said. “Now it seems to happen more often than not. So if you’re talking about breadth and concentration and the narrowness of the market, my take is that if you think the market is going to expand and see breadth and participation continue, I think that’s a pipe dream. I don’t think that’s going to happen anytime soon. I don’t think it happens until after the next cyclical bear market.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
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8. Rocket Lab Corp (NASDAQ:RKLB)
Number of Hedge Fund Investors: 46
Kevin Simpson, Capital Wealth Planning founder and CIO, explained in a recent program on CNBC why he’s buying RKLB.
“Rocket Lab Corp (NASDAQ:RKLB), Scott. It’s one of the new purchases. We didn’t get to it, but they’re turning into a real space company. 30% year-over-year earnings growth, a billion dollar backlog. If the Neutron Rocket works, this is going to be this company’s going to be something.”
ClearBridge Small Cap Growth Strategy stated the following regarding Rocket Lab USA, Inc. (NASDAQ:RKLB) in its Q1 2025 investor letter:
“We continued to generate a number of compelling new ideas, adding five new investments that we still held at quarter end: Glaukos, Rocket Lab USA, Inc. (NASDAQ:RKLB), Karman Holdings (through its IPO), Archrock, Hims & Hers and Geron.
Rocket Lab USA is a manufacturer of spacecraft and satellite components as well as a service provider for satellite launch services, primarily focused today on smaller payloads. With an innovative founder-led management team competing in an enormous market with significant growth in commercial, government and classified applications, we see significant growth potential.”
7. Emcor Group Inc (NYSE:EME)
Number of Hedge Fund Investors: 51
Kevin Simpson, Capital Wealth Planning founder and CIO, explained in a recent program on CNBC why he likes Emcor.
“We look at Emcor as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it. We’re up a few dollars, but there’s still plenty of upside here. And when you look at the numbers underneath the surface, revenues were up to $4.3 billion. So this is a name that we haven’t talked about a whole lot on the network. It wasn’t on the list, but I think it’s something that if you don’t own it, you absolutely want to take a look at it. And it plays off of this theme, not just for the next six months, but potentially for the next six years.”
Emcor Group Inc (NYSE:EME) provides mechanical and electrical construction, industrial and energy infrastructure services.
TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding EMCOR Group, Inc. (NYSE:EME) in its second quarter 2025 investor letter:
“Contributing a 45% return was EMCOR Group, Inc. (NYSE:EME), which provides construction and operational services for mechanical and electrical systems to a broad range of commercial, industrial, utility, and institutional customers. EMCOR reported revenues and earnings that bested expectations with a record high level of remaining performance obligations (outstanding and unbilled work for existing customers) along with a healthy pipeline of new projects.”
6. Churchill Capital Corp X (NASDAQ:CCCX)
Number of Hedge Fund Investors:
Steve Grasso, Grasso Global CEO, said in a latest program on CNBC that he likes SPAC Churchill Capital but cautioned investors to only buy the stock if they are willing to take risks.
“So I have one that’s sort of a hidden play. It’s Churchill Capital Corp X (NASDAQ:CCCX). It’s actually a SPAC. No one’s talked about SPACs in how many years, court, right? So, it’s merging with Infleqtion. It’s a quantum name jumped. If you look at the chart, it’s jumped. So, please be careful when you buy this stock. This is not for the faint of heart. I’ve been playing it. I’m long it. I’ve been trading it. Very volatile name, but it’s been going up. So the volatility has worked for it and I think it goes up dramatically higher from here.”
In September, the company agreed to a definitive business combination agreement with Infleqtion, a neutral atom-based quantum technology company.
5. Roblox Corp (NYSE:RBLX)
Number of Hedge Fund Investors: 75
Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he got “stopped out” on RBLX amid “some problems.”
“Roblox Corp (NYSE:RBLX) was a sale that we got stopped out on. We bought the stock initially in the 50s. We got stopped out at 126. Talk about this a lot with RobinHood in terms of the way they control the young demographic. But in so doing, there’s some problems that we’re seeing more and more states coming after them as a sort of a ground for bad actors. Meta went through this in the past. Roblox Corp (NYSE:RBLX) is doing a great job trying to defend it, but we got stopped out.”
However, the analyst said that he’d keep watching the stock on pullbacks.
ClearBridge Mid Cap Growth Strategy stated the following regarding Roblox Corporation (NYSE:RBLX) in its third quarter 2025 investor letter:
“We added communication services company Roblox Corporation (NYSE:RBLX), the leading user-generated gaming platform. Roblox is experiencing a fundamental re-acceleration in growth due to improved discovery algorithms and AI driving faster game development and growing opportunities in advertising. With a dominant position from its network effects, a plethora of creator tools and the ability to grow its virtual economy, we believe that Roblox will continue to drive strong top-line revenue growth. Secular tailwinds such as expansion into older age demographics and internationally, as well as margin expansion opportunities as existing user engagement continues to grow, also position the company well.”
4. Palo Alto Networks Inc (NASDAQ:PANW)
Number of Hedge Fund Investors: 77
Jason Snipe, principal at Odyssey Capital Advisors, said in a recent program on CNBC that he was buying Palo Alto Networks. Here is what he said:
“Palo Alto Networks Inc (NASDAQ:PANW), I think there’s an opportunity here on the sell.”
Sands Capital Technology Innovators Fund stated the following regarding Palo Alto Networks, Inc. (NASDAQ:PANW) in its second quarter 2025 investor letter:
“Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity platform. It has leveraged its leading position in firewalls to build strong positions in key emerging segments such as Secure Access Service Edge (SASE), Security Information and Event Management (SIEM), and cloud security. These newer segments collectively make up its Next-Generation Security revenue which is now over $5B in annual run rate revenue with a significant growth runway. We expect cyber security will remain a top priority for customers and continued share gains will support sustainable above average revenue growth. Additionally, we expect AI will be a key factor driving cybersecurity decisions on multiple levels. The usage of AI can make adversaries more effective, can expand the attack surface, and require more advanced security. We believe Palo Alto is one of only a few companies with the necessary data and installed base to thrive in this environment.”
3. Coupang Inc (NYSE:CPNG)
Number of Hedge Fund Investors: 82
Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he’s buying Coupang. Here is why:
“The theme that you’re going to hear today is I’m bringing a lot of names to the table that we really don’t talk about on the show. Coupang Inc (NYSE:CPNG) is an Asian online retailer. They’re expanding into lots of different areas within a super app. Think of it more South Korea predominantly, but expanding into Taiwan. We paid $32 last week. It’s $32 today. Really growing margins and just a neat story.”
Baron Fifth Avenue Growth Fund stated the following regarding Coupang, Inc. (NYSE:CPNG) in its Q4 2024 investor letter:
“Shares of Coupang, Inc. (NYSE:CPNG), Korea’s largest e-commerce platform, corrected 10.5% in the fourth quarter (even though they finished 2024 up 33.9%). While the company delivered solid quarterly results with 27% year-on-year revenue growth with Farfetch and other initiative losses narrowing significantly, its product commerce EBITDA margin missed expectations due to a temporarily elevated spending on technology and automation. Sluggish domestic consumption in Korea, with the e-commerce market experiencing flattish to negative growth, and political uncertainty stemming from President Yoon’s declaration of martial law and subsequent impeachment, further weighed on the stock. Despite these short-term challenges, we maintain a positive outlook on Coupang’s long-term market share expansion and margin growth trajectory, and view Coupang as one of the most competitively advantaged e-commerce businesses globally, with significant runway for both revenue and earnings growth.”
2. Alibaba Group Holding (NYSE:BABA)
Number of Hedge Fund Investors: 101
Tim Seymour, the founder and Chief Investment Officer of Seymour Asset Management (SAM), said in a recent program on CNBC that he likes BABA and called the stock the “Porsche” of China.
“Make an argument that Alibaba Group Holding (NYSE:BABA) is the Porsche of the Chinese tech market. How about that?”
Oakmark Global Select Fund stated the following regarding Alibaba Group Holding Limited (NYSE:BABA) in its third quarter 2025 investor letter:
“Alibaba Group Holding Limited (NYSE:BABA) was the top contributor during the quarter. The China-headquartered technology conglomerate’s stock price rose significantly following earnings that reflected rapid Chinese AI growth. Its Cloud segment posted healthy revenue growth, and management indicated that this momentum is expected to continue in the coming quarters. Additionally, Alibaba has solid traction in both its International and Instant Commerce businesses. We continue to believe the company is well-positioned for long-term growth, having been one of the early investors in Chinese AI. Over time, we believe it can leverage its advanced capabilities and leading market position to unlock further value.”
1. NVIDIA Corp (NASDAQ:NVDA)
Number of Hedge Fund Investors: 235
Patrick Moorhead of Moor Insights & Strategy commented on the China-related selloff after President Trump’s tariff announcements earlier in October. The analyst at the time said the selloff was an overreaction and made the case that Nvidia has “zeroed out” of China revenue going forward.
“I think this is a complete overreaction. Let’s take NVIDIA Corp (NASDAQ:NVDA) as an example. Nvidia zeroed out all revenue for China going forward. They just zeroed it out in all of their forecasts. But this is a left-brain emotional reaction. I mean, listen, I understand companies like Apple, who quite frankly do most of the manufacturing in China and a little bit in India. But NVIDIA Corp (NASDAQ:NVDA) and even AMD in particular make absolutely no sense.”
The analyst was right. Nvidia shares have been gaining despite China-related tensions, which eased following the Trump-Xi meeting in South Korea. Trump told reporters after the meeting that Nvidia did not come up during his discussion with his Chinese counterpart.
While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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