Colin post warning but this is some good info I've been researching this weekend. Read Mary Meeker's report on AI and key Stocks to invest in.
She said 'unprecedented' so many times I almost lost count.
www.zdnet.com
Based on Mary Meekers' AI report, what are some of the best stocks to invest in the next 10 years
## Top AI Stocks for the Next Decade According to Mary Meeker’s 2025 AI Report
**Mary Meeker’s 2025 AI report** highlights a massive, accelerating shift toward AI across industries, with particular focus on infrastructure, enterprise, and “pick-and-shovel” plays—companies providing the tools and hardware that power the AI revolution[1][2][3].
### Key Stocks and Sectors to Watch
- **The “Big Six” Tech Giants**:
- **Nvidia** (AI chips, GPU compute, infrastructure)
- **Apple** (integrating AI deeply into hardware/software)
- **Microsoft** (cloud, enterprise AI)
- **Alphabet (Google)** (AI research, cloud, infrastructure)
- **Amazon** (cloud, logistics, AI services)
- **Meta** (AI research, social platforms)[3]
These companies are spending hundreds of billions on AI chips, data centers, and R&D, and have the scale and cash flow to keep leading the industry[3][4].
- **AI Infrastructure and “Pick-and-Shovel” Plays**:
- Companies building the hardware, chips, and cloud services that underpin AI are set to benefit most. Nvidia is specifically highlighted for its dominant role in AI compute and energy-efficient GPUs[2][3][4].
- **Enterprise and B2B AI**:
- Meeker’s report sees “richer opportunity in B2B niches and infrastructure,” suggesting investors focus on companies enabling AI adoption in business, such as Salesforce, ServiceNow, and cloud providers[2][5][4].
- **Specialized Sectors**:
- **EdTech**: Companies like Udemy, Stride, and Laureate Education are called out as AI transforms education and upskilling[6].
- **Manufacturing & Supply Chain**: Firms leading in AI-driven automation and robotics are poised for strong growth[7][4].
### Summary Table
| Company/Sector | Why It’s Favored in Meeker’s Report |
|------------------------|----------------------------------------------------|
| Nvidia | AI chips, infrastructure, energy efficiency |
| Apple | Deep AI integration, hardware/software ecosystem |
| Microsoft | Cloud, enterprise AI, productivity tools |
| Alphabet (Google) | AI research, cloud, developer ecosystem |
| Amazon | Cloud, logistics, AI services |
| Meta | AI research, social platforms |
| EdTech (Udemy, Stride) | AI-driven education transformation |
| B2B/Enterprise AI | Enabling business AI adoption |
> “The ‘Big Six’ U.S. tech giants… spent $212 billion on capital expenditures in 2024, up 63% from 2023, largely on AI chips, data centers, and cloud infrastructure… Their annual free cash flow is nearly $400 billion.”[3]
**Bottom line:**
Meeker’s report signals that the best long-term AI investments are in the core tech giants (especially Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta), infrastructure providers, and select B2B and EdTech companies driving or enabling the AI transformation[2][3][4].
Citations:
[1] Tech prophet Mary Meeker just dropped a massive report on AI trends
https://www.zdnet.com/article/tech-...-massive-report-on-ai-trends-heres-your-tldr/
[2] I read Mary Meeker's 340 Slide AI Deck—Here Are the Top Takeaways
[3] Mary Meeker Weighs in on AI | Insurance Thought Leadership
https://www.insurancethoughtleadership.com/six-things-commentary/mary-meeker-weighs-ai
[4] Mary Meeker's AI Insights: 10 Trends Reshaping the Future of ...
https://community.xcelerator.siemen...haping-the-future-of-manufacturing-2025-06-03
[5] The Top 10 SaaStr Learnings from Mary Meeker's Latest Report on AI
https://www.saastr.com/the-top-10-learnings-from-mary-meekers-latest-report-on-ai/
[6] 3 Stocks to Buy Based on Mary Meeker's AI Report | InvestorPlace
https://investorplace.com/2024/07/3-stocks-to-buy-based-on-mary-meekers-ai-report/
[7] Mary Meeker Is So Back: My Notes From Her 340-Page AI Futurecast
https://www.linkedin.com/pulse/mary-meeker-so-back-my-notes-from-her-340-page-ai-kiri-masters-wlnse
[8] Mary Meeker's Tech Report Shows Pace, Scope Of AI Adoption
https://www.forbes.com/sites/johnwe...-tech-report-shows-pace-scope-of-ai-adoption/
[9] I Summarized Mary Meeker's Incredible 340 Page 2025 AI Trends ...
https://natesnewsletter.substack.com/p/i-summarized-mary-meekers-incredible
[10] [PDF] Trends – Artificial Intelligence (AI) - Bond Capital
https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf
[11] 3 Stocks to Buy Based on Mary Meeker's AI Report - Yahoo Finance
https://finance.yahoo.com/news/3-stocks-buy-based-mary-172042533.html
[12] BOND Report - Bondcap
https://www.bondcap.com/reports/tai
[13] Mary Meeker's AI Report, in 10 Revealing Charts - LinkedIn
https://www.linkedin.com/pulse/mary-meekers-ai-report-10-revealing-charts-ken-yeung-f8w2c
[14] The Week in AI: Mary Meeker Drops 340 Slides on the Revolution
https://finance.yahoo.com/news/week-ai-mary-meeker-drops-162600597.html
[15] Trends_Artificial_Intelligence.pdf
https://www.bondcap.com/report/tai/
[16] Best AI Stocks to Watch in June 2025 - Investopedia
https://www.investopedia.com/the-best-ai-stocks-8782102