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My top 9 stocks in December 2025 are composed mainly of high growth cloud and tech stocks, though there are some other interesting tech stocks in there. Each of these companies has the potential to 10X in size over the next several years, and I would not be surprised if at least a few of them do so. The companies I’ll be going through are: Cloudflare (NET), Nubank (NU), SoFi (SOFI), Google (GOOG), Symbotic (SYM), Teradyne (TER), and IBM. I’ll also cover passive ETFs VBK and VXUS in light of the current concentration of the Magnificent 7 in the S&P 500. These stocks are not allocated evenly, and I have wildly different convictions for each one that I own.
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I am not a financial or investment advisor. Everything in this video is for entertainment purposes only. Links above include affiliate commission or referrals, and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future.
0:00 – Portfolio Overview
1:07 – Stock #9 – AI Infrastructure
8:31 – Stock #8 – Fin Tech
12:21 – Stock #7 – Fin Tech
19:50 – Stock #6 – Value
25:10 – Stock #5 – Robotics
29:42 – Stock #4 – Robotics
34:07 – Stock #3 – Passive ETF
36:42 – Stock #2 – Passive ETF
37:46 – Stock #1 – Quantum Computing
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