With 2025 approaching, it’s time to start thinking about what stocks to add to your portfolio. While I’m a proponent of a well-diversified portfolio, I see a lot of potential in the tech realm right now, especially with how big artificial intelligence (AI) is becoming.
If you’re looking for a shopping list of stocks to buy in 2025, here’s a solid bunch of 10 to pick from.
If I had to buy just one stock from this list for 2025, I’d pick Taiwan Semiconductor Manufacturing (NYSE: TSM). Taiwan Semi is the world’s leading contract chip manufacturer and makes chips for nearly every company that produces anything related to high technology or AI.
Management expects AI-related revenue to triple this year, and there’s slim chance of that demand slowing down heading into 2025. With Wall Street expecting 25% revenue growth in 2025, I’d expect Taiwan Semi’s stock to excel next year.
Lastly, Taiwan Semi’s stock isn’t that expensive, trading for 22 times 2025 earnings. When you consider how important this company is, alongside its growth rate and reasonable price tag, it makes for a top stock to own in 2025.
ASML (NASDAQ: ASML) is similar to Taiwan Semi in that it’s an important supplier in the chip value stream. ASML makes lithography machines that nobody else in the world has the technology to make, giving it a technological monopoly.
However, this also causes problems as its machines are highly regulated, and most cannot be sold in China. As a result, management slashed 2025 revenue guidance, which caused the stock to tumble, and it is now down for the year.
This short-term weakness should be seen as a buying opportunity, as ASML’s tech is likely impossible to duplicate or catch up to, so it will be all right over the long term. Even with the guide down, Wall Street analysts still expect 15% growth next year, making ASML a great stock to buy now.
Meta Platforms (NASDAQ: META) is probably better known by its former name, Facebook. This social media giant generates a ton of revenue and profits from ad sales, but it’s also involved in the AI race.
Meta’s generative AI model, Llama, is the leading open-source AI model, making it a popular option for those who want visibility into what is actually happening behind the scenes. If Llama can become the top open-source AI model, it will collect vast amounts of information faster than other platforms that users must pay for, potentially opening up avenues for a paid version.
