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![thexcapitalist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1671992086424432640.png) Oguz O. | 𝕏 Capitalist 💸 [@thexcapitalist](/creator/twitter/thexcapitalist) on x 88.2K followers
Created: 2025-01-04 16:59:30 UTC

2025 will be a transformational year in AI.

Here are my top picks in AI investing theme:

Hardware | $TSM, $AVGO, $NVDA, $AMD, $ANET

Software | $AMZN, $MSFT, $META, $GOOG, $ORCL, $MDB

AI Agents | $GOOG, $CRM, $META, $NOW, $MSFT

![](https://pbs.twimg.com/media/GgdtOeLXMAA6Ee_.jpg)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1875587874189668613/c:line.svg)

**Related Topics**
[goog](/topic/goog)
[meta](/topic/meta)
[msft](/topic/msft)
[amzn](/topic/amzn)
[nvda](/topic/nvda)
[$now](/topic/$now)
[$crm](/topic/$crm)
[coins ai agents](/topic/coins-ai-agents)

[Post Link](https://x.com/thexcapitalist/status/1875587874189668613)