Tom Nash

Oct 19, 2026 · Palantir · Valuation view

“All you have to do is account for the growth when you look at PE and Palantir becomes my top pick.”

Oct 19, 2026 · Nvidia · Buying the dip

“But, here's the setup. Nvidia is actually down 6% in the past 30 days. That's element one out of three. You have a price decline.”

Oct 19, 2026 · Alphabet · Named as a pick

“And of course, before we're going to reveal the top stock, these are also on the list. Tesla for robotics, you've got Microsoft and Google for cloud, CEG for nuclear energy, Bloom Energy for onsite, and CrowdStrike for cybersecurity. You cannot go wrong with any of these.”

Oct 19, 2026 · Arista · Buying the dip

“Now, the third company on this list, in no particular order, is Arista ANET. It is up 342% since we added it in 2023. Over the past 30 days, it is down 14%.”

Sep 9, 2026 · Nvidia · Valuation view

“Nvidia is a prime example of my point. Revenue growth 106%. Quarter overquarter up 18%. That's a multi- trillion dollar company guided for 70%. Price to sales went down from 25 to 18.”

Aug 25, 2026 · AMD · Mention

“You have to understand what AMD is trying to do here. And If you look at AMD, they're building a networking effects. Their whole rack is being sold in one piece.”