I will buy 2 AI shares in January 2025
Heading into 2025, I didn’t have much AI exposure in my portfolio. Of course, I own a few shares that I deserve Advantage From the long-term AI tailwind, but as far as direct artificial intelligence is concerned, there are not many.
One of the 2025 New Year’s investment resolutions is to increase exposure to the giant. Opportunity in AIAnd in January, I specifically plan to buy two stocks, one of which I already own, and the other of which could be a very good long-term investment regardless of the winners in the AI chip race.
Sea limited (NYSE:SE) It was the best performing stock in my portfolio in 2024, and it wasn’t even close. Shares are up more than 160% for the year, a dramatic turnaround after profitability concerns sent them down more than 90% from their 2021 highs.
His strong performance was well deserved. All three aspects of the sea trade looked fantastic. The shop E-commerce In the third quarter, the business grew gross margin by 25% year-over-year, expanded sales volume and achieved adjusted EBITDA profitability for the first time. Sea Money’s digital finance platform increased its loan portfolio by 70% at once Lowering Percentage of defaulted loans. And finally, Garena’s digital entertainment business grew both daily active users and bookings by 25 percent.
Total Marine revenue grew 30% in the third quarter of 2023, and the company went from a negative -$144 million net income to a profit of more than $150 million. However, there is still plenty of room to grow margins and scale all three parts of the business. In particular, Bahr has a lot of AI potential to improve its e-commerce business. With nearly $10 billion on its balance sheet, Sea Limited has plenty of firepower to pursue opportunities as they arise.
Much of the attention surrounding the AI revolution has focused on things like chipmakers. NiveaAnd for good reason. But there are some behind-the-scenes companies that can be excellent investments. Applied materials (NASDAQ: AMAT ) It’s one in particular that I’ve had my eye on.
If you’re not familiar, Applied Materials makes the equipment that allows Nvidia, Intel, and other chipmakers to manufacture their products. As AI chips become more complex, the tools needed to make them become more specialized, and applied materials are leading the way in this industry. The global semiconductor manufacturing equipment market is expected to double in size by 2032 and applied materials are likely to be the biggest winners from this trend.
