What stocks are in the Top 5 for the Next Decade · 2026-05-03 watchlist?

The Top 5 for the Next Decade · 2026-05-03 watchlist tracks 5 tickers on QuantAbundancia: NVDA, AVGO, TSM, MSFT, LLY.

Watchlist

Top 5 for the Next Decade · 2026-05-03

Five-stock conviction list framed as long-duration buys riding the AI revolution - semiconductors (NVDA AI GPUs, AVGO custom chips, TSM foundry), cloud AI (MSFT Azure), and next-gen healthcare (LLY GLP-1). Editorial framing from the source; not financial advice.

source: tweet @FIREDUpWealth 2026-05-03

Aligns with the AI Compute Accelerators bubble3/5

Hypothetical· equal-weight buy at inception, mark-to-market today

May 3 → Jul 1 · 5/5 picks · equal-weight

+3.3%

Top 5 for the Next Decade · 2026-05-03

+3.9%

SPY

-0.6%

alpha

topLLY+23.5%·TSM+11.1%·NVDA-0.1%

dragAVGO-11.0%·MSFT-6.9%·NVDA-0.1%

#1
NVDANVIDIA Corporation
AI GPU kingpin. Anchor of the AI compute bubble.
$198.61last
$71fib
+179.7%vs fib
#2
AVGOBroadcom Inc.
Custom AI chips scaling to $100B+. Hyperscaler ASIC partner (Google TPU foundry, Meta MTIA).
$369.52last
$336fib
+10.0%vs fib
#3
TSMTaiwan Semiconductor Manufacturing Co.
The foundry fueling it all. Manufactures NVDA + AVGO + AAPL + AMD silicon.
$445.24last
$314fib
+41.8%vs fib
#4
MSFTMicrosoft Corporation
Azure + AI software powerhouse. OpenAI partnership + Copilot enterprise rollout.
$387.92last
#5
LLYEli Lilly and Company
GLP-1 pharma rocket. Mounjaro + Zepbund obesity franchise; the non-AI mega-trend pick on the list.
$1178.41last

Frequently asked questions

What stocks are in the Top 5 for the Next Decade · 2026-05-03 watchlist?: The Top 5 for the Next Decade · 2026-05-03 watchlist tracks 5 tickers on QuantAbundancia: NVDA, AVGO, TSM, MSFT, LLY.
What is the Top 5 for the Next Decade · 2026-05-03 watchlist?: Five-stock conviction list framed as long-duration buys riding the AI revolution - semiconductors (NVDA AI GPUs, AVGO custom chips, TSM foundry), cloud AI (MSFT Azure), and next-gen healthcare (LLY GLP-1). Editorial framing from the source; not financial advice.

Related research

May 23, 2026·10 min read

Metade do superciclo de IA não negocia em Nova York

May 16, 2026·11 min read

13F Q1 2026: Buffett, Ackman, Druckenmiller, Tiger, TCI, Gates

May 4, 2026·11 min read

As 12 bolhas de IA, classificadas pela realidade empírica

Jun 4, 2026·8 min read

Broadcom (AVGO): what it does, how it makes money, and why it owns custom AI silicon