AI, Robotics, EVs & crypto - There is a lot going on. If you got 1M$ to be invested now, in one stock/asset, and could only take it out after 10 years - where would you put it? And why ?
Nvidia has a huge moat and demand for compute in 10 years will be like 1 million x or more what it is now.
Microsoft will anti-competitively bake AI into the OS; then release a smartphone with AI baked into it and integrate it into everything else and clobber Google/Android. Apple for similar reasons, whatever works for MS they will also do eventually.