5 stocks built around long-term themes: artificial intelligence, cloud infrastructure, digital advertising, consumer platforms and durable cash-generating businesses.
Cloud + AI + enterprise software.
Azure, Copilot, cybersecurity and recurring enterprise revenue give Microsoft multiple ways to compound over a long horizon. Microsoft reported Azure revenue growth of 43% in its latest reported quarter and a large cloud backlog, while continuing heavy AI infrastructure investment.
The core AI compute infrastructure play.
Nvidia remains one of the clearest ways to own accelerated computing, GPUs and the software ecosystem around them. The long-term thesis is strong, but the position carries higher valuation, competition and AI-capex-cycle risk than the other names.
Search + YouTube + Cloud + AI + Waymo.
Alphabet combines enormous cash generation with leading AI research, Google Cloud, YouTube and optionality from Waymo. Berkshire Hathaway materially increased its Alphabet position in Q2 2026, making it one of Berkshire's largest equity holdings.
AWS + advertising + global commerce.
Amazon has three powerful engines: AWS, advertising and e-commerce. AWS margins and AI demand can expand the economics of the platform, while its scale creates a difficult competitive moat. The main risk is the enormous capital required for AI and data-center infrastructure.
Diversification + insurance + infrastructure + capital allocation.
Berkshire is the counterweight to the technology-heavy names: insurance, railroads, energy, industrial businesses and a huge capital base. In Q2 2026, Berkshire generated $12.98B of operating profit and invested nearly $20B net into equities.
This is an educational New Era Mafia market thesis, not personalized financial advice or a guarantee of returns. Long-term investors should consider valuation, diversification, risk tolerance and their own research before buying any security.