Written by Elon Musk Highlights NVIDIA and Alphabet as Top AI Stocks to Buy
Elon Musk recently shared his perspective on the best long-term stocks outside of his own companies, pointing specifically to NVIDIA and Alphabet as strong bets for investors interested in AI and robotics. While Musk rarely holds a portfolio, preferring instead to build companies like Tesla, xAI, and Optimus, he noted that these two names stand out “if I were investing” due to their potential in shaping the future of technology. Importantly, Musk’s endorsement underscores the growing relevance of AI stocks and the broader digital infrastructure these companies support.
Why NVIDIA and Alphabet Are Critical for the Future of AI and Robotics
According to Musk, the next decades will be defined by breakthroughs in AI and robotics, along with cloud computing and next-generation technology. Consequently, companies that lead in these areas are likely to capture massive economic value. For example, NVIDIA already powers data centers, AI modeling, and robotics platforms, making it indispensable for AI development and automation. In addition, NVIDIA has strategically invested in semiconductor design software provider Synopsys, a move that extends its influence from just selling hardware to shaping how chips are designed — a breakthrough that significantly enhances its long-term growth potential.
Meanwhile, Alphabet continues to expand its AI and cloud services while leveraging one of the largest software and data ecosystems globally. From search engines and cloud platforms to autonomous-vehicle research via subsidiaries, Alphabet’s operations reflect Musk’s belief that AI-driven infrastructure will dominate technological innovation. Combined with NVIDIA’s advancements, these two companies exemplify the engine behind AI stocks poised for decades of growth.
What This Means for Investors
For long-term investors, Musk’s suggestions provide insight into where the market’s future value may lie. Investing in NVIDIA or Alphabet is essentially betting on the broader trends of AI, robotics, cloud computing, and data infrastructure. Moreover, the strategic moves by NVIDIA, such as its Synopsys investment, demonstrate how the company is not only growing through sales but also expanding its influence across the semiconductor ecosystem. Consequently, investors can expect multiple growth avenues, from AI chip demand to software-driven innovation.
Why Musk’s Picks Matter
While Elon Musk’s endorsement does not guarantee short-term gains, it highlights the importance of companies deeply integrated into AI and robotics development. Additionally, his perspective ties closely to his own projects like Tesla’s Optimus robot, xAI’s language model Grok, and AI chip innovation, which illustrates his broader vision of future technology. For investors, this connection between Musk’s ventures and his stock picks signals a strategic alignment in sectors likely to experience exponential growth.
Final Thought
Ultimately, Elon Musk rarely recommends external stocks, but when he does, NVIDIA and Alphabet stand out as clear examples of companies shaping the future. Their leadership in AI, robotics, and digital infrastructure, combined with NVIDIA’s Synopsys investment, makes these companies compelling long-term investments. For investors seeking exposure to AI-driven growth and the next generation of technology, these AI stocks stand out as highly promising opportunities.