The top 10 companies in terms of Market Value are :

1) Nvidia
2) Tesla
3) Apple
4) Microsoft
5) Meta
6) Google
7) Amazon
8) JP Morgan
9) Berkshire
10) Johnson and Johnson

Of this NVDA growth is just astounding. It has grown because of its edge on Artificial Intelligence. We estimate that current growth of 30% year over year will continue in 2025 and beyond. AI is the future and some part of everyone's portfolio must be in the AI sector.

All top 5 top chip companies have stumbled so far in 2025. Qualcomm (QCOM) has seen the least reduction in its price. Intel (INTC) has seen the most. Nvidia (NVDA) has also shown weakness but we believe this is temporary as market effect, overall NVDA should lead the pack in 2025, rest we will monitor this sector very closely in 2025 as it's in the helm of AI.

Since 2010, S&P 500 has grown from 1500 to 6000, that is almost 300% growth. Interestingly, will the growth be the same in 2025 as in 2024 (30%) ? Only time will tell but as history shows, eventually markets always do well. Long term value investors do not have much to worry about and stay invested. But new money investments have to be carefully analyzed, this is exactly what we do at AryaFin.

Following are some of the fast and most followed companies in the world. Of this Amazon (AMZN) and Google (GOOG) stand out as per AryaFin quant engine. Both of them had excellent EPS and Sales surprises last quarter and are growing rapidly. Our 3rd favorite is TSM (Factory for AI) and 4th favorite is ASML (tool smith for AI factory). Trend cautiously as the market is overvalued but for long term investors, these are good times to buy regularly in small quantities as DCA (Dollar Cost Averaging) strategy.