Considering how well artificial intelligence (AI) stocks have done over the past two years, it's hard to imagine some of them going even higher. However, this industry still has significant tailwinds as we have barely scratched the surface of what is possible with AI.

The adoption of artificial intelligence (AI) technology is set to continue at a rapid pace in 2025: Market research firm IDC estimates that investments in data center infrastructure, AI agents, and efforts taken by organizations to embed AI capabilities into their operations will add up to outlays of $227 billion this year.

Wall Street's top billionaires money managers have picked out their favorite AI stocks for the new year -- and Nvidia didn't make the cut.

In this video, I talk about one of the best semiconductor stocks to own, ASML (NASDAQ: ASML), and why now might be the best time to buy shares. Watch the short video to learn more, consider subscribing,