Palantir is mentioned as an example of a business where high switch costs would act as a moat.
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If Tom Lee Nailed the Bottom…These 3 Stocks Could Be The Biggest Winners
Invest with HenryApr 15, 2026
The creator discusses three stocks he is personally investing in: Shopify, Nvidia, and Amazon. He highlights Shopify's role as an e-commerce infrastructure provider with strong ecosystem and switching costs. For Nvidia, he emphasizes its dominance in AI infrastructure and strong future earnings potential based on his discounted cash flow model. Finally, he points to Amazon's undervalued AWS segment and its Prime ecosystem as key drivers for future growth.
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Costco is used as an analogy for a business with razor-thin margins on products but profitability through a membership model.
Microsoft is mentioned as a hyperscaler that is in an aggressive build-out phase for AI infrastructure.
Square (now Block) is mentioned as a competitor to Shopify that the creator has traded previously with success.
Wix is mentioned as a competitor to Shopify in the website building space.
SoFi is mentioned as a fintech company the creator has followed and invested in since below $10 per share, and is noted for its customer acquisition skills.
Amazon is considered undervalued, with its AWS segment growing rapidly and its Prime ecosystem creating predictable recurring revenue and high customer lifetime value.
Nvidia is a key investment due to its critical role in AI infrastructure, strong recurring revenue potential, and projected earnings growth, with a fair value estimate of $228-$240 per share.
Shopify is a primary investment due to its strong position as a global commerce infrastructure provider with high switching costs and potential for future growth.