Alphabet (Google) is B tier, an amazing company that could easily be in a portfolio and feel good about.
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We Ranked 15 AI Stocks… And People Will Be MAD
May 21, 2026
The creator ranks 15 AI stocks, assigning tiers from S (best) to D (worst). Nvidia, TSM, and ASML are rated S or A tier, highlighting their critical roles in AI and chip production. Palantir and Microsoft are surprisingly ranked D tier due to high valuations and execution risks, while Tesla and Coreweave are C tier with potential but significant risks.
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Tickers discussed in this post
Qualcomm is B tier, having had a good run and potential in mobile AI, but faces significant competition.
Micron is B tier, ranked ahead of SanDisk for memory, and is critical to the supply chain despite rising valuation.
Intel is B tier, having had a massive run but trading at a crazy multiple; it has government backing and potential.
Amazon is an A tier stock, leading in cloud and developing its own chips, positioning it well for AI.
Broadcom is an A tier stock, considered fantastically positioned and checking multiple AI boxes, making it a portfolio consideration.
Microsoft is rated D tier, with the creator advising to avoid it due to its still high trading multiple despite recent pullbacks.
ASML is an A tier stock, critically important for producing AI chip-making machines and expected to be significant long-term.
AMD is an A tier stock, recognized as the number two chip player making progress against Nvidia and expected to be around for a long time.
Tesla is a C tier stock with potential, but needs to execute and is currently hyped due to Elon Musk.
