Nvidia leads in AI with a 92% GPU market share and continues rapid growth. Its CUDA software platform and data center chips are key drivers. Meanwhile, Alphabet’s undervalued, with Google Search evolving, Google Cloud thriving, and YouTube ad revenue up. Dutch Bros and e.l.f. show promise in the consumer space with strong growth opportunities. GitLab is transforming into an AI-driven software development backbone, enhancing developer efficiency and growth potential.

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