Why I’m Shifting Focus to Artificial Intelligence Stocks

Luca Caruana6 Aug 2025 · 4 min read
Group of diverse professionals analyzing data charts and artificial intelligence stock trends on digital screens in a modern office setting.

Not too long ago, I shared how dividend stocks can be a powerful tool for those looking to build passive income, especially for early retirement.

But if you’re in your 20s, 30s, or even early 40s, and still building your wealth pot…

There’s another strategy that’s catching serious momentum:
Artificial Intelligence stocks.

In fact, the term “artificial intelligence stocks” has become one of the most searched phrases in the investment world since the launch of ChatGPT in late 2022.

And it’s no surprise why.

The AI Boom That Changed Everything

According to Grand View Research, the global artificial intelligence market was valued at approximately $196.6 billion in 2023 and is projected to reach about $1.81 trillion by 2030, growing at a CAGR of 36.6% to 37.3%. 

What triggered this explosion?

A few key moments:

  • ChatGPT’s launch by OpenAI, showing how AI could do everything from writing code to customer service.
  • NVIDIA’s dominance in powering AI infrastructure with their GPU technology.
  • A surge in adoption by companies like Microsoft, Google, Amazon, and Palantir.

Let’s take a look at some of the top-performing AI stocks in the past 2 years:

Top Artificial Intelligence Stocks and Their Performance

1. NVIDIA (NVDA)

  • One of the most talked-about AI stocks of the decade.
  • Its chips power almost every major AI platform today.
  • Over 3x growth in the last year alone.

2. Palantir Technologies (PLTR)

  • Specialises in AI-powered data analytics for governments and enterprises.
  • Became profitable in 2024 and continues expanding rapidly.

3. Meta (META)

  • Invested billions in AI infrastructure to personalise its social platforms.
  • Meta’s AI engine is now integral to its advertising and user engagement strategies.

4. Microsoft (MSFT)

  • Owns 49% of OpenAI (the team behind ChatGPT).
  • Seamlessly integrated AI into Microsoft 365 and Azure cloud services.

Compare that to Apple (AAPL), which has lagged behind in direct AI monetisation, even if it’s still an excellent long-term holding.

What Does the S&P 500 Say?

Looking at the S&P 500 sector breakdown, we see a big clue:

👉 33.10% of the index is now made up of Information Technology, a huge chunk of which includes AI-driven companies.

This alone tells us that artificial intelligence is no longer a “future” investment.
It’s a present-day game changer.

And it’s not just hype — the numbers are backing it up.

But Is AI Investing Right for You?

Let’s be honest — AI stocks are exciting, but they’re not without risk.

These stocks tend to be:

✅ High-growth
✅ Volatile
✅ Tech-heavy
✅ Strongly influenced by innovation cycles

So, before diving in, ask yourself:

  • Are you okay with short-term dips for potential long-term gains?
  • Do you already have an emergency fund and low-risk assets in place?
  • Are you investing with a 5–10+ year horizon?

If the answer is yes — then AI stocks could be a strong play for your portfolio.

A Real Story from the Community

Let me tell you about Josh — a 27-year-old member of our MoneyHub community.

Josh started investing in tech and AI stocks in 2022. He bought Palantir at around $7, NVIDIA at $140, and added small positions in Tesla and Microsoft.

Rather than chasing hype, he followed a simple rule:
👉 “Buy, hold, and understand what you own.”

He’s now up over 150%, but what he’s more proud of is this:
He understands why he invested — and that gives him the patience to hold through volatility.

You can do the same.

Where Can You Start?

If you’re just beginning, here are a few beginner-friendly ways to get exposure to AI stocks:

  1. ETFs like Global X Robotics & Artificial Intelligence ETF (BOTZ) or iShares Robotics and AI (IRBO).
  2. Fractional shares on apps like Trading 212 or eToro — ideal for starting small.
  3. Long-term DCA strategy — set aside a fixed monthly amount into your AI basket and ignore the noise.

Don’t worry about timing the market perfectly. The goal is consistent exposure to an industry that’s shaping the future.

Final Thoughts

Artificial intelligence stocks are more than a trend.

They’re a reflection of where the world is going — and where value is being created.

Whether it’s machine learning, robotics, or data analytics, AI is already powering the tools and platforms we use every day.

This is your chance to ride the wave — carefully, wisely, and with long-term conviction.

Want to Learn More?

📥 Join the MoneyHub community and start exploring investment options step-by-step.

Or…

➡️ Book a free Clarity Call to discover how we can guide you through your first investment and set a personalised plan that aligns with your values and goals.d goals. your first investment and set a personalised plan that aligns with your values and goals.

This article is general financial education, not personal financial advice.