Top 5 stocks by fundamental quality

Gilead Sciences is a large U.S. biotech. Its historic business is antivirals: it leads HIV treatment and revolutionized the cure for hepatitis C. It's now trying to diversify into oncology to depend less on a single area.

AppLovin transformed its business by putting AI at the center: its ad-recommendation engine (Axon) multiplied how effectively it monetizes mobile apps. As a software business, it scales with very high margins and extraordinary free-cash-flow generation on every dollar of revenue.

NVIDIA is the go-to supplier of the chips (GPUs) that train and run artificial intelligence. Its moat isn't just hardware: its CUDA software locks developers into its ecosystem. The explosion of big-tech data-center investment sent its growth, margins and cash to exceptional levels.

Palantir built software platforms (Foundry, Gotham and its newer AIP) that let governments and large companies analyze huge volumes of data. After years of investment, it reached the point where revenue grows much faster than costs, translating into rising margins and strong cash generation.

Micron is one of the few large global makers of memory chips (DRAM and NAND flash): the ones that store data in phones, computers, cars and data centers. It's a very cyclical business, with sharp price swings between shortages and gluts.