10 High-Potential Stocks You Can't Afford to Ignore

TradingKey - Since Trump took office in January this year, his words and actions have caused turmoil in the markets. His America First approach, erratic decision-making, and business-oriented governance mark an extraordinary period for the US and the world. And since the beginning of the year, the S&P 500 index has fallen 5.5%, and the Nasdaq index has dropped nearly 10%.

Is the current dip a potential entry point to buy in before new highs? What’s the long-term cause and effect of Trump’s tariffs & Fed cuts? And most importantly, what does this all mean for investors in 2025?

TradingKey Analyst Petar Petrov shares 10 promising stocks you should definitely pay attention to in 2025.

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Is the current dip a potential entry point to buy in before new highs? What’s the long term cause and effect of Trump’s tariffs & Fed cuts? And most importantly, what does this all mean for investors in 2025?

Today, I’ll be sharing 10 promising stocks you should definitely pay attention to in 2025. [Name and title of analyst appears as supers] 

Before diving into the US stock market outlook, let's take a quick look at the current US macroeconomic landscape as of March 2025 and explore how these dynamics could potentially impact the industries you’re considering.

Since Trump took office in January this year, his words and actions have caused turmoil in the markets. His America First approach, erratic decision-making, and business-oriented governance mark an extraordinary period for the US and the world. A key pillar of this approach has been his aggressive use of tariffs as a tool for economic and foreign policy. 

So far, Trump's foreign policy has centered around his new tariff regime. Earlier this year, the US introduced an additional 20% tariff on Chinese goods. On March 4, a 25% tariff was imposed on Canadian and Mexican goods, citing concerns over illegal immigration and the inflow of fentanyl. 

Naturally, Trump’s tariffs prompted swift retaliation. Canada responded by imposing tariffs of up to 25% on $106 billion worth of US imports. Mexico took a dual strategy approach, balancing retaliation with ongoing negotiation. Meanwhile, China initially imposed an additional 10% tariff on US goods in February 2025, before raising the rate to 20% in March. These countermeasures have suppressed US exports, further weakening the economy. 

However, not all of Trump's policies pose economic headwinds. Amid these challenges, there are also factors that could boost growth and market performance. Lower corporate taxes could boost after-tax profits and spur investment, while personal income tax cuts may support household spending and encourage growth. Additionally, if Trump follows through on his campaign promises to invest heavily in infrastructure and defense, this massive fiscal spending could provide a near-term boost to the economy. With these factors in play, the Fed Reserve may resume its interest rate cutting cycle, potentially exceeding market expectations of 2 cuts by delivering 3 to 4 cuts by the end of 2025.

These high tariffs, combined with the slowdown and subsequent pause in the Fed's interest rate cuts, have begun to push inflation up. [Chart: US CPI (%)] Additionally, high tariffs drive up costs for manufacturing and retail industries that depend on imported raw materials, squeezing profits and slowing economic growth. Notably, the annualized GDP growth rate fell to 2.3% in the fourth quarter of 2024, down from 3.1% in the third quarter. [Chart: US real GDP growth (MOM annualized rate, %)] 

Looking ahead, if higher tariffs are imposed on more countries, corporate costs could rise, squeezing profit margins and putting further pressure on stock valuations. Even if companies try to pass some of these costs onto consumers, higher prices could weaken demand, leading to lower revenues. Additionally, further retaliatory measures from foreign counterparts could dampen US economic growth and exert additional pressure on the stock market.

To sum up, although the tariff policy has intensified market pressure, we remain cautiously optimistic about the US stock market. The combined effects of tax cuts, fiscal expansion, and precautionary rate cuts are likely to offset some of the headwinds and provide a supportive environment for the market moving forward.

As we move into the second quarter of 2025, strategic stock selection is pivotal. Despite ongoing market adjustments, significant opportunities are emerging. Let's start by diving into some key sectors.

First, the increasing AI data center demand drives nuclear energy growth, with improved reliability and lower costs. Meanwhile, Trump’s pro-energy policies and global demand recovery are boosting oil and gas profitability, working towards ensuring stable investor returns. 

Next, powered by advancements in AI technology and deregulation, the financial sector appears to be exhibiting strong growth momentum, potentially contributing to a dual surge in profits and stock prices.

Additionally, following the latest earnings releases from the five large AI scalers: Meta, Microsoft, Amazon, Apple and Alphabet, AI spending looks like it hasn’t slowed down and investment opportunities may still exist. Given Nvidia’s high premium, investors might consider exploring other companies along the broader AI supply chain in search of potential bargains.

With these sector trends in mind, let’s move on to explore and assess ten stocks that hold promising potential.

1. Micron Technology 

Micron is engaged with the design, production, and sale of memory chips, which have  functions different from those of CPUs and GPUs. The company is one of only three main players in the industry; the other two being SK Hynix and Samsung, indicating high barriers to entry. Historically, the industry was notorious for its cyclical nature, but what makes Micron attractive now is its exposure to high-bandwidth memory chips, a product growing at a 25% CAGR and is crucial for AI. As the only American player among the top 3, Micron benefits from solid backing by the US government in the form of subsidies. Moreover, Micron closely collaborates with Nvidia, which puts it in a very strong position to capitalize on the growing trends in AI. 

2. Uber

Uber is the world’s leading ride-share and food delivery marketplace. With 170 million monthly  customers and 8 million drivers across 70 countries, Uber’s business model is very difficult for competitors to replicate. Revenue is growing at a healthy double-digit rate due to more frequent use of their services as well as overseas expansion. The cost structure is rather fixed, allowing for strong operating leverage and even higher growth in earnings. In terms of price, the market previously punished Uber too severely over the threat from autonomous vehicles. However, at this point, the risks seem limited as AV companies now see Uber as a partner due to its strong value proposition rather than as a direct competitor. It is worth mentioning that Uber is the most recent addition to Bill Ackman’s holdings, often seen as a positive signal for investors. 

3. Alphabet 

Alphabet dominates the search engine and video sharing industries and is one of the two biggest online advertisers, along with Meta. Its advertising business serves as a solid cash cow, financing its other ventures. Currently, Alphabet is among the largest AI scalers and one of the top three cloud service providers globally. Its cloud business, with rapid growth of over 20% and still in the early stages of profitability, could be the main tailwind for the company’s earnings in the future. Alphabet’s stock has been weighed down by uncertainties surrounding the recent antitrust legal process, but with more clarity on the final legal decision, Alphabet’s stock seems to be poised for a re-rating.

4. Meta 

Meta owns and operates the world’s largest social media platforms, including Facebook, Instagram and WhatsApp. Meta derives almost all its revenue from advertising, boasting an operating margin of over 40%. In the past month, the stock dropped over 15%, primarily due to a broad market sell-off. However, Meta appears well-positioned for future growth due to its AI initiatives. Firstly, with its AI capabilities, Meta can provide a more sophisticated advertising product to its clients. Secondly, with the emergence of open-source language models, Meta can utilize the capabilities of its Llama family of models to become a frontrunner in AI. Thirdly, some of its platforms like WhatsApp and Threads are still in early stages of monetization. Therefore, the company’s earnings can be expected to grow steadily over the coming years.  

5. Super Micro Computer 

Super Micro Computer provides high-performance server technology solutions. 2024 has been a rollercoaster for Super Micro due to its recent accounting and corporate governance woes. With these issues largely behind it, investor focus could shift toward the company’s strong business model. For fiscal 2026, Super Micro set a revenue target of 40 billion dollars, significantly higher than the previously expected 30 billion and almost double the current annual revenue. The high expectations of growth are backed by their expertise in liquid cooling technology, designed to handle the highest levels of computation power for AI workload and deployable faster than competitive products from HP and Dell. On top of that, Super Micro has strengthened its partnership with Nvidia, incorporating the newest and most powerful Nvidia chips into its data center solutions. 

6. Broadcom 

Broadcom, a leading designer and developer of digital and analog semiconductors, has  cemented its position as a critical player in various markets, including wired infrastructure,  wireless communications, enterprise storage, and industrial applications. Last quarter, revenue growth was 25%, and this growth rate is expected to be sustained in the coming quarters, driven by the VMware integration, enterprise cloud adoption and the growth in AI infrastructure. Broadcom also has a proven track record of operational efficiency, with an operating margin of nearly 40%, with further synergies to be potentially realized from the VMware deal.

7. Constellation Energy 

Constellation Energy is the largest US producer of carbon-free electricity, generating 10% of the nation’s clean energy through its leading nuclear fleet, hydropower, wind, and solar. Benefiting from surging electricity demand driven by AI data centers, Constellation, as the largest nuclear operator in the US, delivers reliable, stable, and clean energy. Analysts expect over 20% in EPS growth and more than 2 billion dollars in annual free cash flow by 2026. 

8. Occidental Petroleum  

Occidental Petroleum, one of the top five American oil and gas companies, is dedicating almost three quarters of its 8 billion capital expenditure in 2025 to high-return shale oil and gas projects. A recent $6 billion asset divestiture plan seems to move the company closer to its 15 billion debt reduction target, all while maintaining stable cash flow that supports a generous 4 to 5% dividend yield.

9. Goldman 

Goldman Sachs, a leading name in the financial industry, is focusing on investment banking and trading through its "One Goldman Sachs" strategy. Unlike competitors like JPMorgan, it emphasizes high-margin institutional services over retail banking. Goldman looks well positioned to dominate advisory and underwriting as these businesses are expected to rebound after a weak period. Additionally, its heavy investment in AI-powered trading and risk management platforms could place it at the forefront of the banking industry in 2025.

10. Wells Fargo 

Wells Fargo, the fourth-largest bank in the United States, is a retail banking giant with over 4000 branches and a 1.4 trillion deposit base. Its diversified business spans over consumer lending, wealth management and commercial banking. A new wave of Trump-era deregulation could boost capital return policies such as dividends and buybacks, while expected interest rate cuts may spur loan demand. Additionally, Wells Fargo seems to be accelerating its digital transformation to capture growth opportunities among younger clients and SMEs, enhancing its growth potential for 2025.

Summary 

These sectors and stocks present potential growth opportunities in 2025, driven by a combination of technological advancements, favorable policy changes and strong market positioning. However and as always, investors should remain mindful of market volatility and evolving regulatory landscapes.