10 Stocks to Buy and Hold for 10 Years

10 Stocks to Buy and Hold for 10 Years

1/ $Ondas Holdings Inc.(ONDS)$

$ONDS is building an autonomous military infrastructure platform by combining AI-powered drones and robots with mission-critical wireless networks while aggressively pursuing M&A and industry consolidation.

In light of the Iran War, the need for their services has never been more apparent.

The company is exiting the technology validation phase and entering the rapid execution phase.

New contracts for its drones and robots are announced almost weekly. 2025 revenues are up 572% Y/Y, and 2027 revenues are set to reach $291M, 502% above 2025.

Furthermore, the company is consolidating the very fragmented military start-up industry, acquiring companies at favourable terms.

With its recent capital raises, $ONDS has $1.5B in cash, giving them huge liquidity advantage over other industry players.

They are perfectly positioned to become the premier military contractor of the drone and AI age in the next decade.

2/ $MercadoLibre(MELI)$

$MELI is building the dominant E-commerce and Fintech ecosystem in Latin America.

Investors and Wall Street analysts still don't understand that $MELI growth in Latin America is very durable because:

1) E-commerce penetration is low

2) Financial access is low

3) Economies are growing faster than developed markets

E-commerce penetration in many South American countries remains significantly lower than in developed markets, leaving substantial room for online retail expansion.

Furthermore, contrary to popular belief, at maturity, e-commerce penetration in these markets will be even higher than in developed markets.

This is because:

1) Lower-income people tend to price-match more

2) There are fewer convenient brick-and-mortar commerce options.

You don't have as many auto parts shops in a 20K town in Brazil as you do in the US. So a Brazilian living there is more likely to order online than drive 1H to the nearest large auto parts shop to get the specific part he needs.

Moreover, a large portion of the population in South America remains underbanked or unbanked, limiting access to traditional financial services. Mercado Libre addresses this gap through Mercado Pago, which provides digital payments, credit, and financial tools. This drives the flywheel, creating more sales.

Lastly, South American economies are experiencing faster long-term growth rates than mature developed markets, driven by urbanization, rising middle classes, and increasing digital adoption.

This economic expansion creates a favorable environment for Mercado Libre to scale its e-commerce and fintech ecosystems in the next decade+.

3/ $NEBIUS(NBIS)$

$NBIS is building a next-generation global AI infrastructure, delivering a massive GPU-powered cloud compute platform.

$NVDA investing $2B Nebius is a strategic validation from the world’s AI infrastructure king, effectively positioning Nebius as a preferred platform for next-generation AI factories.

With access to NVIDIA’s latest chips and plans to deploy over 5GW of AI compute capacity by 2030, Nebius could become one of the few hyperscale AI cloud players powering the coming wave of agentic AI demand.

With a $28B market cap, $NBIS now trades for 3-4x 2026 ARR guidance.

Taking the $10B 2028 EBITDA estimate into account, $NBIS trades at 2.8x 2028 EBITDA.

In 2036, it will seem obvious with hindsight that $NBIS was a no brainer long term buy, the same way as $AMZN pivot to AWS seems now.

4/ $Zeta Global Holdings Corp.(ZETA)$

$ZETA is building an AI-powered marketing and advertising software services company that helps the world’s largest brands acquire, grow, and retain customers.

The recent partnership with OpenAI, embedding its models into Zeta Global’s Athena AI agent, turns Zeta’s marketing platform into an agentic operating system that can analyze data, recommend actions, and even execute campaigns.

This dramatically speeds up decision cycles for enterprise marketers. With early access to OpenAI’s newest models and deeper integration with cutting-edge AI, Zeta is becoming the default AI layer for marketing operations.

As marketing and advertising budgets drift toward AI-driven, higher ROAS solutions, Zeta's first-party data ecosystem is positioned to attract new customers and sustain profitability.

5/ $Robinhood(HOOD)$

$HOOD is building the all-in-one financial super-app for the next generation, combining easy-to-use financial tools into a simple mobile platform.

Controlling $322B in client assets from 27M customers, $HOOD has attracted a lot of previously inactive investors.

Now the company is taking steps to solidify their growth for the next decade+.

They are expansion from a trading app into banking, credit cards, and wealth management turns it into a full-stack financial “super app” that can capture a user’s entire financial life.

By bringing deposits, payments, credit cards, and retirement assets onto the same platform, Robinhood unlocks stable recurring revenue and deeper customer lock-in, with its new banking unit already surpassing $1B in deposits shortly after launch.

As Boomers descend and leave trillions of dollars in inheritances to Millennials, $HOOD is positioned to meaningfully increase wallet share in the next decade.

6/ $UiPath(PATH)$

$PATH is building the global operating system for enterprise automation, using AI-powered software robots to eliminate repetitive work and increase employee productivity.

The next decade will be described by a pivot to Agentic AI.

Agentic AI turns $PATH legacy robotic automation platform from simple task automation into a system where AI agents can reason, plan, and autonomously execute complex workflows across the organization.

By unifying AI agents, robots, and humans in one orchestrated platform, they are positioning themselves as the operating layer for enterprise AI. In this scenario, the real value shifts from models to controlling and executing work across the enterprise stack.

7/ $Pagaya Technologies Ltd.(PGY)$

$PGY is building a powerful network that connects lenders and credit investors, with the goal of originating more consumer loans using AI.

The company is extremely undervalued, trading at about 1x 2028 EV/EBITDA.

$PGY Business Model is very simple!

1) Mr. Smith applies for a loan.

2) A bank doesn't want to fund it.

3) It sends the application to $PGY

4) $PGY AI reviews the application

5) If approved, Mr. Smith gets the loan

6) The money is sent through the Bank

7) But the loan is funded by credit investors

8) Facilitated by $PGY AI

9) $PGY Securitises the loan into asset-backed securities

10) Credit investor sells the security on the market

Barring any major recession, this is a 3-5X stock in the next 3 years.

Looking beyond that, $PGY is set to become a massive AI-driven loan facilitator in the next decade.

8/ $Advanced Micro Devices(AMD)$

$AMD designs the high-performance CPUs and GPUs powering AI, positioning itself as the 2nd place player behind $NVDA.

Crucially, AMD is expanding aggressively into AI inference chips.

This is game-changing as the industry is shifting from training models to running them at a massive scale. Thus, inference is expected to become the largest share of AI compute spending globally.

At the same time, AMD is targeting ~35% annual revenue growth over the next 3–5 years, driven largely by AI accelerators and data-center chips, with analysts expecting tens of billions in AI revenue by 2027 as hyperscalers deploy AMD GPUs for inference workloads.

The company is well-positioned to be a key enabler of the AI revolution in the next decade.

9/ $SoFi Technologies Inc.(SOFI)$

$SOFI is building a full-stack digital financial ecosystem that combines banking, lending, investing, and financial services into a single powerful platform designed to become the primary money app for millions of consumers.

Furthermore, $SOFI $MA Stablecoin partnership is a game-changing development and a first stop towards Sofi becoming a key player in the growing Stablecoin rails ecosystem.

Historically, card transactions are settled by banks in fiat currency through central banks, taking a long time, sometimes days.

This partnership allows $SOFI to move money instantly at any time, instead of waiting days for traditional banks to process transactions. Issuers and acquirers can choose to settle transactions in SoFiUSD, allowing for 24/7/365 instant settlement.

Simply put, by using their own digital currency, they can avoid paying expensive fees to middleman banks and keep more of that profit for themselves.

Sofi will begin by settling all its Mastercard transactions using SofiUSD, demonstrating the usefulness of this technology.

Then, through its Tech Platform business, other companies will use this faster technology.

There are huge applications for this technology in:

- Remittances

- B2B Payments

- Bank-to-Bank Settlements

$SOFI has the potential to make billions in fees from its stablecoin.

The way it works is that each $1 of SoFiUSD is backed by $1 of actual fiat money.

For instance, Tether, the issuer of USDT stablecoin, has $184B in circulation, backed by $184B in fiat, which is invested in stable assets, generating billions in interest income.

If the SoFiUSD stablecoin gains traction with banks to settle Mastercard transactions, remittances, and other payments, it could reach volumes in the tens of billions.

Let's say SoFiUSD gets to $40B in circulation.

At 3.5% interest rate, that would generate over $1.4B in revenues.

Operating costs for such a business would be minimal, as everything is automated. Also, unlike for bank deposits, SoFi wouldn't incur any interest costs.

They could realistically have an 80-90% pre-tax margin.

That's $1.1-1.3B in pre-tax earnings.

For context, in 2025, $SOFI earnings before taxes were $526M.

So this one product alone could double Sofi's pre-tax 2025 earnings.

And this doesn't even include any additional transaction, maintenance, or SaaS fees that it could generate.

10/ $IREN Ltd(IREN)$

$IREN is building hyperscale data center infrastructure designed to power the next generation of AI compute demand.

As the CEO says, "We see AI Cloud as a super attractive opportunity for our platform."

With the global compute demand exploding, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale while remaining cost-competitive.

As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.

In 10 years, investors won't believe that $IREN stock was available for $41.

It will all seem so obvious in hindsight that AI needed so much compute.

All skepticism regarding Depreciation, Interest Expense, Demand and Supply will seem as silly in hindsight as questions from 2014 about Netflix's streaming business model seem in 2026.

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