u/Upstairs_Seesaw9521

I’ve selected a few stocks that I frequently come across on this subreddit, and my question to you is: which one of these would be considered a MUST-HAVE in any portfolio?

   1	Oklo – Oklo Inc.
2	Micron Technology – Micron Technology, Inc.
3	AST SpaceMobile – AST SpaceMobile, Inc.
4	BlackBerry – BlackBerry Limited
5	Strategy – Strategy (voormalig MicroStrategy)
6	Mobileye Global – Mobileye Global Inc.
7	Ouster – Ouster, Inc.
8	Advanced Micro Devices (AMD) – Advanced Micro Devices, Inc.
9	SoFi Technologies – SoFi Technologies, Inc.
10	Rocket Lab USA – Rocket Lab USA, Inc.
11	Nebius Group – Nebius Group N.V.
12	Applied Digital – Applied Digital Corporation
13	ASE Technology – ASE Technology Holding Co., Ltd.
14	First Solar – First Solar, Inc.
15	QuantumScape – QuantumScape Corporation
16	Sandisk – Sandisk Corporation
17	BigBear.ai – BigBear.ai Holdings, Inc.
18	Redwire – Redwire Corporation
19	Kratos Defense & Security Solutions – Kratos Defense & Security Solutions, Inc.
20	Google – Alphabet Inc. (Class A: GOOGL / Class C: GOOG)
21	Microsoft – Microsoft Corporation
22	Apple – Apple Inc.
23	Nvidia – NVIDIA Corporation
24	Amazon – Amazon.com, Inc.
25	ASML – ASML Holding N.V.
26	Meta – Meta Platforms, Inc.

I’ve selected a few stocks that I frequently come across on this subreddit, and my question to you is: which one of these would be considered a MUST-HAVE in any portfolio?

   1	Oklo – Oklo Inc.
2	Micron Technology – Micron Technology, Inc.
3	AST SpaceMobile – AST SpaceMobile, Inc.
4	BlackBerry – BlackBerry Limited
5	Strategy – Strategy (voormalig MicroStrategy)
6	Mobileye Global – Mobileye Global Inc.
7	Ouster – Ouster, Inc.
8	Advanced Micro Devices (AMD) – Advanced Micro Devices, Inc.
9	SoFi Technologies – SoFi Technologies, Inc.
10	Rocket Lab USA – Rocket Lab USA, Inc.
11	Nebius Group – Nebius Group N.V.
12	Applied Digital – Applied Digital Corporation
13	ASE Technology – ASE Technology Holding Co., Ltd.
14	First Solar – First Solar, Inc.
15	QuantumScape – QuantumScape Corporation
16	Sandisk – Sandisk Corporation
17	BigBear.ai – BigBear.ai Holdings, Inc.
18	Redwire – Redwire Corporation
19	Kratos Defense & Security Solutions – Kratos Defense & Security Solutions, Inc.
20	Google – Alphabet Inc. (Class A: GOOGL / Class C: GOOG)
21	Microsoft – Microsoft Corporation
22	Apple – Apple Inc.
23	Nvidia – NVIDIA Corporation
24	Amazon – Amazon.com, Inc.
25	ASML – ASML Holding N.V.
26	Meta – Meta Platforms, Inc.