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15 handpicked stocks

Customer Is The Product

Welcome to a carefully curated collection of companies that have mastered the modern paradox: offering "free" services while generating massive revenue from user data. These stocks, selected by our expert analysts, represent the gatekeepers of digital advertising who've turned your information into their business.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

META

Meta Platforms Inc (Facebook)

META

Current price

$785.23

As the parent of Facebook and Instagram, it is a quintessential example of monetizing a massive user base through targeted advertising.

GOOGL

Alphabet Inc (Google)

GOOGL

Current price

$203.90

Dominates the search engine and online video markets, turning user queries and viewing habits into a colossal advertising business.

PINS

Pinterest, Inc.

PINS

Current price

$35.78

Its visual discovery platform gathers rich data on user interests and purchase intent to deliver highly effective, targeted ads.

About This Group of Stocks

1

Our Expert Thinking

These companies operate on a brilliant model: they build compelling free platforms that attract billions of users, then transform the collected data into advertising gold. As digital behaviors become increasingly trackable, these firms hold the keys to what may be the most valuable resource in the digital economy: user insights.

2

What You Need to Know

This collection spans social media giants, search engines, streaming platforms, and specialized ad-tech companies that all share one trait: they convert user engagement into revenue. While highly profitable, these businesses face evolving privacy regulations and depend on continued user trust and engagement.

3

Why These Stocks

Each company in this group has demonstrated exceptional ability to monetize their user base through sophisticated data analysis. We've selected market leaders who've built massive scale, developed proprietary advertising technologies, and positioned themselves to benefit from artificial intelligence advancements.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+58.84%

Group Performance Snapshot

58.84%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 58.84% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔍

The Digital Gold Rush

User data is the new oil, and these companies are sitting on massive reserves. As AI advances, their ability to extract value from this data is increasing exponentially.

💰

High Margins, High Growth

These businesses often enjoy incredible profit margins because their main "raw material" (user data) costs them almost nothing to acquire. This creates a flywheel effect that keeps accelerating.

🚀

AI's Next Big Winners

The companies with the most data stand to benefit most from AI advancements. These stocks are positioned at the intersection of two powerful trends: data monetization and artificial intelligence.

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