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.
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.
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.
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.
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.
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.
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.
Concise interpretation of the basket's total market cap and investor takeaways, compliant with FCA guidelines.
META: $1.84T
GOOGL: $3.03T
PINS: $22.95B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+51.56%
On average, analysts expect assets in this group to grow 51.56% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
