Last week, Paradigm Press hosted our annual Paradigm Shift Summit in Nashville.

Hundreds of our highest-tier subscribers joined us to talk markets, share investment ideas, and discuss the technologies that will create the biggest investment opportunities in the years ahead.

For me, the best part was talking with so many of you face-to-face.

And I walked away from those conversations with one big takeaway: a lot of people could use a portfolio reset.

I spent a lot of time talking with subscribers about the stocks they own.

Some have built portfolios with so many positions that it’s impossible to keep track of everything. Others asked me about stocks I recommended months ago and whether I would still buy them today.

So I thought it would be useful to put everything in one place.

Below is my current list of stocks I think are BUYS right now.

I've organized them by technology, covering nearly every major technological trend I regularly talk about here in The Million Mission.

Hyperscalers & AI Platforms

Amazon (AMZN), Alphabet (GOOG), Meta (META), and Microsoft (MSFT)

These are four of the companies spending the most money building the infrastructure, models, and platforms that will power the AI economy.

But here's what I really like about them: AI is only one piece of what makes these companies so attractive.

Each already owns multiple dominant businesses that generate enormous amounts of revenue and cash flow.

Amazon: E-commerce, AWS cloud computing, Prime subscriptions, Zoox, digital advertising, and streaming.

Alphabet: Google Search and advertising, YouTube, Google Cloud, Android, subscriptions, and Waymo.

Meta: Facebook, Instagram, WhatsApp, Messenger, Threads, and one of the largest digital advertising businesses in the world.

Microsoft: Microsoft 365, Azure, Windows, LinkedIn, Dynamics, and Xbox. Microsoft also owns 25% of OpenAI.

AI gives these companies another massive growth engine on top of businesses that already dominate their markets.

That’s what separates them from many of the pure-play AI stocks.

You’re getting world-class businesses with another enormous opportunity ahead of them.

AI Chips & Infrastructure

Nvidia (NVDA), AMD (AMD), Micron (MU), and Corning (GLW)

This is where we get exposure to the physical infrastructure behind AI.

Nvidia remains the leader in AI accelerators, while AMD is one of the few companies capable of challenging it at scale.

Micron gives us exposure to memory. AI servers require huge amounts of high-bandwidth memory, and the rapid growth of AI infrastructure has fundamentally changed the demand picture for the industry.

Corning is my less obvious pick.

As AI clusters get larger, connecting all those chips becomes increasingly difficult. That means more fiber and optical connectivity.

Yes, even after last week’s selloff, I still want to own the high-quality stocks behind the most transformative technology of our lifetimes.

Cybersecurity

CrowdStrike (CRWD) and Palo Alto Networks (PANW)

Cybersecurity is one of the easiest long-term technology trends to understand.

Companies are moving more of their operations into the cloud while AI agents and connected devices create even more potential entry points for attackers.

At the same time, AI is giving hackers increasingly sophisticated tools.

That makes cybersecurity spending increasingly difficult for companies and governments to cut.

CrowdStrike and Palo Alto Networks are two of the leaders, and they're the two cybersecurity stocks I want to own today.

Space

SpaceX (SPCX), Rocket Lab (RKLB), and AST SpaceMobile (ASTS)

You already know how bullish I am on the space economy.

SpaceX is the industry leader. Reusable rockets have dramatically lowered launch costs, while Starlink has created an entirely new satellite communications business.

Rocket Lab gives us exposure to launch, satellites and the components that go inside them.

AST SpaceMobile is attempting something different: building a satellite network capable of delivering broadband directly to ordinary smartphones.

All three are attacking different parts of the same enormous opportunity.

And I believe we're still in the early stages of turning space into a major commercial industry.

Next-Generation Energy

Bloom Energy (BE), Solstice Advanced Materials (SOLS), Albemarle (ALB), and Lithium Americas (LAC)

The AI boom has created an energy problem.

Building more data centers means generating significantly more electricity, upgrading the grid and finding new ways to power facilities that can't wait years for a traditional grid connection.

That's one reason I like Bloom Energy. Its fuel cells can provide onsite power to data centers and other large electricity users.

Solstice gives us another angle. This company owns the only uranium conversion facility in the United States, which now sports a backlog of $2.6 billion.

If nuclear energy grows, so will Solstice.

Then we have lithium.

Albemarle is one of the world's largest lithium producers and gives us broad exposure to growing battery demand.

Lithium Americas is the more speculative of the two. But it controls Thacker Pass, which contains the world's largest known measured lithium resource.

The stock has sold off sharply recently, despite the company receiving an investment from the U.S. Department of Energy.

These companies give us exposure to very different parts of the energy market.

But energy isn't one technology, which is exactly why I want several different ways to play the massive changes taking place.

This List Will Keep Changing

This is my list today.

Seventeen stocks across five major technologies.

But I want to make one thing clear: this isn't an exhaustive list of every stock I like.

It also doesn't include the stocks recommended across Paradigm Press' paid publications.

Those recommendations are typically higher-risk, higher-reward opportunities and should be treated differently from the core technology names I've laid out here.

Think of this list as my current Million Mission technology buy list.

It's a snapshot of the companies I believe give us some of the best exposure to the technologies shaping the next decade.