I just sold all 200 shares of Uber in The Million Mission portfolio.

That gives me a healthy chunk of cash to put back to work.

So what am I going to buy?

I’ve got a growing watchlist of stocks I’d love to own at the right price – from AI and semiconductors to autonomous vehicles, healthcare, and space.

Some are tempting to buy today. Others need to come down in price.

So today, I want to walk you through six stocks currently competing for my cash – and what I’m waiting for before pulling the trigger.

Advanced Micro Devices (AMD)

AMD is riding the same AI wave lifting the entire semiconductor industry.

AI requires an enormous amount of computing power, and Nvidia can't supply the entire world by itself.

So AMD has established itself as one of the biggest alternatives.

Wall Street expects revenue to surge from $51 billion this year to $88 billion next year, while earnings estimates continue moving higher as well.

I still prefer Nvidia. It’s cheaper, more profitable, and it has the superior product.

But fortunately, I don't have to choose just one winner.

The AI buildout is large enough for both companies to win.

What’s holding me back: Price. AMD is trading near all-time highs and its valuation is expensive compared with other semiconductor stocks I like.

Credo Technology (CRDO)

Credo might be one of the least exciting ways to make money from AI.

The company designs high-speed connectivity products that help move enormous amounts of data around AI data centers.

And business is exploding.

Revenue is expected to climb from $1.34 billion in 2025 → $2.5 billion in 2026 → $3.9 billion in 2027.

And earnings expectations are climbing just as quickly.

Only 90 days ago, Wall Street expected Credo to earn $8.85 per share next year. Today, that estimate sits at $9.70.

This is exactly what I look for.

When revenue and earnings estimates keep getting revised higher, the stock price tends to follow.

What’s holding me back: The stock just jumped 30% in less than two weeks. I’d love an opportunity to buy it on a pullback.

Eli Lilly (LLY)

Eli Lilly has become the gold standard in obesity and diabetes treatments, led by blockbuster drugs like Mounjaro and Zepbound.

And there’s a lot more happening here than two drugs.

Lilly continues expanding its pipeline while spending billions of dollars to increase manufacturing capacity to meet enormous demand.

At less than 25x next year’s expected earnings, I think the valuation is reasonable for a company with Lilly’s growth, profitability, and competitive position.

This is exactly the kind of high-quality business I’d be comfortable owning for years.

What’s holding me back: This may also be the problem for The Million Mission. Lilly looks more like a long-term compounder than the explosive opportunity I’m searching for in this portfolio.

Netflix (NFLX)

Netflix has become interesting again.

The stock got hammered as investors worried the company would acquire Warner Bros. Discovery and turn itself into a bloated, debt-heavy traditional media company.

Then management walked away from the deal.

One of the biggest concerns hanging over the stock disappeared, yet shares remain well below their highs.

Meanwhile, Netflix continues growing revenue and earnings.

What’s holding me back: I want to know whether Warner Bros. was a one-off opportunity or a sign that Netflix eventually wants to become a much larger traditional media conglomerate. The market clearly remains worried about the latter.

Aurora Innovation (AUR)

Aurora is building self-driving trucks to revolutionize the long-haul trucking industry.

The company already operates these vehicles on public roads.

In addition, the company just held a high-profile analyst and investor day where it introduced aggressive long-term projections: 30,000 driverless trucks deployed by 2030 while generating $5 billion in revenue.

Plus, the stock has repeatedly bounced between $5 and $10. At around $6 today, we’re much closer to the bottom of that range.

What’s holding me back: This is still early-stage technology with plenty of execution risk – and Aurora is competing against some extremely well-funded companies, including Elon Musk's Tesla.

AST SpaceMobile (ASTS)

You already know I like AST SpaceMobile.

The company is building a satellite network capable of connecting ordinary smartphones directly to space.

No special phone. No satellite dish. No cell tower nearby.

If ASTS can successfully deploy its constellation at scale, it could bring broadband connectivity to places traditional cellular networks simply can't reach.

And we've already seen enough technical progress to know the idea works.

Now comes the hard part: getting enough satellites into orbit.

What’s holding me back: Execution.

ASTS recently suffered a setback when a Blue Origin launch carrying one of its satellites failed to place it into the intended orbit. Now the company is being unusually quiet about the timeline for deploying additional satellites.

I’m Looking to Buy

I didn’t sell Uber just to watch the cash sit there.

AMD, Credo, Lilly, Netflix, Aurora, and ASTS are all competing for that money right now.

Maybe one of these stocks gets added in the next few days… 

Or maybe another opportunity jumps ahead of all six.

Either way, I expect to put this cash back to work soon.

When I do, you’ll be the first to know.