If you are looking for disruptive companies with sticky high revenue growth that have also just sold off hard as part of this year’s economic fears, consider ServiceNow (down 27% ytd). It’s a leader in cloud-based workflow automation solutions, benefiting dramatically from the ongoing digital revolution and AI megatrends. This report reviews ServiceNow’s business, market position, growth prospects, valuation and risks, and then concludes with my strong opinion on investing.

Vertiv Holdings (VRT) makes electrical components for data centers. The company has emerged as a leader in the ongoing (early inning) cloud migration and artificial intelligence (“AI”) megatrend. But the shares have recently pulled back hard (as part of a broader market selloff). This report reviews Vertiv’s business model, growth trajectory, valuation metrics and risks, and then concludes with a strong opinion on who might want to consider investing.

As the excitement around artificial intelligence (AI) has faded this year (particularly as uncertainty from Trump tariffs takes center stage), top growth stocks have also faded (see table) as low-beta and high-dividend stocks have dominated. This report reviews Nvidia’s business, growth, valuation and risks, and then concludes with a strong opinion on whether this year’s fearful growth-stock selloff has created an opportunity (or if there is still a lot more pain to come).