GreenDotBot AI Top 10 Picks

From the latest Green Screen, the 10 that best fit the same combined criteria today are: VRT, GLBE, DLO, PLTR, NVDA, AVGO, ASML, MSFT, META, and FICO, balancing sustainable revenue growth, recurring/repeat revenue, economic moat, proven management, and current valuation better than the rest of the set.

Vertiv (VRT)

VRT continues to benefit from AI data‑center infrastructure demand, with strong double‑digit revenue growth, margin expansion, and a large backlog that provides good visibility and a quasi‑recurring upgrade and service revenue base.

Its installed base in power and thermal management plus long‑term hyperscaler relationships create a meaningful moat, and while the multiple has rerated, cash‑flow growth and backlog support make the valuation still reasonable versus many high‑growth software names.

Global-e Online (GLBE)

GLBE operates a cross‑border ecommerce enablement platform with high‑20s to ~30% revenue growth, strong EBITDA and free‑cash‑flow margins, and largely transactional/recurring economics as merchants keep the service embedded in their checkout.

Its integrations, data, and compliance/localization expertise create switching costs and a solid moat, and relative to its growth and profitability the current valuation is attractive versus many other software names.

DLocal (DLO)

DLO delivers payment processing in emerging markets, posting strong revenue and TPV growth, with transaction‑based recurring revenue from large global merchants.

Its local banking and regulatory integrations across many countries form a defensible moat; profitability has improved and, after a prior governance overhang, the stock trades at a discount to its growth profile versus typical fintech SaaS peers.

Palantir (PLTR)

PLTR has predominantly recurring software revenue via multi‑year government and commercial contracts, with recent quarters showing very strong revenue acceleration and expanding profitability.

Its moat rests on deep integration into mission‑critical workflows and data infrastructure, and while the multiple is rich, growth, margins, and free‑cash‑flow yield compare favorably to many other high‑multiple software and cybersecurity names like CRWD and PANW.

NVIDIA (NVDA)

NVDA remains the dominant AI hardware platform with very rapid sales growth and high operating margins, supported by multi‑year AI data‑center investment cycles.

CUDA and its software ecosystem form a powerful moat, and even after a big run the valuation looks more grounded than some slower‑growing software names given expected earnings growth and cash‑flow generation.

Broadcom (AVGO)

AVGO combines a diversified semiconductor portfolio with a sizable, highly recurring infrastructure software segment, driving strong profit trends and robust free cash flow.

Its custom AI accelerators and long‑term enterprise software contracts enhance its moat; the stock trades at a premium P/E versus the sector but that is partly justified by growth durability and management’s capital‑allocation record.

ASML (ASML)

ASML supplies lithography equipment essential for leading‑edge chip manufacturing, with order growth re‑accelerating on AI‑driven fab investment and a long runway of replacement and service revenue.

Its monopoly in EUV tools gives it one of the widest moats in semicap; while the stock is not cheap, its strategic position and earnings power are difficult to match among your listed names.

Microsoft (MSFT)

MSFT generates highly recurring revenue from Office 365, Azure, and other subscription/enterprise products, with strong profit growth and cloud revenue still growing healthily.

Its moat stems from ecosystem lock‑in and scale in productivity and cloud, and although it trades at a premium to the broader market, the multiple is reasonable relative to growth and quality compared with many pure‑play SaaS names.

Meta Platforms (META)

META has delivered robust revenue growth, helped by AI‑driven ad improvements and cost discipline, while maintaining very high operating margins.

Its network effects in social platforms and ad targeting form a strong moat; despite a big re‑rating, valuation metrics remain attractive relative to growth and profitability versus many smaller, less proven growth names.

Fair Isaac (FICO)

FICO benefits from deeply embedded scoring and decisioning software used across the financial industry, with a large portion of revenue recurring via licenses and subscriptions and steady mid‑teens or better growth.

Its credit‑score franchise and mission‑critical analytics give it a durable moat, management has compounded value effectively for years, and valuation, while not cheap, is supported by high margins, sticky revenue, and consistent free‑cash‑flow growth.

Quick notes on some others

Cybersecurity names like CRWD, FTNT, PANW, and ZS have excellent recurring revenue and moats, but current valuations generally screen richer versus their growth and profitability than the 10 highlighted above.

High‑quality SaaS names such as HUBS, NOW, TEAM, and MNDY also look strong fundamentally, yet on your combined criteria they rank slightly behind due to higher multiples and, in some cases, lower current profitability versus the selected mix of infrastructure, platform, and dominant ecosystem businesses.