After banking a +495% gain: A new list of AI picks for November is NOW LIVE

Investing.com promotes its AI stock-picking strategies, saying its flagship strategy returned 163.51% since its November 2023 launch, outperforming the S&P 500 by 85.47 percentage points; these are the article’s reported results, not independently established here. It highlights individual gains including Kingboard’s reported 495.45% return from its February 2025 selection to its July exit, while saying the stock fell 62.03% after the exit. The article is primarily a subscription promotion and does not report a market-wide catalyst.

Analysis

This is marketing content, not a reliable catalyst for the named large-cap stocks. The main signal is a broad momentum narrative; the cited strategy returns are especially vulnerable to cherry-picking, look-ahead and survivorship bias, and omit the drawdown, turnover, currency, liquidity and full portfolio history needed to judge whether the process is investable. Do not infer repeatable alpha from selected winners.

The MediaTek examples have conditional competitive implications, not verified earnings consequences for the mapped companies. If its Google custom-silicon work scales, Alphabet could gain more supplier optionality and bargaining power in AI infrastructure; if Nvidia’s reported collaboration is real and material, it could extend Nvidia’s ecosystem into custom silicon rather than simply displace its accelerators. Conversely, sustained MediaTek share gains in Android phones would be a competitive headwind for QUALCOMM, but the article supplies no independently verified share, design-win, or revenue data. Partnership headlines alone do not establish materiality.

Near term, expect little fundamental read-through; promotional coverage may instead amplify retail attention and momentum in smaller international names. Over 1–3 months, verify the claimed commercial relationships and look for quantified disclosures in company filings or earnings commentary. Over 6–18 months, the key question is whether custom AI silicon converts to recurring revenue without weakening accelerator demand. The contrarian point: the appealing narrative may be least useful after large price moves, while the advertised track record may not survive a full-cycle, net-of-costs test. No trade is warranted from this article alone.

Key Decisions for Investors

• Do not trade GOOG, NVDA, or QCOM on the promotional claims alone. Treat the MediaTek partnership and design-win statements as unverified until confirmed by company disclosures and accompanied by revenue or order evidence.
• Put QUALCOMM on watch for relative weakness only if reported Android share losses persist and show up in handset-chip revenue or guidance; absent that confirmation, avoid a short based on this article.
• For NVDA, distinguish ecosystem expansion from substitution: monitor whether custom-silicon adoption adds to data-center demand or displaces accelerator purchases before changing exposure.
• Request the strategy’s complete, timestamped portfolio history—including closed and losing picks, drawdowns, turnover, currency treatment, and net-of-fee results—before treating its advertised returns as evidence of investable alpha.