Digitalizing the World portfolio

NVIDIA Corporation is a company that has become a benchmark for long-term investors over the past 5 years. Nvidia's revenue is projected to grow 25% annually over the next five years, reaching $51 billion in 2026, with earnings expected to grow even faster at 26% annually to $7.73 per share. Nvidia and Intel are teaming up to co-produce more chips in the midst of a serious semiconductor shortage. Nvidia also unveiled new products that support its push for high-growth markets such as artificial intelligence (AI)-enabled data centers and autonomous vehicles.

Qualcomm is a leader in the development of mobile chips. Almost every smartphone on the planet has a Qualcomm chip. Then there's Qualcomm's nascent automotive segment, which is set to surpass $1 billion in annual sales for the first time this year. Qualcomm believes its automotive business could be worth $3.5 billion a year in another five years. The company is expected to report earnings per share of $2.91, up 53.16% from the previous quarter. Meanwhile, the revenue consensus estimate projects net sales of $10.59 billion, up 33.46% from last year.

Palo Alto Networks capitalizes on the fact that cybersecurity has become a service of first necessity. According to technology research institute Gartner, cybersecurity spending will rise to $172 billion this year from $155 billion last year and $137 billion a year earlier. For the quarter ended Jan. 31, Palo Alto Networks reported $1.3 billion in revenue, up 30% from a year earlier. Palo Alto Networks said it signed 221 deals worth at least $1 million in the quarter.

Silicon Motion is one of the smaller semiconductor chip firms with a $2.6 billion market cap and $540.5 million in revenue last year. The company announced that it is launching a new $200 million share buyback program. The announcement comes one month after the company increased its regular share dividend payment by 43% to 50 cents per common share. The company is expected to post quarterly earnings of $1.48 per share in its next report, representing a +33.3% year-on-year change. Revenue is expected to be $231.67 million, up 27% from the previous quarter.