Which stocks are you holding for the next 20 years? (Plus: eyeing Teradata)

Been digging into the AI infrastructure + semi stack after seeing a few threads on long-duration AI bets. Here’s every ticker I’ve seen floated so far in these discussions (cleaned up and de-duplicated):

**AI / Data-center infra**

* NBIS – Nebius Group
* APLD – Applied Digital
* KEEL – Keel Infrastructure
* WYFI – WhiteFiber
* BE – Bloom Energy
* WULF – TeraWulf
* HIVE – HIVE Digital
* CIFR – Cipher Mining
* IREN – Iris Energy
* BTDR – Bitdeer Technologies

Bonus: Teradata (TDC)

**Semis / connectivity / equipment**

* NVDA – NVIDIA
* AMD – Advanced Micro Devices
* AVGO – Broadcom
* TSM – TSMC
* ASML – ASML
* MU – Micron
* WDC – Western Digital (SNDK now rolled into this)
* MRVL – Marvell
* MXL – MaxLinear
* CRDO – Credo Technology
* ICHR – Ichor Holdings
* LITE – Lumentum
* AAOI – Applied Optoelectronics
* AXTI – AXT
* APH – Amphenol (some wrote “AMPH”)
* LRCX – Lam Research
* INTC – Intel
* NVTS – Navitas Semiconductor
* ASX – ASE Technology

**Hyperscalers / platforms**

* GOOG – Alphabet
* META – Meta Platforms
* MSFT – Microsoft
* AAPL – Apple
* AMZN – Amazon

**Other tech / enablers**

* PLTR – Palantir
* HPE – Hewlett Packard Enterprise
* FROG – JFrog
* VST – Vistra
* VRT – Vertiv

**Speculative / non-core names that keep popping up**

* RDDT – Reddit
* SOFI – SoFi
* GME – GameStop
* JOBY – Joby Aviation
* NOK – Nokia
* FCEL – FuelCell Energy
* FLNC – Fluence Energy

A few tickers in the wild (CRWV, RAM, KORU, DVLT, NEAR, NUAI, SIVEF) are unclear or likely typos — if you know what they’re meant to be, call them out.

**My new angle:** I’ve been eyeing **Teradata Corp (NYSE: TDC)**. They’re pushing hard into enterprise AI with their Autonomous Knowledge Platform and “Teradata Factory” for on‑prem / hybrid AI workloads. Valuation looks cheap vs a lot of the AI hype (low single‑digit P/E), but it’s a slower-growth, enterprise software story rather than a pure GPU/cloud infra play.

**Questions for the thread:**

1. If you had to pick 5–10 names from the list above to hold for 20 years, what’s your core basket and why?
2. Does TDC fit alongside these as a “data + AI governance” pick, or is it more of a value trap / legacy EDW story in your view?
3. Any other AI-adjacent names I’m missing that belong in a long-duration portfolio (especially in data, power, or networking)?

Not financial advice - just collecting high-conviction ideas and stress-testing my own thesis.