Trip Chowdhry's Top 4 Stock Picks

Trip Chowdhry of Global Equities Research released on Friday a list of his top four stock picks based solely on fundamentals.

Apple Inc. AAPL is Chowdhry's top.

Apple's India business as being a major growth catalyst.
Senior citizens all over the world continue switching to iPhone devices.
Around 90 percent of enterprises have already begun the process of switching from Android phones to iPhone devices.
The iPhone 7 will serve as an "anchor" to Apple TV, Apple Watch, Mac and iPad. No other company has this uniqueness.

NVIDIA Corporation NVDA is the analyst's second top pick.

Machine learning is a secular growth for the company's GPU's.
NVIDIA has seen a more than 200 percent year-over-year growth in its GPU's which power Amazon.com, Inc. AMZN's AWS, Microsoft Corporation MSFT's Azure, Google's Compute (parent company, Alphabet Inc GOOG GOOGL), International Business Machines Corp. IBM's Watson, among others.
Apple is now procuring Nvidia's GPU's to power its Recurrent Neural Network training clusters.

Tesla Motors Inc TSLA ranks as the analyst's third pick.

Tesla is hoping to create a whole new industry of power generation + power storage + power consumption.
Tesla's GigaFactory alone could be valued at $50 billion in the future.
Tesla is seeing improvements in production with the Model S and Model X.
Production of the Model 3 car is expected to be smooth.

Finally, Amazon.com, Inc. AMZN ranks as the analyst's fourth pick.

Amazon's AWS is "sucking all of the oxygen" out of on-premise vendors.
The AWS segment will achieve a revenue base of more than $12 billion in the next two to three years.
AWS is creating a completely new SuperCloud industry.
AWS along with Azure will be prime beneficiaries from scale-out applications and 90 percent these apps will be deployed on either AWS or Azure.

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