Bank of America strategists have coined the term “Bro Billionaire,” which refers to a specific basket of popular technology and cryptocurrency-related stocks that have significantly outperformed other market sectors.

These stocks have trounced small-cap stocks in terms of gains. The Russell 2000 Index (IWM) is down over 10% in the past six months, whereas this basket of stocks largely related to crypto and AI have continued surging. They did decline during the tariff spook, but the rally has restarted in earnest as U.S.-China trade tensions thaw.

The gap captures perhaps the single most important dynamic in today’s market: Investors are abandoning small-caps and flocking to cash-rich, AI-linked platforms that can outrun tariff volleys, higher bond yields, and Washington drama. Here are three “Bro Billionaire” stocks to look into:

Stock #1: Nvidia (NVDA)

Nvidia’s (NVDA) has rallied over 60% from its April low and is only 6% of its all-time high. This is due to Nvidia’s fundamentals continuing to strengthen. Analysts believed its fiscal Q1 earnings report would underperform expectations and perhaps even miss for the first time in two years due to lost China sales.

Nvidia did miss out on $2.5 billion worth of China sales, but it still beat earnings estimates due to solid demand in the U.S. and elsewhere. The AI boom is still alive, and hyperscalers have continued to buy Nvidia’s products. As such, the stock seems poised to reach new highs as optimism has returned in earnest.

The Data Center revenue grew 10% sequentially to $39.1 billion, up 73% year-over-year. This actually missed expectations by a slight margin, but Nvidia’s results were lifted by improving Gaming segment performance. It grew 48% sequentially to $3.8 billion.

Stock #2: Palantir (PLTR)

Palantir (PLTR) touched a new 52-week high on Wednesday, June 11. PLTR stock remains one of the hottest names on the Street due to how fast it is landing government and commercial contracts. 

In the first quarter, Palantir reported a 71% jump in U.S. commercial revenue and a run-rate that crossed the $1 billion mark for the first time. The company also inked a $795 million Pentagon contract expansion in late May, along with a $217.8 million Space Force deal.

Stock #3: Meta Platforms (META)

Meta Platform’s (META) rally is seen as tame compared to that of Nvidia and Palantir, but its gains are quite impressive if you consider the scale of this company. The stock is up nearly 700% from its multi-year lows, as the company has improved its growth metrics to a point where Wall Street is happy paying even more than they did during the 2021 mania.

Q1 revenue grew 16% to $42.31 billion, and EPS trounced estimates. Also driving investor enthusiam is the fact that CEO Mark Zuckerberg is going all-in on generative AI. Capital spending could reach $68 billion this year at the midpoint, mainly on Nvidia-powered data centers. Meta is also rumored be investing as much as $15 billion in startup Scale AI to lock up data-labeling capacity for its Llama models.