The analysis reviews five AI and tech-related stocks for December, focusing on Advanced Micro Devices (AMD), Broadcom (AVGO), Applied Digital (APLD), and Ondas Holdings (ONDS), plus MP Materials, a rare earth stock. AMD is expected to gain share from Nvidia, with a future target of $278. AVGO is identified as a viable AI player, set to benefit from custom AI solutions, and the price is set to move near 460. Applied Digital is being considered a GPU-as-a-service provider, APLD, with news of additional orders; ONDS shows potential in the drone industry with its AI-powered drone platform, targeting triple-digit growth.