Alphabet has a big AI growth opportunity. Toast is seeing strong revenue growth and starting to expand into adjacent markets.
Source: https://www.fool.com/investing/2026/01/01/3-brilliant-growth…
The 8 “big and rich” tech stocks ARE the stock market (37% of the S&P 500), but indexation reduces long-term stock-picking value. My technical analysis of these is thus for shorter-term, tactical trading, viewing the giants as too overvalued for long-term holding.
The Computer – Micro Computers industry participants like OSS, AAPL and DELL are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
Inference will take over for training as the primary AI compute moving forward. Broadcom has struck gold with its custom ASICs for AI hyperscalers.
