Top 10 Tech Stocks To Watch in 2021

Opinion about GOOG-Q: Thinks it's going higher, but perhaps don't buy now. Wait for pullback. There's always a reason for a stock to pull back at some point, but he can't predict the magnitude.At this level, risk/reward is not as good as entering at a lower price. Trades ~20-21x forward PE, whereas NVDA is trading…

Opinion about AMZN-Q: (A Top Pick Jul 18/24, Up 22%) Is the greatest retail business in the world. Also, AWS is strong. Is trading at a reasonable PE, unlike the past. The earnings have caught up. Will hit $300-400 within 18 months. 

Opinion about META-Q: (A Top Pick Aug 28/24, Up 53%) Didn't trim this either, in his top 5. 12-month price target of $805. You might write some calls, but it's another one that blew the doors off earnings. If you own it, hold on. For new $$, buy in thirds here, around $730, and anything…

Opinion about AAPL-Q: Apple's revenue for the last quarter stood at $94 billion. This reflects a decrease of 1.39% from the previous quarter, indicating some short-term concerns about sustained growth. However, compared to the same quarter last year, there is a promising increase of 9.63%, pointing towards positive year-over-year growth that suggests underlying business strength.…

Opinion about MELI-Q: He's not that familiar with this one. Look at free cashflow (operating cashflow minus capex). As a tech company, stock-based compensation could be a potential landmine (giving out shares, but it "doesn't count" because it's not a cash item). Strong company, though some negative ROIC in the past going back to 2018 (which…

Opinion about MSFT-Q: The company he'd be owning 5 years from now. Partnership with OpenAI is most consequential company of our time. Totally ahead on AI. Absolute beast when it comes to distribution. Wide-reaching tentacles across every Fortune 500 company. Path of least resistance when it comes to adopting AI -- security platform, Office 365,…

Opinion about NVDA-Q: Stockchase Research Editor: Michael O'Reilly We reiterate NVDA as a TOP PICK.  One has to wrap their head around the valuation of 51x earnings and 42x book.   However the 100% ROE along with growing cash reserves that are allowing aggressive share buyback and debt retirement attest to its dominate position in the…

Opinion about CSU-T: He entered at $1,000, so is pleased. Software is a good business--don't need business or computers, just the code. The valuation remains cheap. Good management and fundamentals. He see many years of acquisition growth. Is a core holding.

Opinion about STNE-Q: (A Top Pick May 14/21, Down 80%) Has been hit hard by tech selloff. Has sold shares in company. Serious business problems in Brazil (regulatory issues with accounting). Pandemic made things worse in Brazil.

Opinion about BABA-N: Loves the stock. But can't ethically invest in it because one of his firm's researchers works for BABA. Follows it, and his 12-month price target is $151.50. Cloud, commerce, digital media and entertainment, innovative initiatives. Only wildcard is the Chinese government.