On April 1, Chris Veron, the chief market strategy in strategic research partners, appeared on “closing a bell” in CNBC to talk about his view of the technology sector. Verrone believes that most negative morale of the current market has already been taken into account in recent stock prices. He highlighted that even after the market decreased, Vix, currency and bonds are less fluctuations than they were during the mid -March stress period. In addition, fewer stocks reach their lowest levels. He believes that the lowest market levels are formed during periods of bad news, and the market will collect from its current level with an expected scope between 5900 and 5950.
Verrone believes that the current contraction is more than a 10 % typical correction, so it will take some time to know the real direction of the market. He stressed the importance of monitoring the expansion of the market, new heights, and credit conditions in the coming weeks and months. He also admitted to switching to the feelings of investors, with a bears more than bulls. While the conversation touched on the influence of the Federal Reserve and Politics Bank on the market, Verrone stated that he attaches more attention to what the treasury returns tells for a period of two years instead of listening to what Federal Reserve officials say. He pointed out that the return of the return for a period of two years from 3.83 % to 3.85 % indicates a transformation in the market expectations of the procedures of the Federal Reserve. Highlight the elasticity of financial statements during correction and its contradiction with poor technology. He believes that, unlike the financial statements that entered the correction as leaders, the technology sector may not be able to restore the role of leadership.
While Verrone admits the current weakness in technology, it is important to note that the technology sector is still one of the most innovative markets in the long run. For example, MAG7 is still a driving force for this market.
We first played back through financial media reports to collect a list of the most important technology shares that are described as long -term investment plays. Then we chose the 12 stocks of the most popular stocks among the elite hedge funds and that analysts were optimistic. The shares are ranked in an upward arrangement for the number of hedge boxes in which they have risks, as of Q4 2024. The hedge fund data was obtained from the Monkey Monkey Monkey database that tracks the movements of more than 900 elite money managers.
Why are we interested in the arrows that accumulate hedge boxes? The reason is simple: Our research showed that we can outperform the market by imitating the best stock choices for the best hedge boxes. The quarterly newsletter strategy chooses 14 small stocks of large and large rule every quarter, and has returned by 373.4 % since May 2014, overcoming its standard by 218 percentage points (SMore details here).
Is Alphabet Inc. (NASDAQ: Googl) is the best purchase technique for long -term investment?
The user’s hands write a search query in a Google search box, focusing on the company’s search capabilities.
Number of hedge boxes: 234
Alphabet Inc. (NASDAQ: Googl) through Google and Google Cloud services and other betting slices. The Google Services Sector provides products and services such as Chrome, Gmail and YouTube. The Google Cloud provides the Amnesty International Infrastructure, AI -AI platform, cybersecurity, data, analyzes, and other services. The other betting sector sells health care services and the Internet.
The adoption of the Google Cloud Platform (GCP) products, along with the increasing demand for Amnesty International’s infrastructure and GNAI solutions, led to the leadership of the cloud sector to improve its revenues by 30 % on an annual basis in the fourth quarter of 2024. GCP has recently managed to overcome the entire cloud market. TPU of the sixth generation of the company called Trillium works to improve performance in the burdens of artificial intelligence. Vertex AI, the company’s artificial intelligence developer platform, has increased its customers by 5X on an annual basis. HypercomPUter AI also contributes through the main performance and cost efficiency of both graphics processing units and TPUS.
On March 19, Roth MKM reiterated a buying rating on the company with a purpose of $ 220. This feeling was the result of the history of Wiz, which cost $ 32 billion, the largest history in the history of Alphabet Inc. (Nasdaq: Googl). Through this acquisition, the company will be able to provide cloud security data and discover reinforced threats through cloud environments.
Oakmark Equity and Docurit Fund is the following regarding Alphabet Inc. (Nasdaq: Googl) in Q4 2024 Investor message:
“Alphabet Inc. (Nasdaq: Googl) was the highest shareholder during the quarter. Despite the continuous litigation with the Ministry of Justice in the anti -monopoly case, the price of the media and interactive services in the United States increased after the publication of strong profits in the third quarter. In the research section, the company has created the growth and management of revenue throughout the year on the basis of adolescence, and highlighted that it sees a strong user participation with a new overview feature on artificial intelligence. The biggest surprise came in the bullish direction from the cloud department, as revenue growth accelerated to 35 %, margins reached 17 %. This performance was driven by the customer’s request for the infrastructure of the Importer and AI as well as Core Google Cloud Platform (GCP). We still believe that Alphabet is a group of wonderful companies that can open an additional value in the long run through its capabilities of global artificial intelligence. “
Generally, Googl Fourth rank In our list of the best technical shares for purchase for long -term investment. Although we acknowledge the GOOGL growth capabilities, our condemnation lies in the belief that artificial intelligence stocks have a great promise to provide high returns and do so in a shorter time frame. Amnesty International has increased since the beginning of 2025, while famous artificial intelligence shares have lost about 25 %. If you are looking for the most promising Amnesty International share than Google but is trading less than 5 times its profits, check our report on The cheapest inventory of artificial intelligence.
