Top 10 Tech Stocks To Watch in 2021

Opinion about GOOG-Q: In his momentum mandate. Reported 2 days ago and beat on sales, earnings, and other key performance metrics. Earnings up ~22%, sales up 15%. Acceleration of cloud computing, now ~$50B a year and probably the fastest-growing part of the business. Stepping up capital spending on the AI arms race, yet also authorized…

Opinion about AMZN-Q: He'd absolutely buy for a long-term hold. One of the 3 major players in cloud. E-commerce division is still a loss leader, but still such a draw and massive threat to rest of retail. Generating free cashflow, valuation has come down, lots of growth going forward. 

Opinion about META-Q: Valuation discount has disappeared. Watching to see what they do with Llama. Good core holding. Hasn't added since April selloff.

Opinion about AAPL-Q: Is wavering about his call on this to own it, not trade it. Is expecting a non-exciting report and a slowdown in the growth in services revenue. Will they still receive $20 billion from Google to make Google Apple's default search engine, something a judge wants to end. Also, Epic is fighting…

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: It reports Wednesday. Wait until the CEO speak before making a move either way.

Opinion about NVDA-Q: Likes technical superiority on AI chips.

Opinion about CSU-T: Can't argue with the chart. Now hitting its old high. Sort of levelling off, might be in one of those consolidation periods. It did this back in 2022. Net-net the stock's been in an uptrend for a long time, no reason to be concerned. 

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: The country square in the bullseye of the US during the tariff war is China. Until there's resolution in tariffs, don't touch China. The future is unknown and could be negative. Both countries are at each other's throats.