Top 10 Tech Stocks To Watch in 2021

Opinion about GOOG-Q: Which Mag 7 is going to weather the storm? The numbers reported this week were really good. YouTube pulled in $10B in ad revenue. Holds assets it hasn't even monetized yet. Search is at risk, and the multiple reflects that. He's watching all the AI plays to see how they monetize.He'd pick…

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: (A Top Pick Jun 17/25, Up 8.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AAPL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $150) to $175 at this time.  

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: In a RRIF, time to trim? Giant cashflow generator. Great dividend grower, though dividend's not big. Making new highs. Winner in cloud, lots of opportunity with Copilot. Great business platforms generate fees. He does have a significant underweight in tech, only about 7%. Expensive, but proved it can execute. Large-cap growth is…

Opinion about NVDA-Q: He sold the Aug.15 180 strike for $3.50 (20% annualized). Sold 25% of his position to rebalance to slightly overweight.

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.