Top 10 Tech Stocks To Watch in 2021

Opinion about GOOG-Q: (A Top Pick May 07/24, Up 15%) Mixed feelings on this one. Warning: rant ahead. Years ago they thought (and still sort of think) that GOOG had all the pieces to win AI. Lots of platforms and good data. Difficulty is that may not matter because it needs to figure out where…

Opinion about AMZN-Q: (A Top Pick Jun 14/24, Up 11%) At the time it was cheap on PEG basis, AI play with AWS, growing into all its capital expenditures, economy was looking good. Then tariffs. Now there are headwinds, and it put out softer guidance. Still sees 19% growth, trades at 23x PE. PEG is…

Opinion about META-Q: He has been buying tech during this dip, in April particularly. We will eventually exit this volatility and find stability and confidence in the market again. Meta and Microsoft are some of his key holdings, and they affirmed their capex guidance--they are spending to make incredible investments over the next three years,…

Opinion about AAPL-Q: Doesn't mind nibbling here around $200. Lots of moving parts, and no one knows exactly how they'll play out. It is a laggard. Support is around $190-200. If you buy here, and it goes 5-10% lower, he'd look to exit. But if it pushes higher, and you're up 10%, he doesn't mind…

Opinion about MELI-Q: If you wanted to take a gamble in Mexico. The "Alibaba of Latin America". Extremely expensive, but the returns have been there.

Opinion about MSFT-Q: Likes the stickiness to both personal and corporate clients -- once you get into the network, it's very hard to get out. Cloud business has improved significantly. If quantum computing ever comes to the forefront, MSFT is there. ROIC is 23% vs. WACC of 9%. This gives them lots of cashflow to pour…

Opinion about NVDA-Q: It rallied 1.7% on a very choppy day, but the reason is unclear. The market is betting that Trump will let NVDA sell $50 billion of chips this year and China will cut a deal with the U.S. with its rare earths, which the U.S. needs. Who knows what will happen? Anything…

Opinion about CSU-T: Owns 1,000 software businesses through acquisition. Lots of growth going forward as it buys more. Sees more spinoffs to come. Mark Leonard is best capital allocator in the world, and partnering with them is how long-term investors make a lot of money. See his firm's deep-dive podcast on this name at baskinwealth.com.…

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.