Top 10 Tech Stocks To Watch in 2021

Opinion about GOOG-Q: In his firm's momentum portfolio. Dominant in Search and leader in digital ads, which are tremendously cash-generative. YouTube is an increasingly valuable ad property. Cloud services growing rapidly, one of top 3 players. Innovative AI investments should pay off nicely. Waymo is interesting for its cash-generating potential.

Opinion about AMZN-Q: Cloud business is the growth driver, sort of subsidizing the retail operations. Retail margins are much lower, only mid-high single digits. Using automation to try to decrease cost of delivery. Prime memberships provide nice recurring revenue stream. Investing in AI, which will benefit retail. Very well run and focused. Hasn't fully recovered…

Opinion about META-Q: Still owns it. The market liked what Meta said on the ad front, where clients can create their own ads with tools that Meta supplies--a game changer.

Opinion about AAPL-Q: Is -6% the past year and -19.7% this year, and has been trading sideways as the rest of tech has been roaring. The company last gave tepid guidance because of Trump (25% tariff on iPhones), and gave an adverse ruling against their app stores. The stock is out of favour, uncertain, but…

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: (A Top Pick Jun 24/24, Up 8%) Hitting all-time record highs, with more upside. Still holds. His biggest exposure to technology.

Opinion about NVDA-Q: Used to make 75% gross margins, but those have jumped to 90%. If it goes back to historic gross margins, even if sales continue, you'll see a huge degradation in profit. Sweet spot in terms of demand. Market thinks it can do no wrong. Worries that demand will abate or just normalize.…

Opinion about CSU-T: The chart shows a definite uptrend, but the most recent high has stalled at the early-2025 high. That's okay. It's consolidating. Normal. If we break the current level, we're likely in for another run upwards. Hold if you already own. If not, keep an eye on the last low of $4,500.

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.