Basket cover image
15 handpicked stocks

Tech Titans' Triumph

Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 3

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$238.88

As the primary manufacturer of advanced semiconductors for Apple and Nvidia, TSMC directly benefits from the production demands of these market-drivin...

As the primary manufacturer of advanced semiconductors for Apple and Nvidia, TSMC directly benefits from the production demands of these market-driving tech titans.

ASML

ASML Holding NV

ASML

Current price

$742.16

ASML provides monopolistic EUV lithography machines essential for manufacturing the advanced chips used by Apple, Nvidia, and Tesla, making it a criti...

ASML provides monopolistic EUV lithography machines essential for manufacturing the advanced chips used by Apple, Nvidia, and Tesla, making it a critical supplier.

LRCX

Lam Research Corporation

LRCX

Current price

$99.51

Lam Research supplies wafer fabrication equipment crucial for the semiconductor industry, seeing increased demand as chip production ramps up for the ...

Lam Research supplies wafer fabrication equipment crucial for the semiconductor industry, seeing increased demand as chip production ramps up for the tech giants.

About This Group of Stocks

1

Our Expert Thinking

As tech giants drive markets to record highs, they create a ripple effect of demand throughout their supply chains. This group focuses on the critical suppliers providing the semiconductors, manufacturing equipment, and components that power the tech titans, positioning them to benefit from this continued growth momentum.

2

What You Need to Know

These companies represent the backbone of the tech industry, providing essential upstream components rather than finished consumer products. While they may not be household names like Apple or Tesla, they hold crucial positions in the tech ecosystem, often with specialized technologies or monopolistic advantages.

3

Why These Stocks

Each company was selected for its strategic position in the supply chain of major tech leaders. From advanced semiconductor manufacturing to specialized components for electric vehicles, these stocks offer exposure to the tech rally beyond the obvious giants, creating potential opportunities as the sector's expansion continues.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+134.13%

Group Performance Snapshot

134.13%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 134.13% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

The Ripple Effect

When tech giants like Apple and Nvidia succeed, they create waves of demand across their supply chains. These companies are positioned at the source of that wave, potentially benefiting from increased orders and growth.

🧩

Hidden Tech Champions

While everyone knows Apple and Tesla, these less obvious but essential suppliers often fly under the radar. They represent potential opportunities that many everyday investors might overlook while chasing the big names.

🔧

The Backbone of Innovation

These companies provide the critical components, equipment, and technologies that make tomorrow's breakthroughs possible. Without them, the tech titans couldn't deliver the innovations that drive their stock prices higher.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.