Riding the Tech Rally
These carefully selected companies form the backbone of today's AI-driven tech boom. From semiconductors to cloud services, these stocks represent the picks and shovels powering the digital gold rush as mega-cap tech giants expand.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Microsoft Corporation
MSFT
Current price
$516.91
While a member of the Magnificent Seven, its Azure cloud platform is a primary enabler for countless other companies developing AI solutions, benefiti...
While a member of the Magnificent Seven, its Azure cloud platform is a primary enabler for countless other companies developing AI solutions, benefiting from the ecosystem's growth.
Alphabet Inc. - Class C Shares
GOOG
Current price
$203.83
As a key driver of the rally, its Google Cloud Platform also serves as foundational infrastructure for the broader AI economy, benefiting from widespr...
As a key driver of the rally, its Google Cloud Platform also serves as foundational infrastructure for the broader AI economy, benefiting from widespread adoption.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
While mega-cap tech firms grab headlines, we've identified the suppliers and enablers fueling their growth. These companies provide the critical hardware, software, and security that power AI innovation, positioning them to benefit directly from tech giants' massive spending and expansion.
What You Need to Know
This collection represents the technological infrastructure behind the AI revolution. Rather than focusing solely on the biggest names, these stocks offer exposure to specialized segments like high-performance computing, semiconductors, cloud services, and cybersecurity that form the digital backbone.
Why These Stocks
These companies were selected for their strategic position in the tech supply chain. As AI development accelerates and mega-cap tech firms increase their infrastructure investments, these specialized providers of essential components and services stand to benefit from the ripple effects.
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:
+5.80%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 5.8% over the next year.
Stocks Rated Buy by Analysts
14 of 17 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Powering the AI Gold Rush
These companies provide the critical technology infrastructure that enables AI development. As tech giants pour billions into AI initiatives, these suppliers stand to benefit directly from the massive spending wave.
Beyond the Magnificent Seven
While everyone focuses on the biggest tech names, these companies represent the "hidden infrastructure" that makes their growth possible. Many investors overlook these essential players in the AI supply chain.
Riding the Mega-Cap Ripple Effect
As tech giants expand their AI capabilities, they drive demand across the entire ecosystem. These stocks are positioned to benefit from this powerful ripple effect as the tech rally continues to build momentum.
Why Invest with Nemo Money?
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
Consumer Caution: Value Prevails
A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.
Refining a New Opportunity: Venezuelan Crude Returns
Following a renewed U.S. license, Chevron has resumed oil shipments from Venezuela, creating a new supply of heavy crude for the market. This development presents a potential investment opportunity in U.S. refiners and logistics firms positioned to benefit from this strategic shift.
Consumer Strength: The Retail Rebound
A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.
Frequently Asked Questions
Everything you need to know about the product and billing.