In this article, we will be taking a look at the 10 best strong buy tech stocks to buy.
US equities rose on Friday, July 25, and for the fifth consecutive day, the S&P 500 hit a record high. The S&P 500 closed at a new all-time high, up 0.4%. Additionally, the tech-heavy Nasdaq Composite rose by roughly 0.3% and reached yet another record high. Additionally, the Dow Jones Industrial Average increased by almost 0.5 percent.
Blue-chip and “Big Tech” businesses’ positive earnings reports contributed to Wall Street’s successful week. As the earnings season got off to a good start, investors felt more confident thanks to these encouraging results.
According to several analysts, tech stocks will see a significant upswing in the second half of 2025.
In a preview note, Dan Ives, a Wedbush analyst, wrote:
“After a relatively strong few months navigating tariff and geopolitical storms, now tech stocks are poised to see another major move higher in the second half of 2025, led by the tech winners in this ‘golden age’ for the tech world.”
With this background in mind, let’s take a look at the 10 best strong buy tech stocks to buy.
Our Methodology
For our methodology, we began by filtering technology stocks with a market capitalization exceeding $90 billion and a “Strong Buy” consensus rating from analysts. From this refined list, we selected the 10 stocks with the highest number of hedge fund holders, based on data from the Insider Monkey database as of Q1 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Here is our list of the 10 best strong buy tech stocks to buy now.
10. MicroStrategy Incorporated (NASDAQ:STRD)
Number of Hedge Fund Holders: 33
MicroStrategy Incorporated (NASDAQ:STRD), one of the best strong buy stocks and now also known as Strategy, is gaining attention in mid-2025 for its dual focus on enterprise software and a substantial Bitcoin treasury. The company plans to report Q2 2025 results on July 31, with revenues expected to be around $112 million, reflecting modest growth despite anticipated losses per share.
As of July 2025, MicroStrategy Incorporated (NASDAQ:STRD) holds approximately 607,770 Bitcoins, having recently acquired over 16,000 additional coins worth nearly $1.8 billion. These aggressive purchases reflect the company’s strategy to capitalize on Bitcoin’s institutional adoption and value appreciation. The cryptocurrency has significantly bolstered the company’s finances, delivering a 13.7% year-to-date yield as of April 2025, with projections reaching 25% by year-end. Bitcoin gains contributed billions in Q1, underscoring its financial impact beyond the software segment.
On the software side, subscription revenues surged 62% year-over-year to $37.1 million in Q1, driven by strong customer adoption, while subscription billings rose 38%, fueling overall revenue growth. MicroStrategy Incorporated (NASDAQ:STRD) is also innovating with AI-enhanced analytics, unveiling an AI-powered universal intelligence layer and AI-driven CRM analytics solutions.
Notably, corporate insiders have shown confidence by purchasing shares and preferred stock, including a $19.8 million preferred share purchase by director Peter L. Briger Jr.
9. Fiserv, Inc. (NYSE:FI)
Number of Hedge Fund Holders: 72
Fiserv, Inc. (NYSE:FI), a Fortune 500 and S&P 500 company, is a global leader in payments and financial technology, offering services such as account processing, digital banking, e-commerce, and merchant acquiring. Its Clover point-of-sale system remains a key component of its merchant business.
In its Q2 2025 earnings report released on July 23, Fiserv, Inc. (NYSE:FI) reported 8% year-over-year revenue growth and earnings per share above estimates. However, the company revised the upper end of its full-year organic growth guidance downward due to a slowdown in its merchant segment, which grew 9% year-over-year, down from 11% in the prior quarter.
A major issue stems from the corporation’s Clover platform. Previously, merchants using the Payeezy platform were migrated to Clover due to issues with Payeezy, temporarily boosting Clover’s revenue and gross payment volume. However, many of these merchants later left for competitors, citing high fees and service challenges, which contributed to a deceleration in Clover’s growth and sparked investor concerns. These developments led to stock price declines as market confidence wavered.
Adding to the pressure, Fiserv, Inc. (NYSE:FI) now faces a class action lawsuit accusing the company of misleading investors about Clover’s growth, sustainability, and the effects of the forced Payeezy migration. Despite the setbacks, institutional investors such as Cetera Investment Advisers and Nemes Rush Group have increased their holdings in the company, signaling some continued long-term confidence in best strong buy stocks like Fiserv, Inc. (NYSE:FI)’s broader strategy and diversified fintech offerings.
8. Arista Networks Inc (NYSE:ANET)
Number of Hedge Fund Holders: 75
Arista Networks Inc (NYSE:ANET), a key player in cloud and AI-driven networking, has strengthened its portfolio by acquiring Broadcom’s VeloCloud SD-WAN assets. This move enhances the company’s capabilities in cognitive branch networking, enabling zero-touch operations and automated troubleshooting across enterprise environments. These updates are timely, addressing increasing demand for seamless connectivity in branch and campus networks, especially with the rise of Wi-Fi 7 and advanced WAN technologies.
Arista Networks Inc (NYSE:ANET) is well-positioned in the expanding AI and cloud networking markets, serving top clients like Microsoft and Meta. The company’s AI-related solutions are expected to generate $750 million in revenue this year, with potential upside as demand for high-speed data center infrastructure accelerates. A standout innovation is the corporation’s EOS Smart AI Suite, designed to optimize AI cluster performance through low-latency, balanced network flows, and improved observability, critical for reliable scaling.
Arista Networks Inc (NYSE:ANET) anticipates significant long-term growth, estimating a $70 billion total addressable market compared to its projected $8.2 billion revenue for 2025. Investors are watching closely as the company prepares to release Q2 2025 results on August 5, with strong expectations for continued momentum in AI-driven infrastructure.
7. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 96
Micron Technology, Inc. (NASDAQ:MU), a global leader in memory and storage solutions, is making significant strides in supporting AI-driven innovation. The company recently launched a groundbreaking portfolio of SSDs tailored for AI workloads, including the Micron 9650, the world’s first PCIe Gen6 data center SSD, and the 6600 ION SSD with a record-setting 122TB capacity, with a 245TB version expected in 2026. These SSDs leverage the company’s 9th generation 3D NAND technology, offering superior performance, energy efficiency, and rapid integration, validated by key ecosystem partners.
Driven by rising AI adoption, Micron Technology, Inc. (NASDAQ:MU) has seen strong growth in demand for high-bandwidth memory (HBM) used in AI accelerators. HBM revenue jumped 50% quarter-over-quarter, while data center-related revenue more than doubled year-over-year. This surge in demand underpins the business’s optimistic Q4 2025 guidance and reinforces its position as a top tech pick among analysts, who cite AI and data center expansion as major growth catalysts, placing it among the best strong buy stocks.
Micron Technology, Inc. (NASDAQ:MU) operates across several markets, including mobile, automotive, embedded, and data center, with products like DRAM, NAND, and NOR Flash. The company’s innovation pipeline and ongoing engagement with industry forums and investors further signal its commitment to leading memory advancements and capitalizing on the accelerating digital and AI transformation.
6. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 106
ServiceNow, Inc. (NYSE:NOW) is strengthening its position as a leader in AI-driven enterprise workflow automation. The company’s cloud-based platform helps businesses streamline operations, and its recent focus on AI and agentic workforce management is driving strong results.
In July 2025, ServiceNow, Inc. (NYSE:NOW) reported impressive Q2 results, with subscription revenue growing 22.5% year-over-year to $3.11 billion and remaining performance obligations increasing 29% to $23.9 billion, highlighting strong demand and a stable recurring revenue base. One of the key innovations fueling this growth is its agentic workforce solution, which integrates AI agents with human employees to automate complex workflows. This has reduced service desk workloads by 40% and improved case resolution times by 50%.
The company also introduced new tools like AI Control Tower and no-code Agent Studio, enabling businesses to create and manage AI workflows with minimal technical expertise. These innovations have driven accelerating annual contract value (ACV) growth.
Strategic partnerships, such as with CapZone to modernize U.S. naval shipbuilding using ServiceNow’s AI platform, further expand its reach. Management is confident about hitting a $1 billion ACV target for its Now Assist AI tool by 2026 and expects subscription revenue to surpass $15 billion in that period.
While Q3 2025 may see minor pressure from a large renewal cycle, growth is expected to resume strongly in Q4. Analysts maintain a “Strong Buy” rating on ServiceNow, Inc. (NYSE:NOW), viewing the stock’s recent underperformance as temporary amid strong fundamentals and growing enterprise demand for AI-powered automation solutions.
5. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 145
Uber Technologies, Inc. (NYSE:UBER) is a global tech company offering ride-hailing, food delivery, and logistics services across 15,000+ cities. Its ecosystem connects riders, drivers, couriers, and businesses, with a growing focus on innovation and autonomous transportation, making it one of the best strong buy stocks for investors eyeing the future of mobility.
A major recent development is Uber Technologies, Inc. (NYSE:UBER)’s strategic partnership with Lucid Group and Nuro, announced in July 2025. The collaboration will deploy over 20,000 premium robotaxis powered by Nuro’s Level 4 autonomous system over the next six years. The service, launching in a major U.S. city in 2026, will be available exclusively through the company’s platform. This initiative is backed by multi-hundred-million-dollar investments from Uber and reflects the company’s strong push toward reshaping urban mobility.
Uber Technologies, Inc. (NYSE:UBER)’s robotaxi strategy also involves partnerships with other companies like Avride, as it competes with players such as Waymo, which is expanding independently in cities like Dallas. These developments highlight the competitive yet collaborative nature of the autonomous vehicle space and its importance to the business’s future growth.
Beyond mobility tech, the firm is strengthening its financial services by expanding its partnership with Mastercard. This includes enhanced driver rewards, instant payouts, and operational improvements through the Uber Pro Card program.
On the legal front, Uber Technologies, Inc. (NYSE:UBER) recently lost a VAT-related case in the UK Supreme Court, which allows competing taxi services outside London to avoid a 20% tax. While this presents pricing challenges in the region, analysts believe it is unlikely to significantly harm the corporation’s overall business.
4. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 158
Broadcom Inc. (NASDAQ:AVGO), a global leader in semiconductors and infrastructure software, is gaining momentum amid rising demand for AI and cloud technologies. The company recently introduced its Tomahawk Ultra Ethernet switch, designed to power high-performance computing (HPC) and AI workloads in modern data centers. This move reinforces the company’s commitment to supporting next-generation AI infrastructure through advanced networking and custom ASIC chip solutions.
Riding the wave of AI-driven growth, Broadcom Inc. (NASDAQ:AVGO)’s stock has reached new 52-week highs, with several major analysts upgrading their price targets. UBS Group and Bank of America raised it to $300, while Mizuho Securities named Broadcom a top semiconductor pick, citing the “ramp-up of AI ASICs” as a key growth catalyst for 2025.
In addition to product innovation, Broadcom Inc. (NASDAQ:AVGO) is making strong financial moves. The company announced a $10 billion share repurchase program and declared a $0.59 quarterly dividend, signaling confidence in its long-term growth and shareholder value.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 187
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), based in Hsinchu, Taiwan, is the world’s leading independent semiconductor foundry, producing the most advanced chips for major tech clients including Apple, Nvidia, and AMD. The company is at the forefront of chip manufacturing, with 3-nanometer technology already in production and plans to begin 2-nanometer mass production by 2025.
In a major strategic move, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced in March 2025 that it would increase its U.S. investment by $100 billion, bringing its total to $165 billion. This expansion includes three new fabrication plants, two advanced packaging facilities, and a large R&D center. The company’s first U.S. fab, operational in Arizona since late 2024, laid the foundation for this unprecedented foreign direct investment. The expansion is expected to create tens of thousands of high-tech and construction jobs, boosting U.S. semiconductor capabilities amid rising demand for AI and global supply chain concerns.
The corporation’s growth is backed by strong financial performance. In Q2 2025, the company reported $30 billion in revenue, a 44.4% year-over-year increase, with net income up 42.6%. Advanced nodes (7-nanometer and below) now account for 74% of wafer sales, reflecting their dominance in cutting-edge chip production. Capital expenditures for 2025 are projected between $38 billion and $42 billion, supporting continued innovation and capacity expansion.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s growing U.S. presence highlights its role in securing the global semiconductor supply chain while addressing geopolitical risks. By bringing advanced chip production to the U.S., TSM is not only diversifying its operations but also strengthening domestic access to critical AI technologies, aligning with national interests in technological self-sufficiency, making it one of the best strong buy stocks for long-term investors.
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA), a global leader in GPU and AI chip design, is reentering the Chinese market after receiving U.S. government approval to resume sales of its H20 AI GPU. These sales were previously halted due to export restrictions, making the July 2025 resumption a major development in the ongoing U.S.-China tech tensions. To further strengthen its position in China, the company launched a new RTX Pro GPU tailored to meet local regulatory requirements, specifically for AI-driven applications such as smart manufacturing and logistics.
This strategic move aligns with NVIDIA Corporation (NASDAQ:NVDA)’s broader goal to expand its AI technology footprint in one of the world’s fastest-growing AI markets. CEO Jensen Huang has been active in fostering AI cooperation between the U.S. and China, advocating for open-source research and global innovation. His diplomatic outreach reflects the company’s commitment to making AI accessible worldwide while navigating geopolitical complexities.
To support this expansion, NVIDIA Corporation (NASDAQ:NVDA) has reportedly placed large H20 chip orders with TSMC, signaling robust demand and a ramp-up in production. Analysts estimate these China-bound chips could generate up to $15 billion in revenue, marking a significant financial opportunity for the company.
1. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 284
Microsoft Corporation (NASDAQ:MSFT), a global tech leader based in Redmond, Washington, is undergoing strategic restructuring as it intensifies investment in artificial intelligence, and it tops our list for being one of the best strong buy stocks. In July 2025, the company announced the layoff of around 9,000 employees, nearly 4% of its global workforce, as part of cost-control efforts tied to a record $80 billion capital expenditure for fiscal 2025, largely focused on AI infrastructure. The cuts affect various departments, including sales and the King gaming division. The business is also streamlining its organizational structure by reducing management layers and simplifying product lines to enhance agility and innovation.
Despite these workforce reductions, Microsoft Corporation (NASDAQ:MSFT), is accelerating AI integration across its product ecosystem. The company recently launched “Copilot Mode” in its Edge browser, an AI-enhanced tool that analyzes multiple tabs and delegates tasks to improve productivity. Microsoft Research is also advancing large language models (LLMs) to handle more complex reasoning, reinforcing its commitment to AI leadership.
In addition to product innovation, the business is expanding its global partnerships and environmental efforts. Its collaboration with Nvidia aims to apply AI in biodiversity research, while a new research lab in Singapore focuses on advancing innovation in the Asia-Pacific region.
While we acknowledge the potential of MSFT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about this cheapest AI stock.
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