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10 Best Tech Stocks to Buy According to Billionaires

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As AI reshapes the global economy, billionaire investors and prominent fund managers are placing bold bets on the next wave of tech winners. On June 4, in an interview with CNBC, Dan Ives, Global Head of Tech Research at Wedbush, emphasized that the AI-driven “fourth industrial revolution” is in its early stages, with broad investment opportunities beyond just the mega-cap names. His newly launched ETF, based on the “Ives AI 30,” highlights both primary AI beneficiaries, such as mega-caps, as well as second- and third-order plays across software, cybersecurity, infrastructure, and energy.

While he remains bullish on the autonomous vehicle technology space, he views AI-related federal government spending, particularly in software and cybersecurity, as a significant tailwind for certain tech companies.

He also highlighted the convergence of AI and energy, referencing a recent deal between a mega-cap tech company and an energy company as a sign that data center power needs will multiply significantly. Cybersecurity is his top “second derivative” pick, as protecting AI workloads becomes increasingly critical across industries.

In another interview on May 15, Ives called the recent AI developments in the Middle East a “watershed moment,” highlighting significant investments in supercomputing and data centers in Saudi Arabia and the UAE, fueled by top U.S. tech companies. He sees the region emerging as an essential growth engine in the global AI race, benefiting from access to cutting-edge Nvidia chips.

Ives emphasized that this surge in Middle East AI infrastructure could drive up to $1 trillion in incremental tech spending, marking a previously underestimated tailwind for AI stocks. Therefore, he remains bullish on his large-cap technology picks.

With that in mind, let’s take a look at the 10 best tech stocks to buy according to billionaires.

Our Methodology

For this list, we first compiled a preliminary list of Technology stocks using a review of online screeners, ETFs, and financial media reports. We then analyzed Insider Monkey’s database of billionaire holdings to determine the most favored technology stocks among those investors. We then ranked the top 10 of these stocks in ascending order based on the number of billionaire investors holding positions in each company as of Q4 2024. Additionally, we also provide data to assess hedge fund sentiment surrounding these stocks, utilizing data from Insider Monkey’s Q1 2025 hedge fund database to offer deeper insights into institutional investor trends.

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).

10 Best Tech Stocks to Buy According to Billionaires

10. Advanced Micro Devices Inc. (NASDAQ:AMD)

Number of Billionaire Investors: 18

Billionaire Holdings: $5.1 Billion

Number of Hedge Fund Holders: 97

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 10 best tech stocks to buy according to billionaires right now. On June 9, Citi analyst Christopher Danely raised his price target for Advanced Micro Devices to $120 from $100, maintaining a Neutral rating. The analyst’s outlook is influenced by several factors, including AMD’s latest product launches and the potential to attract new customers, which could be further enhanced by the company’s upcoming event “Advancing AI’ on June 12.

Danely notes that investors are watching closely as Advanced Micro Devices Inc. (NASDAQ:AMD) unveils the MI355X and shares updates on the MI400. While expectations are high, there are concerns about profitability, especially since AMD acknowledges that its AI-focused products are currently weighing on margins. The analyst believes that the question now is how the company plans to improve its financial position.

Advanced Micro Devices Inc. (NASDAQ:AMD) has certain strengths compared to Nvidia, such as expanded HBM capacity in the MI355X and a more flexible approach with its ROCm software. Despite this, the analyst believes that Nvidia continues to dominate the market and creates a competitive challenge.

Looking ahead, Danely expects AMD to gain momentum in the second half of 2025. He notes that a recovery in the high-margin Xilinx segment could boost overall profitability, while the MI355X and MI400 launches may strengthen its presence in key AI business.

While a one-time charge linked to export controls has prompted him to adjust his earnings forecast, the analyst raised the price target to reflect improving sentiment in the sector.

In addition, Bank of America analyst Vivek Arya recently pointed to similar trends for AMD following conversations with the company’s management. He observed that AMD is experiencing solid sell-through momentum in the second quarter, supported by the launch of higher average selling price (ASP) products. Arya also noted the potential for typical seasonal strength in the second half of the year.

On another note, the stock also recently found support after the company revealed its New Ryzen Xbox Gaming Chips that will be featured in Microsoft’s upcoming ROG Xbox Ally handheld devices.

Advanced Micro Devices Inc. (NASDAQ:AMD) is a leading semiconductor company specializing in high-performance computing and graphics solutions. Its broad product portfolio includes microprocessors, graphics processors, and system-on-chip (SoC) solutions designed for data centers, gaming, and embedded systems.

9. Micron Technology Inc. (NASDAQ:MU)

Number of Billionaire Investors: 18

Billionaire Holdings: $1.0 Billion

Number of Hedge Fund Holders: 96

Micron Technology Inc. (NASDAQ:MU) is one of the 10 best tech stocks to buy according to billionaires right now. On June 9, Citi analyst Christopher Danely reaffirmed his Buy rating on Micron and raised the stock’s price target to $130 from the previous $110.

Danely’s outlook is driven by expectations of stronger DRAM pricing, which he believes will surpass initial projections. He now anticipates a quarterly price increase of at least 5%, well above the earlier forecast of 2%. This upward trend in pricing is expected to support Micron’s revenue and earnings growth over the coming quarters.

In response to these improving market conditions, Danely has revised his financial estimates for the company and now projects stronger sales and higher EPS for fiscal years 2025 and 2026. These higher estimates have resulted in an increase in price target.

Although tariff-related developments have subsided, geopolitical tensions remain high. On June 9, Reuters reported that Chinese memory chipmaker Yangtze Memory Technologies (YMTC) filed a lawsuit in Washington, accusing Micron Technology Inc. (NASDAQ:MU) of orchestrating a disinformation campaign. The lawsuit claims Micron falsely portrayed YMTC’s chips as containing spyware and posing a national security threat.

Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and markets memory and storage products, including dynamic random-access memory (DRAM), flash memory (NAND), solid-state drives (SSDs), and High Bandwidth Memory (HBM) globally.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

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As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

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AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

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This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

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Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

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By investing in AI, you’re essentially backing the future.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

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But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

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And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…