Identifying promising tech stocks is crucial for investors in volatile markets. Here are some key insights and trends to consider when selecting tech stocks for your portfolio:
Trends and Influencing Factors
Deglobalization and Trade Realignment
Deglobalization and the restructuring of trade caused by tariffs are impacting the markets. Investors should pay attention to companies that can adapt to these changes.
AI Technology
AI technology is booming, particularly in the semiconductor manufacturing sector. Companies like TSMC are benefiting significantly from this trend and are expecting further growth.
Mega-Cap Tech Stocks
Although mega-cap tech stocks are often in the spotlight, investors are increasingly looking for opportunities outside of this group.
High-Performance Stocks
Some tech stocks have recently shown exceptional performance:
- ON Semiconductor: With a daily performance of +11% on June 3, 2025, it was one of the top performers in the US Tech 100.
- Microchip Technology: This stock also showed strong daily performance of +6.56% and a monthly performance of +23.51%.
- Microstrategy: With a daily performance of +5.04%, it is also among the winners.
Key Considerations for Investors
- Diversification: A broad diversification of the portfolio can minimize risks and maximize opportunities.
- Long-Term Perspective: Investors should focus on long-term growth potentials rather than solely on short-term gains.
- Market Trends: Adapting to current market trends, such as deglobalization and the AI boom, can be crucial for success.
Future Outlook
The future outlook for tech stocks is promising, especially in the area of AI technology and semiconductor manufacturing. Companies like TSMC anticipate further strong growth, indicating a long-term investment perspective. However, investors should always pay attention to the current market situation and the specific conditions of the companies to make informed decisions.