Top 5 Tech Plays For 2025
AI infrastructure investments are expected to continue going up. Gaining an exposure into the value chain will remain relevant and necessary. As Agentic AI plays out this year, consider SaaS as your tech portfolio complement to take advantage of AI monetization opportunities.
ECONOMICS
JR Research
1/4/20251 分钟阅读
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1. Nvidia (NVDA)
Nvidia has dominated the tech sector with exceptional total returns over the past year.
It is the leader in the AI chip value chain and is expected to maintain dominance with its upcoming Rubin architecture and Blackwell shipments through 2025.
Nvidia's CUDA lock and holistic offering in GPUs and networking technologies solidify its position.
Strong recommendation to invest, as AI infrastructure is likely to continue its growth trajectory in 2025.
2. Advanced Micro Devices (AMD)
AMD’s performance has been weaker, partly due to slow growth in non-AI revenue sectors.
Despite AMD’s $5B 2024 AI revenue forecast, market sentiment remains cautious due to cyclical headwinds in its PC segment.
AMD faces challenges with the data center CPU/GPU retooling ratio, but the market may turn favorable in 2025 as cyclical headwinds ease.
Optimism for AMD's rebound in 2025.
3. Microsoft (MSFT)
Microsoft has underperformed relative to its tech peers in the past year.
Investors are concerned about its large hyperscaler investments and the monetization of its Generative AI products.
However, Microsoft is positioning itself strategically to compete with Amazon Web Services and Google Cloud, and its ability to bundle products and integrate AI into enterprise applications remains a strength.
4. Dell (DELL)
Dell is well-positioned to capitalize on negative sentiment around competitors like Super Micro Computer (SMCI).
As AI adoption grows, Dell’s established enterprise partnerships could become more valuable.
For investors wary of SMCI’s uncertainties, Dell offers a solid alternative exposure to AI server provision.
Dell stands to benefit from hyperscaler AI spending and its strong market presence.
5. Salesforce (CRM)
Salesforce has significantly outperformed the market, especially in its focus on Agentic AI with the launch of Agentforce 2.0.
Autonomous AI is central to Salesforce’s 2025 strategy, and it believes its offering is superior to Microsoft’s.
Salesforce's strong enterprise data, solid financial profile, and market-leading profitability position it well against AI upstarts.
Positioned as a key player in the AI-driven enterprise space.
