If You Buy ONE Tech Stock in 2025, Make it This One

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The stock market is at a crossroads, with stocks struggling to break new all-time highs. Valuations are stretched, and the S&P 500 trades at 22 times forward earnings—21% above its 10-year average. That means being selective is more critical than ever. In this video, I break down the stocks to buy now and stocks to watch in 2025, following the money in the AI boom and identifying high-growth opportunities that still have room to run.

Tech remains the leader in this market, with top stocks in artificial intelligence, cloud computing, and automation driving massive gains. The iShares Expanded Tech ETF (IGM) has surged 32% over the past year, outpacing both the broader S&P 500 and the Nasdaq. With tech companies expected to post nearly double the earnings growth of the rest of the market, this is where the biggest winners will be found. But even within tech, you have to be picky—some stocks are wildly overvalued, while others present the best opportunities for long-term gains.

The AI revolution isn’t just about the biggest chipmakers. The entire infrastructure supporting artificial intelligence, from networking to storage to software, is undergoing a transformation. In this episode, I’ll highlight stocks to buy that dominate their specific niches and are positioned for multi-year growth. From AI-driven logistics to data center powerhouses, these companies are leading the charge in some of the biggest investment trends of the decade.

This isn’t just about stock market news—it’s about finding the right stocks with the highest upside potential. While some investors are worried about stretched valuations, there are still pockets of opportunity with solid fundamentals and strong earnings growth.

We'll also break down key earnings reports this week that could shake up the market. With uncertainty around defense spending, potential Federal Reserve rate cuts, and consumer spending trends, the market is entering a critical phase. Certain stocks could see major volatility based on upcoming news, and I’ll explain which ones are most at risk and which have the most potential to surprise to the upside.

If you’re looking for the best stocks for 2025, this video will help you navigate the market and focus on quality companies with sustainable growth. I’ll also cover how broader economic trends—like rising interest rates and inflation—could impact sectors like real estate, consumer discretionary, and healthcare.

My Investing Recommendations 📈

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through dividend stocks, investing and ways to make more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.

[Michaelparker]

AI stocks is dominating 2025 and beyond. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

[benjamindavidson]

I'm celebrating a good stock portfolio today. Started this journey with a $30K.... I've invested all my time in working with an adviser and also with the right terms, now I have time for my family and life ahead of me.

[DeshawnMercer-dm]

Believe investors should always put their cash to work, especially now that we're in 2025, as we'll start to see more market diversification. Given the recent performance of stocks, it's safe to say that the stock market is the smartest investment option available. I hope others agree.

[PASCALDAB]

I have $215k invested in VICI and CRM. If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.

[chetrichards]

I believe that investors ought to pay attention to lesser-known stocks, especially given the unpredictable fluctuations in the stock market. Currently, 35% of my $270k portfolio is made up of stocks that have significantly dropped in value, despite having been highly regarded in the past, and I'm feeling quite lost and devastated about the situation.

[PatchellZee]

Scholars who study the stock market’s historical performance estimate that over time, the payment (and reinvestment, and compounding) of dividends have contributed anywhere from 30% to 90% of the S&P 500’s total returns. I want to spread across $400k into profit yielding dividend equities but unsure of which to get into.

[Lucistorm]

I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $50, 000 to create a strong investment portfolio, which stocks would you choose for better returns?

[EthanWalter-wnmk]

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in 2025 with the markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

[CraigLuner]

I mainly stick to a three-fund portfolio, but I’ve finally decided to add some ETFs to the mix. I’m considering SCHG, VOO, XLK, or JEPQ.

[DavidHenry]

I have 35% of my capital investments in an IRA, 25% in index funds, and the balance spread across other investment accts totalling over $250k. I took a big hit in Q2, 2023. Right now I am just looking for ways to recover in 2024.

[oliviaHill-we]

I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.

[Vickiebraden]

You work for 42yrs to have $2m in your retirement, Meanwhile some people are putting just $20k in a meme coin for just few months and now they are multi millionaires I pray that anyone who reads this will be successful in life

[CrystalJoy-]

I’m interested in sustainable investing, and I want to allocate about $40k to environmentally-friendly stocks. Any suggestions?

[FedericoGraces]

The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 130k to a decent 532k in the space of a few months... I'm especially grateful to Laura Brockman, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[J.Buchanan-gq]

If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year

[Katherineofficial-zb]

I already own shares of NVDA, PALANTIR, APPL, and AMZN as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200, 000 or less..

[LukanSmith-im]

I Hit $12, 590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k last weerk. now i just hit $12, 590…

[smr]

I choose SPMO, PFIX, SPHD, SPYD as standout ETFs to buy in 2025. By investing in equal parts of each stock, you can expect to earn a 3.8% yield -- which is roughly 3 times higher than the S&P 500 yield of 1.2%. I'm seeking ways I could divest some of my portfolio, maybe around 150k, to include digital currencies. What's your take on that?

[PetterNeten]

3 years ago, I started investing with $300k, but I've only made about 6% total, or 2% per year, which my friends say is very low. I also put $800k into a 401k with a financial advisor, and it's now worth about $1.2 million after 10 years. I think I need to revamp my portfolio. Any advice on what to do with my money would be greatly appreciated.

[AszRox]

🎉Putting it all on my watch list, surprisingly I own none of those tech stocks. Thank you for your valuable insight, much appreciated🎉