2 Leading Tech Stocks to Buy in 2025 – Yahoo Finance
Many High -tech stock The artificial intelligence (AI) boom, which began about two years ago, is gaining momentum. The recent economic situation has been improved, and rapidly growing companies are easier to access low -cost funding. Many of last year's top performers will return from a sudden fall in the price drop in 2022, when the inflation crisis has become full -fledged and the Chatgpt revolution has not yet begun.
However, some high -tech shares did not receive a memo that soaring in 2024. Regardless of the support of investors, it just continued to improve the outlook for performance. As a result, I feel that some incredible value in the technology field. In particular, you need to consider getting some shares. Micron technology(Nasdaq: MU) and Roux(Nasdaq: Roku) recently.
Micron, a memory chip manufacturer, is very active in the AI boom.
A machine that trains and operates a large -scale language model (LLM) like Chatgpt requires the following high -performance processors: Nvidia(Nasdaq: NVDA) or Tip microdovice(Nasdaq: AMD)But that's not all. The same system requires a large amount of high -speed RAM and long -term NAND memory. NVIDIA and AMD AI Accelerator also holds a large amount of memory. Also, if you buy the latest smartphone incorporated with the AI function, the device requires much more memory than the previous generation.
There are many other factors that promote the huge demand for memory chips, but the AI trend is at the top of the list. The new class high -bandwidth memory (HBM) has reached $ 16 billion with last year's total address (TAM). It is expected that the profit opportunity will increase four times in the next three years, and will increase to $ 100 billion in 2030.
“The growth of this HBM is a transformation to Micron, and I am excited about our industry leadership in this important product category,” said Micron's CEO Sangjay Merotra last month. 1st quarter financial results briefing session。 “We hope that we will be the main supplier of HBM, which is most robust and trusted, leads to the industry, and a track record of execution.”
In fact, NVIDIA's latest and best AI accelerator is shipped with Micron's Hbm3e memory of several gigabytes. Soon the company will increase the production of the next -generation HBM4 product line, which provides 50% higher performance and very low power consumption than the previous generation.
A graph indicating the annual price of micron stocks over time and falling.
Data collected from Google Finance on January 24, 2025. A graph by the author.
Therefore, Micron will be able to do a great business growth in the next few years. This is a very pulating industry, and the top three chip suppliers (including microns) continue to adapt to the demand of very different end users each year.
Micron's stock price rose significantly in 2023, which was only bounced off from the strict low price for semiconductors in general. The 2022 inflation crisis occurred at the same time as a global chip manufacturing facility and materials reminiscent of the side effects of the pandemic of the new colon viral infection. Last year's chart was supposed to continue the Micron trend, but the stock price ended almost the same time as it started in 2024.
New chip demand from the AI market and other consumers trends will support the recycling recovery this year. Micron expects its narrow profit margin to further expand, and the stock price rate (Per) will decrease nine times as expected next year.
That's a bargain for my eyes.
Roku, a media streaming technology developer, may not look cheap at first glance. The company has not made any profits in recent years, and operating profit in the last four quarters has been negative and sales have grown. In other words, the profit -based evaluation indicator is not applied, and analysts do not even anticipate that the profit of 2025 will be positive. In other words, even the most bullish analyst company writes the goal in the red.
If you stop Roku's analysis there, the Roku's stock chart makes it meaningful. The stock price has fallen by 11 % year -on -year, and has been a 3.0 -fold value of 3.0 times after sales.
But it's far from the whole story.
What I am talking about is the leader who has established media streaming hardware and software platforms in the North American market. If you don't have a Roku user -friendly interface, you will need the following streaming media services: Netflix(Nasdaq: NFLX),, Walt Disneyand Warner Brothers Discovery Limited to websites and smartphone apps. These large and beautiful living room screens will no longer be an alternative to going to a movie theater. In other words, this competition has other names, but ROKU's sophisticated user experience has a truly overwhelming market share.
The next step is to expand the dominance of North America around the world. ROKU has a great start in Latin America and is proceeding smoothly in some European countries. But it is still too early, and ROKU has not yet included overseas sales in the quarterly business report. At the same time, Netflix collects 56% of the quarterly revenue from overseas markets. The world market is already important.
A graph that shows the annual profit and loss of ROKU shares for a long time.
Data collected from Google Finance on January 24, 2025. A graph by the author.
At the same time, the inflation crisis began to have a serious downturn in the digital advertising sector. Why do people spend a lot of money on expensive but expensive marketing campaigns when people are not ready to go shopping? Shoppers return to regular expenditures, and advertisers buy an advertising space again. I can't wait to see Roku enjoying this situation because I want to do it.
Like Micron, Roku seems to have been dramatically underestimated in January 2025.
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Anders Byland I work for Micron Technology, Netflix, NVIDIA, ROKU, Walt Disney. Motley Fool's Day has a position in Advanced Micro Devices, Netflix, NVIDIA, Roku, Walt Disney, Warner Bros. Discovery and recommends them. To Motry Fool's Day Disclosure policy。
