Technology stocks have faced higher volatility in 2025, with the feeling of the market suddenly rocking in response to President Donald Trump's aggressive trade policies. On April 3, technology shares suffered their worst day since the Pandemic Covid-19 as Trump announced sweeping tariffs on all imported goods, including a 34% duty on Chinese imports, exacerbating the fears of global trade war. The iPhone manufacturer led the steep decline among the “seven magnificent,” plumbing over 9% because it relies on Chinese manufacturing. Other technology giants also fell between 8% and 9%, while semiconductor and PC companies recorded two-digit losses. The NASDAQ tech-heavy fell 6%, noting its worst session over five years and deepening its loss to date to more than 14%.
Despite the recent turmoil, wider optimism about technology and growth stocks remains underpinned by longer -term trends. Notable, Ken Fisher of Fisher asset management Emphasized that while Mega-gap technology companies often face headwear, they tend to perform better during bullish cycles and reflect the wider confidence of the market. He argues that a 2024 rally is more widespread than many recognize, with technology and communication service stocks leading growth overall. Although technology stocks often decline more in bearish periods, their historic history of resilience and growth during restorations continues to make them attractive to long -term investors. This underlines why, even in the midst of significant volatility, technology stocks retain strategic value for portfolios, especially when the market recovers momentum.
Signs of a possible rebound later appeared in April, as large indices recovered modestly on April 24, with technology shares helping to lead the rally. Investors responded positively to reports that the United States and China had resumed trade negotiations, despite earlier denials from Beijing. Trump's announcement that some tariffs could be rolled back helped relieve immediate fears, although uncertainty remains high. Analysts noted that the recent technology sales have left the market over-sale, setting the platform for short-term earnings. However, mixed earnings reports and increased costs across industries continue to be careful, reinforcing the unpredictable nature of the impact of trade policy on wider technology and equity markets.
For this article, we scanned Q4 2024 13f Fisher Asset Management to identify the technology stock of the billionaire Ken Fisher with the highest upside down potential. We formulated the technology equity with upside down above 27% at the time of writing this article and discussed why they stand out as solid potential investments. Finally, we listed the stocks based on the ascending order of their upside down potential. To assist readers with more -context, we talked about the hedgerow reservoir feeling around each stock using data of 1,009 hedgerow funds tracked by Monkey's internal in the fourth quarter of 2024.
Why are we interested in the stocks to which money accumulates? The reason is simple: our research has shown that we can outperform the market by imitating the main stock options of the best hedge funds. Our quarterly newsletter strategy selects 14 small cap stocks and a large cap every quarter and has returned 363.5% since May 2014, beating its 208 percentage point benchmark (See more details here).
Is Broadcom Inc. (AVGO) is the best NASDAQ stock to buy according to billionaire?
A technician who works in a swollen microscope, develops a new integrated circuit.
Broadcom Inc. (NASDAQ: AVGO) is a leading American international technology company that designs, develops, and supplies a wide range of semi -conductor and infrastructure software solutions. Its various product portfolio supports critical industries such as data centers, networking, wireless, broadband, storage, industrial systems, and enterprise software. The company plays a vital role in enabling high -performance connectivity and computing, especially in the artificial intelligence (AI) sectors and a fast -growing cloud infrastructure.
In the first quarter of the financial year 2025, Broadcom achieved Inc. (NASDAQ: AVGO) Financial results break record, with combined revenue reaching $ 14.9 billion-increase of 25% year-on-year. This growth was fired by a surge in demand for AI semi -conductors and infrastructure software. AI related revenue climbed only 77% year -on -year to $ 4.1 billion, while infrastructure software revenue rose by 47% to $ 6.7 billion. A modified EBITDA also hit a new highlight of $ 10.1 billion, representing a 41% increase from the previous year. The company reported free cash flow of $ 6.0 billion, up 28% year -on -year, underlining its strong cash production capabilities. Broadcom ended the quarter with $ 9.3 billion in cash and cash equivalent and a substantial capital return to shareholders with a dividend payment of $ 2.774 billion on December 31, 2024.
For the future, Broadcom Inc. projects continued . The company predicts that second quarter revenue will remain steadily at around $ 14.9 billion, and adjusted EBITDA is expected to account for about 66% of that revenue. The CEO Hock emphasized until the ongoing demand for AI XPUs and fast connectivity solutions, reinforcing Broadcom's strategic site in the AI evolving technology landscape.
Investors' confidence in Broadcom Inc. (NASDAQ: AVGO) continues to grow, with institutional interest in the stock ambassadoring. From CH4 2024, Fisher Asset Management had approximately 24 million shares of the company, worth over $ 5.5 billion. The interest of a hedgerow fund in Broadcom has also increased, with 161 funds being tracked by Monkey's internal holding over $ 22.2 billion by the end of the fourth quarter, up from 128 funds in CH3.
Mar Vista US Quality Choice Strategy regarded Broadcom Inc. (NASDAQ: AVGO) in its Q1 2025 Investor letter::
“We are conducting a positive preview Broadcom Inc. (NASDAQ: AVGO) Shares, despite the pressure of recent stock price prices arise from two key concerns: (1) uncertainty about potential tariffs and the impact on global growth, and (2) Investors doubt about the return profile of CAPEX AI investments on large-scale Hyperscalers. This suspicion has been enlarged by the recently shown efficiency gains by an unknown Chinese software company, which developed a large competitive language model at a much lower cost. These efficiency earns pricked fears that hyperscalers may have AI infrastructure built.
Avgo General is a 10th site Among the technology stock of the billionaire Ken Fisher, there is huge potential upside down. While we recognize the potential of AVGO as an investment, our conviction lies in the belief that AI stocks are more promised for achieving higher returns and doing so within a shorter timetable. There has been AI stock that has risen since the beginning of 2025, while popular AI stocks lose about 25%. If you are looking for AI stock more promising than Avgo but trading at less than 5 times its earnings, check out our report for this Cheapest AI Stock.
