3 Tech Stocks With More Potential Than Crypto
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- Crypto market fell 45% from its Oct. 6, 2025 high of $4.28 trillion, led by Bitcoin's drop amid geopolitical unrest and institutional ETF withdrawals.
- Alphabet reported Q4 revenue of $113.8 billion (up 18%) and net income of $34.45 billion (up roughly 30%), and plans $185 billion in AI infrastructure spending in 2026 — roughly double its 2025 level.
- Google Cloud Q4 revenue hit $17.6 billion, up 47% year-over-year, with the company's Tensor Processing Units positioned as an Nvidia GPU alternative.
- TSMC held 72% of the foundry market in Q3 (up from 66% YoY per Counterpoint Research), posted $33.73 billion in Q4 revenue (up 25.5%), and guided Q1 to $34.6–$35.8 billion; management projects 25% revenue CAGR through 2029 with 56%+ gross margins.
- Oracle stock dropped 35%+ over the past six months; its cloud segment hit $7.97 billion in Q2 FY2026 (up 34%, nearly half of total revenue), and the company holds a $300 billion deal to supply OpenAI with infrastructure.
- Oracle carries more than $100 billion in debt from aggressive cloud expansion — a risk the author concedes but still calls small compared to crypto's volatility.
Why it matters: The article offers a concrete risk-reward case: Alphabet's $185B AI spend, TSMC's 72% foundry share, and Oracle's $300B OpenAI deal give investors real fundamentals to underwrite. With crypto down 45% from October, the author positions AI and cloud exposure as the steadier wealth builder for long-term investors.
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