Applied Digital (APLD) is a buy as it focuses on critical infrastructure for the semiconductor industry, complementing chip and architecture players.
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Tom Lee: “We Passed the Biggest Risk… Stocks Go Higher Now” (3 Tech Stocks Ready To Explode)
Stocks Galore - Stock Picks & Investing InsightsApr 28, 2026
Tom Lee believes the biggest risks to the market are behind us, suggesting stocks are poised to move higher. He highlights the market's resilience to geopolitical events and improving credit conditions, with AI expected to boost productivity and earnings. Lee anticipates the S&P 500 could reach 7,700, and a resolution in the Middle East could further reduce risk premiums.
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ARM Holdings is a foundational player in chip architecture, benefiting from the critical need for power efficiency in AI and expanding computing markets.
AMD is a primary pick due to its critical role in high-performance computing for AI, cloud, and data-intensive workloads, benefiting from secular AI tailwinds.