If you are currently carrying Tesla Nasdak: Tesla And Apple Nasdak: Appl– Seven wonderful shares – you may want to think about recycling from it and to Broadcom Nasdak: AVGO And Austac Nyse: orcl instead of.
This advice comes from Vimal Patel, co -manager of the Columbia Seligman Global Technology Fund (SHGTX), whose joint box has surpassed his peers in the technology sector by 6 % over the past five years.
Technology shares are moving in the volatile 2025 scene characterized by geopolitical tension, softening the demand for consumer, and uncertainty in customs tariffs. Patel believes that although the seven -megatile technology shares took control of the headlines, some of them lose momentum in the current environment.
It argues that Apple and Tesla are particularly exposed to these risks and confronting the opposite winds that can reduce future growth, while Broadcom and Oracle benefit from transformational trends such as artificial intelligence (AI), the customization of the chip, and the cloud computing of the institution.
So, is this a good idea? Let’s take a closer look.
Tesla: China competition is a big issue
Tesla today
As of 07/16/2025 04:00 pm
- 52 weeks
- 182.00 dollars
▼
488.54 dollars
- P/E ratio.
- 176.74
- The target price
- $ 300.19
SHGTX does not have any shares of TSLA, and this is according to the design (the box currently does not have any MAG 7 shares).
Patel sees the first corrosion of the engine in Tesla with a new competition, especially from China byd Otcmkts: Yes And nio New York: New. Old auto manufacturers such as BMW Etr: bmwVolkswagen Etr: fow3And General Motors New York: General Motors The production of electric vehicles (EV) is also accelerating, raising a global war warfare and threatening Tesla at the top of the EV food chain.
Tesla’s share is no longer supported by clear leadership or sustainable margins, according to Patel, who is skeptical of the MUSK plays in the long term in robots and self -rule.
Apple: The mortgaged iPhone users can weigh the growth growth
Apple today
As of 07/16/2025 04:00 pm
- 52 weeks
- 169.21 dollars
▼
$ 260.10
- Profit
- 0.49 %
- P/E ratio.
- 32.74
- The target price
- 234.44 dollars
Apple includes 3.4 % of the Columbia Seligman Global Technology, with more than 407,000 shares, at $ 81.7 million.
However, Patel is advised to throw stocks, citing the IPHONE product line, Amnesty International’s strategy, and weaknesses in the supply chain associated with the Chinese partnership of the company, which can negatively affect the wars of continuous tariffs.
Apple shares Decrease 16.9 % so far in 2025Despite the arrow 22 % has been recovered since mid -April. Pateel on the target with the iPhone problem, which has contributed to the low value of the AAPL market share.
“Our first major data reflects the weakest -6 % on a yearly basis, with normal seasonal sales (M/M) due to the withdrawal of prices related to tariffs related to the past two months and the general weakest demand on iPhone,” Kibank analyst wrote in a new research note.
In the upscale direction, Apple is witnessing 12 % growth in its application store after a slow -growing growth period, with 18 % growth in the United States compared to a 10 % increase in the world (other than the United States), according to YBS DAVID VOGT analyst, which has recently emerged at a price of $ 210 on AAPL shares, around the current stock price.
Broadcom: The customization of the chip can enhance the share price
Broadcom today
As of 07/16/2025 04:00 pm
- 52 weeks
- 128.50 dollars
▼
283.36 dollars
- Profit
- 0.84 %
- P/E ratio.
- 105.17
- The target price
- $ 292.08
Broadcom earns the positives of Patel for its design to design excessive silicon chips in the order, such as those used by heavy technology such as Amazon Nasdaq: amzn And microsoft Nasdak: msft.
these Integrated circuits for the application (ASics) It is improved for the tasks of training and inferring artificial intelligence, making it more efficient and effective as chips for general purposes. This places Broadcom in a sweet -semiconductor spot, providing the infrastructure behind the most dense work burden of artificial intelligence.
The numbers supported by: Broadcom shares have 76 % have risen over the past three months. The company features a strong public budget, a profitable partner base, a wide free cash flow, and a growing number of data center customers, which consists of the largest part of AVGO sales revenue in 2025.
Analysts gave the arrow a classification to buy consensus and raised their prices recently, reflecting the confidence in the strong financial positions in AI.
Oracle: New cloud partnerships a blessing for shareholders
Oracle today
- 52 weeks
- 118.86 dollars
▼
241.44 dollars
- Profit
- 0.83 %
- P/E ratio.
- 55.59
- The target price
- 211.37 dollars
Oracle is other high copies in mid -2015, at the price of its share An increase of 90 % over the past three months And an increase of 38.8 % year to date.
The company must maintain this growth after the launch of a new set of cloud service programs agreements last week, which is expected to result in more than $ 30 billion by 2028.
Oracle is a major partner (along with SoftBank Otcmkts: sftby And Openai) in a consortium, the AI Data Center, which was launched by the White House Part of the Stargate projectA government initiative worth $ 500 billion, which the Trump administration “The largest infrastructure of Amnesty International in history” is called.
Oracle must also benefit from the recent adoption of the “great budget bill” that has been enacting, mainly due to the tax saving considerations included in the draft law that prefers software companies in the major spending areas, such as research, development and operations.
Analysts who tracked Marketbeat Oracle gave moderate purchase and a $ 211 targeted price. The stock also comes with 0.86 % profit dividends.
So, should you respond to Patel advice?
In order to be clear, Patel does not try to rewrite what is the wonderful seven shares. What he is doing is to send a message to investors: Just because the stock was a historical dominant, it does not mean that it is still the best option.
Recommend it to get out of Tesla, Apple and access to Broadcom and Oracle reflect a deeper shift in future technology growth and where it comes. For investors looking to align their governor with the next wave of technological innovation, which will be driven by artificial intelligence, chips designed for this purpose, and cloud infrastructure of institutions, Patel strategy provides a convincing case. But in the end, it is up to individual investors and brings them risks to determine what is better for them and their preservation.
Before you think about the SoftBank collection, you will want to hear it.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares whom the top analysts quietly whispered to their customers to buy now before wiping the broader market … The SoftBank group was not in the list.
While Softbank Group currently has a suspended classification among analysts, higher -rated analysts believe that these five stocks buy better.
Show the five stocks here
Nuclear energy shares roar. It is the most important energy sector for this year. Cameco Corp, Paladin Energy and BWX Technologies increased by more than 40 % in 2024. The largest market movements can remain in front of us, and there are seven nuclear energy shares that may rise in the next few months. To cancel these indicators, enter your email address below.
