The S&P 500 remains expensive at 30 times earnings, driven by a few tech giants. However, there are still good long-term buying opportunities, like Micron and The Trade Desk. Micron’s revenue surged in 2025 thanks to AI, while The Trade Desk saw growth in digital ads despite macro headwinds.
Micron is thriving in the AI market with its memory chips, expecting revenue and EPS to grow at impressive rates in the coming years. The Trade Desk continues to carve out a niche in digital advertising, with analysts forecasting strong growth ahead despite its current valuation.
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Read more at Nasdaq: The Top Tech Stocks to Buy in February
