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3 Tech Stocks With More Potential Than Any Cryptocurrency

newsfeedback@fool.com (Patrick Sanders)
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⚡ Quantum Brief
The cryptocurrency market crashed 45% from its October 2025 peak, with Bitcoin leading declines due to geopolitical instability and institutional ETF withdrawals, exposing volatility risks from lack of fundamental valuation metrics. Alphabet’s stock dropped 10% post-earnings despite 18% revenue growth and 30% net income rise, as investors reacted to its $185B AI infrastructure spending—double 2025’s outlay—to bolster Google Cloud (up 47% YoY) and compete with Nvidia. Taiwan Semiconductor (TSMC) dominates 72% of the foundry market, posting 25.5% Q4 revenue growth and projecting 25% CAGR through 2029, offering crypto-like upside with lower risk via its chipmaking monopoly for Nvidia and AMD. Oracle’s stock fell 35% in six months but its cloud segment surged 34% YoY, driven by a $300B OpenAI deal, despite $100B debt—far less volatile than crypto while capitalizing on AI infrastructure demand. The article argues tech stocks like Alphabet, TSMC, and Oracle present sustainable growth with tangible fundamentals, contrasting crypto’s speculative volatility and lack of traditional financial anchors.
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The problem (or the opportunity, depending on your point of view) with cryptocurrencies is their massive volatility. Because most cryptocurrencies lack a fundamental valuation floor or metrics like stocks -- price-to-earnings ratio or cash flow, for instance -- their prices are overly dependent on sentiment and liquidity. Stablecoins are at least anchored to an underlying asset, such as the U.S. dollar, but in general, the crypto market lacks many of the financial controls of traditional currency. And that's part of what's driving the slump in cryptos in recent months. The overall cryptocurrency market fell more than 45% from its Oct. 6, 2025, high of $4.28 trillion. The collapse has been led by Bitcoin, whose drop is being attributed to geopolitical unrest and withdrawals from institutional exchange-traded funds that carry the digital currency. But I believe that long-term investors can find just as promising opportunities for dramatic growth and sustainable wealth in the stock market. In particular, here are three tech stocks that I think have even more potential than cryptocurrency today. Image source: Getty Images. 1. Alphabet Alphabet (GOOG 1.08%) (GOOGL 1.08%) is one of the largest companies in the world and a member of the "Magnificent Seven" group of stocks that dominate the S&P 500. In fact, I've ranked Alphabet as my top Magnificent Seven stock to buy in 2026. ExpandNASDAQ: GOOGLAlphabetToday's Change(-1.08%) $-3.35Current Price$305.65Key Data PointsMarket Cap$3.7TDay's Range$303.74 - $308.6252wk Range$140.53 - $349.00Volume1.8MAvg Vol38MGross Margin59.68%Dividend Yield0.27% Alphabet stock is actually on sale right now, as the stock has dropped about 10% since the company's fourth-quarter earnings report. Alphabet reported strong revenue of $113.8 billion, up 18% from a year ago, and net income of $34.45 billion, which was up nearly 30% from last year. But the market pulled back on the company's announcement that it would spend $185 billion on AI infrastructure this year -- about double its spending from 2025. While the market may be worried about that level of spending, I recognize that it's needed. Alphabet's Google Cloud computing division is growing fast as companies are looking to train and run artificial intelligence (AI) platforms on the cloud, and the company's Tensor Processing Units are a viable alternative to Nvidia's graphics processing units -- as an investor, I would rather see Alphabet sink money into its own products than chips from another company. Google Cloud generated $17.6 billion in revenue in the fourth quarter, up a whopping 47% from last year. 2.

Taiwan Semiconductor Manufacturing I'm a big fan of Taiwan Semiconductor Manufacturing (TSM 0.51%) for two reasons. First, it's a foundry for making semiconductor chips, which is something that the major semiconductor companies, such as Nvidia, Broadcom, or Advanced Micro Devices, can't do on their own. And second, TSMC, as it's known, is recognized as the best in the business. TSMC had a 72% market share in the foundry market in the third quarter, up from 66% in the previous year, according to Counterpoint Research. And the growth shows in the company's financial results, which included $33.73 billion in revenue in the fourth quarter, up 25.5% from the previous year. Management issued guidance for revenue in the first quarter to be even better, forecasting a range between $34.6 billion and $35.8 billion. ExpandNYSE: TSMTaiwan Semiconductor ManufacturingToday's Change(-0.51%) $-1.87Current Price$366.23Key Data PointsMarket Cap$1.9TDay's Range$360.86 - $371.1052wk Range$134.25 - $380.00Volume607KAvg Vol13MGross Margin59.02%Dividend Yield0.84% TSMC provides the explosive potential of cryptocurrency with a fraction of the risk -- the company projects revenue with a compound annual growth rate (CAGR) of 25% through 2029, and a gross margin of 56% or more. 3. Oracle Oracle (ORCL +2.34%) may not be a name you'd expect to consider when you look at tech stocks with huge potential. But the computing company saw its stock drop by more than 35% over the last six months and is deeply discounted. ExpandNYSE: ORCLOracleToday's Change(2.34%) $3.66Current Price$160.14Key Data PointsMarket Cap$460BDay's Range$155.29 - $162.3052wk Range$118.86 - $345.72Volume19MAvg Vol29MGross Margin65.40%Dividend Yield1.25% Like Google, Oracle is seeing rapid growth in its cloud computing segment, which is the company's biggest revenue driver. The company generated $7.97 billion in revenue in the second quarter of fiscal 2026 (ended Nov. 30, 2025), up 34% from a year ago and nearly half of Oracle's overall revenue. Oracle also has a deal valued at $300 billion to supply OpenAI, the maker of ChatGPT, with infrastructure and cloud computing services. The risk with Oracle stock comes with its debt, which is more than $100 billion, as the company aggressively spends to expand its cloud computing offerings. But even that concern pales in comparison to the risks associated with cryptocurrencies, and Oracle's upside potential is too good to ignore right now.

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