Dec 23, 2024 Beyond AI: 10 Top Techs for 2025 Dear Subscriber, It's Day 2 of Weissgiving, where we're giving our readers gifts of premium investment content. Yesterday's gift came via Chris Graebe, our startup investing specialist. He's hot on the trail of Pytheas Energy, a private company using AI to make oil wells more profitable. As for making money on AI and other cutting-edge tech in the public markets, no one does that better than Michael A. Robinson. I recently sat down with Michael at a live event exclusively for his Weiss Technology Portfolio Members. We talked about all the stocks and sectors that enjoyed an AI-assisted boost this year. So, I threw him a curveball question. 'What Would You Buy
If AI Didn't Exist?' Michael never misses a beat. Right away, he said it's impossible to imagine a world without AI … as it's been gaining traction for 20 or so years already. However, he touched on a few sectors that aren't pure AI plays. More importantly, he highlighted 10 stocks that are set to deliver profits in 2025, like Santa with his bag full of gifts tomorrow night. Here are the sectors and picks that sit high atop Michael's 2025 wish list … Cloud Computing: - Arista Networks (ANET) — Its switches are crucial for cloud computing … and fast!
- Zscaler (ZS) — Great cybersecurity for the cloud.
- ServiceNow (NOW) — A leader in AI workflow for cloud computing.
Sensors, Chips & Wireless Tech: - STMicroelectronics (STM) — Strong supplier for semiconductor companies and elsewhere.
- Sensata Technologies (ST) — A fast-growing sensors and electronic protection components company.
Space Race: - Credo Technology (CRDO) — Electrical cables and connectivity solutions.
- Hexcel (HXL) — Composites for aerospace.
- Mercury Systems (MRCY) — Makes modules and subsystems for U.S. government.
Automation: - Procept BioRobotics (PRCT) — Has a breakthrough robotic waterjet surgery technology.
- Teradyne (TER) — Makes cobots, a booming subsector of robotics.
Much like the movie "It's a Wonderful Life," we see what life would be without George Bailey and here, of course, the essential character that AI has become. Fortunately, we don't have to spend any time worrying about either. Bottom line: These 10 tech stocks should do just fine independently of AI. But they should do very well because of AI. I hope this gift will keep giving in the new year with winner after winner. Happy Holidays, Dallas Brown
Publisher P.S. Speaking of picking winners, I am excited about the gift I'm sending your way tomorrow. Stay tuned for that. In the meantime, I'd also like to send you the gift of gold. I'm talking about a special 2.5-gram gold bar — minted exclusively for the most loyal Weiss Members … and delivered directly to your door. All I ask is that you plan to join us one week from today at our Gold Bull Market Summit. Reserve your spot here now. | 
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