In the investment universe, there are companies that They shine with their own light and stand out for their fundamental solids, their sustained growth and their ability to adapt to the market. Within the wide selection of sapphires, those firms that bring together the best metrics and perspectives, there is a select group of 50 companies that stand out especially: the top 50.
Within this top 50, I have differentiated companies by sectors, and in the technological field there are four names that stand out for their weight in the digital transformation we are living: Microsoft, AMD, Alphabet and Micron Technology. They are referents in their respective segments: Microsoft, leader in software and cloud computing; AMD, dominator in processors and GPUS; Alphabet, absolute hegemony in digital advertising and artificial intelligence; and micron, key actor in storage and memory.
These four companies are not only protagonists of the technological sector, but they are also potential candidates to be included in future reviews of the fund advised by ELECONOMIST TresSIS ECO 30 Portfolio.
But, as always in markets, The key is not just what to buy, but when to do it. And in that sense, the current context begins to offer opportunities. The S&P 500 has already reached its first purchase zone in the 5,520 points We were watching, allowing you to start purchases with a well -planned strategy. However, Nasdaq 100 has not yet reached its key level in the area of the 18.700/19,000 points, So prudence remains necessary. As always, patience and discipline are essential in an environment where volatility remains the norm.
In this analysis, I will establish two strategic purchase levels for each of these four companies that are part of the select Top 50 sapphiros. The first purchase area should fit with S&P 500 levels around 5,520 points (already reached) and Nasdaq 100 in the 17,800/19,000 points (Minimum last week at 19,150). The second purchase zone could fit if Wall Street is aimed at looking for the minimum of August last year, which is the support that in no case should lose the indices if they do not want to enter a bearish market.
Microsoft (MSFT)
An absolute reference in the technological sector, with a diversification that covers from operating systems and software Business to artificial intelligence and cloud computing with Azure. His leadership in AI, reinforced by his investment in Openai, keeps it at the forefront of the sector.
To find the first purchase price, it was in favor of looking for the level of replicating the fall suffered by the title during July and August, which led to Microsoft’s actions of the 468 at 385 dollars. Well, this took body last week after reaching the fall 375 dollars (minimum last week in the 377 dollars). In this environment I am already in favor of starting purchases, but they must assess that if Microsoft loses the support of the 370 dollars and the Nasdaq 100 the 18,700 pointswould increase the possibilities of attending a fall towards the second purchase price, which would not find it until 310 dollarswhose reach would be a correction of 61.80% of Fibonacci of the entire upward trend from the minimum of 2022 and a real Christmas gift.
Advanced Micro Devices (AMD)
A key protagonist in the world of semiconductors, competing from you to you with Intel and Nvidia. Their processors and GPUS are gaining market share both in the servers sector and in artificial intelligence and gaming.
The price of Christmas gift We find it in the area of the 80 dollars. If AMD reached this support we would be facing one of those opportunities that happen every many years to buy with a long -term orientation. A fall to 80 dollars would mean an exact replica of the bearish trend that developed the title in 2022.
Before that long -term support I do not seem bad that if they do not have the value in the portfolio they can set foot in the current area, especially if the title manages to overcome a very short -term resistance session that finds in The 103.50 dollars. Otherwise it would continue to be patient.
Alphabet (Googl)
The Google matrix remains the epicenter of digital advertising and the global search engine, but its diversification in AI, cloud computing and projects like Waymo position it as a giant with multiple growth fronts.
The first purchase price that seems an excellent opportunity to buy Alphabet shares is located around 160 dollars (Minimum last week in 161,38). Reaching that support would involve an exact replica of the fall of July and last August and, in addition, the 160 dollars are the adjustment level of 38.20% of Fibonacci of the entire bullish trend that was born in the minimum of 2022.
The second purchase price is in the minimum last August in the 147.50 dollarswhose reach would have corrected nothing more and nothing less than half of the entire increase from the minimum of 2022.
Micron Technology (MU)
Dram and Nand Memoirs Specialist, Micron plays a crucial role in the semiconductor industry, especially in the era of artificial intelligence, where the demand for data storage and processing is growing.
With Micron would have a little patience and wait for at least to return to the support that has stopped the falls during the last year in the 83,50-85 dollars. Between this range and $ 77whose scope would be a replica of the bassist tendency of 2021 and 2022, which led to the title of 100 to the $ 48.50I understand that Micron will resume its impeccable long -term bullish trend.
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