Technology stock has helped us to lead the market higher over the past few years. While many of these tech stocks are increasing in value (and in valuation), there are still some stocks that remain attractive prices given their growth potential.
In particular, let’s take a look at two bargain tech stocks that appear to be ready (or maintain) for a bull run.
Despite the incredible performance of stocks over the past few years, nvidia‘s (NASDAQ: NVDA) The stock is attractively valued and traded at a Revenue from forward price (P/E) Analyst estimates and price/revenue and growth (PEG) ratios below 0.5 (PEG ratio below 1, which is considered undervalued).
The company is the market share leader in graphics processing units (GPUs), gaining approximately 90% market share. Meanwhile, GPUs have become the backbone of artificial intelligence (AI) infrastructure due to the excellent processing speed required to train large-scale language models (LLMs) and perform AI inference.
Nvidia has created a wide range of moats in the GPU space with the help of the CUDA software platform. It was developed many years ago and allowed customers to program chips for their applications beyond their original purpose of speeding up graphics rendering in video games. This has led developers to learn to program GPUs using CUDA and become an industry standard.
Meanwhile, since then, the company has expanded its software edge through CUDA X. This includes a collection of microservices, libraries, tools and technologies designed for AI and high-performance computing.
Rivals Advanced Micro Devices Also, we design the GPU. This is mainly due to Nvidia’s excellent software platform. In a detailed test, independent semiconductor research company Semianalysis said that AMD’s GPUs “cannot be used” for AI training, and that they need considerable help from the company to patch software bugs. Meanwhile, Nvidia said it continues to expand Cuda Moat with “new features, libraries and performance updates.”
As such, Nvidia remains the best positioned company to benefit from increased AI infrastructure spending. Big Three Cloud Computing Company – Amazon, Microsoftand alphabet -In 2025, we announced plans to spend more than $250 billion in planned capital expenditures (CAPEX) mainly in line with AI infrastructure. Meta Platform It will spend another $60 billion to $65 billion. Meanwhile, Amazon said that reducing inference per unit cost would likely increase overall spending on AI infrastructure.
With AI infrastructure spending continuing to rise and inventory trading at attractive valuations, Nvidia appears to be poised for the Bull Run.
Image source: Getty Images.
meanwhile deepseek The spotlight on China’s advances in AI, Alibaba(NYSE: Baby) He is one of the largest leaders in the AI field of Chinese companies. On the other hand, the stock is very cheap, trading at forward P/E with analyst estimates of 11.5 times and PEG ratios of less than 0.3 for 2025. Alibaba also has around $50 billion in net cash on its balance sheet. This is almost 20% of the market capitalization.
At the end of last month, Alibaba introduced the latest Qwen 2.5-Max LLM. It says that not only outperforms Deepseek on the whole, but also models on the Openai and Meta platforms. Meanwhile, Alibaba is at the forefront of offering open source AI models for very specific purposes, such as language, audio, vision, coding, mathematics, etc., based on basic QWEN models.
Alibaba was praised by Stron Research, who said that Alibaba’s Qwen model has been ahead of the curve for the past six months. Qwen’s enterprise applications will help China catch up with business software, the region the country has pushed far out of the West.
Meanwhile, the company’s cloud computing unit is seeing profitable growth as it rolls off low project-based contracts, while benefiting from AI. Cloud revenues rose 7% to $4.2 billion in the last quarter, while segment adjusted revenues before interest, taxes and amortization (EBITA) increased 89% to $379 million. It noted that AI-related revenues skyrocketed in triple digits.
Continuing AI momentum, the company recently announced it will become a partner apple Strengthen Apple Intelligence in China. The companies submitted AI capabilities jointly developed for regulatory approval. Apparently Apple was trying to partner with other Chinese companies. Baidu, Tencentand the owner of Tiktok, Alibaba’s model proved optimal, but the original first choice, Baidu’s model did not meet that standard.
Apple hopes to bring Apple Intelligence to China soon with future operating system (iOS) updates. The iPhone is behind in China due to competition from local competitors and lack of AI-approved capabilities. We hope that bringing Apple Intelligence to China will drive country sales.
As China continues to advance with AI and investors are looking to invest in Chinese AI companies, Alibaba is in the best place for Bull Run.
Have you ever felt like you missed a boat when buying the most successful stocks? If you do that, you’ll want to hear this.
In rare cases, the team of analyst experts “Double Down” stock Recommendations for businesses they think are trying to pop. If you’re worried that you’ve already missed the chance to invest, now is the perfect time to buy before it’s too late. And the numbers speak for themselves:
nvidia:If you invest $1,000 when it doubled in 2009,There is $350,809! *
apple: If you invest $1,000 when it doubled in 2008, It costs $45,792! *
Netflix: If you invest $1,000 when it doubled in 2004, There is $562,853! *
Currently, we are issuing “double-down” alerts to three incredible companies, and we may not have a chance like this anytime soon.
John Mackey, former CEO of Amazon subsidiary Whole Foods Market, is a member of Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development, Facebook spokeswoman and sister to Metaplatform CEO Mark Zuckerberg, is a member of Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of the board of directors of Motley Fool. Jeffrey Sayler There are positions for Alibaba Group and Alphabet. Motley Fool recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Baidu, Meta Platforms, Microsoft, Nvidia, and Tencent. Motley Fool recommends the Alibaba Group and recommends the following options: A $395 phone at Microsoft for January 2026 length and a $405 phone at Microsoft for January 2026 short term. To Motley’s fool Disclosure Policy.
