10 Tech Stocks You Need to Own 11-28-25 - Becker Business

Summary2 min read

Becker Business Podcast: “10 Tech Stocks You Need to Own”

Host: Scott Becker
Date: November 28, 2025
Episode Focus: Top 10 tech stock recommendations based on Dan Ives (Wedbush Securities) and relevant business discussion.

Episode Overview

Scott Becker delivers a fast-paced briefing on the ten technology stocks you “ought to own,” inspired by renowned Wedbush securities analyst Dan Ives. This concise episode focuses on practical investment insights, highlighting market trends and the evolving definition of a “tech stock.”

Key Discussion Points & Insights

Dan Ives’ Top 10 Technology Stocks

(00:12–01:00)

Becker shares Dan Ives’ list, emphasizing that Ives is “one of the most famous followers of tech stocks.”
The top 10 tech stocks, according to Dan Ives:
- Microsoft
- Palantir
- Nvidia
- Advanced Micro Devices (AMD)
- Tesla
- Apple
- Meta Platforms/Facebook
- Google/Alphabet
- CrowdStrike
- Palo Alto Networks

Notable Exclusion: Amazon

(00:38–00:55)

Becker draws attention to a significant omission:

“And noticeably missing on the tech stocks is Amazon, which is now as much thought of as a retailer as a tech stock.” — Scott Becker [00:39]
He reflects on the evolving categorization of Amazon, noting:

“No good for essentially Amazon, but it is what it is.” — Scott Becker [00:45]

Context & Frequency

(00:00–00:12, 01:00–01:15)

The host sets expectations that episodes are daily, efficient, and deliver business briefings with minimal fluff.

Notable Quotes & Memorable Moments

On the credibility of Dan Ives:

“…Dan Ives, who’s the famous analyst at Wedbush securities, one of the most famous followers of tech stocks.” — Scott Becker [00:10]
On Amazon’s changing role:

“Which is now as much thought of as a retailer as a tech stock.” — Scott Becker [00:42]

Key Segment Timestamps

00:00–00:12: Introduction; Becker frames the goal of “quick business briefing with not a lot of fluff.”
00:12–01:00: Breakdown of Dan Ives’ top 10 tech stocks, with explicit listing and brief commentary.
00:38–00:55: Observations about Amazon’s exclusion and its evolving industry status.

Takeaway

Scott Becker’s succinct rundown offers listeners a clear and actionable list of tech stocks widely regarded as essential by a leading analyst. The discussion sheds light on shifting definitions within the tech sector, as evidenced by Amazon’s new perception as primarily a retailer.

Useful for:

Investors seeking authoritative tech stock recommendations
Listeners interested in evolving industry classifications
Followers of Dan Ives’ analysis and perspective on market trends

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[00:00]
A
This is Scott Becker with the Becker Business and the Becker Private Equity podcast. This is your most efficient place to get your quick business briefing with not a lot of fluff. So this is the story today. 10 stock, 10 technology stocks you ought to own. And this is based on the list by Dan Ives, who's the famous analyst at Wedbush securities, one of the most famous followers of tech stocks. He goes through 10 Microsoft, Palantir, Nvidia, Advanced Micro Devices, Tesla, Apple, Meta platforms, slash Facebook, Google, Alphabet, whichever one you want to call it, CrowdStrike and Palo Alto Networks. So he's got those 10. And noticeably missing on the tech stocks is Amazon, which is now as much thought of as a retailer as a tech stock. No good for essentially Amazon, but it is what it is. We come to you daily with three to four short business episodes. We hope you enjoy it. Today's call to action. Again, this is Scott Becker with the Becker Business and the Becker Private Equity podcast is. Please go to Amazon, the Amazon and buy our new bestselling book that's coming out. It's on pre order now. Building great businesses, great momentum, overcome setbacks and scale with confidence. Please do the pre order. Please buy the hardcover. Thank you for listening to the Becker Business and the Becker Private Equity Podcast. Thank you very, very.