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